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 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-340- 25.37% |
$12.1K - $12.4K
|
1K
$37.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-359Closed |
$12.8K - $13.1K
|
0
$0
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-359Closed |
$12.8K - $13.1K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-363- 3.16% |
$12.9K - $13.2K
|
11.1K
$415K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-370- 5.79% |
$13.2K - $13.5K
|
6.02K
$225K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-399- 5.64% |
$14.2K - $14.5K
|
6.68K
$250K
|
|
|
Aug 14, 2024
Q2 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-400- 3.16% |
$14.2K - $14.6K
|
12.3K
$458K
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-400- 3.16% |
$14.2K - $14.6K
|
12.3K
$458K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-443- 3.86% |
$15.8K - $16.1K
|
11K
$412K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-455- 2.66% |
$16.2K - $16.6K
|
16.6K
$622K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-458- 10.09% |
$16.3K - $16.7K
|
4.08K
$152K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-473- 8.41% |
$16.8K - $17.2K
|
5.15K
$193K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-481- 8.97% |
$17.1K - $17.5K
|
4.88K
$182K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-482- 80.33% |
$17.2K - $17.5K
|
118
$4.41K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-526- 2.86% |
$18.7K - $19.2K
|
17.9K
$669K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-557- 1.45% |
$19.8K - $20.3K
|
37.8K
$1.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-559- 56.52% |
$19.9K - $20.4K
|
430
$16.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-615- 0.32% |
$21.9K - $22.4K
|
189K
$7.05M
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-631- 5.65% |
$22.5K - $23K
|
10.5K
$394K
|
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-746- 0.36% |
$26.6K - $27.2K
|
206K
$7.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-750- 8.04% |
$26.7K - $27.3K
|
8.57K
$320K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-755- 2.65% |
$26.9K - $27.5K
|
27.7K
$1.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-784- 50.13% |
$27.9K - $28.5K
|
780
$29.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-787- 10.36% |
$28K - $28.7K
|
6.81K
$254K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-989- 10.77% |
$35.2K - $36K
|
8.19K
$306K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-999- 10.13% |
$35.6K - $36.4K
|
8.87K
$331K
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.04K- 57.61% |
$36.9K - $37.8K
|
763
$28.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.15K- 14.13% |
$40.9K - $41.9K
|
6.99K
$261K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.2K- 8.31% |
$42.8K - $43.8K
|
13.3K
$496K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-1.27K- 2.9% |
$45.3K - $46.4K
|
42.6K
$1.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.28K- 1.84% |
$45.4K - $46.4K
|
68.1K
$2.55M
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
SELL
|
- |
-1.3K- 19.04% |
$46.1K - $47.2K
|
5.51K
$206K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.34K- 0.27% |
$47.7K - $48.8K
|
501K
$18.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.45K- 16.27% |
$51.6K - $52.8K
|
7.46K
$279K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.5K- 18.72% |
$53.4K - $54.6K
|
6.51K
$243K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.52K- 4.82% |
$54.2K - $55.5K
|
30.1K
$1.12M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.59K- 0.74% |
$56.6K - $57.9K
|
212K
$7.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.66K- 9.36% |
$59.2K - $60.6K
|
16.1K
$602K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.68K- 5.97% |
$59.6K - $61K
|
26.4K
$985K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.75K- 7.44% |
$62.2K - $63.7K
|
21.8K
$813K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.78K- 7.87% |
$63.2K - $64.7K
|
20.8K
$778K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.78K- 4.14% |
$63.4K - $64.9K
|
41.2K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.8K- 0.99% |
$64.1K - $65.5K
|
180K
$6.73M
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.81K- 2.73% |
$64.4K - $65.9K
|
64.6K
$2.41M
|
|
|
Aug 05, 2024
Q2 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-2K- 8.44% |
$71K - $72.6K
|
21.6K
$809K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2K- 5.8% |
$71.1K - $72.7K
|
32.4K
$1.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2.04K- 78.4% |
$72.5K - $74.1K
|
561
$21K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.16K- 0.69% |
$76.8K - $78.6K
|
311K
$11.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.16K- 0.69% |
$76.8K - $78.6K
|
311K
$11.6M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.33K- 27.95% |
$83K - $84.9K
|
6.01K
$225K
|