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 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.3K+ 2.4% |
$47.5K - $48.6K
|
55.3K
$2.05M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.27K+ 14.87% |
$46.4K - $47.5K
|
9.79K
$363K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
1.27K+ 1.83% |
$46.4K - $47.4K
|
70.6K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.26K+ 0.06% |
$46.2K - $47.2K
|
2.06M
$76.3M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.25K+ 2.76% |
$45.7K - $46.7K
|
46.4K
$1.72M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.18K+ 7.45% |
$43.1K - $44K
|
17K
$628K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.17K+ 2.63% |
$42.8K - $43.7K
|
45.6K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.15K+ 18.79% |
$42.3K - $43.2K
|
7.3K
$270K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1KNew |
$36.6K - $37.5K
|
1K
$37K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
941+ 4.1% |
$34.5K - $35.2K
|
23.9K
$884K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
927+ 0.39% |
$34K - $34.7K
|
238K
$8.8M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
869New |
$31.8K - $32.5K
|
869
$32.2K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
859+ 0.79% |
$31.5K - $32.2K
|
109K
$4.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
849New |
$31.1K - $31.8K
|
849
$31.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
756New |
$27.7K - $28.3K
|
756
$28K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
735New |
$26.9K - $27.5K
|
735
$27.2K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
731+ 8.61% |
$26.8K - $27.4K
|
9.22K
$342K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
713+ 4.74% |
$26.1K - $26.7K
|
15.7K
$583K
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
681+ 1.2% |
$24.9K - $25.5K
|
57.5K
$2.13M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
679+ 5.83% |
$24.9K - $25.4K
|
12.3K
$456K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
676+ 10.69% |
$24.8K - $25.3K
|
7K
$259K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
675+ 3.89% |
$24.7K - $25.3K
|
18K
$667K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
665+ 3.91% |
$24.4K - $24.9K
|
17.7K
$655K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
634+ 73.38% |
$23.2K - $23.7K
|
1.5K
$55.5K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
624+ 0.58% |
$22.9K - $23.4K
|
108K
$4.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
599+ 43.91% |
$21.9K - $22.4K
|
1.96K
$72.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
597New |
$21.9K - $22.4K
|
597
$22.1K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
538+ 2.49% |
$19.7K - $20.1K
|
22.1K
$819K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
534+ 0.42% |
$19.6K - $20K
|
127K
$4.7M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
470+ 3.6% |
$17.2K - $17.6K
|
13.5K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
450New |
$16.5K - $16.9K
|
450
$16.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
408+ 7.93% |
$14.9K - $15.3K
|
5.55K
$206K
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
406New |
$14.9K - $15.2K
|
406
$15K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
350+ 3.05% |
$12.8K - $13.1K
|
11.8K
$438K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
331+ 0.81% |
$12.1K - $12.4K
|
41.1K
$1.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
323New |
$11.8K - $12.1K
|
323
$12K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
314+ 4.4% |
$11.5K - $11.8K
|
7.46K
$276K
|
|
|
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
$885K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
299+ 12.78% |
$11K - $11.2K
|
2.64K
$97.7K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
299+ 3.12% |
$11K - $11.2K
|
9.88K
$366K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
290+ 1.51% |
$10.6K - $10.9K
|
19.5K
$721K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
239New |
$8.75K - $8.95K
|
239
$8.85K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
223New |
$8.17K - $8.35K
|
223
$8.26K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
211+ 3.65% |
$7.73K - $7.9K
|
5.99K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
193New |
$7.07K - $7.23K
|
193
$7.15K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
176+ 10.1% |
$6.45K - $6.59K
|
1.92K
$71K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
172+ 1.14% |
$6.3K - $6.44K
|
15.2K
$564K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
161New |
$5.9K - $6.03K
|
161
$5.96K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
145+ 18.61% |
$5.31K - $5.43K
|
924
$34.2K
|