Purchases and Sales Made in Q4 2023 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 2023. 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, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.1K+ 21.46% |
$442K - $478K
|
73.9K
$2.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.2K+ 75.73% |
$412K - $446K
|
28.3K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12K+ 3.63% |
$406K - $439K
|
343K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.5K+ 3.13% |
$388K - $421K
|
378K
$13.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
11.2KNew |
$377K - $408K
|
11.2K
$412K
|
|
|
May 10, 2024
Q4 2023
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
11KNew |
$373K - $404K
|
11K
$407K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.9K+ 50.86% |
$367K - $398K
|
32.2K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
10.7K+ 44.52% |
$362K - $392K
|
34.8K
$1.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
10.7K+ 13.33% |
$362K - $392K
|
91K
$3.35M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
10.6KNew |
$358K - $387K
|
10.6K
$390K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.5K+ 19.72% |
$354K - $383K
|
63.5K
$2.34M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
10.4K+ 41.22% |
$352K - $381K
|
35.7K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.3K+ 15.75% |
$349K - $378K
|
75.9K
$2.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
10.1K+ 8.41% |
$342K - $370K
|
130K
$4.8M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
9.84K+ 4.62% |
$332K - $360K
|
223K
$8.21M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
9.72K+ 46.03% |
$328K - $356K
|
30.8K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
9.71KNew |
$328K - $355K
|
9.71K
$358K
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
9.43KNew |
$319K - $345K
|
9.43K
$348K
|
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
9.3K+ 3.09% |
$314K - $340K
|
310K
$11.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
9.22KNew |
$312K - $337K
|
9.22K
$340K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
9.14KNew |
$309K - $334K
|
9.14K
$337K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.78K+ 102.64% |
$297K - $321K
|
17.3K
$639K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
8.74K+ 626.45% |
$295K - $320K
|
10.1K
$374K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.53K+ 31.65% |
$288K - $312K
|
35.5K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.51KNew |
$287K - $311K
|
8.51K
$314K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8.48KNew |
$286K - $310K
|
8.48K
$312K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
8.35K+ 3.55% |
$282K - $305K
|
243K
$8.98M
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
8.06K+ 5.48% |
$272K - $295K
|
155K
$5.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
8K+ 6.83% |
$270K - $293K
|
125K
$4.61M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
7.95KNew |
$269K - $291K
|
7.95K
$293K
|
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
7.82KNew |
$264K - $286K
|
7.82K
$288K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.76K+ 31.31% |
$262K - $284K
|
32.5K
$1.2M
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
7.71KNew |
$260K - $282K
|
7.71K
$284K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.53KNew |
$254K - $275K
|
7.53K
$277K
|
|
|
Oct 01, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
7.09KNew |
$239K - $259K
|
7.09K
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
6.67KNew |
$225K - $244K
|
6.67K
$246K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
6.66K+ 5.9% |
$225K - $244K
|
120K
$4.41M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
6.54K+ 17.12% |
$221K - $239K
|
44.7K
$1.65M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.36KNew |
$215K - $233K
|
6.36K
$235K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
6.3K+ 3.33% |
$213K - $231K
|
195K
$7.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
6.29KNew |
$212K - $230K
|
6.29K
$232K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.27K+ 22.35% |
$212K - $229K
|
34.3K
$1.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
6.16KNew |
$208K - $225K
|
6.16K
$227K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
6.07KNew |
$205K - $222K
|
6.07K
$224K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
6.06K+ 91.54% |
$205K - $222K
|
12.7K
$467K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
5.93KNew |
$200K - $217K
|
5.93K
$219K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.9KNew |
$199K - $216K
|
5.9K
$217K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
5.86KNew |
$198K - $214K
|
5.86K
$216K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.85K+ 13.9% |
$198K - $214K
|
48K
$1.77M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
5.68KNew |
$192K - $208K
|
5.68K
$209K
|