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 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.3KNew |
$174K - $179K
|
4.3K
$160K
|
|
May 06, 2021
Q1 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4.29K+ 61.79% |
$174K - $178K
|
11.2K
$419K
|
|
May 10, 2021
Q1 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.21K+ 9.49% |
$171K - $175K
|
48.6K
$1.81M
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.15K+ 183.57% |
$168K - $172K
|
6.4K
$239K
|
|
Apr 16, 2021
Q1 2021
|
Hya Advisors, Inc
|
BUY
|
- |
3.7K+ 16.95% |
$150K - $154K
|
25.5K
$952K
|
|
Apr 12, 2021
Q1 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.47K+ 30.69% |
$141K - $144K
|
14.8K
$551K
|
|
Apr 14, 2021
Q1 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.9KNew |
$117K - $120K
|
2.9K
$108K
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.89K+ 4.71% |
$117K - $120K
|
64.3K
$2.4M
|
|
May 06, 2021
Q1 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.83K+ 4.52% |
$115K - $118K
|
65.4K
$2.44M
|
|
Apr 20, 2021
Q1 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.74K+ 27.15% |
$111K - $114K
|
12.8K
$479K
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.73K+ 32.68% |
$111K - $114K
|
11.1K
$414K
|
|
Apr 27, 2021
Q1 2021
|
3 Edge Asset Management, LP
|
BUY
|
- |
2.66K+ 8.14% |
$108K - $111K
|
35.3K
$1.32M
|
|
Apr 28, 2021
Q1 2021
|
Csenge Advisory Group
|
BUY
|
- |
2.18K+ 7.23% |
$88.2K - $90.5K
|
32.3K
$1.2M
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.15K+ 35.04% |
$87.3K - $89.5K
|
8.29K
$309K
|
|
May 04, 2021
Q1 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
2.01K+ 3.66% |
$81.3K - $83.4K
|
56.8K
$2.12M
|
|
Apr 28, 2021
Q1 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.89K+ 31.17% |
$76.6K - $78.5K
|
7.95K
$296K
|
|
Apr 23, 2021
Q1 2021
|
Flc Capital Advisors
|
BUY
|
- |
1.83K+ 21.74% |
$74.3K - $76.2K
|
10.3K
$383K
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.82K+ 43.0% |
$73.6K - $75.5K
|
6.04K
$225K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.71K+ 34.35% |
$69.2K - $71K
|
6.68K
$249K
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.65K+ 8.56% |
$66.9K - $68.6K
|
20.9K
$780K
|
|
Apr 12, 2021
Q1 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.63K+ 6.14% |
$66.1K - $67.8K
|
28.2K
$1.05M
|
|
May 10, 2021
Q1 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.55KNew |
$62.6K - $64.2K
|
1.55K
$57.6K
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
1.42KNew |
$57.4K - $58.8K
|
1.42K
$52.8K
|
|
May 17, 2021
Q1 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.38K+ 12.12% |
$56K - $57.5K
|
12.8K
$477K
|
|
May 04, 2021
Q1 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.29K+ 26.12% |
$52.4K - $53.7K
|
6.24K
$233K
|
|
Apr 28, 2021
Q1 2021
|
Comerica Bank
|
BUY
|
- |
1.28K+ 6.33% |
$52K - $53.3K
|
21.6K
$804K
|
|
May 17, 2021
Q1 2021
|
Cooper Financial Group
|
BUY
|
- |
1.17K+ 7.07% |
$47.6K - $48.8K
|
17.8K
$662K
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.09KNew |
$44.3K - $45.4K
|
1.09K
$40.7K
|
|
Apr 26, 2021
Q1 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.09KNew |
$44.3K - $45.4K
|
1.09K
$40.7K
|
|
Apr 06, 2021
Q1 2021
|
Private Trust CO Na
|
BUY
|
- |
1.05K+ 5.22% |
$42.6K - $43.7K
|
21.2K
$790K
|
|
Apr 20, 2021
Q1 2021
|
Unison Advisors LLC
|
BUY
|
- |
1.05K+ 14.14% |
$42.4K - $43.5K
|
8.43K
$315K
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
968+ 35.06% |
$39.3K - $40.2K
|
3.73K
$139K
|
|
May 18, 2021
Q1 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
851+ 1.48% |
$34.5K - $35.4K
|
58.3K
$2.17M
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
750New |
$30.4K - $31.2K
|
750
$28K
|
|
May 10, 2021
Q1 2021
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
717+ 592.56% |
$29.1K - $29.8K
|
838
$31.2K
|
|
May 10, 2021
Q1 2021
|
Accel Wealth Management
|
BUY
|
- |
673+ 764.77% |
$27.3K - $28K
|
761
$28.4K
|
|
May 17, 2021
Q1 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
666+ 3.41% |
$27K - $27.7K
|
20.2K
$753K
|
|
May 03, 2021
Q1 2021
|
Manchester Financial Inc
|
BUY
|
- |
660New |
$26.8K - $27.4K
|
660
$24.6K
|
|
May 11, 2021
Q1 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
607+ 6.02% |
$24.6K - $25.2K
|
10.7K
$399K
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
555+ 9.16% |
$22.5K - $23.1K
|
6.62K
$247K
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
400+ 24.24% |
$16.2K - $16.6K
|
2.05K
$76.4K
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
BUY
|
- |
340+ 3.41% |
$13.8K - $14.1K
|
10.3K
$385K
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
333+ 1.67% |
$13.5K - $13.8K
|
20.2K
$754K
|
|
May 07, 2021
Q1 2021
|
Valley National Advisers Inc
|
BUY
|
- |
283+ 7075.0% |
$11.5K - $11.8K
|
287
$10.7K
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
252+ 0.29% |
$10.2K - $10.5K
|
87.1K
$3.25M
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
BUY
|
- |
238New |
$9.65K - $9.9K
|
238
$8.88K
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
224New |
$9.08K - $9.31K
|
224
$8.35K
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
172New |
$6.97K - $7.15K
|
172
$6.41K
|
|
Apr 16, 2021
Q1 2021
|
Country Trust Bank
|
BUY
|
- |
158New |
$6.41K - $6.57K
|
158
$5.89K
|
|
Apr 23, 2021
Q1 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
117New |
$4.74K - $4.86K
|
117
$4.36K
|