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 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-17K- 55.99% |
$576K - $623K
|
13.4K
$498K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-17.2K- 5.37% |
$581K - $629K
|
303K
$11.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-19.6K- 8.66% |
$661K - $716K
|
206K
$7.68M
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-21.1K- 44.97% |
$713K - $772K
|
25.8K
$960K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-22.5K- 2.58% |
$761K - $824K
|
850K
$31.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-22.9K- 9.71% |
$775K - $840K
|
213K
$7.94M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-25.1K- 9.67% |
$849K - $919K
|
235K
$8.72M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-28.3K- 3.21% |
$957K - $1.04M
|
853K
$31.7M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-33.7K- 4.89% |
$1.14M - $1.23M
|
655K
$24.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-33.7K- 4.89% |
$1.14M - $1.23M
|
655K
$24.3M
|
|
|
Jan 23, 2024
Q4 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-33.8K- 19.5% |
$1.14M - $1.24M
|
140K
$5.19M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-36.9K- 53.79% |
$1.25M - $1.35M
|
31.7K
$1.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-37.6K- 13.55% |
$1.27M - $1.38M
|
240K
$8.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-42.1K- 40.9% |
$1.42M - $1.54M
|
60.8K
$2.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-46.1K- 32.2% |
$1.56M - $1.69M
|
97K
$3.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-51.4K- 21.97% |
$1.74M - $1.88M
|
183K
$6.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-56.5K- 78.68% |
$1.91M - $2.07M
|
15.3K
$570K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-58.2K- 42.54% |
$1.97M - $2.13M
|
78.6K
$2.92M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-70.3K- 0.26% |
$2.38M - $2.57M
|
27.3M
$1.01B
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-70.8K- 56.84% |
$2.39M - $2.59M
|
53.7K
$2M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-80K- 31.01% |
$2.7M - $2.93M
|
178K
$6.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-82.2K- 5.36% |
$2.78M - $3.01M
|
1.45M
$54M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-83.8K- 30.57% |
$2.83M - $3.06M
|
190K
$7.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-88.8K- 23.6% |
$3M - $3.25M
|
287K
$10.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-91.3K- 4.5% |
$3.09M - $3.34M
|
1.94M
$72M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-92.3K- 53.43% |
$3.12M - $3.38M
|
80.5K
$2.99M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-102K- 7.61% |
$3.46M - $3.75M
|
1.24M
$46.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-118K- 92.51% |
$4M - $4.33M
|
9.58K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-151KClosed |
$5.09M - $5.51M
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-159K- 50.48% |
$5.38M - $5.83M
|
156K
$5.81M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-167K- 47.72% |
$5.64M - $6.11M
|
183K
$6.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-173K- 54.41% |
$5.83M - $6.32M
|
145K
$5.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-192K- 0.79% |
$6.49M - $7.02M
|
24.3M
$902M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-195K- 19.17% |
$6.6M - $7.15M
|
824K
$30.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-197K- 9.67% |
$6.64M - $7.19M
|
1.84M
$68.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-211K- 32.59% |
$7.13M - $7.72M
|
436K
$16.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-304K- 18.08% |
$10.3M - $11.1M
|
1.38M
$51.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-338K- 69.16% |
$11.4M - $12.4M
|
151K
$5.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-397K- 85.94% |
$13.4M - $14.5M
|
64.9K
$2.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-428K- 63.01% |
$14.5M - $15.7M
|
251K
$9.35M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-537K- 97.25% |
$18.2M - $19.7M
|
15.2K
$565K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-568K- 38.54% |
$19.2M - $20.8M
|
906K
$33.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.07M- 16.14% |
$36.3M - $39.3M
|
5.57M
$207M
|
|
|
Feb 14, 2024
Q4 2023
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-2.45M- 98.43% |
$82.9M - $89.7M
|
39.1K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.13M- 64.75% |
$241M - $261M
|
3.88M
$144M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-62.5M- 97.67% |
$2.11B - $2.29B
|
1.49M
$55.5M
|