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 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-113- 0.47% |
$3.91K - $4.02K
|
24K
$885K
|
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-130- 0.83% |
$4.5K - $4.62K
|
15.5K
$571K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-141- 34.81% |
$4.88K - $5.01K
|
264
$9.73K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-142- 16.86% |
$4.91K - $5.05K
|
700
$25.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-145- 29.06% |
$5.01K - $5.16K
|
354
$13K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-147- 19.84% |
$5.08K - $5.23K
|
594
$21.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-212- 2.42% |
$7.33K - $7.54K
|
8.55K
$315K
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-216- 2.99% |
$7.47K - $7.68K
|
7.01K
$258K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-223- 17.75% |
$7.71K - $7.93K
|
1.03K
$38.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-229- 0.54% |
$7.92K - $8.14K
|
42.1K
$1.55M
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-242- 2.18% |
$8.37K - $8.61K
|
10.9K
$400K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-258- 2.22% |
$8.92K - $9.17K
|
11.4K
$419K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-271- 3.27% |
$9.37K - $9.64K
|
8.02K
$296K
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-277- 1.08% |
$9.58K - $9.85K
|
25.3K
$931K
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-280- 2.53% |
$9.68K - $9.96K
|
10.8K
$398K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-282- 93.07% |
$9.75K - $10K
|
21
$774
|
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-286- 0.27% |
$9.89K - $10.2K
|
104K
$3.83M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-290- 11.48% |
$10K - $10.3K
|
2.24K
$82.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-318- 52.74% |
$11K - $11.3K
|
285
$10.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-323- 46.21% |
$11.2K - $11.5K
|
376
$13.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-345- 59.18% |
$11.9K - $12.3K
|
238
$8.77K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-345- 59.18% |
$11.9K - $12.3K
|
238
$8.77K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-359- 1.17% |
$12.4K - $12.8K
|
30.4K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-374- 11.8% |
$12.9K - $13.3K
|
2.8K
$103K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-381- 1.5% |
$13.2K - $13.5K
|
25K
$922K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-414- 33.77% |
$14.3K - $14.7K
|
812
$29.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-506- 29.66% |
$17.5K - $18K
|
1.2K
$44.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-531- 0.71% |
$18.4K - $18.9K
|
74.3K
$2.74M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-580- 5.19% |
$20.1K - $20.6K
|
10.6K
$390K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-657- 78.59% |
$22.7K - $23.4K
|
179
$6.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-704- 9.63% |
$24.3K - $25K
|
6.6K
$243K
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-775- 11.07% |
$26.8K - $27.6K
|
6.23K
$230K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-826- 12.38% |
$28.6K - $29.4K
|
5.85K
$216K
|
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.01K- 3.09% |
$34.9K - $35.8K
|
31.6K
$1.17M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.29K- 70.4% |
$44.6K - $45.8K
|
542
$20K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.32K- 4.67% |
$45.6K - $46.9K
|
26.9K
$993K
|
|
|
Nov 13, 2023
Q3 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.4K- 7.93% |
$48.4K - $49.8K
|
16.3K
$599K
|
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.4K- 7.93% |
$48.4K - $49.8K
|
16.3K
$599K
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.45K- 4.78% |
$50.2K - $51.6K
|
28.9K
$1.07M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.48K- 6.54% |
$51.1K - $52.6K
|
21.1K
$778K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.56K- 0.08% |
$53.9K - $55.4K
|
2.03M
$74.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.59K- 17.66% |
$54.8K - $56.4K
|
7.39K
$272K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.63K- 15.3% |
$56.4K - $58K
|
9.02K
$333K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.67K- 18.17% |
$57.6K - $59.3K
|
7.51K
$277K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.75K- 7.56% |
$60.4K - $62.1K
|
21.4K
$788K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.82K- 39.28% |
$63K - $64.8K
|
2.82K
$104K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.97K- 4.29% |
$68.2K - $70.1K
|
44K
$1.62M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.07K- 8.08% |
$71.7K - $73.7K
|
23.6K
$869K
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.4K- 18.29% |
$82.8K - $85.2K
|
10.7K
$394K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.44K- 8.08% |
$84.4K - $86.8K
|
27.8K
$1.02M
|