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 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
188+ 94.0% |
$6.46K - $6.8K
|
388
$14.3K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
177New |
$6.08K - $6.4K
|
177
$6.5K
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
144+ 1.32% |
$4.95K - $5.21K
|
11K
$405K
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
105+ 51.22% |
$3.61K - $3.8K
|
310
$11.4K
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
98New |
$3.37K - $3.54K
|
98
$3.6K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
88New |
$3.02K - $3.18K
|
88
$3.23K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
86New |
$2.95K - $3.11K
|
86
$3.16K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
80+ 2.58% |
$2.75K - $2.89K
|
3.19K
$117K
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
63+ 1.04% |
$2.16K - $2.28K
|
6.12K
$225K
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
63New |
$2.16K - $2.28K
|
63
$2.31K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
52New |
$1.79K - $1.88K
|
52
$1.91K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
48+ 9.72% |
$1.65K - $1.74K
|
542
$19.9K
|
|
Apr 20, 2023
Q1 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
46+ 0.57% |
$1.58K - $1.66K
|
8.17K
$300K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
35+ 0.33% |
$1.2K - $1.27K
|
10.8K
$395K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
30New |
$1.03K - $1.08K
|
30
$1.1K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
26+ 1.25% |
$893 - $940
|
2.1K
$77.2K
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
26New |
$893 - $940
|
26
$955
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
23+ 1.25% |
$790 - $831
|
1.86K
$68.3K
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
11+ 0.53% |
$378 - $398
|
2.07K
$76.1K
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
11+ 36.67% |
$378 - $398
|
41
$1.51K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
11New |
$378 - $398
|
11
$404
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7+ 24.14% |
$240 - $253
|
36
$1.32K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
5New |
$172 - $181
|
5
$184
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
4+ 0.22% |
$137 - $145
|
1.79K
$65.7K
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4+ 1.58% |
$137 - $145
|
257
$9.44K
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 1.28% |
$68.7 - $72.3
|
158
$5.8K
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 1.12% |
$34.4 - $36.2
|
90
$3.31K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.15% |
$34.4 - $36.2
|
671
$24.6K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.09% |
$34.4 - $36.2
|
1.08K
$39.7K
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-2- 1.16% |
$68.7 - $72.3
|
170
$6.24K
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2- 3.45% |
$68.7 - $72.3
|
56
$2.06K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-12- 5.11% |
$412 - $434
|
223
$8.19K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-34- 0.14% |
$1.17K - $1.23K
|
24.2K
$887K
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-43- 0.55% |
$1.48K - $1.55K
|
7.82K
$287K
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-50- 0.77% |
$1.72K - $1.81K
|
6.42K
$236K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-86- 4.01% |
$2.95K - $3.11K
|
2.06K
$75.6K
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-125- 0.71% |
$4.29K - $4.52K
|
17.4K
$640K
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-135- 1.27% |
$4.64K - $4.88K
|
10.5K
$387K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-143- 0.74% |
$4.91K - $5.17K
|
19.3K
$709K
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-149- 1.62% |
$5.12K - $5.39K
|
9.03K
$332K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-180- 8.65% |
$6.18K - $6.51K
|
1.9K
$69.9K
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-182- 70.0% |
$6.25K - $6.58K
|
78
$2.86K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-185- 0.43% |
$6.35K - $6.69K
|
43K
$1.58M
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-226- 81.29% |
$7.76K - $8.17K
|
52
$1.91K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-234- 2.75% |
$8.04K - $8.46K
|
8.29K
$304K
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-246- 1.8% |
$8.45K - $8.89K
|
13.4K
$492K
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-263- 1.18% |
$9.03K - $9.51K
|
22K
$809K
|
|
Apr 05, 2023
Q1 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-269- 0.99% |
$9.24K - $9.72K
|
27K
$993K
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-304- 4.27% |
$10.4K - $11K
|
6.81K
$250K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-309- 36.52% |
$10.6K - $11.2K
|
537
$19.7K
|