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
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.44K- 2.56% |
$84.4K - $86.8K
|
93K
$3.43M
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.77K- 15.91% |
$95.9K - $98.6K
|
14.7K
$540K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.9K- 88.71% |
$100K - $103K
|
369
$13.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.24K- 9.32% |
$112K - $115K
|
31.5K
$1.16M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-3.43K- 16.14% |
$119K - $122K
|
17.8K
$656K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.46K- 10.98% |
$120K - $123K
|
28.1K
$1.03M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-3.54K- 6.53% |
$122K - $126K
|
50.6K
$1.87M
|
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-3.61K- 2.4% |
$125K - $128K
|
147K
$5.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.16K- 1.12% |
$144K - $148K
|
367K
$13.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-4.48K- 40.92% |
$155K - $159K
|
6.48K
$239K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4.57K- 13.46% |
$158K - $162K
|
29.4K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.69K- 13.36% |
$162K - $167K
|
30.4K
$1.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-5.16K- 6.84% |
$179K - $184K
|
70.4K
$2.59M
|
|
|
Nov 09, 2023
Q3 2023
|
Wavelength Capital Management, LLC
|
SELL
|
- |
-5.5K- 3.27% |
$190K - $196K
|
163K
$6.01M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.68K- 23.92% |
$196K - $202K
|
18.1K
$665K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-6.2K- 29.74% |
$214K - $220K
|
14.6K
$540K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.48K- 49.11% |
$224K - $231K
|
6.72K
$248K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.64K- 18.07% |
$230K - $236K
|
30.1K
$1.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-8.03K- 52.18% |
$278K - $285K
|
7.36K
$271K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-8.52K- 88.09% |
$295K - $303K
|
1.15K
$42.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-8.85K- 2.81% |
$306K - $315K
|
306K
$11.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-11K- 40.74% |
$380K - $391K
|
16K
$590K
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-13.3K- 8.52% |
$461K - $474K
|
143K
$5.27M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14K- 26.03% |
$483K - $497K
|
39.7K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-14.3K- 17.94% |
$496K - $510K
|
65.6K
$2.42M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-14.9K- 24.57% |
$514K - $529K
|
45.6K
$1.68M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-15.2K- 6.31% |
$526K - $541K
|
226K
$8.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-15.6K- 5.35% |
$538K - $553K
|
275K
$10.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-18K- 4.57% |
$624K - $641K
|
376K
$13.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-18.6K- 2.98% |
$643K - $661K
|
605K
$22.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-19.4K- 3.05% |
$670K - $689K
|
617K
$22.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-25.6K- 11.5% |
$885K - $911K
|
197K
$7.26M
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-25.7K- 35.31% |
$890K - $915K
|
47.1K
$1.74M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-37K- 2.52% |
$1.28M - $1.32M
|
1.43M
$52.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-38.2K- 7.25% |
$1.32M - $1.36M
|
488K
$18M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-46.7K- 42.93% |
$1.61M - $1.66M
|
62K
$2.29M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-49.2K- 6.1% |
$1.7M - $1.75M
|
757K
$27.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-64.4K- 75.06% |
$2.23M - $2.29M
|
21.4K
$789K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-75.6K- 67.1% |
$2.61M - $2.69M
|
37.1K
$1.37M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-90.2K- 10.71% |
$3.12M - $3.21M
|
752K
$27.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-92.2K- 28.42% |
$3.19M - $3.28M
|
232K
$8.55M
|
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-114K- 9.83% |
$3.95M - $4.06M
|
1.05M
$38.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-153K- 80.84% |
$5.3M - $5.45M
|
36.3K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-195K- 78.55% |
$6.75M - $6.94M
|
53.3K
$1.97M
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-300K- 8.49% |
$10.4M - $10.7M
|
3.23M
$119M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-310K- 38.25% |
$10.7M - $11M
|
500K
$18.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-638K- 98.73% |
$22.1M - $22.7M
|
8.18K
$302K
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-646K- 32.66% |
$22.3M - $23M
|
1.33M
$49.1M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-713K- 41.56% |
$24.6M - $25.3M
|
1M
$37M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2M- 56.87% |
$69.3M - $71.3M
|
1.52M
$56M
|