Purchases and Sales Made in Q4 2022 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 2022. 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 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.15K+ 6.95% |
$72.1K - $76.7K
|
33.1K
$1.24M
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.14KNew |
$71.8K - $76.3K
|
2.14K
$79.9K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
2.06K+ 472.64% |
$68.9K - $73.2K
|
2.49K
$92.9K
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.86K+ 211.24% |
$62.3K - $66.2K
|
2.74K
$102K
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.7K+ 4.52% |
$57K - $60.6K
|
39.3K
$1.47M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.5KNew |
$50.1K - $53.2K
|
1.5K
$55.7K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.44K+ 79.89% |
$48.3K - $51.3K
|
3.25K
$121K
|
|
Jan 30, 2023
Q4 2022
|
Sws Partners
|
BUY
|
- |
1.41K+ 2.08% |
$47.3K - $50.3K
|
69.3K
$2.58M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.39K+ 5.07% |
$46.6K - $49.5K
|
28.8K
$1.07M
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.32KNew |
$44.3K - $47.1K
|
1.32K
$49.4K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.32K+ 17.94% |
$44.3K - $47K
|
8.69K
$324K
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.31K+ 4.47% |
$43.9K - $46.7K
|
30.6K
$1.14M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.31KNew |
$43.8K - $46.5K
|
1.31K
$48.7K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.28K+ 15.75% |
$42.7K - $45.4K
|
9.38K
$350K
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.2K+ 231.09% |
$40.3K - $42.9K
|
1.73K
$64.3K
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.03K+ 11.99% |
$34.6K - $36.8K
|
9.66K
$360K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1K+ 1284.62% |
$33.6K - $35.7K
|
1.08K
$40.3K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
985+ 23.19% |
$33K - $35.1K
|
5.23K
$195K
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
972+ 10.72% |
$32.6K - $34.6K
|
10K
$375K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
954+ 13.02% |
$31.9K - $34K
|
8.28K
$309K
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
915+ 7.72% |
$30.6K - $32.6K
|
12.8K
$476K
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
910+ 1.78% |
$30.5K - $32.4K
|
52.1K
$1.94M
|
|
Jan 17, 2023
Q4 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
872+ 0.37% |
$29.2K - $31K
|
235K
$8.76M
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
697+ 207.44% |
$23.3K - $24.8K
|
1.03K
$38.5K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
693+ 110.88% |
$23.2K - $24.7K
|
1.32K
$49.1K
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
636+ 9.82% |
$21.3K - $22.6K
|
7.11K
$265K
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
595+ 6.14% |
$19.9K - $21.2K
|
10.3K
$383K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
561+ 0.3% |
$18.8K - $20K
|
186K
$6.93M
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
544New |
$18.2K - $19.4K
|
544
$20.3K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
499New |
$16.7K - $17.8K
|
499
$18.6K
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
495+ 2.61% |
$16.6K - $17.6K
|
19.5K
$726K
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
491+ 29.9% |
$16.4K - $17.5K
|
2.13K
$79.5K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
482New |
$16.1K - $17.2K
|
482
$18K
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
479New |
$16K - $17K
|
479
$17.9K
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
470+ 4.7% |
$15.7K - $16.7K
|
10.5K
$390K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
458New |
$15.3K - $16.3K
|
458
$17.1K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
438+ 103.79% |
$14.7K - $15.6K
|
860
$32.1K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
407New |
$13.6K - $14.5K
|
407
$15.2K
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
398+ 0.95% |
$13.3K - $14.2K
|
42.2K
$1.57M
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
369New |
$12.4K - $13.1K
|
369
$13.8K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
369New |
$12.4K - $13.1K
|
369
$13.8K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
317+ 255.65% |
$10.6K - $11.3K
|
441
$16.4K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
305New |
$10.2K - $10.9K
|
305
$11.4K
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
304+ 2.84% |
$10.2K - $10.8K
|
11K
$411K
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
304+ 2.84% |
$10.2K - $10.8K
|
11K
$411K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
278New |
$9.31K - $9.89K
|
278
$10.4K
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
277+ 3.33% |
$9.28K - $9.86K
|
8.6K
$321K
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
253+ 0.07% |
$8.47K - $9K
|
361K
$13.5M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
235New |
$7.87K - $8.36K
|
235
$8.76K
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
226+ 434.62% |
$7.57K - $8.04K
|
278
$10.4K
|