Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.4K+ 28.12% |
$883K - $895K
|
97.6K
$3.59M
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
20.7K+ 57.35% |
$853K - $864K
|
56.7K
$2.09M
|
|
Nov 05, 2021
Q3 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
20.3K+ 3.88% |
$836K - $847K
|
543K
$20M
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
19.5K+ 22.29% |
$803K - $815K
|
107K
$3.94M
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
19K+ 0.88% |
$782K - $792K
|
2.18M
$80.3M
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
18.8K+ 10.34% |
$774K - $785K
|
200K
$7.38M
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
15.5KNew |
$638K - $647K
|
15.5K
$569K
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
15.5K+ 3.98% |
$637K - $646K
|
403K
$14.8M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.8K+ 20.82% |
$529K - $536K
|
74.4K
$2.74M
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
12.5K+ 14.8% |
$514K - $521K
|
96.7K
$3.56M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.5K+ 11.51% |
$513K - $521K
|
121K
$4.44M
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
12.3K+ 62.1% |
$508K - $515K
|
32.2K
$1.18M
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12KNew |
$496K - $502K
|
12K
$442K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
11.6K+ 921.6% |
$480K - $487K
|
12.9K
$475K
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11.4K+ 11.51% |
$470K - $476K
|
110K
$4.06M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.3K+ 39.74% |
$466K - $472K
|
39.7K
$1.46M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11K+ 19.98% |
$455K - $462K
|
66.3K
$2.44M
|
|
Nov 02, 2021
Q3 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
9.77KNew |
$403K - $409K
|
9.77K
$360K
|
|
Nov 10, 2021
Q3 2021
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
9.42K+ 1.11% |
$388K - $394K
|
859K
$31.6M
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.28K+ 154.45% |
$382K - $388K
|
15.3K
$562K
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
9.11KNew |
$375K - $381K
|
9.11K
$335K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.1K+ 10.38% |
$375K - $380K
|
96.7K
$3.56M
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
8.92K+ 0.68% |
$368K - $373K
|
1.31M
$48.3M
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.81K+ 6.42% |
$363K - $368K
|
146K
$5.38M
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.4K+ 6.2% |
$346K - $351K
|
144K
$5.29M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
8.29K+ 865.83% |
$342K - $346K
|
9.24K
$340K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.95K+ 8.06% |
$328K - $332K
|
107K
$3.92M
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.68K+ 179.67% |
$317K - $321K
|
12K
$440K
|
|
Nov 03, 2021
Q3 2021
|
Fiducient Advisors LLC
|
BUY
|
- |
7.47K+ 36.84% |
$308K - $312K
|
27.8K
$1.02M
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
7.32KNew |
$302K - $306K
|
7.32K
$269K
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.31K+ 39.97% |
$302K - $306K
|
25.6K
$942K
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.1K+ 31.05% |
$293K - $297K
|
30K
$1.1M
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.94K+ 71.36% |
$286K - $290K
|
16.7K
$613K
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.93K+ 9.3% |
$286K - $290K
|
81.5K
$3M
|
|
Nov 12, 2021
Q3 2021
|
Petix & Botte CO
|
BUY
|
- |
6.51KNew |
$268K - $272K
|
6.51K
$239K
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.23KNew |
$257K - $260K
|
6.23K
$229K
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
6.14K+ 25.87% |
$253K - $257K
|
29.9K
$1.1M
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.14KNew |
$253K - $256K
|
6.14K
$226K
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6.1KNew |
$251K - $255K
|
6.1K
$224K
|
|
Nov 12, 2021
Q3 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
6.08KNew |
$251K - $254K
|
6.08K
$224K
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
6.07K+ 112.59% |
$250K - $254K
|
11.5K
$422K
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.07KNew |
$250K - $254K
|
6.07K
$223K
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.97K+ 24.42% |
$246K - $250K
|
30.4K
$1.12M
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.41KNew |
$223K - $226K
|
5.41K
$199K
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.06K+ 9.85% |
$209K - $211K
|
56.4K
$2.08M
|
|
Nov 15, 2021
Q3 2021
|
3 Edge Asset Management, LP
|
BUY
|
- |
5.06K+ 7.65% |
$209K - $211K
|
71.1K
$2.62M
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4.97K+ 44.41% |
$205K - $208K
|
16.2K
$595K
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
BUY
|
- |
4.96K+ 41366.67% |
$205K - $207K
|
4.98K
$183K
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.83KNew |
$199K - $202K
|
4.83K
$178K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.81KNew |
$198K - $201K
|
4.81K
$177K
|