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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
5.57KNew |
$200K - $204K
|
5.57K
$204K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5.56K+ 43.89% |
$200K - $204K
|
18.2K
$670K
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.47KNew |
$197K - $200K
|
5.47K
$201K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.12K+ 1.43% |
$184K - $188K
|
363K
$13.3M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.88K+ 216.79% |
$176K - $179K
|
7.13K
$262K
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
4.86K+ 7.13% |
$175K - $178K
|
73K
$2.68M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.77K+ 1266.05% |
$172K - $175K
|
5.15K
$189K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
4.49K+ 899.0% |
$161K - $164K
|
4.99K
$183K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.44K+ 11.15% |
$160K - $163K
|
44.3K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.18K+ 30.74% |
$150K - $153K
|
17.8K
$653K
|
|
|
May 01, 2024
Q1 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
3.96K+ 2.17% |
$143K - $145K
|
187K
$6.85M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.91KNew |
$141K - $143K
|
3.91K
$144K
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
3.54K+ 8.33% |
$127K - $130K
|
46K
$1.69M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
3.51KNew |
$126K - $129K
|
3.51K
$129K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.22K+ 21.17% |
$116K - $118K
|
18.4K
$676K
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
3.2K+ 2.56% |
$115K - $117K
|
128K
$4.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.1K+ 9.52% |
$112K - $114K
|
35.6K
$1.31M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3.05KNew |
$110K - $112K
|
3.05K
$112K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.84K+ 8.01% |
$102K - $104K
|
38.3K
$1.41M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
2.42K+ 5.42% |
$87.2K - $88.8K
|
47.2K
$1.73M
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.41K+ 5.82% |
$86.9K - $88.5K
|
43.9K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.36K+ 1953.72% |
$85.1K - $86.7K
|
2.49K
$91.3K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.34K+ 910.51% |
$84.2K - $85.8K
|
2.6K
$95.4K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.22K+ 31.88% |
$79.9K - $81.3K
|
9.18K
$337K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.13K+ 1973.15% |
$76.7K - $78.1K
|
2.24K
$82.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.03K+ 88.32% |
$73K - $74.3K
|
4.32K
$159K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.82K+ 11.54% |
$65.5K - $66.7K
|
17.6K
$646K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.69K+ 10.97% |
$60.8K - $62K
|
17.1K
$628K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.67K+ 5.62% |
$60.1K - $61.2K
|
31.4K
$1.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.66KNew |
$59.7K - $60.8K
|
1.66K
$60.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.55K+ 0.35% |
$55.9K - $57K
|
446K
$16.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
BUY
|
- |
1.55K+ 3.19% |
$55.7K - $56.7K
|
50K
$1.84M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
1.52K+ 23.08% |
$54.6K - $55.6K
|
8.09K
$297K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.49K+ 14.71% |
$53.7K - $54.7K
|
11.6K
$427K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.45KNew |
$52.3K - $53.2K
|
1.45K
$53.3K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.43K+ 3.96% |
$51.3K - $52.3K
|
37.5K
$1.38M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.42K+ 956.76% |
$51K - $51.9K
|
1.56K
$57.4K
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.38K+ 1.36% |
$49.8K - $50.7K
|
103K
$3.77M
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.34KNew |
$48.2K - $49.1K
|
1.34K
$49.2K
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.31K+ 5.95% |
$47K - $47.8K
|
23.2K
$853K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.08K+ 8.03% |
$38.7K - $39.4K
|
14.5K
$532K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
989New |
$35.6K - $36.3K
|
989
$36.3K
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
985+ 4.06% |
$35.5K - $36.1K
|
25.2K
$927K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
899+ 4.06% |
$32.4K - $33K
|
23.1K
$847K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
887+ 3.22% |
$31.9K - $32.5K
|
28.4K
$1.04M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
846New |
$30.5K - $31K
|
846
$31.1K
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
717New |
$25.8K - $26.3K
|
717
$26.3K
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
700+ 7.11% |
$25.2K - $25.7K
|
10.6K
$388K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
687+ 6.06% |
$24.7K - $25.2K
|
12K
$442K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
686+ 12.03% |
$24.7K - $25.1K
|
6.39K
$235K
|