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 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
17+ 1.15% |
$623 - $637
|
1.5K
$54.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
8+ 14.29% |
$293 - $300
|
64
$2.32K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3+ 1.03% |
$110 - $112
|
294
$10.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-6- 0.03% |
$220 - $225
|
18.9K
$683K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-17- 0.04% |
$623 - $637
|
42.6K
$1.54M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-56- 65.12% |
$2.05K - $2.1K
|
30
$1.09K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-110- 1.01% |
$4.03K - $4.12K
|
10.8K
$390K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-305- 30.5% |
$11.2K - $11.4K
|
695
$25.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-392- 4.65% |
$14.4K - $14.7K
|
8.04K
$291K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.42K- 82.78% |
$52.1K - $53.3K
|
296
$10.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.52K- 40.42% |
$55.5K - $56.7K
|
2.23K
$80.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.66K- 8.82% |
$60.9K - $62.3K
|
17.2K
$623K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.08K- 8.26% |
$76.2K - $77.9K
|
23.1K
$837K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.37K- 97.28% |
$123K - $126K
|
94
$3.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-4K- 2.45% |
$147K - $150K
|
159K
$5.78M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.41K- 28.01% |
$161K - $165K
|
11.3K
$410K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-4.96K- 2.39% |
$182K - $186K
|
203K
$7.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.05K- 6.52% |
$185K - $189K
|
72.4K
$2.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-5.53K- 2.15% |
$203K - $207K
|
251K
$9.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-12.4K- 8.86% |
$453K - $463K
|
127K
$4.61M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-22.7K- 64.94% |
$831K - $850K
|
12.2K
$444K
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
SELL
|
- |
-24.9K- 10.39% |
$914K - $934K
|
215K
$7.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-26.8K- 2.93% |
$982K - $1M
|
886K
$32.1M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-38.5K- 17.71% |
$1.41M - $1.44M
|
179K
$6.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-44.1K- 19.73% |
$1.62M - $1.65M
|
180K
$6.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-92.7K- 75.99% |
$3.39M - $3.47M
|
29.3K
$1.06M
|