Purchases and Sales Made in Q3 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
15.6KNew |
$524K - $579K
|
15.6K
$582K
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
14.3KNew |
$481K - $533K
|
14.3K
$535K
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
14.1KNew |
$473K - $523K
|
14.1K
$525K
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
13.8KNew |
$465K - $514K
|
13.8K
$516K
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
13.6KNew |
$456K - $505K
|
13.6K
$507K
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
12.7KNew |
$426K - $471K
|
12.7K
$474K
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.4KNew |
$415K - $459K
|
12.4K
$461K
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
11.5K+ 15.75% |
$386K - $427K
|
84.6K
$3.15M
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
11.5KNew |
$385K - $426K
|
11.5K
$428K
|
|
Oct 18, 2022
Q3 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
11.4K+ 29.95% |
$383K - $423K
|
49.5K
$1.85M
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
11K+ 15.07% |
$370K - $409K
|
84.1K
$3.14M
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.7KNew |
$360K - $398K
|
10.7K
$400K
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
10.6K+ 3.67% |
$355K - $392K
|
299K
$11.1M
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
10.2K+ 54.62% |
$341K - $377K
|
28.8K
$1.07M
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
9.87K+ 126.53% |
$331K - $366K
|
17.7K
$659K
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.84K+ 14.77% |
$330K - $365K
|
76.4K
$2.85M
|
|
Nov 07, 2022
Q3 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
9.13K+ 32.24% |
$307K - $339K
|
37.5K
$1.4M
|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
9.07KNew |
$304K - $337K
|
9.07K
$338K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9K+ 28.04% |
$302K - $334K
|
41.1K
$1.53M
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.3KNew |
$278K - $308K
|
8.3K
$309K
|
|
Nov 10, 2022
Q3 2022
|
Adams Wealth Management
|
BUY
|
- |
8.27K+ 77.09% |
$278K - $307K
|
19K
$708K
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
8.14KNew |
$273K - $302K
|
8.14K
$303K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.72K+ 21.52% |
$259K - $287K
|
43.6K
$1.63M
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
7.42KNew |
$249K - $275K
|
7.42K
$277K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.25K+ 26.94% |
$243K - $269K
|
34.2K
$1.27M
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
7.14K+ 26.17% |
$240K - $265K
|
34.4K
$1.28M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.13KNew |
$239K - $265K
|
7.13K
$266K
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
7.03K+ 1.69% |
$236K - $261K
|
422K
$15.7M
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.83K+ 6.38% |
$229K - $253K
|
114K
$4.25M
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.7K+ 19.24% |
$225K - $249K
|
41.5K
$1.55M
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
6.68K+ 17.1% |
$224K - $248K
|
45.8K
$1.71M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.6K+ 49.09% |
$222K - $245K
|
20K
$748K
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
6.44K+ 5.21% |
$216K - $239K
|
130K
$4.84M
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
6.42K+ 4.79% |
$215K - $238K
|
140K
$5.24M
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
6.2KNew |
$208K - $230K
|
6.2K
$231K
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
BUY
|
- |
6.07KNew |
$204K - $225K
|
6.07K
$226K
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
5.93K+ 5.56% |
$199K - $220K
|
113K
$4.2M
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
5.82K+ 18.62% |
$195K - $216K
|
37.1K
$1.38M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.12K+ 8.92% |
$172K - $190K
|
62.4K
$2.33M
|
|
Nov 14, 2022
Q3 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
4.5K+ 9.65% |
$151K - $167K
|
51.2K
$1.91M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.42K+ 12.25% |
$148K - $164K
|
40.5K
$1.51M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.29K+ 60.21% |
$144K - $159K
|
11.4K
$426K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
4.25KNew |
$143K - $158K
|
4.25K
$158K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.99K+ 31.83% |
$134K - $148K
|
16.5K
$617K
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
3.51K+ 6.16% |
$118K - $130K
|
60.4K
$2.25M
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.45K+ 3.17% |
$116K - $128K
|
112K
$4.19M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
3.14K+ 9.6% |
$105K - $116K
|
35.8K
$1.33M
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.99K+ 3.17% |
$100K - $111K
|
97.5K
$3.64M
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.83K+ 252.68% |
$94.8K - $105K
|
3.94K
$147K
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.49K+ 13.12% |
$83.5K - $92.3K
|
21.4K
$800K
|