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 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.17K- 19.55% |
$113K - $115K
|
13K
$487K
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.23K- 11.38% |
$115K - $118K
|
25.2K
$941K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.26K- 40.73% |
$116K - $119K
|
4.74K
$177K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.45K- 37.11% |
$123K - $126K
|
5.85K
$219K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.46K- 80.01% |
$123K - $126K
|
864
$32.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-3.52K- 16.87% |
$125K - $128K
|
17.3K
$648K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.82K- 6.8% |
$136K - $139K
|
52.3K
$1.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.53K- 16.18% |
$161K - $165K
|
23.5K
$877K
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-4.62K- 1.51% |
$165K - $168K
|
302K
$11.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-4.69K- 19.08% |
$167K - $171K
|
19.9K
$744K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.08K- 9.36% |
$181K - $185K
|
49.2K
$1.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.12K- 1.41% |
$182K - $186K
|
358K
$13.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-5.12K- 4.53% |
$182K - $187K
|
108K
$4.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-5.14K- 2.7% |
$183K - $187K
|
185K
$6.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-5.17K- 2.65% |
$184K - $188K
|
190K
$7.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-6.32K- 2.87% |
$225K - $230K
|
214K
$7.99M
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-6.48K- 25.12% |
$230K - $236K
|
19.3K
$721K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.94K- 5.26% |
$247K - $253K
|
125K
$4.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-7.03K- 33.95% |
$250K - $256K
|
13.7K
$511K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-7.74K- 21.05% |
$275K - $282K
|
29K
$1.08M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.49K- 12.23% |
$302K - $309K
|
60.9K
$2.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-9.27K- 3.7% |
$330K - $337K
|
241K
$9.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-9.41K- 58.76% |
$335K - $342K
|
6.6K
$247K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-9.43K- 30.69% |
$336K - $343K
|
21.3K
$796K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.56K- 9.16% |
$340K - $348K
|
94.8K
$3.54M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-10.1K- 90.76% |
$358K - $367K
|
1.03K
$38.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-10.7K- 23.93% |
$383K - $391K
|
34.2K
$1.28M
|
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
SELL
|
- |
-10.8K- 6.7% |
$385K - $394K
|
150K
$5.62M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-10.9K- 23.11% |
$388K - $397K
|
36.3K
$1.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-12.1K- 1.27% |
$430K - $440K
|
942K
$35.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-12.6K- 26.99% |
$447K - $457K
|
34K
$1.27M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-13K- 6.92% |
$462K - $473K
|
175K
$6.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-14.7K- 28.13% |
$525K - $537K
|
37.7K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-16.1K- 1.24% |
$574K - $587K
|
1.28M
$47.8M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.6K- 12.05% |
$663K - $678K
|
136K
$5.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-19.5K- 14.22% |
$694K - $710K
|
118K
$4.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-20.3K- 5.98% |
$722K - $739K
|
319K
$11.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-21.4K- 2.96% |
$761K - $778K
|
702K
$26.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-21.8K- 27.4% |
$775K - $793K
|
57.7K
$2.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-22.3K- 50.88% |
$794K - $812K
|
21.5K
$805K
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-24.7K- 9.48% |
$880K - $900K
|
236K
$8.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-25.4K- 2.41% |
$904K - $925K
|
1.03M
$38.4M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-31.6K- 3.91% |
$1.13M - $1.15M
|
778K
$29.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-34.6K- 3.2% |
$1.23M - $1.26M
|
1.05M
$39.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-35.2K- 55.79% |
$1.25M - $1.28M
|
27.9K
$1.04M
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-36.1K- 53.13% |
$1.28M - $1.31M
|
31.8K
$1.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-36.4K- 8.3% |
$1.29M - $1.32M
|
402K
$15M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-50.1K- 10.3% |
$1.78M - $1.82M
|
436K
$16.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-52.7K- 78.56% |
$1.88M - $1.92M
|
14.4K
$538K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-61.5K- 4.97% |
$2.19M - $2.24M
|
1.17M
$43.9M
|