Purchases and Sales Made in Q2 2023 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 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 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-3.92K- 2.03% |
$136K - $139K
|
189K
$7.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4K- 12.9% |
$138K - $142K
|
27K
$1.01M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.05K- 0.64% |
$140K - $144K
|
627K
$23.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-4.06K- 69.2% |
$141K - $144K
|
1.81K
$67.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-4.24K- 27.0% |
$147K - $151K
|
11.5K
$428K
|
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-4.27K- 21.96% |
$148K - $152K
|
15.2K
$566K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.35K- 10.12% |
$151K - $154K
|
38.6K
$1.44M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-4.62K- 2.21% |
$160K - $164K
|
204K
$7.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-4.83K- 18.81% |
$167K - $171K
|
20.8K
$777K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-4.91K- 0.77% |
$170K - $174K
|
636K
$23.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-7.39K- 27.35% |
$256K - $262K
|
19.6K
$732K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-7.88K- 41.37% |
$273K - $280K
|
11.2K
$417K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8.01K- 20.27% |
$277K - $284K
|
31.5K
$1.18M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.09K- 16.76% |
$280K - $287K
|
40.2K
$1.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.3K- 21.23% |
$287K - $294K
|
30.8K
$1.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-8.4K- 10.01% |
$291K - $298K
|
75.5K
$2.82M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-9.49K- 5.15% |
$328K - $337K
|
175K
$6.52M
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-10.2KClosed |
$354K - $363K
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-10.4K- 3.61% |
$360K - $369K
|
277K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-12.4K- 52.69% |
$428K - $439K
|
11.1K
$414K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-13.6K- 0.75% |
$471K - $483K
|
1.79M
$66.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-13.7K- 11.09% |
$474K - $485K
|
110K
$4.09M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-14.4K- 3.73% |
$498K - $511K
|
371K
$13.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-14.9K- 1.19% |
$516K - $529K
|
1.23M
$46M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.1K- 21.95% |
$523K - $536K
|
53.7K
$2M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-15.3K- 26.53% |
$529K - $543K
|
42.4K
$1.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-17.2K- 1.59% |
$597K - $612K
|
1.07M
$39.8M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-18KClosed |
$623K - $639K
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-19K- 29.08% |
$658K - $674K
|
46.3K
$1.73M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-20K- 17.59% |
$693K - $710K
|
93.8K
$3.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-21.8K- 70.51% |
$755K - $774K
|
9.12K
$340K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-28.5K- 22.42% |
$988K - $1.01M
|
98.8K
$3.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-29.1K- 55.84% |
$1.01M - $1.03M
|
23K
$859K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-30K- 1.22% |
$1.04M - $1.07M
|
2.43M
$90.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-30.8K- 17.63% |
$1.07M - $1.09M
|
144K
$5.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-31.5K- 70.64% |
$1.09M - $1.12M
|
13.1K
$488K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-53.7K- 93.92% |
$1.86M - $1.91M
|
3.48K
$130K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-56.9K- 84.39% |
$1.97M - $2.02M
|
10.5K
$393K
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-60.9KClosed |
$2.11M - $2.16M
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-65.8K- 69.96% |
$2.28M - $2.34M
|
28.3K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-74.6K- 23.08% |
$2.58M - $2.65M
|
249K
$9.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-84K- 71.23% |
$2.91M - $2.98M
|
33.9K
$1.27M
|
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-91.1K- 6.87% |
$3.15M - $3.23M
|
1.24M
$46.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-97K- 20.68% |
$3.36M - $3.44M
|
372K
$13.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-219K- 35.66% |
$7.57M - $7.76M
|
394K
$14.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-224K- 8.44% |
$7.76M - $7.95M
|
2.43M
$90.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-233K- 21.24% |
$8.07M - $8.27M
|
864K
$32.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-240K- 22.88% |
$8.31M - $8.52M
|
810K
$30.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-288K- 4.63% |
$9.96M - $10.2M
|
5.93M
$221M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-314K- 99.42% |
$10.9M - $11.2M
|
1.83K
$68.3K
|