Purchases and Sales Made in Q2 2023 in Ishares Tr Broad Usd High Yiel (USHY)

USHY Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Broad Usd High Yiel (USHY) during Q2 2023. 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
Aug 09, 2023 Q2 2023
Litman Gregory Wealth Management LLC

BUY
 -
32.6K
New
$1.13M - $1.16M
32.6K $1.21M
Jul 18, 2023 Q2 2023
Monument Capital Management

BUY
 -
32.1K
+ 42.42%
$1.11M - $1.14M
108K $4.01M
Aug 04, 2023 Q2 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
31.9K
New
$1.1M - $1.13M
31.9K $1.19M
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
31.3K
+ 10.67%
$1.08M - $1.11M
324K $12.1M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
30.4K
+ 40.32%
$1.05M - $1.08M
106K $3.94M
Aug 02, 2023 Q2 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
30.3K
+ 3.68%
$1.05M - $1.08M
853K $31.8M
Jul 14, 2023 Q2 2023
Paragon Advisors, LLC

BUY
 -
29K
+ 42.91%
$1M - $1.03M
96.6K $3.6M
Aug 14, 2023 Q2 2023
Crabel Capital Management, LLC

Milwaukee, WI
BUY
 -
28.2K
New
$974K - $999K
28.2K $1.05M
Jul 17, 2023 Q2 2023
Forte Asset Management LLC

BUY
 -
26.8K
+ 15.85%
$926K - $950K
196K $7.28M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
26K
+ 12.37%
$900K - $923K
236K $8.79M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
25.9K
+ 31.36%
$895K - $918K
108K $4.03M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
25.1K
+ 32.48%
$869K - $891K
102K $3.81M
Aug 15, 2023 Q2 2023
Colony Group LLC

Boston, MA
BUY
 -
24.6K
+ 70.59%
$851K - $872K
59.4K $2.21M
Jan 15, 2025 Q2 2023
Goldstone Financial Group, LLC

Oakbrook Terrace, IL
BUY
 -
23.3K
+ 102.63%
$806K - $826K
46K $1.71M
Jul 10, 2023 Q2 2023
Garrett Investment Advisors LLC

BUY
 -
22.6K
+ 50.78%
$784K - $803K
67.2K $2.5M
Aug 02, 2023 Q2 2023
Houlihan Financial Resource Group, Ltd.

Ashburn, VA
BUY
 -
20.9K
New
$723K - $741K
20.9K $777K
Aug 11, 2023 Q2 2023
Loomis Sayles & CO L P

BUY
 -
20.2K
+ 31.26%
$699K - $717K
84.9K $3.16M
Aug 17, 2023 Q2 2023
Sws Partners

BUY
 -
19K
+ 41.0%
$658K - $674K
65.3K $2.43M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
19K
+ 3.1%
$657K - $674K
631K $23.5M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
18.6K
+ 32.98%
$642K - $658K
74.8K $2.78M
Jul 11, 2023 Q2 2023
Occidental Asset Management, LLC

BUY
 -
18.3K
New
$634K - $650K
18.3K $682K
Aug 11, 2023 Q2 2023
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
18K
New
$622K - $638K
18K $669K
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
16.3K
+ 29.79%
$563K - $578K
70.9K $2.64M
Aug 04, 2023 Q2 2023
New York Life Investment Management LLC

New York, NY
BUY
 -
16.1K
+ 9.61%
$556K - $570K
183K $6.82M
Aug 09, 2023 Q2 2023
M&T Bank Corp

BUY
 -
16.1K
+ 143.95%
$556K - $570K
27.2K $1.01M
Aug 10, 2023 Q2 2023
Wavelength Capital Management, LLC

BUY
 -
15.6K
+ 10.21%
$540K - $553K
168K $6.27M
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
14.2K
New
$493K - $505K
14.2K $530K
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
13.8K
+ 14.0%
$479K - $491K
113K $4.19M
Aug 04, 2023 Q2 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
13.2K
New
$457K - $468K
13.2K $491K
Apr 22, 2024 Q2 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
12.7K
+ 42.11%
$438K - $449K
42.7K $1.59M
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
12.6K
New
$437K - $448K
12.6K $470K
Aug 11, 2023 Q2 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
12.4K
+ 0.64%
$428K - $439K
1.95M $72.4M
Jul 11, 2023 Q2 2023
Affiance Financial, LLC

BUY
 -
12.3K
New
$427K - $438K
12.3K $459K
Jul 11, 2023 Q2 2023
Brookstone Capital Management

BUY
 -
11.3K
+ 20.25%
$390K - $400K
66.9K $2.49M
Aug 14, 2023 Q2 2023
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
10.8K
+ 46.46%
$375K - $384K
34.1K $1.27M
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
10.7K
+ 23.35%
$372K - $381K
56.8K $2.11M
Jul 24, 2023 Q2 2023
Galvin, Gaustad & Stein, LLC

BUY
 -
10.6K
+ 123.3%
$367K - $376K
19.2K $714K
Jul 05, 2023 Q2 2023
Hbw Advisory Services LLC

BUY
 -
10.6K
New
$365K - $375K
10.6K $393K
Jul 28, 2023 Q2 2023
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
10.5K
New
$365K - $374K
10.5K $392K
Aug 17, 2023 Q2 2023
Vicus Capital

State College, PA
BUY
 -
10.3K
+ 20.58%
$357K - $366K
60.5K $2.25M
Aug 14, 2023 Q2 2023
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
10.3K
+ 0.66%
$356K - $365K
1.57M $58.3M
Aug 04, 2023 Q2 2023
Cottonwood Capital Advisors, LLC

BUY
 -
10.2K
New
$354K - $363K
10.2K $380K
Aug 08, 2023 Q2 2023
Vise Technologies, Inc.

New York, NY
BUY
 -
10.1K
+ 6.88%
$348K - $357K
156K $5.82M
Aug 11, 2023 Q2 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
9.63K
+ 21400.0%
$333K - $342K
9.68K $360K
Aug 14, 2023 Q2 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
9.39K
+ 32.64%
$325K - $333K
38.1K $1.42M
Aug 07, 2023 Q2 2023
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
9.35K
New
$323K - $332K
9.35K $348K
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
9.26K
New
$320K - $328K
9.26K $344K
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
9.19K
+ 6.5%
$318K - $326K
151K $5.61M
Jul 06, 2023 Q2 2023
Fc Advisory LLC

BUY
 -
9.03K
+ 3.95%
$313K - $320K
238K $8.84M

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