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 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-288- 14.18% |
$9.97K - $10.2K
|
1.74K
$64K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-311- 84.97% |
$10.8K - $11K
|
55
$2.02K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-319- 78.19% |
$11K - $11.3K
|
89
$3.27K
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-327- 5.34% |
$11.3K - $11.6K
|
5.8K
$213K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-376- 1.95% |
$13K - $13.3K
|
18.9K
$695K
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-405- 0.31% |
$14K - $14.4K
|
130K
$4.77M
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-456- 67.96% |
$15.8K - $16.2K
|
215
$7.9K
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-484- 4.23% |
$16.8K - $17.2K
|
11K
$403K
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-528Closed |
$18.3K - $18.7K
|
0
$0
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-759- 1.03% |
$26.3K - $26.9K
|
72.9K
$2.68M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-786- 2.64% |
$27.2K - $27.9K
|
28.9K
$1.06M
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-807- 6.06% |
$27.9K - $28.6K
|
12.5K
$459K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-826- 49.52% |
$28.6K - $29.3K
|
842
$30.9K
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-933- 11.44% |
$32.3K - $33.1K
|
7.22K
$265K
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1K- 8.96% |
$34.6K - $35.5K
|
10.2K
$373K
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.01K- 12.49% |
$35K - $35.8K
|
7.08K
$260K
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.11KClosed |
$38.5K - $39.5K
|
0
$0
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.13K- 2.74% |
$39K - $40K
|
40.1K
$1.47M
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-1.14K- 14.61% |
$39.5K - $40.5K
|
6.67K
$245K
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.24K- 2.24% |
$42.9K - $44K
|
54.2K
$1.99M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.31K- 95.53% |
$45.2K - $46.3K
|
61
$2.24K
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-1.34K- 0.09% |
$46.2K - $47.4K
|
1.47M
$53.9M
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
SELL
|
- |
-1.43K- 8.26% |
$49.6K - $50.8K
|
15.9K
$585K
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.49K- 12.39% |
$51.5K - $52.8K
|
10.5K
$387K
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.55K- 4.85% |
$53.6K - $54.9K
|
30.4K
$1.12M
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.55K- 49.84% |
$53.6K - $55K
|
1.56K
$57.3K
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.57K- 14.23% |
$54.3K - $55.6K
|
9.45K
$347K
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.63K- 1.63% |
$56.2K - $57.7K
|
98K
$3.6M
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.86K- 6.83% |
$64.4K - $66.1K
|
25.4K
$933K
|
|
Aug 14, 2023
Q2 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-1.9K- 0.88% |
$65.9K - $67.6K
|
214K
$7.85M
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.04K- 2.09% |
$70.5K - $72.3K
|
95.4K
$3.5M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.07K- 15.23% |
$71.5K - $73.3K
|
11.5K
$423K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.21K- 22.82% |
$76.3K - $78.2K
|
7.46K
$274K
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.29K- 3.53% |
$79.3K - $81.3K
|
62.6K
$2.3M
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.36K- 21.24% |
$81.7K - $83.8K
|
8.76K
$322K
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.4K- 5.94% |
$83.1K - $85.2K
|
38K
$1.4M
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.49K- 21.7% |
$86.1K - $88.2K
|
8.97K
$330K
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.5K- 5.16% |
$86.6K - $88.7K
|
46K
$1.69M
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2.56K- 59.96% |
$88.4K - $90.7K
|
1.71K
$62.7K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.92K- 12.09% |
$101K - $104K
|
21.2K
$780K
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3.19K- 0.5% |
$110K - $113K
|
633K
$23.2M
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3.19K- 0.5% |
$110K - $113K
|
633K
$23.2M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.38K- 12.75% |
$117K - $120K
|
23.1K
$849K
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.42K- 8.97% |
$118K - $121K
|
34.7K
$1.28M
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.42K- 13.97% |
$119K - $121K
|
21.1K
$775K
|
|
Aug 01, 2023
Q2 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-3.54K- 10.13% |
$123K - $126K
|
31.4K
$1.15M
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.56K- 2.54% |
$123K - $126K
|
137K
$5.02M
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.71K- 9.18% |
$129K - $132K
|
36.7K
$1.35M
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.81K- 3.28% |
$132K - $135K
|
112K
$4.13M
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-3.92K- 2.03% |
$136K - $139K
|
189K
$6.96M
|