Purchases and Sales Made in Q1 2025 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 2025. 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 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
1.36MNew |
$49.6M - $50.7M
|
1.36M
$49.1M
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
93.1KNew |
$3.41M - $3.49M
|
93.1K
$3.37M
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
63.4K+ 64.3% |
$2.32M - $2.37M
|
162K
$5.86M
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
49.3K+ 2.24% |
$1.81M - $1.85M
|
2.24M
$81.3M
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
48.8K+ 2.96% |
$1.79M - $1.83M
|
1.7M
$61.5M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20K+ 91.6% |
$734K - $751K
|
41.9K
$1.52M
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
17.9K+ 26.22% |
$656K - $671K
|
86.2K
$3.12M
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
14.8KNew |
$543K - $555K
|
14.8K
$537K
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
13.6K+ 3.44% |
$499K - $510K
|
410K
$14.8M
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
13.6K+ 9.27% |
$499K - $510K
|
161K
$5.81M
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
11.9K+ 4.99% |
$434K - $444K
|
250K
$9.04M
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
10.4K+ 15.28% |
$379K - $388K
|
78.1K
$2.83M
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
9.28K+ 3.54% |
$340K - $347K
|
272K
$9.84M
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
8.73K+ 4.12% |
$320K - $327K
|
220K
$7.98M
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
8.11K+ 11.94% |
$297K - $304K
|
76K
$2.75M
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.05K+ 31.96% |
$295K - $301K
|
33.2K
$1.2M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.48K+ 407.52% |
$274K - $280K
|
9.32K
$337K
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
6.98K+ 28.06% |
$256K - $262K
|
31.9K
$1.15M
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
6.61KNew |
$242K - $248K
|
6.61K
$240K
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
6.61KNew |
$242K - $247K
|
6.61K
$239K
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
6.13KNew |
$225K - $230K
|
6.13K
$222K
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
6.03KNew |
$221K - $226K
|
6.03K
$218K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.97K+ 3.24% |
$219K - $224K
|
190K
$6.9M
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
5.27K+ 26.64% |
$193K - $197K
|
25.1K
$907K
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
5.23K+ 7.2% |
$191K - $196K
|
77.8K
$2.82M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
5K+ 17.11% |
$183K - $187K
|
34.3K
$1.24M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.35K+ 13.42% |
$159K - $163K
|
36.8K
$1.33M
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
4K+ 13.55% |
$146K - $150K
|
33.5K
$1.21M
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.37K+ 3580.85% |
$123K - $126K
|
3.46K
$125K
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.75K+ 10.84% |
$101K - $103K
|
28.1K
$1.02M
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
2.51K+ 5.5% |
$91.9K - $94K
|
48.1K
$1.74M
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.37K+ 8.72% |
$86.7K - $88.6K
|
29.5K
$1.07M
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.79K+ 3.88% |
$65.4K - $66.8K
|
47.8K
$1.73M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.64K+ 64.29% |
$60.1K - $61.4K
|
4.19K
$152K
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.3K+ 2.03% |
$47.8K - $48.8K
|
65.6K
$2.38M
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.17K+ 2.63% |
$42.8K - $43.7K
|
45.6K
$1.65M
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
756New |
$27.7K - $28.3K
|
756
$27.4K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
634+ 73.38% |
$23.2K - $23.7K
|
1.5K
$54.3K
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
597New |
$21.9K - $22.4K
|
597
$21.6K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
408+ 7.93% |
$14.9K - $15.3K
|
5.55K
$201K
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
350+ 3.05% |
$12.8K - $13.1K
|
11.8K
$429K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
323New |
$11.8K - $12.1K
|
323
$11.7K
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
290+ 1.51% |
$10.6K - $10.9K
|
19.5K
$705K
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
239New |
$8.75K - $8.95K
|
239
$8.66K
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
223New |
$8.17K - $8.35K
|
223
$8.08K
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
176+ 10.1% |
$6.45K - $6.59K
|
1.92K
$69.5K
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
89+ 0.2% |
$3.26K - $3.33K
|
44.2K
$1.6M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
55+ 2.36% |
$2.01K - $2.06K
|
2.39K
$86.5K
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
29+ 27.88% |
$1.06K - $1.09K
|
133
$4.82K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
17New |
$623 - $637
|
17
$616
|