Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
215+ 241.57% |
$7.2K - $7.65K
|
304
$11.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
158+ 0.26% |
$5.29K - $5.62K
|
60.1K
$2.24M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
145New |
$4.86K - $5.16K
|
145
$5.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
143+ 1.27% |
$4.79K - $5.09K
|
11.4K
$424K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
130New |
$4.35K - $4.63K
|
130
$4.84K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
123New |
$4.12K - $4.38K
|
123
$4.58K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
89New |
$2.98K - $3.17K
|
89
$3.31K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
85New |
$2.85K - $3.03K
|
85
$3.16K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
67New |
$2.24K - $2.38K
|
67
$2.49K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
66New |
$2.21K - $2.35K
|
66
$2.46K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
60New |
$2.01K - $2.14K
|
60
$2.23K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
58New |
$1.94K - $2.06K
|
58
$2.16K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
46New |
$1.54K - $1.64K
|
46
$1.71K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
43+ 2.12% |
$1.44K - $1.53K
|
2.08K
$77.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
42+ 2.41% |
$1.41K - $1.49K
|
1.78K
$66.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
39+ 0.29% |
$1.31K - $1.39K
|
13.7K
$509K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
35+ 0.07% |
$1.17K - $1.25K
|
50.2K
$1.87M
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
35New |
$1.17K - $1.25K
|
35
$1.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
30New |
$1K - $1.07K
|
30
$1.12K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
30New |
$1K - $1.07K
|
30
$1.12K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
27+ 1.8% |
$904 - $961
|
1.53K
$56.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
24New |
$804 - $854
|
24
$893
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
24New |
$804 - $854
|
24
$893
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
24+ 3.23% |
$804 - $854
|
768
$28.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
18+ 0.05% |
$603 - $641
|
33.4K
$1.24M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
15New |
$502 - $534
|
15
$558
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5+ 2.02% |
$167 - $178
|
253
$9.41K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4New |
$134 - $142
|
4
$149
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 1.96% |
$100 - $107
|
156
$5.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 0.45% |
$100 - $107
|
670
$24.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3+ 11.54% |
$100 - $107
|
29
$1.08K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-14- 1.24% |
$469 - $498
|
1.12K
$41.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-15- 5.64% |
$502 - $534
|
251
$9.34K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-17- 0.04% |
$569 - $605
|
38.5K
$1.43M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-24- 8.45% |
$804 - $854
|
260
$9.67K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-36- 69.23% |
$1.21K - $1.28K
|
16
$595
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-50- 25.64% |
$1.67K - $1.78K
|
145
$5.4K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-56- 96.55% |
$1.88K - $1.99K
|
2
$74.4
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-77- 1.12% |
$2.58K - $2.74K
|
6.83K
$254K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-91- 39.06% |
$3.05K - $3.24K
|
142
$5.28K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-94- 54.65% |
$3.15K - $3.35K
|
78
$2.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-110- 3.42% |
$3.68K - $3.91K
|
3.11K
$116K
|
|
|
Feb 08, 2023
Q4 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-115- 0.31% |
$3.85K - $4.09K
|
37.4K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-125- 1.02% |
$4.19K - $4.45K
|
12.1K
$452K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-134- 13.67% |
$4.49K - $4.77K
|
846
$31.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-150- 1.34% |
$5.02K - $5.34K
|
11K
$411K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-165- 11.73% |
$5.53K - $5.87K
|
1.24K
$46.2K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-168- 94.92% |
$5.63K - $5.98K
|
9
$335
|
|
|
Jan 20, 2023
Q4 2022
|
Retirement Solution Inc.
|
SELL
|
- |
-185- 2.05% |
$6.2K - $6.58K
|
8.85K
$329K
|