Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
19.7KNew |
$800K - $821K
|
19.7K
$736K
|
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.4K+ 36.53% |
$786K - $806K
|
72.4K
$2.7M
|
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
18.8K+ 121.12% |
$761K - $780K
|
34.3K
$1.28M
|
|
|
May 11, 2021
Q1 2021
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
17.1K+ 2.5% |
$692K - $710K
|
699K
$26.1M
|
|
|
May 14, 2021
Q1 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
16.2K+ 21.08% |
$656K - $673K
|
92.9K
$3.46M
|
|
|
Jul 11, 2022
Q1 2021
|
Range Financial Group LLC
|
BUY
|
- |
15.5KNew |
$630K - $646K
|
15.5K
$579K
|
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
13.8K+ 30.07% |
$561K - $575K
|
59.9K
$2.23M
|
|
|
Apr 28, 2021
Q1 2021
|
Manning & Napier Group, LLC
|
BUY
|
- |
13.7K+ 75.81% |
$554K - $568K
|
31.7K
$1.18M
|
|
|
Jan 08, 2024
Q1 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.6KNew |
$550K - $564K
|
13.6K
$506K
|
|
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
13.5K+ 176.08% |
$547K - $561K
|
21.1K
$788K
|
|
|
May 14, 2021
Q1 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
13.5K+ 10.3% |
$547K - $560K
|
144K
$5.38M
|
|
|
May 10, 2021
Q1 2021
|
Securian Asset Management, Inc
|
BUY
|
- |
12.6K+ 13.72% |
$511K - $524K
|
104K
$3.9M
|
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.6K+ 26.58% |
$510K - $523K
|
59.9K
$2.23M
|
|
|
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
12.5KNew |
$509K - $521K
|
12.5K
$468K
|
|
|
May 17, 2021
Q1 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.3K+ 203.83% |
$497K - $510K
|
18.3K
$681K
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.2KNew |
$494K - $506K
|
12.2K
$454K
|
|
|
Jun 21, 2021
Q1 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
12K+ 12.95% |
$485K - $498K
|
104K
$3.89M
|
|
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
11.6K+ 13.32% |
$471K - $483K
|
98.8K
$3.68M
|
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.5KNew |
$468K - $479K
|
11.5K
$430K
|
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
11.1K+ 36.57% |
$451K - $462K
|
41.5K
$1.55M
|
|
|
May 17, 2021
Q1 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
11.1K+ 10.74% |
$450K - $461K
|
114K
$4.26M
|
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
11K+ 9.4% |
$446K - $457K
|
128K
$4.77M
|
|
|
Apr 30, 2021
Q1 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
10.8KNew |
$439K - $450K
|
10.8K
$403K
|
|
|
May 13, 2021
Q1 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
10.5KNew |
$426K - $437K
|
10.5K
$392K
|
|
|
May 12, 2021
Q1 2021
|
Adams Wealth Management
|
BUY
|
- |
10.3KNew |
$419K - $429K
|
10.3K
$385K
|
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.3KNew |
$417K - $428K
|
10.3K
$384K
|
|
|
May 14, 2021
Q1 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10.1KNew |
$409K - $420K
|
10.1K
$376K
|
|
|
May 05, 2021
Q1 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
9.89K+ 90.41% |
$401K - $411K
|
20.8K
$776K
|
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.87K+ 19.29% |
$400K - $410K
|
61K
$2.28M
|
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
9.53K+ 79.62% |
$386K - $396K
|
21.5K
$802K
|
|
|
May 07, 2021
Q1 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
9.35K+ 2.64% |
$379K - $389K
|
364K
$13.6M
|
|
|
May 11, 2021
Q1 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
9.3K+ 0.58% |
$377K - $387K
|
1.61M
$60.1M
|
|
|
Jun 01, 2021
Q1 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
8.6KNew |
$349K - $357K
|
8.6K
$321K
|
|
|
May 13, 2021
Q1 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.24KNew |
$334K - $343K
|
8.24K
$307K
|
|
|
May 11, 2021
Q1 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
7.82KNew |
$317K - $325K
|
7.82K
$291K
|
|
|
Apr 29, 2021
Q1 2021
|
Wt Wealth Management
|
BUY
|
- |
7.32KNew |
$297K - $304K
|
7.32K
$273K
|
|
|
May 17, 2021
Q1 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.01KNew |
$284K - $291K
|
7.01K
$261K
|
|
|
May 04, 2021
Q1 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
6.97K+ 66.19% |
$283K - $290K
|
17.5K
$653K
|
|
|
May 03, 2021
Q1 2021
|
Ellevest, Inc.
|
BUY
|
- |
6.83K+ 19.72% |
$277K - $284K
|
41.5K
$1.55M
|
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
6.64K+ 5.97% |
$269K - $276K
|
118K
$4.39M
|
|
|
May 18, 2021
Q1 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
6.38K+ 66.23% |
$259K - $265K
|
16K
$597K
|
|
|
Apr 12, 2021
Q1 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
6.35KNew |
$257K - $264K
|
6.35K
$237K
|
|
|
Apr 27, 2021
Q1 2021
|
Western Financial Corporation
|
BUY
|
- |
6.25KNew |
$254K - $260K
|
6.25K
$233K
|
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
6.08K+ 42.7% |
$247K - $253K
|
20.3K
$758K
|
|
|
May 11, 2021
Q1 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
6KNew |
$243K - $249K
|
6K
$224K
|
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.94KNew |
$241K - $247K
|
5.94K
$221K
|
|
|
Apr 30, 2021
Q1 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.81K+ 124.83% |
$235K - $241K
|
10.5K
$390K
|
|
|
May 17, 2021
Q1 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.29KNew |
$215K - $220K
|
5.29K
$197K
|
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.2K+ 25.83% |
$211K - $216K
|
25.3K
$944K
|
|
|
Apr 27, 2021
Q1 2021
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
4.87K+ 14.74% |
$197K - $202K
|
37.9K
$1.41M
|