Purchases and Sales Made in Q4 2024 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 2024. 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 |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
58.7K+ 3.35% |
$2.14M - $2.2M
|
1.81M
$67.4M
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
51.9K+ 32.44% |
$1.89M - $1.95M
|
212K
$7.87M
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
28.5K+ 25.7% |
$1.04M - $1.07M
|
139K
$5.19M
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
26.3K+ 63.27% |
$961K - $988K
|
67.9K
$2.53M
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
26.1K+ 211.41% |
$953K - $979K
|
38.4K
$1.43M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.9KNew |
$800K - $821K
|
21.9K
$814K
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
20.7K+ 94.32% |
$756K - $777K
|
42.6K
$1.59M
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
19.2KNew |
$701K - $720K
|
19.2K
$713K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
19K+ 14.87% |
$695K - $714K
|
147K
$5.46M
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
19K+ 5.03% |
$693K - $712K
|
396K
$14.7M
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
17.5K+ 186.84% |
$638K - $656K
|
26.8K
$997K
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
16.2K+ 9.13% |
$591K - $607K
|
193K
$7.19M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.1KNew |
$553K - $568K
|
15.1K
$562K
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
14K+ 5.75% |
$511K - $525K
|
257K
$9.56M
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
12.1K+ 5.91% |
$443K - $455K
|
217K
$8.08M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
10.9K+ 16.36% |
$398K - $409K
|
77.5K
$2.88M
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
10.2KNew |
$374K - $385K
|
10.2K
$381K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.21K+ 21.28% |
$300K - $308K
|
46.8K
$1.74M
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
7.58K+ 2.98% |
$277K - $284K
|
262K
$9.75M
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
5.62K+ 6.53% |
$205K - $211K
|
91.6K
$3.41M
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4.31K+ 6.74% |
$158K - $162K
|
68.3K
$2.54M
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.15K+ 19.75% |
$152K - $156K
|
25.2K
$936K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.03K+ 15.85% |
$111K - $114K
|
22.1K
$823K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.96K+ 15.87% |
$108K - $111K
|
21.6K
$805K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.68K+ 36.48% |
$98.1K - $101K
|
10K
$373K
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.64K+ 1.29% |
$96.6K - $99.2K
|
208K
$7.73M
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2.44K+ 9.85% |
$89.2K - $91.6K
|
27.2K
$1.01M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.89K+ 2.45% |
$69.1K - $71K
|
79.2K
$2.94M
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.54K+ 26.63% |
$56.3K - $57.8K
|
7.32K
$272K
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
1.52K+ 1.22% |
$55.6K - $57.1K
|
126K
$4.7M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.46KNew |
$53.5K - $54.9K
|
1.46K
$54.4K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.24KNew |
$45.4K - $46.6K
|
1.24K
$46.2K
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
1.19KNew |
$43.4K - $44.6K
|
1.19K
$44.2K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
423+ 19.42% |
$15.5K - $15.9K
|
2.6K
$96.7K
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
315+ 0.72% |
$11.5K - $11.8K
|
44.1K
$1.64M
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
275New |
$10K - $10.3K
|
275
$10.2K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
266New |
$9.72K - $9.98K
|
266
$9.89K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
202+ 0.12% |
$7.38K - $7.58K
|
175K
$6.51M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
171+ 7.91% |
$6.25K - $6.42K
|
2.33K
$86.8K
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
133+ 95.68% |
$4.86K - $4.99K
|
272
$10.1K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
123New |
$4.49K - $4.62K
|
123
$4.57K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
94New |
$3.43K - $3.53K
|
94
$3.5K
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
86New |
$3.14K - $3.23K
|
86
$3.2K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
59+ 1.09% |
$2.16K - $2.21K
|
5.45K
$203K
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
56New |
$2.05K - $2.1K
|
56
$2.08K
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
43+ 0.22% |
$1.57K - $1.61K
|
19.8K
$736K
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
40New |
$1.46K - $1.5K
|
40
$1.49K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11+ 2.37% |
$402 - $413
|
476
$17.7K
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-47- 60.26% |
$1.72K - $1.76K
|
31
$1.15K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-53- 0.7% |
$1.94K - $1.99K
|
7.52K
$280K
|