Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
370New |
$13.3K - $13.9K
|
370
$13.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
359+ 6.12% |
$12.9K - $13.5K
|
6.22K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
356+ 0.94% |
$12.8K - $13.4K
|
38.1K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
351+ 4.57% |
$12.7K - $13.2K
|
8.03K
$299K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
337+ 3.94% |
$12.2K - $12.7K
|
8.88K
$331K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
334+ 4.48% |
$12K - $12.6K
|
7.8K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
332+ 2.57% |
$12K - $12.5K
|
13.2K
$493K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
309+ 35.76% |
$11.1K - $11.6K
|
1.17K
$43.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
276+ 14.63% |
$9.95K - $10.4K
|
2.16K
$80.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
257+ 59.77% |
$9.27K - $9.68K
|
687
$25.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
207+ 0.99% |
$7.46K - $7.8K
|
21K
$784K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
187New |
$6.74K - $7.04K
|
187
$6.97K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
130+ 0.92% |
$4.69K - $4.9K
|
14.3K
$532K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
130New |
$4.69K - $4.9K
|
130
$4.85K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
121+ 198.36% |
$4.36K - $4.56K
|
182
$6.78K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
115New |
$4.15K - $4.33K
|
115
$4.29K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
113+ 0.7% |
$4.07K - $4.26K
|
16.2K
$605K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
112+ 1.64% |
$4.04K - $4.22K
|
6.93K
$258K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
106+ 1.66% |
$3.82K - $3.99K
|
6.49K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
96+ 20.34% |
$3.46K - $3.62K
|
568
$21.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
84+ 1.26% |
$3.03K - $3.16K
|
6.76K
$252K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
83New |
$2.99K - $3.13K
|
83
$3.09K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
78New |
$2.81K - $2.94K
|
78
$2.91K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
77New |
$2.78K - $2.9K
|
77
$2.87K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
73+ 0.79% |
$2.63K - $2.75K
|
9.28K
$346K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
59+ 6.13% |
$2.13K - $2.22K
|
1.02K
$38.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
59+ 0.08% |
$2.13K - $2.22K
|
77.3K
$2.88M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
59+ 1.07% |
$2.13K - $2.22K
|
5.57K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
46+ 0.63% |
$1.66K - $1.73K
|
7.37K
$275K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
45New |
$1.62K - $1.69K
|
45
$1.68K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
39+ 35.45% |
$1.41K - $1.47K
|
149
$5.55K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
38New |
$1.37K - $1.43K
|
38
$1.42K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
32+ 40.51% |
$1.15K - $1.21K
|
111
$4.14K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
30+ 1.66% |
$1.08K - $1.13K
|
1.84K
$68.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
24+ 0.35% |
$865 - $904
|
6.83K
$255K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
24+ 1.68% |
$865 - $904
|
1.45K
$54.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
24New |
$865 - $904
|
24
$895
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
20New |
$721 - $753
|
20
$746
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
17+ 0.29% |
$613 - $640
|
5.87K
$219K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
12New |
$433 - $452
|
12
$447
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
12+ 2.65% |
$433 - $452
|
465
$17.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
11+ 1.3% |
$397 - $414
|
857
$31.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
8+ 0.07% |
$288 - $301
|
11K
$411K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
5New |
$180 - $188
|
5
$186
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5+ 1.79% |
$180 - $188
|
284
$10.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
4+ 0.08% |
$144 - $151
|
4.99K
$186K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
4+ 1.61% |
$144 - $151
|
252
$9.39K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
3New |
$108 - $113
|
3
$112
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2New |
$72.1 - $75.3
|
2
$74.6
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 0.83% |
$72.1 - $75.3
|
243
$9.06K
|