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 |
---|---|---|---|---|---|---|---|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
2.27K+ 26.38% |
$91.8K - $94.1K
|
10.9K
$404K
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.24K+ 1.56% |
$90.8K - $93.1K
|
146K
$5.43M
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.14K+ 10.66% |
$86.6K - $88.8K
|
22.2K
$826K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.04K+ 7.4% |
$82.5K - $84.6K
|
29.6K
$1.1M
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.03K+ 15.37% |
$82.2K - $84.3K
|
15.2K
$567K
|
|
Feb 10, 2022
Q4 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2K+ 6.83% |
$80.9K - $83K
|
31.3K
$1.16M
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.88K+ 1.48% |
$75.9K - $77.8K
|
129K
$4.78M
|
|
Jul 11, 2022
Q4 2021
|
Range Financial Group LLC
|
BUY
|
- |
1.79K+ 13.18% |
$72.3K - $74.1K
|
15.3K
$571K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.68K+ 17.05% |
$67.8K - $69.5K
|
11.5K
$428K
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.64KNew |
$66.3K - $68K
|
1.64K
$61K
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
1.48KNew |
$59.8K - $61.4K
|
1.48K
$55K
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.44K+ 16.89% |
$58.2K - $59.7K
|
9.95K
$370K
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.35KNew |
$54.7K - $56.1K
|
1.35K
$50.3K
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.35K+ 22.55% |
$54.5K - $55.9K
|
7.33K
$272K
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.32K+ 1.6% |
$53.3K - $54.7K
|
83.4K
$3.1M
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.31K+ 24.17% |
$52.9K - $54.2K
|
6.71K
$250K
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.29K+ 5.92% |
$52.4K - $53.7K
|
23.1K
$860K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.18K+ 66.89% |
$47.8K - $49K
|
2.95K
$110K
|
|
Jan 25, 2022
Q4 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.17K+ 1.45% |
$47.3K - $48.5K
|
81.7K
$3.04M
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.16K+ 19.13% |
$47K - $48.2K
|
7.23K
$269K
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
1.12K+ 4.3% |
$45.1K - $46.3K
|
27.1K
$1.01M
|
|
Feb 09, 2022
Q4 2021
|
Adams Wealth Management
|
BUY
|
- |
1.09K+ 8.74% |
$44.2K - $45.3K
|
13.6K
$505K
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.09K+ 1.91% |
$43.9K - $45.1K
|
57.8K
$2.15M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
993+ 14.63% |
$40.2K - $41.2K
|
7.78K
$289K
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
975+ 16.0% |
$39.4K - $40.5K
|
7.07K
$263K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
942+ 4.2% |
$38.1K - $39.1K
|
23.4K
$870K
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
900New |
$36.4K - $37.3K
|
900
$33.5K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
897+ 9.7% |
$36.3K - $37.2K
|
10.1K
$377K
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
815+ 5.53% |
$33K - $33.8K
|
15.6K
$579K
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
785+ 419.79% |
$31.8K - $32.6K
|
972
$36.1K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
761New |
$30.8K - $31.6K
|
761
$28.3K
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
656+ 2.56% |
$26.5K - $27.2K
|
26.3K
$977K
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
628+ 0.95% |
$25.4K - $26.1K
|
66.7K
$2.48M
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
570New |
$23.1K - $23.6K
|
570
$21.2K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
556+ 4633.33% |
$22.5K - $23.1K
|
568
$21.1K
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
550+ 1527.78% |
$22.3K - $22.8K
|
586
$21.8K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
542New |
$21.9K - $22.5K
|
542
$20.2K
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
529New |
$21.4K - $21.9K
|
529
$19.7K
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
477+ 1.79% |
$19.3K - $19.8K
|
27.1K
$1.01M
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
418+ 8.4% |
$16.9K - $17.3K
|
5.39K
$201K
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
399+ 2.24% |
$16.1K - $16.6K
|
18.2K
$676K
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
390New |
$15.8K - $16.2K
|
390
$14.5K
|
|
Feb 01, 2022
Q4 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
387+ 3.52% |
$15.7K - $16.1K
|
11.4K
$423K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
371New |
$15K - $15.4K
|
371
$13.8K
|
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
365+ 33.0% |
$14.8K - $15.1K
|
1.47K
$54.7K
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
288+ 2.41% |
$11.7K - $11.9K
|
12.2K
$455K
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
286New |
$11.6K - $11.9K
|
286
$10.6K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
261+ 3.93% |
$10.6K - $10.8K
|
6.91K
$257K
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
250+ 6.48% |
$10.1K - $10.4K
|
4.11K
$153K
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
245+ 0.31% |
$9.91K - $10.2K
|
79K
$2.94M
|