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 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.62K+ 11.49% |
$308K - $316K
|
74K
$2.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.26K+ 28.57% |
$294K - $301K
|
32.7K
$1.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
7.22KNew |
$292K - $300K
|
7.22K
$266K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.11KNew |
$288K - $295K
|
7.11K
$262K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.08K+ 1.75% |
$286K - $294K
|
411K
$15.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.07KNew |
$286K - $293K
|
7.07K
$261K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
6.85K+ 7.09% |
$277K - $284K
|
104K
$3.82M
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
6.69KNew |
$270K - $277K
|
6.69K
$246K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.54K+ 8.79% |
$265K - $271K
|
80.9K
$2.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.51K+ 11.94% |
$263K - $270K
|
61.1K
$2.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.46KNew |
$261K - $268K
|
6.46K
$238K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.44K+ 105.02% |
$261K - $267K
|
12.6K
$464K
|
|
|
Jan 19, 2022
Q4 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
6.3K+ 64.47% |
$255K - $261K
|
16.1K
$592K
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
BUY
|
- |
6.23K+ 24.6% |
$252K - $258K
|
31.6K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.15K+ 40.25% |
$249K - $255K
|
21.4K
$790K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.12K+ 2224.0% |
$247K - $254K
|
6.39K
$236K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
6K+ 100.0% |
$243K - $249K
|
12K
$442K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5.82KNew |
$236K - $242K
|
5.82K
$215K
|
|
|
Feb 11, 2022
Q4 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
5.64K+ 12.84% |
$228K - $234K
|
49.6K
$1.83M
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
5.58K+ 69.85% |
$226K - $232K
|
13.6K
$500K
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
BUY
|
- |
5.58KNew |
$226K - $232K
|
5.58K
$206K
|
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
5.38KNew |
$218K - $223K
|
5.38K
$198K
|
|
|
Jan 18, 2022
Q4 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
5.3KNew |
$215K - $220K
|
5.3K
$196K
|
|
|
Feb 18, 2022
Q4 2021
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
5.24KNew |
$212K - $217K
|
5.24K
$193K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.23KNew |
$212K - $217K
|
5.23K
$193K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.21K+ 33.67% |
$211K - $216K
|
20.7K
$762K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.18K+ 47.57% |
$210K - $215K
|
16.1K
$593K
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
BUY
|
- |
5.04K+ 4.39% |
$204K - $209K
|
120K
$4.42M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.93KNew |
$199K - $204K
|
4.93K
$182K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.55K+ 4.12% |
$184K - $189K
|
115K
$4.24M
|
|
|
Feb 01, 2022
Q4 2021
|
3 Edge Asset Management, LP
|
BUY
|
- |
4.5K+ 6.32% |
$182K - $187K
|
75.6K
$2.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.36K+ 42.57% |
$177K - $181K
|
14.6K
$539K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.31K+ 9.2% |
$175K - $179K
|
51.2K
$1.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
4.25K+ 14.88% |
$172K - $176K
|
32.8K
$1.21M
|
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
BUY
|
- |
4.04K+ 10.61% |
$163K - $167K
|
42.1K
$1.55M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
3.89K+ 8.21% |
$158K - $162K
|
51.3K
$1.89M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.71KNew |
$150K - $154K
|
3.71K
$137K
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.64K+ 6.21% |
$147K - $151K
|
62.1K
$2.29M
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
3.48K+ 10.88% |
$141K - $144K
|
35.5K
$1.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.16K+ 7.76% |
$128K - $131K
|
44K
$1.62M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.1K+ 2.95% |
$126K - $129K
|
108K
$3.99M
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
3K+ 50.0% |
$121K - $124K
|
9K
$332K
|
|
|
Jan 27, 2022
Q4 2021
|
Unison Advisors LLC
|
BUY
|
- |
2.98K+ 23.8% |
$120K - $123K
|
15.5K
$571K
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
BUY
|
- |
2.9K+ 9.71% |
$117K - $120K
|
32.8K
$1.21M
|
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.87K+ 0.22% |
$116K - $119K
|
1.31M
$48.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
2.68K+ 477.72% |
$108K - $111K
|
3.24K
$119K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.65K+ 4.24% |
$107K - $110K
|
65.3K
$2.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Fiducient Advisors LLC
|
BUY
|
- |
2.56K+ 9.23% |
$104K - $106K
|
30.3K
$1.12M
|
|
|
Jan 20, 2022
Q4 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.5K+ 17.99% |
$101K - $104K
|
16.4K
$605K
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.37K+ 20.51% |
$95.7K - $98.2K
|
13.9K
$512K
|