Latest Institutional Transactions on Ishares Tr Broad Usd High Yiel (USHY)
This table provides information on the latest institutional transactions involving Ishares Tr Broad Usd High Yiel (USHY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-7.61K- 24.86% |
$279K - $285K
|
23K
$857K
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.16K- 11.01% |
$42.5K - $43.5K
|
9.38K
$350K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
19.4KNew |
$711K - $727K
|
19.4K
$724K
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
3.63K+ 2.49% |
$133K - $136K
|
149K
$5.55M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-38.5K- 17.71% |
$1.41M - $1.44M
|
179K
$6.66M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.42K- 82.78% |
$52.1K - $53.3K
|
296
$11K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
6.61KNew |
$242K - $247K
|
6.61K
$246K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
4K+ 13.55% |
$146K - $150K
|
33.5K
$1.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
1.36MNew |
$49.6M - $50.7M
|
1.36M
$50.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.37K+ 8.72% |
$86.7K - $88.6K
|
29.5K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
5K+ 17.11% |
$183K - $187K
|
34.3K
$1.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-44.1K- 19.73% |
$1.62M - $1.65M
|
180K
$6.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3+ 1.03% |
$110 - $112
|
294
$11K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.52K- 40.42% |
$55.5K - $56.7K
|
2.23K
$83.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
SELL
|
- |
-24.9K- 10.39% |
$914K - $934K
|
215K
$8.02M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
350+ 3.05% |
$12.8K - $13.1K
|
11.8K
$441K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
6.61KNew |
$242K - $248K
|
6.61K
$247K
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
10.4K+ 15.28% |
$379K - $388K
|
78.1K
$2.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
239New |
$8.75K - $8.95K
|
239
$8.91K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
756New |
$27.7K - $28.3K
|
756
$28.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-12.4K- 8.86% |
$453K - $463K
|
127K
$4.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.3K+ 2.03% |
$47.8K - $48.8K
|
65.6K
$2.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-92.7K- 75.99% |
$3.39M - $3.47M
|
29.3K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.64K+ 64.29% |
$60.1K - $61.4K
|
4.19K
$156K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
6.03KNew |
$221K - $226K
|
6.03K
$225K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-4K- 2.45% |
$147K - $150K
|
159K
$5.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.66K- 8.82% |
$60.9K - $62.3K
|
17.2K
$641K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
93.1KNew |
$3.41M - $3.49M
|
93.1K
$3.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-392- 4.65% |
$14.4K - $14.7K
|
8.04K
$300K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
29+ 27.88% |
$1.06K - $1.09K
|
133
$4.96K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.05K- 6.52% |
$185K - $189K
|
72.4K
$2.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.41K- 28.01% |
$161K - $165K
|
11.3K
$422K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-17- 0.04% |
$623 - $637
|
42.6K
$1.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
17New |
$623 - $637
|
17
$634
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
176+ 10.1% |
$6.45K - $6.59K
|
1.92K
$71.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-305- 30.5% |
$11.2K - $11.4K
|
695
$25.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
6.13KNew |
$225K - $230K
|
6.13K
$229K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
223New |
$8.17K - $8.35K
|
223
$8.31K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
9.28K+ 3.54% |
$340K - $347K
|
272K
$10.1M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-56- 65.12% |
$2.05K - $2.1K
|
30
$1.12K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
2.51K+ 5.5% |
$91.9K - $94K
|
48.1K
$1.79M
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
96New |
$3.51K - $3.6K
|
96
$3.58K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
431K+ 90.45% |
$15.8M - $16.2M
|
908K
$33.9M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
463K+ 45.37% |
$16.9M - $17.4M
|
1.48M
$55.3M
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
55+ 0.56% |
$2.01K - $2.06K
|
9.93K
$370K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
5New |
$183 - $188
|
5
$186
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
102New |
$3.73K - $3.83K
|
102
$3.8K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
236New |
$8.62K - $8.86K
|
236
$8.8K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
13+ 0.05% |
$475 - $488
|
26.5K
$986K
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
668K+ 35.27% |
$24.4M - $25.1M
|
2.56M
$95.6M
|
|