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 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.1K- 17.03% |
$278K - $293K
|
39.4K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.26K- 23.77% |
$284K - $299K
|
26.5K
$973K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-8.68K- 10.74% |
$298K - $314K
|
72.1K
$2.65M
|
|
|
May 12, 2023
Q1 2023
|
Wavelength Capital Management, LLC
|
SELL
|
- |
-9.5K- 5.85% |
$326K - $343K
|
153K
$5.61M
|
|
|
May 11, 2023
Q1 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-9.58K- 37.66% |
$329K - $346K
|
15.9K
$582K
|
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
SELL
|
- |
-9.68K- 35.81% |
$332K - $350K
|
17.4K
$637K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.81K- 3.11% |
$337K - $354K
|
306K
$11.2M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-9.87K- 47.02% |
$339K - $357K
|
11.1K
$409K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-10.9K- 4.94% |
$373K - $392K
|
209K
$7.67M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12K- 29.38% |
$412K - $433K
|
28.8K
$1.06M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-12.2K- 29.79% |
$418K - $440K
|
28.7K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-13.6K- 60.77% |
$469K - $493K
|
8.81K
$324K
|
|
|
Apr 19, 2023
Q1 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-14.3K- 6.1% |
$492K - $518K
|
221K
$8.1M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-15.5K- 2.36% |
$533K - $561K
|
641K
$23.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.6K- 18.52% |
$537K - $565K
|
68.8K
$2.53M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-17.2K- 46.37% |
$591K - $621K
|
19.9K
$730K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-17.7K- 13.43% |
$607K - $638K
|
114K
$4.18M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-18.3K- 27.41% |
$627K - $660K
|
48.4K
$1.78M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-19.3K- 49.03% |
$662K - $696K
|
20K
$735K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-19.4K- 74.15% |
$665K - $700K
|
6.75K
$248K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20K- 0.8% |
$686K - $722K
|
2.46M
$90.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-21.7K- 65.5% |
$746K - $785K
|
11.4K
$420K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-21.9K- 36.47% |
$753K - $792K
|
38.2K
$1.4M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-22.3K- 42.6% |
$767K - $807K
|
30.1K
$1.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-27.5K- 96.34% |
$943K - $992K
|
1.04K
$38.3K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-28.2K- 85.14% |
$969K - $1.02M
|
4.92K
$181K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-31.2K- 42.25% |
$1.07M - $1.13M
|
42.7K
$1.57M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-37.5K- 27.37% |
$1.29M - $1.36M
|
99.6K
$3.66M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-38.3K- 5.89% |
$1.32M - $1.39M
|
612K
$22.5M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-41.7K- 47.54% |
$1.43M - $1.51M
|
46K
$1.69M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-43.2K- 35.83% |
$1.48M - $1.56M
|
77.3K
$2.84M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-44.6K- 19.5% |
$1.53M - $1.61M
|
184K
$6.77M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-47K- 45.09% |
$1.61M - $1.7M
|
57.2K
$2.1M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-47.2K- 15.8% |
$1.62M - $1.71M
|
251K
$9.23M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-61.9K- 22.75% |
$2.13M - $2.24M
|
210K
$7.72M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-62.8K- 56.54% |
$2.16M - $2.27M
|
48.3K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-73.7K- 85.99% |
$2.53M - $2.67M
|
12K
$441K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-87.3K- 12.07% |
$3M - $3.16M
|
636K
$23.4M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-107K- 81.32% |
$3.66M - $3.86M
|
24.5K
$900K
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-125K- 49.04% |
$4.31M - $4.53M
|
130K
$4.79M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-127K- 26.97% |
$4.35M - $4.58M
|
343K
$12.6M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-165K- 17.6% |
$5.68M - $5.98M
|
774K
$28.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-191K- 2.17% |
$6.57M - $6.91M
|
8.64M
$317M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-303K- 19.03% |
$10.4M - $11M
|
1.29M
$47.4M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-704K- 33.27% |
$24.2M - $25.4M
|
1.41M
$51.8M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-723K- 91.79% |
$24.8M - $26.1M
|
64.6K
$2.37M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-789K- 99.36% |
$27.1M - $28.5M
|
5.09K
$187K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.41M- 90.89% |
$48.3M - $50.8M
|
141K
$5.18M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.73M- 39.44% |
$59.4M - $62.5M
|
2.66M
$97.5M
|
|
|
May 12, 2023
Q1 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-2.12M- 39.58% |
$72.9M - $76.7M
|
3.24M
$119M
|