Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.4K- 41.39% |
$412K - $420K
|
16.2K
$605K
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-11.7K- 6.07% |
$423K - $431K
|
182K
$6.78M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-13.7K- 27.41% |
$494K - $503K
|
36.3K
$1.35M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-13.8K- 10.88% |
$497K - $507K
|
113K
$4.22M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-14.3K- 23.54% |
$516K - $525K
|
46.5K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.8K- 3.91% |
$533K - $543K
|
363K
$13.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-16.1K- 7.8% |
$580K - $591K
|
190K
$7.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-16.3K- 6.69% |
$586K - $597K
|
227K
$8.47M
|
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
SELL
|
- |
-16.4K- 9.24% |
$591K - $602K
|
161K
$6.01M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-16.5K- 7.12% |
$594K - $604K
|
215K
$8.01M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-18.2K- 99.03% |
$656K - $668K
|
178
$6.64K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-19.8K- 16.55% |
$712K - $725K
|
99.7K
$3.72M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-19.9K- 8.31% |
$718K - $731K
|
220K
$8.21M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-22.4K- 3.68% |
$807K - $821K
|
587K
$21.9M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-22.5K- 28.57% |
$809K - $823K
|
56.1K
$2.09M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23.6K- 29.31% |
$849K - $865K
|
56.9K
$2.12M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24.7K- 26.21% |
$887K - $904K
|
69.4K
$2.59M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-25.1K- 1.03% |
$904K - $920K
|
2.41M
$90M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-27.4K- 78.82% |
$986K - $1M
|
7.36K
$274K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-28.3K- 15.49% |
$1.02M - $1.04M
|
155K
$5.76M
|
|
|
Apr 29, 2024
Q1 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-30.1K- 23.09% |
$1.08M - $1.1M
|
100K
$3.74M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-31.6K- 95.84% |
$1.14M - $1.16M
|
1.37K
$51.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-35.5K- 7.48% |
$1.28M - $1.3M
|
439K
$16.4M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-42.2K- 13.92% |
$1.52M - $1.55M
|
261K
$9.73M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-51.6K- 81.79% |
$1.86M - $1.89M
|
11.5K
$428K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-58.3K- 30.63% |
$2.1M - $2.14M
|
132K
$4.92M
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-59.7K- 22.45% |
$2.15M - $2.19M
|
206K
$7.69M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-60.8K- 17.71% |
$2.19M - $2.23M
|
282K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-79.4K- 4.63% |
$2.86M - $2.91M
|
1.64M
$61M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-105K- 47.23% |
$3.79M - $3.86M
|
118K
$4.38M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-109K- 51.14% |
$3.93M - $4M
|
104K
$3.89M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-143K- 25.04% |
$5.16M - $5.26M
|
429K
$16M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-146K- 62.12% |
$5.25M - $5.34M
|
88.9K
$3.31M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-180K- 28.73% |
$6.49M - $6.6M
|
447K
$16.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-212K- 99.16% |
$7.62M - $7.76M
|
1.8K
$67.1K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-232K- 41.86% |
$8.36M - $8.51M
|
322K
$12M
|
|
|
May 15, 2024
Q1 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-287K- 84.38% |
$10.3M - $10.5M
|
53.1K
$1.98M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-323K- 16.71% |
$11.6M - $11.9M
|
1.61M
$60.1M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-435K- 31.49% |
$15.7M - $15.9M
|
946K
$35.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-446K- 50.37% |
$16.1M - $16.3M
|
439K
$16.4M
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-500K- 13.05% |
$18M - $18.3M
|
3.33M
$124M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-697K- 16.96% |
$25.1M - $25.6M
|
3.41M
$127M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-701K- 61.51% |
$25.2M - $25.7M
|
438K
$16.3M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-727K- 13.04% |
$26.2M - $26.6M
|
4.85M
$181M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-753K- 16.04% |
$27.1M - $27.6M
|
3.94M
$147M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.65M- 89.79% |
$59.4M - $60.4M
|
188K
$6.99M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.69M- 56.53% |
$60.7M - $61.8M
|
1.3M
$48.3M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-7.27M- 30.28% |
$262M - $267M
|
16.7M
$624M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-26.8M- 98.15% |
$963M - $981M
|
505K
$18.8M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-61.4M- 96.04% |
$2.21B - $2.25B
|
2.53M
$94.5M
|