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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-86- 5.18% |
$3.14K - $3.23K
|
1.58K
$58.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-89- 0.85% |
$3.25K - $3.34K
|
10.4K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-106- 16.67% |
$3.87K - $3.98K
|
530
$19.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-124- 0.35% |
$4.53K - $4.65K
|
34.8K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-125- 1.38% |
$4.57K - $4.69K
|
8.92K
$334K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-144- 1.54% |
$5.26K - $5.4K
|
9.2K
$344K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-160- 0.08% |
$5.85K - $6K
|
189K
$7.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-192- 35.49% |
$7.02K - $7.21K
|
349
$13.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-208- 1.43% |
$7.6K - $7.81K
|
14.3K
$535K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-218- 89.71% |
$7.97K - $8.18K
|
25
$935
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-234- 18.9% |
$8.55K - $8.78K
|
1K
$37.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-259- 4.79% |
$9.46K - $9.72K
|
5.14K
$192K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-271- 0.36% |
$9.9K - $10.2K
|
75.4K
$2.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-277- 1.43% |
$10.1K - $10.4K
|
19.1K
$716K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-284- 3.06% |
$10.4K - $10.7K
|
9K
$337K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-295- 6.17% |
$10.8K - $11.1K
|
4.49K
$168K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-309- 26.34% |
$11.3K - $11.6K
|
864
$32.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-320- 19.0% |
$11.7K - $12K
|
1.36K
$51K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-326- 11.99% |
$11.9K - $12.2K
|
2.39K
$89.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-438- 3.81% |
$16K - $16.4K
|
11.1K
$414K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-443- 4.02% |
$16.2K - $16.6K
|
10.6K
$396K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-480- 1.07% |
$17.5K - $18K
|
44.4K
$1.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-502- 38.85% |
$18.3K - $18.8K
|
790
$29.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-509- 21.71% |
$18.6K - $19.1K
|
1.84K
$68.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-542- 8.02% |
$19.8K - $20.3K
|
6.22K
$233K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-592- 1.24% |
$21.6K - $22.2K
|
47.2K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-633- 11.57% |
$23.1K - $23.8K
|
4.84K
$181K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-646- 2.15% |
$23.6K - $24.2K
|
29.4K
$1.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-654- 5.81% |
$23.9K - $24.5K
|
10.6K
$397K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-661- 3.39% |
$24.2K - $24.8K
|
18.9K
$705K
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-703- 6.46% |
$25.7K - $26.4K
|
10.2K
$381K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-721- 8.98% |
$26.3K - $27.1K
|
7.3K
$273K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-745- 93.71% |
$27.2K - $28K
|
50
$1.87K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-755- 24.49% |
$27.6K - $28.3K
|
2.33K
$87.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-782- 5.84% |
$28.6K - $29.3K
|
12.6K
$472K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-804- 11.04% |
$29.4K - $30.2K
|
6.48K
$242K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-857- 93.66% |
$31.3K - $32.2K
|
58
$2.17K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-981- 15.7% |
$35.8K - $36.8K
|
5.27K
$197K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.03K- 11.9% |
$37.7K - $38.7K
|
7.64K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.05K- 9.89% |
$38.4K - $39.4K
|
9.58K
$358K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.07K- 4.07% |
$39.1K - $40.2K
|
25.2K
$942K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.13K- 3.72% |
$41.3K - $42.4K
|
29.2K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.15K- 16.64% |
$42.2K - $43.3K
|
5.78K
$216K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.36K- 7.81% |
$49.7K - $51K
|
16K
$600K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.38K- 1.35% |
$50.4K - $51.7K
|
101K
$3.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.47K- 18.91% |
$53.9K - $55.3K
|
6.32K
$236K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.62K- 32.53% |
$59.3K - $60.9K
|
3.37K
$126K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.81K- 5.33% |
$66.2K - $68K
|
32.2K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.91K- 13.91% |
$69.8K - $71.7K
|
11.8K
$442K
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.16K- 17.87% |
$79K - $81.1K
|
9.93K
$371K
|