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
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
103+ 16.94% |
$4.18K - $4.28K
|
711
$26.5K
|
|
|
Apr 14, 2021
Q1 2021
|
Gleason Group, Inc.
|
BUY
|
- |
102New |
$4.14K - $4.24K
|
102
$3.8K
|
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
88+ 115.79% |
$3.57K - $3.66K
|
164
$6.12K
|
|
|
Apr 28, 2021
Q1 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
85New |
$3.45K - $3.53K
|
85
$3.17K
|
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
81+ 36.99% |
$3.28K - $3.37K
|
300
$11.2K
|
|
|
May 12, 2021
Q1 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
66+ 1.35% |
$2.68K - $2.74K
|
4.97K
$185K
|
|
|
Sep 21, 2023
Q1 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
55New |
$2.23K - $2.29K
|
55
$2.05K
|
|
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
50New |
$2.03K - $2.08K
|
50
$1.86K
|
|
|
May 14, 2021
Q1 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
44+ 2.78% |
$1.78K - $1.83K
|
1.62K
$60.6K
|
|
|
May 17, 2021
Q1 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
42New |
$1.7K - $1.75K
|
42
$1.57K
|
|
|
Apr 20, 2021
Q1 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
39New |
$1.58K - $1.62K
|
39
$1.45K
|
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
BUY
|
- |
33+ 48.53% |
$1.34K - $1.37K
|
101
$3.77K
|
|
|
May 14, 2021
Q1 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
33+ 0.44% |
$1.34K - $1.37K
|
7.48K
$279K
|
|
|
Apr 08, 2021
Q1 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
32New |
$1.3K - $1.33K
|
32
$1.19K
|
|
|
May 13, 2021
Q1 2021
|
Rmr Wealth Builders
|
BUY
|
- |
29New |
$1.18K - $1.21K
|
29
$1.08K
|
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
24New |
$973 - $998
|
24
$895
|
|
|
Apr 21, 2021
Q1 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
23+ 0.29% |
$933 - $956
|
7.99K
$298K
|
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
BUY
|
- |
22+ 0.01% |
$892 - $915
|
361K
$13.5M
|
|
|
Apr 23, 2021
Q1 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
22New |
$892 - $915
|
22
$820
|
|
|
May 13, 2021
Q1 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
11New |
$446 - $457
|
11
$410
|
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9New |
$365 - $374
|
9
$336
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3New |
$122 - $125
|
3
$112
|
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
BUY
|
- |
1+ 0.63% |
$40.6 - $41.6
|
161
$6K
|
|
|
May 14, 2021
Q1 2021
|
Archer Investment Corp
|
BUY
|
- |
1+ 11.11% |
$40.6 - $41.6
|
10
$373
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1Closed |
$40.6 - $41.6
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1- 1.54% |
$40.6 - $41.6
|
64
$2.39K
|
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3- 0.16% |
$122 - $125
|
1.86K
$69.2K
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-5Closed |
$203 - $208
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-7Closed |
$284 - $291
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-16- 0.31% |
$649 - $665
|
5.21K
$194K
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-16Closed |
$649 - $665
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-16Closed |
$649 - $665
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-24Closed |
$973 - $998
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-25Closed |
$1.01K - $1.04K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-28Closed |
$1.14K - $1.16K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-31Closed |
$1.26K - $1.29K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-42Closed |
$1.7K - $1.75K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-49Closed |
$1.99K - $2.04K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-52- 12.78% |
$2.11K - $2.16K
|
355
$13.2K
|
|
|
May 14, 2021
Q1 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-65Closed |
$2.64K - $2.7K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-84Closed |
$3.41K - $3.49K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Geneva Partners, LLC
|
SELL
|
- |
-98- 0.99% |
$3.97K - $4.07K
|
9.79K
$365K
|
|
|
Apr 14, 2021
Q1 2021
|
Tsfg, LLC
|
SELL
|
- |
-103- 17.67% |
$4.18K - $4.28K
|
480
$17.9K
|
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-104Closed |
$4.22K - $4.32K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-120- 1.31% |
$4.87K - $4.99K
|
9.07K
$338K
|
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-133- 2.12% |
$5.39K - $5.53K
|
6.13K
$229K
|
|
|
Apr 20, 2021
Q1 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-137- 0.62% |
$5.56K - $5.7K
|
21.9K
$817K
|
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-141- 48.62% |
$5.72K - $5.86K
|
149
$5.56K
|
|
|
Apr 27, 2021
Q1 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-157- 0.44% |
$6.37K - $6.53K
|
35.7K
$1.33M
|
|
|
May 18, 2021
Q1 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-158- 31.54% |
$6.41K - $6.57K
|
343
$12.8K
|