Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.13M+ 26.8% |
$178M - $182M
|
24.3M
$892M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.59M+ 45.26% |
$89.6M - $91.8M
|
8.31M
$305M
|
|
|
Jul 19, 2023
Q2 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
2.4MNew |
$83.1M - $85.2M
|
2.4M
$88.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.21M+ 168.58% |
$76.6M - $78.5M
|
3.52M
$129M
|
|
|
Aug 09, 2023
Q2 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
2.06M+ 63.39% |
$71.2M - $72.9M
|
5.3M
$195M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.39M+ 6.12% |
$48.2M - $49.4M
|
24.2M
$888M
|
|
|
Jul 20, 2023
Q2 2023
|
Toews Corp
|
BUY
|
- |
1.24M+ 73.51% |
$42.8M - $43.9M
|
2.92M
$107M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
799K+ 10787.2% |
$27.7M - $28.4M
|
807K
$29.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
623KNew |
$21.6M - $22.1M
|
623K
$22.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
618K+ 43.77% |
$21.4M - $21.9M
|
2.03M
$74.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
579K+ 41.4% |
$20M - $20.6M
|
1.98M
$72.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
550K+ 570.19% |
$19M - $19.5M
|
647K
$23.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
500K+ 4.76% |
$17.3M - $17.7M
|
11M
$405M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
441K+ 24.71% |
$15.3M - $15.7M
|
2.23M
$81.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
398K+ 3.52% |
$13.8M - $14.1M
|
11.7M
$431M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
387KNew |
$13.4M - $13.7M
|
387K
$14.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
255K+ 0.87% |
$8.84M - $9.06M
|
29.6M
$1.09B
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
248K+ 72.37% |
$8.59M - $8.8M
|
591K
$21.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
248K+ 580.89% |
$8.58M - $8.8M
|
291K
$10.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
241KNew |
$8.35M - $8.56M
|
241K
$8.86M
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
219K+ 85.22% |
$7.57M - $7.76M
|
476K
$17.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
207KNew |
$7.16M - $7.34M
|
207K
$7.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
173KNew |
$6M - $6.15M
|
173K
$6.37M
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
164K+ 161.7% |
$5.69M - $5.83M
|
266K
$9.77M
|
|
|
Aug 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
115KNew |
$3.97M - $4.07M
|
115K
$4.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
105K+ 32.52% |
$3.63M - $3.73M
|
428K
$15.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
103K+ 41.03% |
$3.57M - $3.66M
|
354K
$13M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
95.1K+ 5.18% |
$3.29M - $3.37M
|
1.93M
$70.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
85.8KNew |
$2.97M - $3.04M
|
85.8K
$3.15M
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
81.7K+ 57.97% |
$2.83M - $2.9M
|
223K
$8.18M
|
|
|
Jul 28, 2023
Q2 2023
|
Q3 Asset Management
|
BUY
|
- |
74.8KNew |
$2.59M - $2.65M
|
74.8K
$2.75M
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
69.6K+ 4.08% |
$2.41M - $2.47M
|
1.77M
$65.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
68.5KNew |
$2.37M - $2.43M
|
68.5K
$2.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
63.4K+ 8.2% |
$2.19M - $2.25M
|
837K
$30.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
59.9K+ 337.45% |
$2.07M - $2.13M
|
77.7K
$2.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
56.3K+ 2.03% |
$1.95M - $2M
|
2.83M
$104M
|
|
|
Jul 26, 2023
Q2 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
55.3K+ 113.21% |
$1.91M - $1.96M
|
104K
$3.82M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50.1K+ 8.13% |
$1.73M - $1.78M
|
667K
$24.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50.1K+ 8.13% |
$1.73M - $1.78M
|
667K
$24.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
46.1K+ 31.91% |
$1.6M - $1.64M
|
191K
$7M
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
45.6KNew |
$1.58M - $1.62M
|
45.6K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
44.8K+ 31.05% |
$1.55M - $1.59M
|
189K
$6.94M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
42.7K+ 3.31% |
$1.48M - $1.52M
|
1.33M
$48.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
40.4K+ 2.81% |
$1.4M - $1.43M
|
1.48M
$54.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
40.3KNew |
$1.4M - $1.43M
|
40.3K
$1.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
39.8K+ 10.7% |
$1.38M - $1.41M
|
412K
$15.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
38K+ 26.27% |
$1.31M - $1.35M
|
183K
$6.71M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
36.6K+ 19.33% |
$1.27M - $1.3M
|
226K
$8.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
36.4KNew |
$1.26M - $1.29M
|
36.4K
$1.34M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
32.9KNew |
$1.14M - $1.17M
|
32.9K
$1.21M
|