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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
784New |
$27.9K - $28.5K
|
784
$28.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
731New |
$26K - $26.6K
|
731
$26.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
705+ 3.87% |
$25.1K - $25.7K
|
18.9K
$698K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
564+ 5.32% |
$20.1K - $20.5K
|
11.2K
$411K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
543New |
$19.3K - $19.8K
|
543
$20K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
540+ 7.57% |
$19.2K - $19.7K
|
7.67K
$283K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
514+ 0.59% |
$18.3K - $18.7K
|
87.2K
$3.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
507New |
$18K - $18.5K
|
507
$18.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
507+ 1.1% |
$18K - $18.5K
|
46.5K
$1.71M
|
|
|
Jul 25, 2024
Q2 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
488+ 0.36% |
$17.4K - $17.8K
|
138K
$5.08M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
466+ 275.74% |
$16.6K - $17K
|
635
$23.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
464New |
$16.5K - $16.9K
|
464
$17.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
458+ 1.23% |
$16.3K - $16.7K
|
37.8K
$1.39M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
425+ 79.0% |
$15.1K - $15.5K
|
963
$35.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
421+ 5.99% |
$15K - $15.3K
|
7.45K
$274K
|
|
|
Jul 08, 2024
Q2 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
399+ 0.15% |
$14.2K - $14.5K
|
259K
$9.56M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
375+ 1.49% |
$13.3K - $13.7K
|
25.6K
$944K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
360+ 63.16% |
$12.8K - $13.1K
|
930
$34.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
349+ 3.95% |
$12.4K - $12.7K
|
9.19K
$339K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
348+ 177.55% |
$12.4K - $12.7K
|
544
$20.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
339+ 71.67% |
$12.1K - $12.3K
|
812
$29.9K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
337New |
$12K - $12.3K
|
337
$12.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
336+ 2.36% |
$12K - $12.2K
|
14.6K
$538K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
335+ 14.5% |
$11.9K - $12.2K
|
2.65K
$97.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
301New |
$10.7K - $11K
|
301
$11.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
294New |
$10.5K - $10.7K
|
294
$10.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
288New |
$10.2K - $10.5K
|
288
$10.6K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
286+ 0.68% |
$10.2K - $10.4K
|
42.3K
$1.56M
|
|
|
Aug 05, 2024
Q2 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
285+ 2.22% |
$10.1K - $10.4K
|
13.1K
$483K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
265+ 1.7% |
$9.43K - $9.65K
|
15.8K
$583K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
248New |
$8.83K - $9.03K
|
248
$9.14K
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
BUY
|
- |
247+ 0.1% |
$8.79K - $8.99K
|
243K
$8.96M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
225New |
$8.01K - $8.19K
|
225
$8.29K
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
218+ 0.63% |
$7.76K - $7.94K
|
34.6K
$1.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
213New |
$7.58K - $7.76K
|
213
$7.85K
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
205+ 2.34% |
$7.3K - $7.46K
|
8.96K
$330K
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
202+ 0.89% |
$7.19K - $7.35K
|
23K
$847K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
197+ 42.18% |
$7.01K - $7.17K
|
664
$24.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
189+ 1.07% |
$6.73K - $6.88K
|
17.8K
$655K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
187+ 2.31% |
$6.66K - $6.81K
|
8.28K
$305K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
160New |
$5.69K - $5.83K
|
160
$5.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
154+ 60.39% |
$5.48K - $5.61K
|
409
$15.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
153+ 1.82% |
$5.45K - $5.57K
|
8.54K
$315K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
152+ 9.81% |
$5.41K - $5.53K
|
1.7K
$62.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
146New |
$5.2K - $5.32K
|
146
$5.38K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
143New |
$5.09K - $5.21K
|
143
$5.27K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
141+ 1.91% |
$5.02K - $5.13K
|
7.54K
$278K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
132New |
$4.7K - $4.81K
|
132
$4.87K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
124+ 2.23% |
$4.41K - $4.51K
|
5.69K
$210K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
121+ 0.98% |
$4.31K - $4.41K
|
12.5K
$461K
|