Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
4.79M+ 56.99% |
$169M - $180M
|
13.2M
$494M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
4.45MNew |
$157M - $167M
|
4.45M
$166M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2.26MNew |
$79.9M - $84.9M
|
2.26M
$84.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.32M+ 4385.21% |
$46.6M - $49.5M
|
1.35M
$50.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
572KNew |
$20.2M - $21.5M
|
572K
$21.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
375K+ 32.72% |
$13.2M - $14M
|
1.52M
$56.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
257KNew |
$9.08M - $9.64M
|
257K
$9.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
185K+ 52.21% |
$6.53M - $6.94M
|
539K
$20.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
139K+ 149.71% |
$4.92M - $5.23M
|
233K
$8.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
125KNew |
$4.42M - $4.69M
|
125K
$4.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
104K+ 47.4% |
$3.68M - $3.91M
|
324K
$12.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
88.6KNew |
$3.13M - $3.32M
|
88.6K
$3.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
78.5KNew |
$2.77M - $2.94M
|
78.5K
$2.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
72.5K+ 360.22% |
$2.56M - $2.72M
|
92.6K
$3.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
65.9K+ 206.88% |
$2.33M - $2.47M
|
97.8K
$3.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
57.5KNew |
$2.03M - $2.16M
|
57.5K
$2.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
47.2K+ 2.1% |
$1.67M - $1.77M
|
2.29M
$85.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
42.3K+ 22.23% |
$1.49M - $1.59M
|
233K
$8.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
32.4K+ 59.93% |
$1.14M - $1.21M
|
86.4K
$3.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
27.3K+ 2.83% |
$962K - $1.02M
|
990K
$37.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
26.8K+ 50.47% |
$948K - $1.01M
|
80.1K
$3M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
24.9K+ 6.64% |
$879K - $934K
|
400K
$15M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
23.8K+ 47.2% |
$842K - $894K
|
74.4K
$2.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
20.1K+ 87.5% |
$708K - $752K
|
43K
$1.61M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
17.1K+ 31.24% |
$605K - $643K
|
72K
$2.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17K+ 40.55% |
$600K - $638K
|
58.9K
$2.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
15K+ 120.78% |
$530K - $563K
|
27.4K
$1.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
12.7K+ 5.09% |
$448K - $476K
|
262K
$9.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
12.5KNew |
$440K - $468K
|
12.5K
$467K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
12.4K+ 0.73% |
$439K - $466K
|
1.71M
$64.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
11.5K+ 100.17% |
$405K - $431K
|
22.9K
$859K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
9.84KNew |
$347K - $369K
|
9.84K
$368K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
9.01KNew |
$318K - $338K
|
9.01K
$337K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.57KNew |
$267K - $284K
|
7.57K
$283K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
6.71K+ 122.32% |
$237K - $252K
|
12.2K
$457K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
6.14K+ 24.51% |
$217K - $230K
|
31.2K
$1.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
5.51K+ 19.75% |
$194K - $207K
|
33.4K
$1.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.32K+ 35.92% |
$188K - $200K
|
20.1K
$754K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.14K+ 57.23% |
$181K - $193K
|
14.1K
$528K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.86K+ 21.96% |
$171K - $182K
|
27K
$1.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
4.69K+ 6.02% |
$166K - $176K
|
82.5K
$3.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.22K+ 8.05% |
$149K - $158K
|
56.7K
$2.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
4.07K+ 0.26% |
$144K - $153K
|
1.57M
$58.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.51K+ 6.21% |
$124K - $131K
|
60K
$2.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
3.44K+ 1.56% |
$122K - $129K
|
224K
$8.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
3.31K+ 11.78% |
$117K - $124K
|
31.4K
$1.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.24K+ 4.18% |
$114K - $121K
|
80.7K
$3.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
3.08KNew |
$109K - $116K
|
3.08K
$115K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.89K+ 2.34% |
$102K - $108K
|
126K
$4.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2.74K+ 1.71% |
$96.8K - $103K
|
163K
$6.11M
|