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 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
7New |
$252 - $257
|
7
$257
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7+ 0.45% |
$252 - $257
|
1.56K
$57.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5+ 1.16% |
$180 - $183
|
436
$16K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
4New |
$144 - $147
|
4
$147
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4+ 1.48% |
$144 - $147
|
275
$10.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 1.2% |
$72 - $73.3
|
169
$6.21K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$36 - $36.7
|
5.85K
$215K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1+ 2.22% |
$36 - $36.7
|
46
$1.69K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3- 0.1% |
$108 - $110
|
3.03K
$111K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3- 11.11% |
$108 - $110
|
24
$882
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-4- 0.78% |
$144 - $147
|
512
$18.8K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-9- 0.08% |
$324 - $330
|
11.5K
$421K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-18- 24.66% |
$648 - $660
|
55
$2.02K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-25- 3.57% |
$900 - $916
|
675
$24.8K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-33- 0.09% |
$1.19K - $1.21K
|
35.2K
$1.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-40- 0.15% |
$1.44K - $1.47K
|
25.8K
$947K
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-65- 23.47% |
$2.34K - $2.38K
|
212
$7.79K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-72- 1.21% |
$2.59K - $2.64K
|
5.86K
$215K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-77- 0.37% |
$2.77K - $2.82K
|
20.9K
$766K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-77- 63.64% |
$2.77K - $2.82K
|
44
$1.62K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-81- 90.0% |
$2.92K - $2.97K
|
9
$331
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-97- 27.56% |
$3.49K - $3.56K
|
255
$9.37K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-100- 7.14% |
$3.6K - $3.67K
|
1.3K
$47.7K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-128- 6.01% |
$4.61K - $4.69K
|
2K
$73.5K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-140- 1.28% |
$5.04K - $5.13K
|
10.8K
$397K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-168- 1.34% |
$6.05K - $6.16K
|
12.4K
$455K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-200- 1.85% |
$7.2K - $7.33K
|
10.6K
$389K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-253- 2.64% |
$9.11K - $9.27K
|
9.32K
$342K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-277- 10.7% |
$9.97K - $10.2K
|
2.31K
$84.9K
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-300- 0.22% |
$10.8K - $11K
|
137K
$5.03M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-312- 3.38% |
$11.2K - $11.4K
|
8.91K
$327K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-317- 0.89% |
$11.4K - $11.6K
|
35.4K
$1.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-335- 1.18% |
$12.1K - $12.3K
|
28K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-362- 22.37% |
$13K - $13.3K
|
1.26K
$46.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-400- 4.55% |
$14.4K - $14.7K
|
8.4K
$309K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-446- 0.62% |
$16.1K - $16.4K
|
71.9K
$2.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-479- 27.9% |
$17.2K - $17.6K
|
1.24K
$45.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-515- 5.95% |
$18.5K - $18.9K
|
8.14K
$299K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-543- 65.11% |
$19.5K - $19.9K
|
291
$10.7K
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-549- 5.9% |
$19.8K - $20.1K
|
8.75K
$321K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-564- 1.42% |
$20.3K - $20.7K
|
39.1K
$1.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-592- 1.23% |
$21.3K - $21.7K
|
47.4K
$1.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-601- 35.58% |
$21.6K - $22K
|
1.09K
$40K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-626- 10.01% |
$22.5K - $22.9K
|
5.63K
$207K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-647- 3.65% |
$23.3K - $23.7K
|
17.1K
$628K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-671- 21.17% |
$24.2K - $24.6K
|
2.5K
$91.8K
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
SELL
|
- |
-691- 5.82% |
$24.9K - $25.3K
|
11.2K
$411K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-906- 2.56% |
$32.6K - $33.2K
|
34.4K
$1.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-926- 6.1% |
$33.3K - $33.9K
|
14.3K
$524K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-933- 2.87% |
$33.6K - $34.2K
|
31.6K
$1.16M
|