Purchases and Sales Made in Q2 2024 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 2024. 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 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.73K+ 7.26% |
$168K - $172K
|
69.8K
$2.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.72KNew |
$168K - $172K
|
4.72K
$174K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.69K+ 49.15% |
$167K - $171K
|
14.2K
$524K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.31K+ 2.01% |
$153K - $157K
|
219K
$8.08M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
4.31K+ 1.34% |
$153K - $157K
|
327K
$12M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.26K+ 23.33% |
$151K - $155K
|
22.5K
$829K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4K+ 3.6% |
$142K - $146K
|
115K
$4.24M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.87K+ 20.51% |
$138K - $141K
|
22.8K
$839K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.72K+ 29.08% |
$132K - $135K
|
16.5K
$608K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.67K+ 8.29% |
$131K - $134K
|
48K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.48K+ 3.91% |
$124K - $127K
|
92.4K
$3.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3.28KNew |
$117K - $119K
|
3.28K
$121K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.22K+ 121.66% |
$115K - $117K
|
5.87K
$216K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.2K+ 1.41% |
$114K - $116K
|
230K
$8.49M
|
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
BUY
|
- |
2.98K+ 5.95% |
$106K - $108K
|
53K
$1.95M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.96K+ 17.81% |
$105K - $108K
|
19.6K
$722K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2.76K+ 7.05% |
$98.2K - $100K
|
41.9K
$1.54M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
BUY
|
- |
2.69K+ 48.13% |
$95.7K - $97.9K
|
8.28K
$305K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.61K+ 190.17% |
$93K - $95.1K
|
3.99K
$147K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.32K+ 187.56% |
$82.6K - $84.5K
|
3.56K
$131K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.22KNew |
$79K - $80.8K
|
2.22K
$81.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
2.2K+ 1.86% |
$78.2K - $80K
|
120K
$4.44M
|
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
BUY
|
- |
2.18K+ 19.49% |
$77.6K - $79.4K
|
13.4K
$493K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.18K+ 3.92% |
$77.6K - $79.3K
|
57.7K
$2.13M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.07K+ 13.63% |
$73.8K - $75.5K
|
17.3K
$637K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
2.04K+ 2.88% |
$72.7K - $74.3K
|
72.9K
$2.69M
|
|
|
Aug 09, 2024
Q2 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.98K+ 1.09% |
$70.6K - $72.2K
|
184K
$6.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.93K+ 24.97% |
$68.7K - $70.2K
|
9.65K
$356K
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.89K+ 1.84% |
$67.4K - $69K
|
105K
$3.86M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.8K+ 5.95% |
$63.9K - $65.4K
|
32K
$1.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.78K+ 4.98% |
$63.2K - $64.6K
|
37.4K
$1.38M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.69K+ 1941.38% |
$60.1K - $61.5K
|
1.78K
$65.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.69K+ 1.34% |
$60.1K - $61.5K
|
128K
$4.72M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.68KNew |
$59.9K - $61.3K
|
1.68K
$62.1K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
1.48K+ 1.26% |
$52.5K - $53.7K
|
119K
$4.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.47K+ 59.15% |
$52.3K - $53.5K
|
3.96K
$146K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.41K+ 3.45% |
$50.2K - $51.3K
|
42.3K
$1.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.38K+ 7.26% |
$49K - $50.2K
|
20.4K
$751K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.35K+ 3.72% |
$48.1K - $49.2K
|
37.7K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.28K+ 1.68% |
$45.4K - $46.4K
|
77.2K
$2.85M
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.26KNew |
$45K - $46K
|
1.26K
$46.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.24K+ 10.3% |
$44.1K - $45.1K
|
13.3K
$489K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.04K+ 13.04% |
$37K - $37.8K
|
9.01K
$332K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
999+ 242.48% |
$35.6K - $36.4K
|
1.41K
$52K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
982+ 4.26% |
$34.9K - $35.8K
|
24K
$886K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
936+ 1.98% |
$33.3K - $34.1K
|
48.3K
$1.78M
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
881+ 3.1% |
$31.4K - $32.1K
|
29.3K
$1.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
838+ 190.45% |
$29.8K - $30.5K
|
1.28K
$47.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
815+ 33.09% |
$29K - $29.7K
|
3.28K
$121K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
795New |
$28.3K - $28.9K
|
795
$29.3K
|