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 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
63.4K+ 64.3% |
$2.32M - $2.37M
|
162K
$6M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
61K+ 28.26% |
$2.23M - $2.28M
|
277K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
57.8K+ 3.49% |
$2.12M - $2.16M
|
1.71M
$63.5M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
56.5K+ 15.06% |
$2.07M - $2.12M
|
432K
$16M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
54.4K+ 530.99% |
$1.99M - $2.04M
|
64.7K
$2.39M
|
|
|
May 13, 2025
Q1 2025
|
Abrdn PLC
|
BUY
|
- |
54.1KNew |
$1.98M - $2.02M
|
54.1K
$2M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
51.9K+ 6.79% |
$1.9M - $1.94M
|
817K
$30.2M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
51.2K+ 213.68% |
$1.88M - $1.92M
|
75.2K
$2.78M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
49.3K+ 2.24% |
$1.81M - $1.85M
|
2.24M
$83.1M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
49.2K+ 20.85% |
$1.8M - $1.84M
|
285K
$10.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
48.8K+ 2.96% |
$1.79M - $1.83M
|
1.7M
$62.9M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
47.6K+ 9.56% |
$1.74M - $1.78M
|
546K
$20.2M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39.2K+ 7.7% |
$1.43M - $1.47M
|
548K
$20.3M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
39.1KNew |
$1.43M - $1.46M
|
39.1K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
36.7K+ 3.65% |
$1.35M - $1.38M
|
1.04M
$38.6M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
35K+ 356.42% |
$1.28M - $1.31M
|
44.9K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
33.7K+ 10.94% |
$1.24M - $1.26M
|
342K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
32.7K+ 9.21% |
$1.2M - $1.23M
|
388K
$14.4M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
32.6K+ 4.5% |
$1.19M - $1.22M
|
757K
$28M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
30KNew |
$1.1M - $1.12M
|
30K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
28.6K+ 469.59% |
$1.05M - $1.07M
|
34.7K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
28.5K+ 8.2% |
$1.04M - $1.07M
|
375K
$13.9M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
27.3K+ 34.03% |
$1M - $1.02M
|
108K
$3.99M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
25.8KNew |
$944K - $966K
|
25.8K
$955K
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
25.4K+ 263.15% |
$930K - $951K
|
35.1K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.8K+ 25.37% |
$907K - $928K
|
122K
$4.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
24.2K+ 4.94% |
$888K - $908K
|
515K
$19.1M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
24KNew |
$880K - $900K
|
24K
$889K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
23.8K+ 37.36% |
$873K - $893K
|
87.6K
$3.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
23.7K+ 7.15% |
$866K - $886K
|
354K
$13.1M
|
|
|
May 13, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
22.9KNew |
$840K - $858K
|
22.9K
$849K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
22.9KNew |
$838K - $857K
|
22.9K
$848K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21.9KNew |
$803K - $821K
|
21.9K
$812K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
21.8K+ 178.42% |
$800K - $818K
|
34.1K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
21.8K+ 233.38% |
$799K - $817K
|
31.2K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
20.4K+ 14.35% |
$746K - $763K
|
162K
$6.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20K+ 91.6% |
$734K - $751K
|
41.9K
$1.55M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
19.9KNew |
$729K - $745K
|
19.9K
$737K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
19.4KNew |
$711K - $727K
|
19.4K
$719K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
19.3K+ 34.96% |
$708K - $723K
|
74.6K
$2.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
18.9KNew |
$694K - $710K
|
18.9K
$702K
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
18.7KNew |
$686K - $702K
|
18.7K
$694K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
17.9K+ 26.22% |
$656K - $671K
|
86.2K
$3.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
17.6K+ 29.46% |
$645K - $660K
|
77.4K
$2.87M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.3K+ 71.74% |
$596K - $610K
|
39K
$1.44M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15.3K+ 170.79% |
$561K - $574K
|
24.3K
$899K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
14.9KNew |
$547K - $559K
|
14.9K
$553K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
14.9K+ 1.15% |
$545K - $557K
|
1.31M
$48.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
14.8KNew |
$543K - $555K
|
14.8K
$549K
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
14.8KNew |
$542K - $554K
|
14.8K
$548K
|