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 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
71New |
$2.46K - $2.52K
|
71
$2.61K
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
70New |
$2.42K - $2.48K
|
70
$2.57K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
69+ 0.95% |
$2.39K - $2.45K
|
7.31K
$268K
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
65+ 0.8% |
$2.25K - $2.31K
|
8.23K
$302K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
58+ 0.86% |
$2.01K - $2.06K
|
6.81K
$250K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
48New |
$1.66K - $1.7K
|
48
$1.76K
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
48+ 53.33% |
$1.66K - $1.7K
|
138
$5.07K
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
39+ 2.56% |
$1.35K - $1.38K
|
1.56K
$57.4K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
38New |
$1.32K - $1.35K
|
38
$1.4K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
38+ 6.73% |
$1.32K - $1.35K
|
603
$22.1K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
32+ 1.72% |
$1.11K - $1.14K
|
1.89K
$69.5K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32+ 1.69% |
$1.11K - $1.14K
|
1.92K
$70.6K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31+ 0.99% |
$1.07K - $1.1K
|
3.17K
$116K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31+ 0.99% |
$1.07K - $1.1K
|
3.17K
$116K
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
27New |
$934 - $958
|
27
$992
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
22+ 1.68% |
$761 - $781
|
1.33K
$48.9K
|
|
Jul 17, 2023
Q2 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
21+ 0.12% |
$727 - $745
|
17.4K
$640K
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
18+ 1.49% |
$623 - $639
|
1.23K
$45K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
15+ 2.07% |
$519 - $532
|
741
$27.2K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
11+ 0.3% |
$381 - $390
|
3.7K
$136K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
9+ 0.86% |
$311 - $319
|
1.05K
$38.6K
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7New |
$242 - $248
|
7
$257
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 0.08% |
$242 - $248
|
8.3K
$305K
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4+ 1.56% |
$138 - $142
|
261
$9.59K
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 1.9% |
$104 - $106
|
161
$5.91K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.09% |
$34.6 - $35.5
|
1.08K
$39.7K
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-2- 1.18% |
$69.2 - $71
|
168
$6.17K
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-3- 60.0% |
$104 - $106
|
2
$73.5
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-3- 0.6% |
$104 - $106
|
499
$18.3K
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-4Closed |
$138 - $142
|
0
$0
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-6- 0.18% |
$208 - $213
|
3.38K
$124K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-16- 2.89% |
$554 - $568
|
538
$19.8K
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-25- 44.64% |
$865 - $887
|
31
$1.14K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-35- 0.33% |
$1.21K - $1.24K
|
10.7K
$394K
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-41- 0.65% |
$1.42K - $1.45K
|
6.25K
$229K
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-43- 7.48% |
$1.49K - $1.53K
|
532
$19.5K
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-83- 0.52% |
$2.87K - $2.94K
|
16K
$589K
|
|
Aug 03, 2023
Q2 2023
|
Retirement Solution Inc.
|
SELL
|
- |
-85- 0.9% |
$2.94K - $3.02K
|
9.34K
$343K
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-106- 0.16% |
$3.67K - $3.76K
|
65.3K
$2.4M
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-132- 24.58% |
$4.57K - $4.68K
|
405
$14.9K
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-143- 46.13% |
$4.95K - $5.07K
|
167
$6.13K
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-150- 1.33% |
$5.19K - $5.32K
|
11.1K
$407K
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-156- 0.14% |
$5.4K - $5.53K
|
111K
$4.08M
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-167- 39.39% |
$5.78K - $5.93K
|
257
$9.44K
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-179- 76.5% |
$6.2K - $6.35K
|
55
$2.02K
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-182- 1.03% |
$6.3K - $6.46K
|
17.4K
$640K
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-187- 2.39% |
$6.47K - $6.63K
|
7.63K
$280K
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-210- 2.09% |
$7.27K - $7.45K
|
9.86K
$362K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-245Closed |
$8.48K - $8.69K
|
0
$0
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-286- 5.81% |
$9.9K - $10.1K
|
4.64K
$170K
|