Latest Institutional Purchases of Ishares Tr Broad Usd High Yiel (USHY)
This list provides information on the latest institutional transactions involving Ishares Tr Broad Usd High Yiel (USHY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.26KNew |
$266K - $272K
|
7.26K
$271K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
6.98K+ 28.06% |
$256K - $262K
|
31.9K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
6.71KNew |
$246K - $251K
|
6.71K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.67K+ 47.65% |
$244K - $250K
|
20.7K
$770K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
6.62KNew |
$242K - $248K
|
6.62K
$247K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
6.61KNew |
$242K - $248K
|
6.61K
$247K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
6.61KNew |
$242K - $247K
|
6.61K
$246K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.44KNew |
$236K - $241K
|
6.44K
$240K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
6.4KNew |
$234K - $240K
|
6.4K
$238K
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
6.13KNew |
$225K - $230K
|
6.13K
$229K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
6.03KNew |
$221K - $226K
|
6.03K
$225K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.95K+ 7.9% |
$218K - $223K
|
81.3K
$3.03M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.59KNew |
$205K - $209K
|
5.59K
$209K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.56KNew |
$204K - $208K
|
5.56K
$207K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.47KNew |
$200K - $205K
|
5.47K
$204K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
5.23K+ 7.2% |
$191K - $196K
|
77.8K
$2.9M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
5.19K+ 48.37% |
$190K - $195K
|
15.9K
$594K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
5K+ 17.11% |
$183K - $187K
|
34.3K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.67K+ 24.41% |
$171K - $175K
|
23.8K
$887K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.62K+ 21.76% |
$169K - $173K
|
25.8K
$963K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.61KNew |
$169K - $173K
|
4.61K
$172K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.6K+ 6.71% |
$168K - $172K
|
73.1K
$2.73M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
4.4KNew |
$161K - $165K
|
4.4K
$164K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.31K+ 45.45% |
$158K - $161K
|
13.8K
$514K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.29K+ 7.43% |
$157K - $161K
|
61.9K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.19K+ 57.38% |
$154K - $157K
|
11.5K
$429K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.08K+ 12.53% |
$149K - $153K
|
36.6K
$1.36M
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
4.05K+ 7.88% |
$148K - $152K
|
55.5K
$2.07M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
4.01K+ 4.37% |
$147K - $150K
|
95.6K
$3.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
4K+ 13.55% |
$146K - $150K
|
33.5K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3.89K+ 386.1% |
$142K - $146K
|
4.9K
$182K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
3.69K+ 9.73% |
$135K - $138K
|
41.6K
$1.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
3.63K+ 2.49% |
$133K - $136K
|
149K
$5.55M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
3.47K+ 1.6% |
$127K - $130K
|
220K
$8.2M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3.43K+ 15.39% |
$126K - $129K
|
25.7K
$960K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.28K+ 2.0% |
$120K - $123K
|
167K
$6.24M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
3.18K+ 10.83% |
$116K - $119K
|
32.5K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.15KNew |
$115K - $118K
|
3.15K
$117K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
3K+ 39.67% |
$110K - $112K
|
10.6K
$394K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.95K+ 14.01% |
$108K - $110K
|
24K
$895K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.91K+ 4.95% |
$107K - $109K
|
61.8K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.76K+ 37.41% |
$101K - $103K
|
10.1K
$378K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.75K+ 10.84% |
$101K - $103K
|
28.1K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2.69KNew |
$98.6K - $101K
|
2.69K
$100K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
2.51K+ 5.5% |
$91.9K - $94K
|
48.1K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.5K+ 14.03% |
$91.7K - $93.8K
|
20.3K
$759K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.43K+ 24.18% |
$88.9K - $90.9K
|
12.5K
$465K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.37K+ 8.72% |
$86.7K - $88.6K
|
29.5K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
2.16K+ 1.9% |
$78.9K - $80.7K
|
116K
$4.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.02K+ 4486.67% |
$74K - $75.6K
|
2.06K
$76.9K
|