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 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
223New |
$8.17K - $8.35K
|
223
$8.31K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
211+ 3.65% |
$7.73K - $7.9K
|
5.99K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
193New |
$7.07K - $7.23K
|
193
$7.19K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
176+ 10.1% |
$6.45K - $6.59K
|
1.92K
$71.5K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
172+ 1.14% |
$6.3K - $6.44K
|
15.2K
$568K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
161New |
$5.9K - $6.03K
|
161
$6K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
145+ 18.61% |
$5.31K - $5.43K
|
924
$34.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
143New |
$5.24K - $5.36K
|
143
$5.33K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
142New |
$5.2K - $5.32K
|
142
$5.29K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
141+ 38.01% |
$5.16K - $5.28K
|
512
$19.1K
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
139New |
$5.09K - $5.21K
|
139
$5.18K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
135+ 41.93% |
$4.95K - $5.06K
|
457
$17K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
119+ 18.51% |
$4.36K - $4.46K
|
762
$28.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
89+ 0.2% |
$3.26K - $3.33K
|
44.2K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
85New |
$3.11K - $3.18K
|
85
$3.17K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
82+ 1640.0% |
$3K - $3.07K
|
87
$3.24K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
77+ 0.09% |
$2.82K - $2.88K
|
84.1K
$3.13M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
76+ 1.14% |
$2.78K - $2.85K
|
6.72K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
75+ 0.23% |
$2.75K - $2.81K
|
33.3K
$1.24M
|
|
|
Aug 12, 2025
Q1 2025
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
70+ 0.82% |
$2.56K - $2.62K
|
8.62K
$321K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
65+ 1.14% |
$2.38K - $2.43K
|
5.76K
$215K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
65+ 0.15% |
$2.38K - $2.43K
|
44K
$1.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
65+ 0.61% |
$2.38K - $2.43K
|
10.7K
$400K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
62+ 0.27% |
$2.27K - $2.32K
|
23.4K
$872K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
61New |
$2.23K - $2.28K
|
61
$2.27K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
61+ 17.04% |
$2.23K - $2.28K
|
419
$15.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
61New |
$2.23K - $2.28K
|
61
$2.27K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
58+ 0.96% |
$2.12K - $2.17K
|
6.11K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
58+ 0.65% |
$2.12K - $2.17K
|
8.98K
$335K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
55+ 2.36% |
$2.01K - $2.06K
|
2.39K
$89K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
49+ 0.93% |
$1.79K - $1.84K
|
5.32K
$198K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
48New |
$1.76K - $1.8K
|
48
$1.79K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
41New |
$1.5K - $1.54K
|
41
$1.53K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
40+ 3.98% |
$1.47K - $1.5K
|
1.04K
$38.9K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
38New |
$1.39K - $1.42K
|
38
$1.42K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
34New |
$1.25K - $1.27K
|
34
$1.27K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
32+ 0.36% |
$1.17K - $1.2K
|
9.03K
$337K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
29+ 27.88% |
$1.06K - $1.09K
|
133
$4.96K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
29New |
$1.06K - $1.09K
|
29
$1.08K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
22+ 1.17% |
$806 - $824
|
1.9K
$70.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
20+ 0.27% |
$733 - $749
|
7.34K
$274K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
20New |
$733 - $749
|
20
$745
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
19New |
$696 - $712
|
19
$708
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
17+ 1.15% |
$623 - $637
|
1.5K
$55.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
17New |
$623 - $637
|
17
$634
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12New |
$440 - $449
|
12
$447
|
|
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
12New |
$440 - $449
|
12
$447
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
10New |
$366 - $375
|
10
$373
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10+ 0.2% |
$366 - $375
|
4.92K
$183K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9+ 1.03% |
$330 - $337
|
882
$32.9K
|