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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
5.61KNew |
$190K - $205K
|
5.61K
$209K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
5.61KNew |
$190K - $205K
|
5.61K
$209K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
5.3K+ 43.53% |
$179K - $194K
|
17.5K
$650K
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
BUY
|
- |
5K+ 7.65% |
$169K - $183K
|
70.4K
$2.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
4.8K+ 24.66% |
$162K - $175K
|
24.2K
$902K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.75K+ 5.11% |
$160K - $174K
|
97.7K
$3.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.7K+ 8.44% |
$159K - $172K
|
60.3K
$2.24M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.56KNew |
$154K - $167K
|
4.56K
$170K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.56K+ 44.66% |
$154K - $167K
|
14.8K
$549K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.27KNew |
$144K - $156K
|
4.27K
$159K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.23K+ 6.21% |
$143K - $155K
|
72.4K
$2.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.19K+ 10.55% |
$142K - $153K
|
43.9K
$1.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
4.03K+ 7.29% |
$136K - $147K
|
59.3K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.79K+ 1.66% |
$128K - $138K
|
231K
$8.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.66K+ 11.57% |
$124K - $134K
|
35.3K
$1.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.55K+ 14.11% |
$120K - $130K
|
28.7K
$1.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
3.5K+ 55.12% |
$118K - $128K
|
9.85K
$366K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.16K+ 5.29% |
$107K - $116K
|
63K
$2.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.08K+ 43.47% |
$104K - $113K
|
10.1K
$377K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3K+ 54.26% |
$101K - $110K
|
8.53K
$317K
|
|
|
Feb 09, 2024
Q4 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
2.71K+ 1.51% |
$91.7K - $99.3K
|
183K
$6.79M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.64K+ 10.53% |
$89K - $96.4K
|
27.7K
$1.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2.61K+ 251.93% |
$88K - $95.3K
|
3.64K
$135K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.33KNew |
$78.9K - $85.4K
|
2.33K
$86.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.26K+ 5784.62% |
$76.2K - $82.5K
|
2.3K
$85.4K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.13KNew |
$71.9K - $77.9K
|
2.13K
$79.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.04K+ 4.89% |
$68.9K - $74.6K
|
43.7K
$1.63M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.74K+ 67.65% |
$58.7K - $63.6K
|
4.31K
$160K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.66K+ 19.37% |
$56.1K - $60.7K
|
10.2K
$380K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.62K+ 3.49% |
$54.8K - $59.3K
|
48.1K
$1.79M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.58K+ 7.96% |
$53.3K - $57.7K
|
21.4K
$796K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.56KNew |
$52.6K - $57K
|
1.56K
$57.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
1.43K+ 3.05% |
$48.4K - $52.4K
|
48.5K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.42KNew |
$48K - $52K
|
1.42K
$52.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.42K+ 24.33% |
$47.9K - $51.9K
|
7.25K
$270K
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.41K+ 3.43% |
$47.5K - $51.5K
|
42.5K
$1.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
1.4KNew |
$47.3K - $51.2K
|
1.4K
$52.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.39K+ 4.47% |
$47K - $50.9K
|
32.5K
$1.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.35K+ 7.48% |
$45.6K - $49.4K
|
19.4K
$721K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.35K+ 20.25% |
$45.4K - $49.2K
|
7.99K
$297K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.33K+ 47.09% |
$44.8K - $48.5K
|
4.14K
$154K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 574.34% |
$43.9K - $47.5K
|
1.52K
$56.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.23KNew |
$41.7K - $45.1K
|
1.23K
$45.9K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.23K+ 15.27% |
$41.4K - $44.8K
|
9.25K
$344K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.15K+ 1.01% |
$38.8K - $42K
|
115K
$4.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.07K+ 5.14% |
$36.2K - $39.2K
|
21.9K
$815K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.07K+ 7.63% |
$36.1K - $39K
|
15K
$560K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.04K+ 10.05% |
$35K - $37.9K
|
11.3K
$422K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1KNew |
$33.8K - $36.6K
|
1K
$37.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
879+ 7.85% |
$29.7K - $32.2K
|
12.1K
$449K
|