Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2022
Q4 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
32.2K+ 5.64% |
$1.3M - $1.34M
|
604K
$22.3M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
31.9K+ 99.07% |
$1.29M - $1.32M
|
64.1K
$2.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
30.9KNew |
$1.25M - $1.28M
|
30.9K
$1.14M
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
30.8KNew |
$1.25M - $1.28M
|
30.8K
$1.14M
|
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
27.4K+ 5.94% |
$1.11M - $1.14M
|
489K
$18M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.1KNew |
$1.1M - $1.13M
|
27.1K
$1M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
27K+ 60.86% |
$1.09M - $1.12M
|
71.3K
$2.63M
|
|
|
Mar 01, 2022
Q4 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
26K+ 25.64% |
$1.05M - $1.08M
|
127K
$4.69M
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
24.6KNew |
$995K - $1.02M
|
24.6K
$906K
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
24.5KNew |
$991K - $1.02M
|
24.5K
$903K
|
|
|
Feb 02, 2022
Q4 2021
|
Rba Wealth Management, LLC
|
BUY
|
- |
23.3KNew |
$943K - $967K
|
23.3K
$859K
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
22.8KNew |
$924K - $947K
|
22.8K
$842K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22.2K+ 15.2% |
$898K - $921K
|
168K
$6.2M
|
|
|
Feb 07, 2022
Q4 2021
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
21.7K+ 13.55% |
$878K - $901K
|
182K
$6.7M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.9K+ 349.91% |
$846K - $868K
|
26.9K
$991K
|
|
|
May 09, 2023
Q4 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
20.1K+ 23.34% |
$813K - $833K
|
106K
$3.91M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
19.7KNew |
$796K - $817K
|
19.7K
$726K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
19.1K+ 13.26% |
$774K - $793K
|
163K
$6.02M
|
|
|
Jan 21, 2022
Q4 2021
|
Melone Private Wealth, LLC
|
BUY
|
- |
19.1KNew |
$772K - $792K
|
19.1K
$704K
|
|
|
Feb 11, 2022
Q4 2021
|
Donoghue Forlines LLC
|
BUY
|
- |
18.8K+ 4.11% |
$762K - $782K
|
477K
$17.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
18.2KNew |
$737K - $756K
|
18.2K
$671K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
17.9K+ 11.55% |
$723K - $741K
|
173K
$6.36M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
17.3KNew |
$701K - $719K
|
17.3K
$639K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
17.3KNew |
$699K - $716K
|
17.3K
$636K
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.8KNew |
$681K - $699K
|
16.8K
$621K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.8K+ 328.95% |
$640K - $656K
|
20.6K
$760K
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
15.1K+ 90.5% |
$610K - $626K
|
31.7K
$1.17M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15KNew |
$607K - $622K
|
15K
$553K
|
|
|
Feb 11, 2022
Q4 2021
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
14.7K+ 1.71% |
$593K - $608K
|
874K
$32.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.6K+ 12.08% |
$590K - $605K
|
135K
$4.98M
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
13.8KNew |
$558K - $572K
|
13.8K
$508K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.8KNew |
$516K - $529K
|
12.8K
$470K
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
12.7KNew |
$514K - $527K
|
12.7K
$468K
|
|
|
Feb 11, 2022
Q4 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
12.1K+ 20.78% |
$489K - $502K
|
70.3K
$2.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
11.7K+ 29.64% |
$474K - $486K
|
51.2K
$1.89M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.4K+ 11.7% |
$462K - $474K
|
109K
$4.02M
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11.2KNew |
$452K - $464K
|
11.2K
$412K
|
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
11K+ 2.03% |
$446K - $458K
|
554K
$20.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.5KNew |
$426K - $437K
|
10.5K
$388K
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.5KNew |
$424K - $435K
|
10.5K
$386K
|
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
9.99KNew |
$404K - $415K
|
9.99K
$368K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.68K+ 9.91% |
$391K - $401K
|
107K
$3.95M
|
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
9.33KNew |
$377K - $387K
|
9.33K
$344K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.28K+ 30.94% |
$375K - $385K
|
39.3K
$1.45M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.12K+ 333.86% |
$369K - $378K
|
11.9K
$437K
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9.04K+ 82.7% |
$366K - $375K
|
20K
$736K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.93K+ 10.99% |
$361K - $370K
|
90.1K
$3.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.23K+ 7.73% |
$333K - $342K
|
115K
$4.23M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.06K+ 1.95% |
$326K - $334K
|
421K
$15.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7.8K+ 9.57% |
$315K - $323K
|
89.2K
$3.29M
|