Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 |
---|---|---|---|---|---|---|---|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-92.7K- 75.99% |
$3.39M - $3.47M
|
29.3K
$1.08M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-97.1K- 80.18% |
$3.56M - $3.63M
|
24K
$888K
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-98.7K- 21.35% |
$3.62M - $3.7M
|
364K
$13.5M
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-103K- 47.02% |
$3.77M - $3.85M
|
116K
$4.29M
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-109K- 15.04% |
$3.99M - $4.08M
|
616K
$22.8M
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-114K- 3.41% |
$4.17M - $4.26M
|
3.22M
$119M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-118K- 2.52% |
$4.32M - $4.42M
|
4.56M
$169M
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-143K- 73.89% |
$5.23M - $5.35M
|
50.5K
$1.87M
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-200K- 64.07% |
$7.32M - $7.48M
|
112K
$4.15M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-224K- 81.78% |
$8.2M - $8.38M
|
49.8K
$1.85M
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-247K- 94.32% |
$9.03M - $9.23M
|
14.8K
$550K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-272K- 21.05% |
$9.96M - $10.2M
|
1.02M
$37.8M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-286K- 6.4% |
$10.5M - $10.7M
|
4.18M
$155M
|
|
May 14, 2025
Q1 2025
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-300K- 18.61% |
$11M - $11.2M
|
1.31M
$48.6M
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-301K- 96.31% |
$11M - $11.3M
|
11.5K
$428K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-367K- 27.6% |
$13.4M - $13.7M
|
963K
$35.7M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-400K- 11.77% |
$14.7M - $15M
|
3M
$111M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-418K- 3.26% |
$15.3M - $15.6M
|
12.4M
$459M
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-431K- 47.49% |
$15.8M - $16.2M
|
477K
$17.7M
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-452K- 83.65% |
$16.6M - $16.9M
|
88.4K
$3.27M
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-482K- 98.03% |
$17.7M - $18.1M
|
9.71K
$360K
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-498K- 54.62% |
$18.3M - $18.7M
|
414K
$15.3M
|
|
May 15, 2025
Q1 2025
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-567K- 26.12% |
$20.8M - $21.2M
|
1.6M
$59.4M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.17M- 50.49% |
$42.8M - $43.7M
|
1.14M
$42.4M
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.37M- 97.85% |
$50.1M - $51.3M
|
30.1K
$1.11M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.06M- 4.87% |
$75.6M - $77.3M
|
40.3M
$1.49B
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.27M- 28.44% |
$83M - $84.9M
|
5.7M
$211M
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-2.54M- 76.45% |
$93.1M - $95.2M
|
783K
$29M
|