Purchases and Sales Made in Q1 2024 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 2024. 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 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
13.5K+ 21.49% |
$487K - $496K
|
76.5K
$2.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
12.9K+ 8.95% |
$466K - $474K
|
158K
$5.79M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.7K+ 17.2% |
$458K - $466K
|
86.7K
$3.18M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.6K+ 27.5% |
$452K - $460K
|
58.2K
$2.14M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
12.2K+ 39.52% |
$439K - $447K
|
43K
$1.58M
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
12.1K+ 6.63% |
$436K - $444K
|
195K
$7.15M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.1K+ 42.63% |
$435K - $442K
|
40.4K
$1.48M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.4KNew |
$412K - $419K
|
11.4K
$420K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
11.3K+ 309.78% |
$406K - $413K
|
14.9K
$548K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
11.3K+ 27.01% |
$405K - $413K
|
52.9K
$1.94M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
11KNew |
$398K - $405K
|
11K
$406K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.9K+ 6.43% |
$392K - $399K
|
180K
$6.61M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.3KNew |
$371K - $378K
|
10.3K
$379K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
10.1K+ 6.44% |
$365K - $372K
|
167K
$6.15M
|
|
|
Apr 25, 2024
Q1 2024
|
Q3 Asset Management
|
BUY
|
- |
9.94K+ 9.65% |
$358K - $365K
|
113K
$4.15M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
9.85KNew |
$354K - $361K
|
9.85K
$362K
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
9.12K+ 8.03% |
$328K - $334K
|
123K
$4.5M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
8.89K+ 9.77% |
$320K - $326K
|
99.9K
$3.67M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.79K+ 2.18% |
$316K - $322K
|
412K
$15.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.56K+ 64.62% |
$308K - $314K
|
21.8K
$801K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
8.41K+ 75.3% |
$303K - $308K
|
19.6K
$719K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
8.37K+ 79.59% |
$301K - $307K
|
18.9K
$694K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
8.34K+ 7.58% |
$300K - $306K
|
118K
$4.34M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.27K+ 0.27% |
$298K - $303K
|
3.1M
$114M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.97KNew |
$287K - $292K
|
7.97K
$293K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
7.97K+ 2.61% |
$287K - $292K
|
314K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.82K+ 8.06% |
$282K - $287K
|
105K
$3.85M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
7.75K+ 73.95% |
$279K - $284K
|
18.2K
$670K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
7.75K+ 3136.84% |
$279K - $284K
|
8K
$294K
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
7.72KNew |
$278K - $283K
|
7.72K
$284K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.7KNew |
$277K - $282K
|
7.7K
$283K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.59K+ 62.84% |
$273K - $278K
|
19.7K
$722K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7.46K+ 25.96% |
$268K - $273K
|
36.2K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
7.44K+ 24.89% |
$268K - $273K
|
37.3K
$1.37M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
7.13K+ 3.65% |
$257K - $261K
|
203K
$7.44M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.12K+ 0.86% |
$256K - $261K
|
831K
$30.5M
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
7.1K+ 11.97% |
$256K - $260K
|
66.4K
$2.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
7.06K+ 18.66% |
$254K - $259K
|
44.9K
$1.65M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7.06KNew |
$254K - $259K
|
7.06K
$259K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.93K+ 29.77% |
$249K - $254K
|
30.2K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
6.7KNew |
$241K - $246K
|
6.7K
$246K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.49K+ 0.7% |
$234K - $238K
|
932K
$34.2M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
6.21KNew |
$223K - $228K
|
6.21K
$228K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.16K+ 12.82% |
$222K - $226K
|
54.3K
$1.99M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.03KNew |
$217K - $221K
|
6.03K
$222K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
5.96K+ 168.27% |
$215K - $218K
|
9.5K
$349K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
5.82K+ 2.46% |
$210K - $213K
|
243K
$8.92M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.8K+ 0.64% |
$209K - $212K
|
911K
$33.5M
|
|
|
May 14, 2024
Q1 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
5.61KNew |
$202K - $206K
|
5.61K
$206K
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
BUY
|
- |
5.59KNew |
$201K - $205K
|
5.59K
$205K
|