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 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
672+ 10.58% |
$24.2K - $24.6K
|
7.03K
$258K
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
631+ 5.98% |
$22.7K - $23.1K
|
11.2K
$410K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
576New |
$20.7K - $21.1K
|
576
$21.2K
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
BUY
|
- |
522+ 0.74% |
$18.8K - $19.1K
|
70.9K
$2.6M
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
492New |
$17.7K - $18K
|
492
$18.1K
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
474+ 1.69% |
$17.1K - $17.4K
|
28.5K
$1.05M
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
465+ 7.03% |
$16.7K - $17K
|
7.08K
$260K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
445New |
$16K - $16.3K
|
445
$16.3K
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
441+ 2.92% |
$15.9K - $16.2K
|
15.6K
$572K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
440New |
$15.8K - $16.1K
|
440
$16.2K
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
437New |
$15.7K - $16K
|
437
$16.1K
|
|
Apr 08, 2024
Q1 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
412+ 0.16% |
$14.8K - $15.1K
|
259K
$9.52M
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
359New |
$12.9K - $13.2K
|
359
$13.2K
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
359New |
$12.9K - $13.2K
|
359
$13.2K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
354+ 4.43% |
$12.7K - $13K
|
8.34K
$306K
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
349+ 5.43% |
$12.6K - $12.8K
|
6.77K
$249K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
305New |
$11K - $11.2K
|
305
$11.2K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
284+ 3.07% |
$10.2K - $10.4K
|
9.53K
$350K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
247+ 280.68% |
$8.89K - $9.06K
|
335
$12.3K
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
234+ 1.59% |
$8.42K - $8.58K
|
15K
$551K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
198+ 0.71% |
$7.13K - $7.26K
|
28K
$1.03M
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
194+ 1.54% |
$6.98K - $7.11K
|
12.8K
$471K
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
175+ 2.47% |
$6.3K - $6.42K
|
7.26K
$267K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
167New |
$6.01K - $6.12K
|
167
$6.13K
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
160+ 1.06% |
$5.76K - $5.87K
|
15.2K
$559K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
125New |
$4.5K - $4.58K
|
125
$4.59K
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
115+ 0.27% |
$4.14K - $4.22K
|
42K
$1.54M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
110New |
$3.96K - $4.03K
|
110
$4.04K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
103New |
$3.71K - $3.78K
|
103
$3.78K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
103New |
$3.71K - $3.78K
|
103
$3.78K
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
78+ 0.8% |
$2.81K - $2.86K
|
9.85K
$362K
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
75+ 1.21% |
$2.7K - $2.75K
|
6.27K
$230K
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
75New |
$2.7K - $2.75K
|
75
$2.75K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
75+ 625.0% |
$2.7K - $2.75K
|
87
$3.2K
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
64+ 0.95% |
$2.3K - $2.35K
|
6.81K
$250K
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
60New |
$2.16K - $2.2K
|
60
$2.2K
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
58+ 0.73% |
$2.09K - $2.13K
|
8.01K
$294K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
50New |
$1.8K - $1.83K
|
50
$1.84K
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
47+ 3.47% |
$1.69K - $1.72K
|
1.4K
$51.5K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
39New |
$1.4K - $1.43K
|
39
$1.43K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
38+ 0.71% |
$1.37K - $1.39K
|
5.36K
$197K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
36+ 1.48% |
$1.3K - $1.32K
|
2.46K
$90.5K
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
31New |
$1.12K - $1.14K
|
31
$1.14K
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
29+ 0.49% |
$1.04K - $1.06K
|
5.89K
$216K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
29+ 17.37% |
$1.04K - $1.06K
|
196
$7.2K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
26+ 1.71% |
$936 - $953
|
1.55K
$56.9K
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
21New |
$756 - $770
|
21
$771
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
13+ 0.02% |
$468 - $477
|
75.9K
$2.79M
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
12+ 0.13% |
$432 - $440
|
9.3K
$342K
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
8+ 0.97% |
$288 - $293
|
834
$30.6K
|