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 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
143New |
$5.24K - $5.36K
|
143
$5.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
142New |
$5.2K - $5.32K
|
142
$5.26K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
141+ 38.01% |
$5.16K - $5.28K
|
512
$19K
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
139New |
$5.09K - $5.21K
|
139
$5.15K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
135+ 41.93% |
$4.95K - $5.06K
|
457
$16.9K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
119+ 18.51% |
$4.36K - $4.46K
|
762
$28.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
89+ 0.2% |
$3.26K - $3.33K
|
44.2K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
85New |
$3.11K - $3.18K
|
85
$3.15K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
82+ 1640.0% |
$3K - $3.07K
|
87
$3.22K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
77+ 0.09% |
$2.82K - $2.88K
|
84.1K
$3.11M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
76+ 1.14% |
$2.78K - $2.85K
|
6.72K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
75+ 0.23% |
$2.75K - $2.81K
|
33.3K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
65+ 0.15% |
$2.38K - $2.43K
|
44K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
65+ 0.61% |
$2.38K - $2.43K
|
10.7K
$398K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
65+ 1.14% |
$2.38K - $2.43K
|
5.76K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
62+ 0.27% |
$2.27K - $2.32K
|
23.4K
$867K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
61New |
$2.23K - $2.28K
|
61
$2.26K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
61New |
$2.23K - $2.28K
|
61
$2.26K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
61+ 17.04% |
$2.23K - $2.28K
|
419
$15.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
58+ 0.96% |
$2.12K - $2.17K
|
6.11K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
58+ 0.65% |
$2.12K - $2.17K
|
8.98K
$332K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
55+ 2.36% |
$2.01K - $2.06K
|
2.39K
$88.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
49+ 0.93% |
$1.79K - $1.84K
|
5.32K
$197K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
48New |
$1.76K - $1.8K
|
48
$1.78K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
41New |
$1.5K - $1.54K
|
41
$1.52K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
40+ 3.98% |
$1.47K - $1.5K
|
1.04K
$38.7K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
38New |
$1.39K - $1.42K
|
38
$1.41K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
34New |
$1.25K - $1.27K
|
34
$1.26K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
32+ 0.36% |
$1.17K - $1.2K
|
9.03K
$334K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
29New |
$1.06K - $1.09K
|
29
$1.07K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
29+ 27.88% |
$1.06K - $1.09K
|
133
$4.92K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
22+ 1.17% |
$806 - $824
|
1.9K
$70.4K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
20New |
$733 - $749
|
20
$741
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
20+ 0.27% |
$733 - $749
|
7.34K
$272K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
19New |
$696 - $712
|
19
$704
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
17+ 1.15% |
$623 - $637
|
1.5K
$55.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
17New |
$623 - $637
|
17
$630
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12New |
$440 - $449
|
12
$444
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10+ 0.2% |
$366 - $375
|
4.92K
$182K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
10New |
$366 - $375
|
10
$370
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9+ 1.03% |
$330 - $337
|
882
$32.7K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
8+ 0.02% |
$293 - $300
|
32.2K
$1.19M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
8+ 14.29% |
$293 - $300
|
64
$2.37K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
5+ 1.24% |
$183 - $187
|
408
$15.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3+ 1.03% |
$110 - $112
|
294
$10.9K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
3+ 1.16% |
$110 - $112
|
261
$9.66K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 1.12% |
$73.3 - $74.9
|
181
$6.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 4.0% |
$36.6 - $37.5
|
26
$963
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|