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 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-319- 9.53% |
$11K - $11.5K
|
3.03K
$111K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-323- 36.37% |
$11.1K - $11.7K
|
565
$20.8K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-369Closed |
$12.7K - $13.3K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-390- 0.6% |
$13.4K - $14.1K
|
64.9K
$2.38M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-428- 4.55% |
$14.7K - $15.5K
|
8.98K
$330K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-472- 54.88% |
$16.2K - $17.1K
|
388
$14.3K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-509- 5.92% |
$17.5K - $18.4K
|
8.09K
$297K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-702- 18.28% |
$24.1K - $25.4K
|
3.14K
$115K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-721- 2.37% |
$24.8K - $26.1K
|
29.7K
$1.09M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-730- 95.05% |
$25.1K - $26.4K
|
38
$1.4K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-743- 6.09% |
$25.5K - $26.9K
|
11.5K
$421K
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
SELL
|
- |
-753- 0.33% |
$25.9K - $27.2K
|
228K
$8.39M
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-761- 11.04% |
$26.1K - $27.5K
|
6.13K
$225K
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-863- 9.57% |
$29.6K - $31.2K
|
8.15K
$299K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-916- 8.66% |
$31.5K - $33.1K
|
9.66K
$355K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-918- 4.71% |
$31.5K - $33.2K
|
18.6K
$682K
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1K- 2.37% |
$34.4K - $36.2K
|
41.2K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.28K- 96.6% |
$43.9K - $46.2K
|
45
$1.65K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.46K- 2.93% |
$50.2K - $52.9K
|
48.5K
$1.78M
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.64K- 6.54% |
$56.4K - $59.4K
|
23.5K
$862K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1.7K- 87.63% |
$58.4K - $61.5K
|
240
$8.82K
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.89K- 1.33% |
$65.1K - $68.5K
|
141K
$5.18M
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-1.89K- 8.22% |
$65.1K - $68.5K
|
21.1K
$776K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.97K- 3.78% |
$67.6K - $71.1K
|
50.1K
$1.84M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.11K- 5.94% |
$72.6K - $76.4K
|
33.5K
$1.23M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-2.13K- 85.31% |
$73K - $76.8K
|
366
$13.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.42K- 13.03% |
$83K - $87.3K
|
16.1K
$592K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.48K- 18.08% |
$85.1K - $89.5K
|
11.2K
$412K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.7K- 98.36% |
$92.6K - $97.5K
|
45
$1.65K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.71K- 4.65% |
$92.9K - $97.8K
|
55.4K
$2.04M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.75K- 85.4% |
$94.5K - $99.4K
|
470
$17.3K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.79K- 82.29% |
$95.8K - $101K
|
600
$22K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.85K- 9.99% |
$97.8K - $103K
|
25.7K
$943K
|
|
|
Apr 21, 2023
Q1 2023
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.03K- 10.14% |
$104K - $110K
|
26.9K
$986K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-3.04K- 83.32% |
$105K - $110K
|
609
$22.4K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.26K- 3.35% |
$112K - $118K
|
94.1K
$3.46M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.28K- 3.76% |
$113K - $118K
|
84K
$3.08M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-3.8K- 34.41% |
$130K - $137K
|
7.24K
$266K
|
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
SELL
|
- |
-3.86K- 5.57% |
$133K - $140K
|
65.5K
$2.4M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.98K- 18.44% |
$137K - $144K
|
17.6K
$647K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.19K- 1.28% |
$144K - $151K
|
323K
$11.9M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.01K- 44.58% |
$172K - $181K
|
6.23K
$229K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.12K- 27.38% |
$176K - $185K
|
13.6K
$498K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-5.31K- 61.08% |
$182K - $192K
|
3.38K
$124K
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-5.68K- 14.45% |
$195K - $205K
|
33.6K
$1.24M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-5.96K- 11.79% |
$205K - $215K
|
44.6K
$1.64M
|
|
|
May 04, 2023
Q1 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-6.69K- 1.08% |
$230K - $242K
|
613K
$22.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.99K- 10.82% |
$240K - $253K
|
57.7K
$2.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-7.55K- 50.48% |
$259K - $273K
|
7.41K
$272K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.06K- 13.37% |
$277K - $291K
|
52.2K
$1.92M
|