Purchases and Sales Made in Q1 2023 in Ishares Tr Broad Usd High Yiel (USHY)
This table provides information about the institutional ownership of Ishares Tr Broad Usd High Yiel (USHY) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR BROAD USD HIGH YIEL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.53K+ 2.65% |
$52.7K - $55.4K
|
59.5K
$2.18M
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.42KNew |
$48.8K - $51.4K
|
1.42K
$52.2K
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.31K+ 4.29% |
$45.1K - $47.5K
|
31.9K
$1.17M
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.31KNew |
$45K - $47.3K
|
1.31K
$48.1K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.31K+ 2139.34% |
$44.8K - $47.2K
|
1.37K
$50.2K
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.21KNew |
$41.5K - $43.7K
|
1.21K
$44.4K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.11K+ 6.19% |
$38.1K - $40.1K
|
19.1K
$700K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
1.02K+ 1.59% |
$34.9K - $36.8K
|
65.2K
$2.39M
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.01K+ 2.04% |
$34.6K - $36.4K
|
50.4K
$1.85M
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
989+ 86.0% |
$34K - $35.8K
|
2.14K
$78.6K
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
924+ 2.48% |
$31.7K - $33.4K
|
38.2K
$1.4M
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
897+ 3.92% |
$30.8K - $32.4K
|
23.8K
$874K
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
872+ 8.48% |
$30K - $31.5K
|
11.2K
$410K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
848+ 8.95% |
$29.1K - $30.7K
|
10.3K
$379K
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
842+ 5.66% |
$28.9K - $30.4K
|
15.7K
$577K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
829+ 8.58% |
$28.5K - $30K
|
10.5K
$385K
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
794+ 2.0% |
$27.3K - $28.7K
|
40.5K
$1.49M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
726New |
$24.9K - $26.2K
|
726
$26.7K
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
700New |
$24K - $25.3K
|
700
$25.7K
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
700New |
$24K - $25.3K
|
700
$25.7K
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
607+ 0.21% |
$20.9K - $21.9K
|
288K
$10.6M
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
603+ 11.53% |
$20.7K - $21.8K
|
5.84K
$214K
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
584+ 4.59% |
$20.1K - $21.1K
|
13.3K
$489K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
583+ 20.1% |
$20K - $21.1K
|
3.48K
$128K
|
|
Apr 13, 2023
Q1 2023
|
Retirement Solution Inc.
|
BUY
|
- |
577+ 6.52% |
$19.8K - $20.9K
|
9.43K
$346K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
554New |
$19K - $20K
|
554
$20.3K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
533+ 20.45% |
$18.3K - $19.3K
|
3.14K
$115K
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
BUY
|
- |
532+ 9.24% |
$18.3K - $19.2K
|
6.29K
$231K
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
528New |
$18.1K - $19.1K
|
528
$19.4K
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
524+ 8.93% |
$18K - $18.9K
|
6.39K
$235K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
508+ 758.21% |
$17.4K - $18.4K
|
575
$21.1K
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
502New |
$17.2K - $18.1K
|
502
$18.4K
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
500New |
$17.2K - $18.1K
|
500
$18.4K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
470+ 330.99% |
$16.1K - $17K
|
612
$22.5K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
404+ 2020.0% |
$13.9K - $14.6K
|
424
$15.6K
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
401New |
$13.8K - $14.5K
|
401
$14.7K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
398+ 24.94% |
$13.7K - $14.4K
|
1.99K
$73.2K
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
390+ 3.54% |
$13.4K - $14.1K
|
11.4K
$419K
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
390+ 3.54% |
$13.4K - $14.1K
|
11.4K
$419K
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
368+ 3.23% |
$12.6K - $13.3K
|
11.8K
$432K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
350+ 26.56% |
$12K - $12.7K
|
1.67K
$61.3K
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
333+ 3.18% |
$11.4K - $12K
|
10.8K
$397K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
330New |
$11.3K - $11.9K
|
330
$12.1K
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
320New |
$11K - $11.6K
|
320
$11.8K
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
306+ 17.74% |
$10.5K - $11.1K
|
2.03K
$74.6K
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
303New |
$10.4K - $11K
|
303
$11.1K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
264+ 106.45% |
$9.07K - $9.54K
|
512
$18.8K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
245New |
$8.42K - $8.86K
|
245
$9K
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
228+ 0.52% |
$7.83K - $8.24K
|
43.7K
$1.61M
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
193+ 0.4% |
$6.63K - $6.98K
|
48.8K
$1.79M
|