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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
14.2K+ 251.0% |
$521K - $533K
|
19.9K
$737K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
14.2K+ 15.97% |
$521K - $533K
|
103K
$3.83M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.1K+ 11.12% |
$517K - $529K
|
141K
$5.23M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.7K+ 21.04% |
$502K - $513K
|
78.8K
$2.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
13.6K+ 3.44% |
$499K - $510K
|
410K
$15.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
13.6K+ 9.27% |
$499K - $510K
|
161K
$5.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.4KNew |
$455K - $466K
|
12.4K
$460K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
12KNew |
$441K - $451K
|
12K
$445K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
11.9K+ 4.99% |
$434K - $444K
|
250K
$9.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
11.7KNew |
$430K - $439K
|
11.7K
$435K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10.7K+ 1.98% |
$392K - $401K
|
551K
$20.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
10.4K+ 15.28% |
$379K - $388K
|
78.1K
$2.89M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
10.1K+ 6.6% |
$369K - $377K
|
162K
$6.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
9.95K+ 21.39% |
$364K - $373K
|
56.5K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.49K+ 36.01% |
$347K - $355K
|
35.8K
$1.33M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
9.28K+ 3.54% |
$340K - $347K
|
272K
$10.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
9.12K+ 21.04% |
$334K - $341K
|
52.5K
$1.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.97KNew |
$329K - $336K
|
8.97K
$332K
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
8.91KNew |
$326K - $334K
|
8.91K
$330K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
8.82K+ 17642.0% |
$323K - $330K
|
8.87K
$328K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
8.73K+ 4.12% |
$320K - $327K
|
220K
$8.16M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
8.7K+ 14.7% |
$319K - $326K
|
67.8K
$2.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
8.61KNew |
$315K - $323K
|
8.61K
$319K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8.55KNew |
$313K - $320K
|
8.55K
$317K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
8.32K+ 0.73% |
$305K - $312K
|
1.14M
$42.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
8.11K+ 11.94% |
$297K - $304K
|
76K
$2.81M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.09K+ 130.05% |
$296K - $303K
|
14.3K
$530K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.05K+ 31.96% |
$295K - $301K
|
33.2K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
7.91KNew |
$290K - $296K
|
7.91K
$293K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.68KNew |
$281K - $287K
|
7.68K
$284K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.48K+ 407.52% |
$274K - $280K
|
9.32K
$345K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.26KNew |
$266K - $272K
|
7.26K
$269K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
6.98K+ 28.06% |
$256K - $262K
|
31.9K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.72K+ 89.95% |
$246K - $252K
|
14.2K
$526K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
6.71KNew |
$246K - $251K
|
6.71K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.67K+ 47.65% |
$244K - $250K
|
20.7K
$765K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
6.62KNew |
$242K - $248K
|
6.62K
$245K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
6.61KNew |
$242K - $248K
|
6.61K
$245K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
6.61KNew |
$242K - $247K
|
6.61K
$245K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.44KNew |
$236K - $241K
|
6.44K
$239K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
6.4KNew |
$234K - $240K
|
6.4K
$237K
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
6.13KNew |
$225K - $230K
|
6.13K
$227K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
6.03KNew |
$221K - $226K
|
6.03K
$223K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.97K+ 3.24% |
$219K - $224K
|
190K
$7.05M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.95K+ 7.9% |
$218K - $223K
|
81.3K
$3.01M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.59KNew |
$205K - $209K
|
5.59K
$207K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.56KNew |
$204K - $208K
|
5.56K
$206K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.47KNew |
$200K - $205K
|
5.47K
$202K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
5.27K+ 26.64% |
$193K - $197K
|
25.1K
$928K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
5.23K+ 7.2% |
$191K - $196K
|
77.8K
$2.88M
|