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 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.21K+ 21.28% |
$300K - $308K
|
46.8K
$1.75M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.06K+ 14.33% |
$294K - $302K
|
64.3K
$2.4M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.89K+ 327.29% |
$288K - $296K
|
10.3K
$385K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.79K+ 6.16% |
$285K - $292K
|
134K
$5.02M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
7.58K+ 2.98% |
$277K - $284K
|
262K
$9.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
7.5K+ 9.19% |
$274K - $281K
|
89.1K
$3.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.46K+ 2.83% |
$273K - $280K
|
271K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
7.43K+ 6.34% |
$271K - $279K
|
125K
$4.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.32K+ 12.67% |
$268K - $275K
|
65.1K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
7.28KNew |
$266K - $273K
|
7.28K
$272K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.28K+ 769.95% |
$266K - $273K
|
8.22K
$307K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
7.2K+ 11.88% |
$263K - $270K
|
67.7K
$2.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
7.17K+ 5.19% |
$262K - $269K
|
145K
$5.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.46K+ 39.85% |
$236K - $243K
|
22.7K
$848K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.33KNew |
$231K - $238K
|
6.33K
$237K
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
6.28KNew |
$230K - $236K
|
6.28K
$235K
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
6.14KNew |
$224K - $231K
|
6.14K
$230K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
6.1K+ 17.72% |
$223K - $229K
|
40.5K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
6.09KNew |
$222K - $228K
|
6.09K
$228K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.71K+ 26.64% |
$209K - $214K
|
27.1K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
5.7KNew |
$208K - $214K
|
5.7K
$213K
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
5.69KNew |
$208K - $214K
|
5.69K
$213K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.67KNew |
$207K - $213K
|
5.67K
$212K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
5.62K+ 6.53% |
$205K - $211K
|
91.6K
$3.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
5.56K+ 8.29% |
$203K - $209K
|
72.6K
$2.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
5.49KNew |
$201K - $206K
|
5.49K
$205K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.45K+ 20.22% |
$199K - $205K
|
32.4K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.34K+ 5.21% |
$195K - $200K
|
108K
$4.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.29K+ 552.19% |
$193K - $199K
|
6.25K
$234K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5.25K+ 159.91% |
$192K - $197K
|
8.53K
$319K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.86K+ 4.15% |
$177K - $182K
|
122K
$4.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.76K+ 938.46% |
$174K - $179K
|
5.27K
$197K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.75K+ 69.52% |
$174K - $178K
|
11.6K
$433K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.61K+ 28.04% |
$168K - $173K
|
21K
$787K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.34K+ 8.41% |
$158K - $163K
|
55.9K
$2.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4.31K+ 6.74% |
$158K - $162K
|
68.3K
$2.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.22K+ 1.81% |
$154K - $158K
|
238K
$8.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.22K+ 2.64% |
$154K - $158K
|
164K
$6.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.18K+ 74.0% |
$153K - $157K
|
9.83K
$368K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.15K+ 19.75% |
$152K - $156K
|
25.2K
$942K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
4.1K+ 21.87% |
$150K - $154K
|
22.8K
$854K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.03K+ 7.36% |
$147K - $151K
|
58.8K
$2.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.98K+ 578.75% |
$145K - $149K
|
4.66K
$174K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
3.61K+ 16.62% |
$132K - $136K
|
25.4K
$949K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.45K+ 28.08% |
$126K - $130K
|
15.7K
$589K
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
3.04K+ 1.8% |
$111K - $114K
|
172K
$6.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
3.03K+ 47.2% |
$111K - $114K
|
9.46K
$354K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.03K+ 15.85% |
$111K - $114K
|
22.1K
$828K
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.99K+ 6.17% |
$109K - $112K
|
51.4K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.96K+ 15.87% |
$108K - $111K
|
21.6K
$809K
|