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 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.84K+ 7.83% |
$306K - $314K
|
122K
$4.47M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
8.55KNew |
$296K - $303K
|
8.55K
$314K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.44K+ 29.3% |
$292K - $299K
|
37.2K
$1.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
8.42KNew |
$291K - $299K
|
8.42K
$309K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
7.85K+ 10.89% |
$272K - $278K
|
79.9K
$2.94M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.76K+ 10.47% |
$269K - $275K
|
81.9K
$3.01M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.46K+ 4.93% |
$258K - $265K
|
159K
$5.83M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
7.44K+ 1222.33% |
$258K - $264K
|
8.05K
$296K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.47K+ 40.11% |
$224K - $229K
|
22.6K
$830K
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
6.43KNew |
$223K - $228K
|
6.43K
$236K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
6.32K+ 12153.85% |
$219K - $224K
|
6.37K
$234K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.15K+ 2759.19% |
$213K - $218K
|
6.38K
$234K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.07KNew |
$210K - $215K
|
6.07K
$223K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.83KNew |
$202K - $207K
|
5.83K
$214K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.76K+ 28.99% |
$199K - $205K
|
25.6K
$942K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.73K+ 18.47% |
$198K - $203K
|
36.8K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
5.68K+ 100.0% |
$197K - $202K
|
11.4K
$417K
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5.67KNew |
$196K - $201K
|
5.67K
$208K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.63K+ 16.24% |
$195K - $200K
|
40.3K
$1.48M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.55K+ 29.92% |
$192K - $197K
|
24.1K
$886K
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
5.5K+ 25.15% |
$190K - $195K
|
27.4K
$1M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
5.45KNew |
$189K - $193K
|
5.45K
$200K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.35K+ 13.57% |
$185K - $190K
|
44.8K
$1.65M
|
|
|
Jul 20, 2023
Q2 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
5.14K+ 2.33% |
$178K - $182K
|
226K
$8.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
5.1K+ 7.83% |
$177K - $181K
|
70.3K
$2.58M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
4.96K+ 10.26% |
$172K - $176K
|
53.3K
$1.96M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.87K+ 76.21% |
$169K - $173K
|
11.3K
$414K
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
4.79K+ 23.07% |
$166K - $170K
|
25.5K
$938K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
4.77K+ 8.55% |
$165K - $169K
|
60.5K
$2.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.73K+ 1.91% |
$164K - $168K
|
252K
$9.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
4.62K+ 0.55% |
$160K - $164K
|
842K
$30.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
4.31K+ 37.72% |
$149K - $153K
|
15.7K
$578K
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.83K+ 19.22% |
$132K - $136K
|
23.7K
$871K
|
|
|
Aug 07, 2023
Q2 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
3.76K+ 14.01% |
$130K - $133K
|
30.6K
$1.12M
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3.71K+ 11.03% |
$128K - $132K
|
37.3K
$1.37M
|
|
|
Jul 31, 2023
Q2 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
3.65K+ 2.15% |
$126K - $129K
|
173K
$6.36M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.27KNew |
$113K - $116K
|
3.27K
$120K
|
|
|
Aug 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.21K+ 33.37% |
$111K - $114K
|
12.8K
$471K
|
|
|
Aug 14, 2023
Q2 2023
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
3K+ 0.89% |
$104K - $106K
|
340K
$12.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.95K+ 0.97% |
$102K - $105K
|
309K
$11.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
BUY
|
- |
2.75K+ 6.29% |
$95.2K - $97.6K
|
46.5K
$1.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.74K+ 829.7% |
$94.8K - $97.1K
|
3.07K
$113K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.67K+ 5.06% |
$92.3K - $94.6K
|
55.4K
$2.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.65K+ 18.98% |
$91.8K - $94.1K
|
16.6K
$611K
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
2.56K+ 5.1% |
$88.5K - $90.7K
|
52.7K
$1.93M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.53KNew |
$87.4K - $89.6K
|
2.53K
$92.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.39K+ 36.46% |
$82.9K - $84.9K
|
8.96K
$329K
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.23K+ 16.64% |
$77.1K - $79.1K
|
15.6K
$574K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.21K+ 21.4% |
$76.5K - $78.4K
|
12.5K
$460K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.9K+ 7.94% |
$65.8K - $67.4K
|
25.8K
$949K
|