Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2021
Q3 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
339+ 1.94% |
$14K - $14.2K
|
17.8K
$653K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
325+ 2.82% |
$13.4K - $13.6K
|
11.9K
$436K
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
321+ 4.19% |
$13.2K - $13.4K
|
7.99K
$294K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
319+ 1139.29% |
$13.2K - $13.3K
|
347
$12.8K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
304+ 5.36% |
$12.5K - $12.7K
|
5.98K
$220K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
303New |
$12.5K - $12.7K
|
303
$11.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
274+ 3.0% |
$11.3K - $11.5K
|
9.41K
$346K
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
274New |
$11.3K - $11.5K
|
274
$10.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
272+ 3.41% |
$11.2K - $11.4K
|
8.24K
$303K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
262+ 2.62% |
$10.8K - $11K
|
10.3K
$377K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
216+ 0.32% |
$8.91K - $9.03K
|
67.4K
$2.48M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
210+ 53.57% |
$8.66K - $8.78K
|
602
$22.1K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
200New |
$8.25K - $8.36K
|
200
$7.35K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
167New |
$6.89K - $6.98K
|
167
$6.14K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
160+ 0.58% |
$6.6K - $6.69K
|
27.5K
$1.01M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
154+ 2.88% |
$6.35K - $6.44K
|
5.5K
$202K
|
|
|
Nov 04, 2021
Q3 2021
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
143New |
$5.9K - $5.98K
|
143
$5.26K
|
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
BUY
|
- |
120New |
$4.95K - $5.02K
|
120
$4.41K
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
98New |
$4.04K - $4.1K
|
98
$3.6K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
98+ 4.78% |
$4.04K - $4.1K
|
2.15K
$78.9K
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
76+ 15.67% |
$3.13K - $3.18K
|
561
$20.6K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
73New |
$3.01K - $3.05K
|
73
$2.68K
|
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
58+ 0.76% |
$2.39K - $2.42K
|
7.69K
$283K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
54New |
$2.23K - $2.26K
|
54
$1.98K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
51+ 22.77% |
$2.1K - $2.13K
|
275
$10.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
43New |
$1.77K - $1.8K
|
43
$1.58K
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
43+ 13.11% |
$1.77K - $1.8K
|
371
$13.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
42+ 3.32% |
$1.73K - $1.76K
|
1.31K
$48K
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
34New |
$1.4K - $1.42K
|
34
$1.25K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
30+ 3.47% |
$1.24K - $1.25K
|
894
$32.9K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
25+ 15.43% |
$1.03K - $1.05K
|
187
$6.87K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23New |
$948 - $961
|
23
$845
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
13New |
$536 - $543
|
13
$478
|
|
|
Oct 18, 2021
Q3 2021
|
Geneva Partners, LLC
|
BUY
|
- |
4+ 0.04% |
$165 - $167
|
9.88K
$363K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
4New |
$165 - $167
|
4
$147
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
4+ 5.97% |
$165 - $167
|
71
$2.61K
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2New |
$82.5 - $83.6
|
2
$73.5
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 100.0% |
$41.2 - $41.8
|
2
$73.5
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1+ 3.23% |
$41.2 - $41.8
|
32
$1.18K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1New |
$41.2 - $41.8
|
1
$36.8
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.47% |
$41.2 - $41.8
|
214
$7.86K
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2- 3.23% |
$82.5 - $83.6
|
60
$2.21K
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-2- 0.11% |
$82.5 - $83.6
|
1.74K
$64K
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-17- 32.08% |
$701 - $711
|
36
$1.32K
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-22Closed |
$907 - $920
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-32Closed |
$1.32K - $1.34K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-40- 2.21% |
$1.65K - $1.67K
|
1.77K
$64.9K
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-52Closed |
$2.14K - $2.17K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-55Closed |
$2.27K - $2.3K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Adams Wealth Management
|
SELL
|
- |
-57- 0.45% |
$2.35K - $2.38K
|
12.5K
$459K
|