Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
11.3K+ 6.77% |
$404K - $413K
|
179K
$6.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
11.1KNew |
$394K - $403K
|
11.1K
$414K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
10.7K+ 10.02% |
$381K - $390K
|
118K
$4.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
10.6KNew |
$378K - $387K
|
10.6K
$397K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
10.4KNew |
$372K - $380K
|
10.4K
$390K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.2K+ 15.1% |
$362K - $370K
|
77.5K
$2.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10K+ 66.76% |
$356K - $365K
|
25K
$935K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.94KNew |
$354K - $362K
|
9.94K
$372K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.89K+ 32.64% |
$352K - $360K
|
40.2K
$1.5M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
9.69K+ 4.79% |
$345K - $353K
|
212K
$7.93M
|
|
|
Jul 23, 2024
Q2 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
9.64K+ 5.17% |
$343K - $351K
|
196K
$7.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
9.24K+ 24.67% |
$329K - $337K
|
46.7K
$1.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.24K+ 305.45% |
$329K - $336K
|
12.3K
$458K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9.18K+ 89.35% |
$327K - $334K
|
19.5K
$727K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.99KNew |
$320K - $327K
|
8.99K
$336K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
8.92K+ 228.21% |
$318K - $325K
|
12.8K
$480K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.91KNew |
$317K - $324K
|
8.91K
$333K
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
8.85K+ 83.89% |
$315K - $322K
|
19.4K
$725K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
8.82K+ 23.08% |
$314K - $321K
|
47K
$1.76M
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
8.56K+ 8.41% |
$305K - $312K
|
110K
$4.12M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
8.46KNew |
$301K - $308K
|
8.46K
$316K
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
8.44K+ 5.36% |
$301K - $307K
|
166K
$6.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.05K+ 1.95% |
$286K - $293K
|
420K
$15.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
7.98K+ 7.98% |
$284K - $290K
|
108K
$4.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
7.55K+ 3.89% |
$269K - $275K
|
202K
$7.54M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7.54KNew |
$268K - $274K
|
7.54K
$282K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.47KNew |
$266K - $272K
|
7.47K
$279K
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
BUY
|
- |
7.43K+ 3.82% |
$265K - $271K
|
202K
$7.56M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.41KNew |
$264K - $270K
|
7.41K
$277K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7.34K+ 49.24% |
$261K - $267K
|
22.3K
$832K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.32KNew |
$261K - $267K
|
7.32K
$274K
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
7.29K+ 2.77% |
$259K - $265K
|
271K
$10.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.13K+ 109.87% |
$254K - $259K
|
13.6K
$509K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.12K+ 0.82% |
$254K - $259K
|
881K
$32.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
7.1K+ 37.24% |
$253K - $259K
|
26.2K
$978K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.08K+ 5.28% |
$252K - $258K
|
141K
$5.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
6.85K+ 6.83% |
$244K - $249K
|
107K
$4M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.85KNew |
$244K - $249K
|
6.85K
$256K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
6.82KNew |
$243K - $248K
|
6.82K
$255K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
6.69K+ 40.29% |
$238K - $244K
|
23.3K
$870K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.35K+ 12.61% |
$226K - $231K
|
56.8K
$2.12M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.34K+ 3.52% |
$226K - $231K
|
186K
$6.96M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.25K+ 0.71% |
$222K - $227K
|
884K
$33.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
6.13K+ 11.58% |
$218K - $223K
|
59.1K
$2.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
6.02KNew |
$214K - $219K
|
6.02K
$225K
|
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
6.02KNew |
$214K - $219K
|
6.02K
$225K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
5.77K+ 7.9% |
$205K - $210K
|
78.7K
$2.94M
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
5.72KNew |
$203K - $208K
|
5.72K
$214K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.29K+ 7.35% |
$188K - $193K
|
77.2K
$2.89M
|
|
|
Aug 06, 2024
Q2 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
4.76K+ 9.5% |
$170K - $173K
|
54.9K
$2.05M
|