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 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
5.19K+ 48.37% |
$190K - $195K
|
15.9K
$590K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
5.07K+ 22.19% |
$186K - $190K
|
27.9K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
5K+ 17.11% |
$183K - $187K
|
34.3K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.67K+ 24.41% |
$171K - $175K
|
23.8K
$881K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.62K+ 21.76% |
$169K - $173K
|
25.8K
$957K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.61KNew |
$169K - $173K
|
4.61K
$171K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.6K+ 6.71% |
$168K - $172K
|
73.1K
$2.71M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
4.4KNew |
$161K - $165K
|
4.4K
$163K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.35K+ 13.42% |
$159K - $163K
|
36.8K
$1.36M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.31K+ 45.45% |
$158K - $161K
|
13.8K
$510K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.29K+ 7.43% |
$157K - $161K
|
61.9K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.19K+ 57.38% |
$154K - $157K
|
11.5K
$426K
|
|
|
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
$2.05M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
4.01K+ 4.37% |
$147K - $150K
|
95.6K
$3.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
4K+ 13.55% |
$146K - $150K
|
33.5K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3.89K+ 386.1% |
$142K - $146K
|
4.9K
$181K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
3.69K+ 9.73% |
$135K - $138K
|
41.6K
$1.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
3.63K+ 2.49% |
$133K - $136K
|
149K
$5.52M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
3.47K+ 1.6% |
$127K - $130K
|
220K
$8.14M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3.43K+ 15.39% |
$126K - $129K
|
25.7K
$953K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.37K+ 3580.85% |
$123K - $126K
|
3.46K
$128K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.28K+ 2.0% |
$120K - $123K
|
167K
$6.19M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
3.18K+ 10.83% |
$116K - $119K
|
32.5K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.15KNew |
$115K - $118K
|
3.15K
$116K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
3K+ 39.67% |
$110K - $112K
|
10.6K
$392K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.95K+ 14.01% |
$108K - $110K
|
24K
$889K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.91K+ 4.95% |
$107K - $109K
|
61.8K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.76K+ 37.41% |
$101K - $103K
|
10.1K
$375K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.75K+ 10.84% |
$101K - $103K
|
28.1K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2.69KNew |
$98.6K - $101K
|
2.69K
$99.7K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
2.51K+ 5.5% |
$91.9K - $94K
|
48.1K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.5K+ 14.03% |
$91.7K - $93.8K
|
20.3K
$753K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.43K+ 24.18% |
$88.9K - $90.9K
|
12.5K
$462K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.37K+ 8.72% |
$86.7K - $88.6K
|
29.5K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
2.16K+ 1.9% |
$78.9K - $80.7K
|
116K
$4.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.02K+ 4486.67% |
$74K - $75.6K
|
2.06K
$76.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
2K+ 5.41% |
$73.3K - $74.9K
|
39K
$1.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.92KNew |
$70.4K - $71.9K
|
1.92K
$71.1K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.82K+ 9.61% |
$66.7K - $68.2K
|
20.8K
$770K
|
|
|
May 13, 2025
Q1 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
1.82K+ 1222.82% |
$66.7K - $68.2K
|
1.97K
$73K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.79K+ 3.88% |
$65.4K - $66.8K
|
47.8K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
1.78K+ 1.03% |
$65.1K - $66.5K
|
173K
$6.42M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.7KNew |
$62.2K - $63.6K
|
1.7K
$62.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.64K+ 64.29% |
$60.1K - $61.4K
|
4.19K
$155K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
1.62K+ 1.32% |
$59.4K - $60.7K
|
124K
$4.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.48K+ 405.22% |
$54K - $55.2K
|
1.84K
$68.1K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.45K+ 0.53% |
$53.1K - $54.3K
|
272K
$10.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
1.44K+ 0.9% |
$52.7K - $53.9K
|
162K
$6M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.3K+ 2.03% |
$47.8K - $48.8K
|
65.6K
$2.43M
|