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 |
---|---|---|---|---|---|---|---|
Apr 23, 2021
Q1 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-165- 2.16% |
$6.69K - $6.86K
|
7.48K
$272K
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-168Closed |
$6.81K - $6.99K
|
0
$0
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-170Closed |
$6.89K - $7.07K
|
0
$0
|
|
Nov 12, 2021
Q1 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-196- 27.84% |
$7.95K - $8.15K
|
508
$18.5K
|
|
May 13, 2021
Q1 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-241- 30.47% |
$9.77K - $10K
|
550
$20K
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-261Closed |
$10.6K - $10.9K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-277Closed |
$11.2K - $11.5K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-294- 3.1% |
$11.9K - $12.2K
|
9.18K
$333K
|
|
May 13, 2021
Q1 2021
|
Concord Wealth Partners
|
SELL
|
- |
-299- 82.14% |
$12.1K - $12.4K
|
65
$2.36K
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-315Closed |
$12.8K - $13.1K
|
0
$0
|
|
Aug 10, 2023
Q1 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-354- 83.49% |
$14.4K - $14.7K
|
70
$2.54K
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-360- 0.34% |
$14.6K - $15K
|
104K
$3.79M
|
|
Apr 14, 2021
Q1 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-362- 3.0% |
$14.7K - $15.1K
|
11.7K
$426K
|
|
May 13, 2021
Q1 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-455Closed |
$18.5K - $18.9K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-480- 3.26% |
$19.5K - $20K
|
14.2K
$517K
|
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-508- 3.2% |
$20.6K - $21.1K
|
15.4K
$558K
|
|
Apr 19, 2021
Q1 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-667- 10.86% |
$27K - $27.7K
|
5.47K
$199K
|
|
Apr 16, 2021
Q1 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-681Closed |
$27.6K - $28.3K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-684- 4.39% |
$27.7K - $28.4K
|
14.9K
$541K
|
|
May 12, 2021
Q1 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-764- 4.3% |
$31K - $31.8K
|
17K
$618K
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.2K- 18.58% |
$48.8K - $50.1K
|
5.28K
$192K
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.24K- 13.82% |
$50.4K - $51.6K
|
7.75K
$281K
|
|
May 12, 2021
Q1 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.41K- 19.97% |
$57.2K - $58.7K
|
5.65K
$205K
|
|
May 17, 2021
Q1 2021
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-1.48K- 16.73% |
$60.2K - $61.7K
|
7.39K
$268K
|
|
May 17, 2021
Q1 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-1.55K- 5.66% |
$62.9K - $64.4K
|
25.9K
$939K
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.62K- 2.26% |
$65.7K - $67.3K
|
69.9K
$2.54M
|
|
May 10, 2021
Q1 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.94K- 7.06% |
$78.7K - $80.7K
|
25.5K
$927K
|
|
May 06, 2021
Q1 2021
|
Round Table Services, LLC
|
SELL
|
- |
-2K- 25.0% |
$81.1K - $83.2K
|
6K
$218K
|
|
Apr 14, 2021
Q1 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-2.18K- 8.97% |
$88.5K - $90.7K
|
22.1K
$804K
|
|
May 05, 2021
Q1 2021
|
Adviser Investments LLC
|
SELL
|
- |
-2.85K- 1.31% |
$116K - $119K
|
214K
$7.77M
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.04K- 9.94% |
$123K - $126K
|
27.5K
$1M
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.19K- 34.99% |
$129K - $133K
|
5.92K
$215K
|
|
May 26, 2021
Q1 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.21K- 68.41% |
$130K - $133K
|
1.48K
$53.8K
|
|
May 13, 2021
Q1 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.45K- 19.38% |
$140K - $143K
|
14.3K
$521K
|
|
Apr 14, 2021
Q1 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-3.97K- 19.75% |
$161K - $165K
|
16.1K
$585K
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.14KClosed |
$168K - $172K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-4.27K- 36.36% |
$173K - $178K
|
7.48K
$272K
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.6K- 27.38% |
$186K - $191K
|
12.2K
$443K
|
|
May 17, 2021
Q1 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-5.16KClosed |
$209K - $214K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-5.33KClosed |
$216K - $222K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5.4K- 5.68% |
$219K - $224K
|
89.6K
$3.25M
|
|
May 10, 2021
Q1 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-6.03KClosed |
$244K - $251K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-6.5KClosed |
$264K - $270K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.89K- 19.94% |
$279K - $286K
|
27.6K
$1M
|
|
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.17K- 11.98% |
$291K - $298K
|
52.7K
$1.91M
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.92KClosed |
$321K - $329K
|
0
$0
|
|
Apr 19, 2024
Q1 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-9.89K- 11.07% |
$401K - $411K
|
79.4K
$2.88M
|
|
May 13, 2021
Q1 2021
|
Goal Vest Advisory LLC
|
SELL
|
- |
-11.9K- 28.19% |
$483K - $495K
|
30.3K
$1.1M
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-12.9K- 78.33% |
$525K - $538K
|
3.58K
$130K
|
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-13KClosed |
$528K - $542K
|
0
$0
|