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 |
---|---|---|---|---|---|---|---|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
2K+ 5.41% |
$73.3K - $74.9K
|
39K
$1.45M
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.92KNew |
$70.4K - $71.9K
|
1.92K
$71.6K
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.82K+ 9.61% |
$66.7K - $68.2K
|
20.8K
$775K
|
|
May 13, 2025
Q1 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
1.82K+ 1222.82% |
$66.7K - $68.2K
|
1.97K
$73.5K
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
1.78K+ 1.03% |
$65.1K - $66.5K
|
173K
$6.47M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.7KNew |
$62.2K - $63.6K
|
1.7K
$63.3K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.64K+ 64.29% |
$60.1K - $61.4K
|
4.19K
$156K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
1.62K+ 1.32% |
$59.4K - $60.7K
|
124K
$4.63M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.45K+ 0.53% |
$53.1K - $54.3K
|
272K
$10.2M
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
1.44K+ 0.9% |
$52.7K - $53.9K
|
162K
$6.04M
|
|
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
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.3K+ 2.4% |
$47.5K - $48.6K
|
55.3K
$2.06M
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.27K+ 14.87% |
$46.4K - $47.5K
|
9.79K
$365K
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
1.27K+ 1.83% |
$46.4K - $47.4K
|
70.6K
$2.63M
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.26K+ 0.06% |
$46.2K - $47.2K
|
2.06M
$76.8M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.25K+ 2.76% |
$45.7K - $46.7K
|
46.4K
$1.73M
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.18K+ 7.45% |
$43.1K - $44K
|
17K
$633K
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.15K+ 18.79% |
$42.3K - $43.2K
|
7.3K
$272K
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1KNew |
$36.6K - $37.5K
|
1K
$37.3K
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
941+ 4.1% |
$34.5K - $35.2K
|
23.9K
$890K
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
927+ 0.39% |
$34K - $34.7K
|
238K
$8.85M
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
869New |
$31.8K - $32.5K
|
869
$32.4K
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
859+ 0.79% |
$31.5K - $32.2K
|
109K
$4.08M
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
849New |
$31.1K - $31.8K
|
849
$31.7K
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
756New |
$27.7K - $28.3K
|
756
$28.2K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
735New |
$26.9K - $27.5K
|
735
$27.4K
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
731+ 8.61% |
$26.8K - $27.4K
|
9.22K
$344K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
713+ 4.74% |
$26.1K - $26.7K
|
15.7K
$587K
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
681+ 1.2% |
$24.9K - $25.5K
|
57.5K
$2.14M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
679+ 5.83% |
$24.9K - $25.4K
|
12.3K
$459K
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
676+ 10.69% |
$24.8K - $25.3K
|
7K
$261K
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
675+ 3.89% |
$24.7K - $25.3K
|
18K
$671K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
665+ 3.91% |
$24.4K - $24.9K
|
17.7K
$659K
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
624+ 0.58% |
$22.9K - $23.4K
|
108K
$4.04M
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
599+ 43.91% |
$21.9K - $22.4K
|
1.96K
$73.2K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
538+ 2.49% |
$19.7K - $20.1K
|
22.1K
$825K
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
534+ 0.42% |
$19.6K - $20K
|
127K
$4.73M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
470+ 3.6% |
$17.2K - $17.6K
|
13.5K
$504K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
450New |
$16.5K - $16.9K
|
450
$16.8K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
408+ 7.93% |
$14.9K - $15.3K
|
5.55K
$207K
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
406New |
$14.9K - $15.2K
|
406
$15.1K
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
350+ 3.05% |
$12.8K - $13.1K
|
11.8K
$441K
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
331+ 0.81% |
$12.1K - $12.4K
|
41.1K
$1.53M
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
314+ 4.4% |
$11.5K - $11.8K
|
7.46K
$278K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
312New |
$11.4K - $11.7K
|
312
$11.6K
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
299+ 1.27% |
$11K - $11.2K
|
23.9K
$891K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
299+ 3.12% |
$11K - $11.2K
|
9.88K
$368K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
299+ 12.78% |
$11K - $11.2K
|
2.64K
$98.3K
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
239New |
$8.75K - $8.95K
|
239
$8.91K
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
223New |
$8.17K - $8.35K
|
223
$8.31K
|