Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.8K+ 16.05% |
$96.7K - $99.5K
|
20.2K
$747K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.75K+ 2.26% |
$95.2K - $97.9K
|
125K
$4.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.66K+ 0.15% |
$91.9K - $94.5K
|
1.79M
$66.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
2.6K+ 4.93% |
$89.8K - $92.3K
|
55.2K
$2.04M
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.57KNew |
$88.8K - $91.4K
|
2.57K
$94.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.24K+ 6.08% |
$77.3K - $79.5K
|
39K
$1.44M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.23K+ 24.45% |
$77.1K - $79.3K
|
11.3K
$419K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.18K+ 1012.09% |
$75.2K - $77.4K
|
2.39K
$88.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.15K+ 1.58% |
$74.4K - $76.5K
|
139K
$5.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.13K+ 3.11% |
$73.7K - $75.8K
|
70.7K
$2.61M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.06K+ 1.09% |
$71.1K - $73.1K
|
192K
$7.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.97K+ 3.69% |
$68.1K - $70K
|
55.3K
$2.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.74K+ 7.55% |
$60.1K - $61.8K
|
24.8K
$915K
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.65K+ 15.7% |
$57.2K - $58.8K
|
12.2K
$450K
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.54K+ 5.44% |
$53.3K - $54.8K
|
29.9K
$1.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.53KNew |
$53K - $54.5K
|
1.53K
$56.6K
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.52K+ 3.81% |
$52.7K - $54.2K
|
41.6K
$1.53M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.52K+ 49.64% |
$52.7K - $54.2K
|
4.59K
$169K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.46K+ 22.93% |
$50.5K - $52K
|
7.83K
$289K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.44K+ 239.7% |
$49.9K - $51.3K
|
2.05K
$75.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.41K+ 1221.74% |
$48.6K - $50K
|
1.52K
$56.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.4K+ 14.1% |
$48.4K - $49.8K
|
11.3K
$419K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.39K+ 3.46% |
$48.2K - $49.6K
|
41.7K
$1.54M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.3K+ 1.94% |
$45.1K - $46.4K
|
68.5K
$2.53M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.23K+ 1.83% |
$42.4K - $43.6K
|
68.1K
$2.52M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.22K+ 1.09% |
$42.3K - $43.5K
|
114K
$4.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.21K+ 30.58% |
$41.7K - $42.9K
|
5.15K
$190K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.14K+ 2.06% |
$39.5K - $40.6K
|
56.5K
$2.09M
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.12KNew |
$38.6K - $39.7K
|
1.12K
$41.2K
|
|
|
Oct 05, 2023
Q3 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.11K+ 0.97% |
$38.3K - $39.4K
|
116K
$4.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.1K+ 3.8% |
$38.1K - $39.2K
|
30K
$1.11M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.04K+ 4.32% |
$36.1K - $37.1K
|
25.2K
$929K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.03KNew |
$35.8K - $36.8K
|
1.03K
$38.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
882New |
$30.5K - $31.4K
|
882
$32.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
807+ 12.66% |
$27.9K - $28.7K
|
7.18K
$265K
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
729+ 5.09% |
$25.2K - $25.9K
|
15.1K
$556K
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
646+ 3.37% |
$22.3K - $23K
|
19.8K
$732K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
591+ 5.18% |
$20.4K - $21K
|
12K
$443K
|
|
|
Nov 01, 2023
Q3 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
561+ 4.6% |
$19.4K - $19.9K
|
12.8K
$471K
|
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
553+ 1.19% |
$19.1K - $19.7K
|
47K
$1.74M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
535New |
$18.5K - $19K
|
535
$19.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
511+ 929.09% |
$17.7K - $18.2K
|
566
$20.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
469+ 4.37% |
$16.2K - $16.7K
|
11.2K
$413K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
458+ 0.63% |
$15.8K - $16.3K
|
73.7K
$2.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
453+ 6.4% |
$15.7K - $16.1K
|
7.53K
$278K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
406+ 2.83% |
$14K - $14.4K
|
14.8K
$545K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
400New |
$13.8K - $14.2K
|
400
$14.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
396+ 1.94% |
$13.7K - $14.1K
|
20.8K
$770K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
379+ 226.95% |
$13.1K - $13.5K
|
546
$20.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
378+ 273.91% |
$13.1K - $13.4K
|
516
$19.1K
|