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 |
---|---|---|---|---|---|---|---|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.84K+ 7.1% |
$63.8K - $65.4K
|
27.8K
$1.02M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.78K+ 0.95% |
$61.6K - $63.2K
|
190K
$6.96M
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.72K+ 77.5% |
$59.6K - $61.1K
|
3.94K
$145K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.63K+ 4.86% |
$56.3K - $57.7K
|
35.1K
$1.29M
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.63K+ 18.0% |
$56.2K - $57.7K
|
10.7K
$391K
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.5K+ 5.23% |
$51.9K - $53.2K
|
30.2K
$1.11M
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.48K+ 1.3% |
$51.1K - $52.4K
|
115K
$4.22M
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.43K+ 237.67% |
$49.4K - $50.6K
|
2.03K
$74.4K
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.41K+ 1.97% |
$48.9K - $50.2K
|
73.2K
$2.69M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.39K+ 0.15% |
$48K - $49.2K
|
907K
$33.3M
|
|
Aug 07, 2023
Q2 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.1K+ 0.73% |
$38K - $39K
|
151K
$5.54M
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.03K+ 7.71% |
$35.5K - $36.4K
|
14.3K
$526K
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.03K+ 0.95% |
$35.5K - $36.4K
|
109K
$3.99M
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
984+ 1.95% |
$34.1K - $34.9K
|
51.4K
$1.89M
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
873+ 15.17% |
$30.2K - $31K
|
6.63K
$243K
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
792+ 5.89% |
$27.4K - $28.1K
|
14.2K
$523K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
772+ 4.14% |
$26.7K - $27.4K
|
19.4K
$713K
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
749+ 4.09% |
$25.9K - $26.6K
|
19.1K
$700K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
699New |
$24.2K - $24.8K
|
699
$25.7K
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
550+ 1057.69% |
$19K - $19.5K
|
602
$22.1K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
483New |
$16.7K - $17.1K
|
483
$17.7K
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
427+ 2.13% |
$14.8K - $15.1K
|
20.4K
$751K
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
423+ 3.59% |
$14.6K - $15K
|
12.2K
$448K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
391+ 6.28% |
$13.5K - $13.9K
|
6.62K
$243K
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
363+ 3.29% |
$12.6K - $12.9K
|
11.4K
$419K
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
348+ 16.79% |
$12K - $12.3K
|
2.42K
$88.9K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
327+ 1.37% |
$11.3K - $11.6K
|
24.1K
$886K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
320+ 10.04% |
$11.1K - $11.4K
|
3.51K
$129K
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
303New |
$10.5K - $10.8K
|
303
$11.1K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
294+ 54.24% |
$10.2K - $10.4K
|
836
$30.7K
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
283+ 2.62% |
$9.79K - $10K
|
11.1K
$407K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
248+ 4.25% |
$8.58K - $8.8K
|
6.08K
$223K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
226New |
$7.82K - $8.02K
|
226
$8.3K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
223New |
$7.72K - $7.91K
|
223
$8.19K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
223+ 21.59% |
$7.72K - $7.91K
|
1.26K
$46.1K
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
220+ 1.93% |
$7.61K - $7.81K
|
11.6K
$427K
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
220+ 1.93% |
$7.61K - $7.81K
|
11.6K
$427K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
198+ 2.21% |
$6.85K - $7.03K
|
9.18K
$337K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
195+ 50.26% |
$6.75K - $6.92K
|
583
$21.4K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
195+ 50.26% |
$6.75K - $6.92K
|
583
$21.4K
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
192+ 2.82% |
$6.65K - $6.81K
|
7K
$257K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
182+ 9.13% |
$6.3K - $6.46K
|
2.18K
$79.9K
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
127New |
$4.4K - $4.51K
|
127
$4.66K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
115New |
$3.98K - $4.08K
|
115
$4.22K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
104+ 4.95% |
$3.6K - $3.69K
|
2.21K
$81K
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
101+ 0.48% |
$3.5K - $3.58K
|
21.2K
$780K
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
100+ 1.71% |
$3.46K - $3.55K
|
5.96K
$219K
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
86+ 0.87% |
$2.98K - $3.05K
|
9.94K
$365K
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
83+ 218.42% |
$2.87K - $2.94K
|
121
$4.44K
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
79New |
$2.73K - $2.8K
|
79
$2.9K
|