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 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1- 0.04% |
$36.6 - $37.5
|
2.33K
$86.2K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-3- 0.05% |
$110 - $112
|
6.28K
$233K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5- 15.63% |
$183 - $187
|
27
$1K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-6- 0.03% |
$220 - $225
|
18.9K
$698K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-14- 12.96% |
$513 - $524
|
94
$3.48K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-15- 0.33% |
$549 - $562
|
4.47K
$166K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-17- 7.08% |
$623 - $637
|
223
$8.26K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-17- 0.04% |
$623 - $637
|
42.6K
$1.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-24- 0.92% |
$879 - $899
|
2.58K
$95.4K
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-55- 0.55% |
$2.01K - $2.06K
|
9.88K
$366K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-56- 65.12% |
$2.05K - $2.1K
|
30
$1.11K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-80- 1.52% |
$2.93K - $3K
|
5.19K
$192K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-83- 0.58% |
$3.04K - $3.11K
|
14.1K
$523K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-93- 0.19% |
$3.41K - $3.48K
|
49K
$1.82M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-98- 12.07% |
$3.59K - $3.67K
|
714
$26.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-98- 1.07% |
$3.59K - $3.67K
|
9.1K
$337K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-110- 1.01% |
$4.03K - $4.12K
|
10.8K
$398K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-124- 5.18% |
$4.54K - $4.64K
|
2.27K
$84K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-124- 0.26% |
$4.54K - $4.64K
|
47.1K
$1.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-130- 4.94% |
$4.76K - $4.87K
|
2.5K
$92.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-141- 0.65% |
$5.16K - $5.28K
|
21.5K
$796K
|
|
|
Apr 22, 2025
Q1 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-147- 0.1% |
$5.38K - $5.51K
|
143K
$5.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-171- 2.99% |
$6.26K - $6.4K
|
5.56K
$206K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-192- 0.38% |
$7.03K - $7.19K
|
50.8K
$1.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-213- 44.75% |
$7.8K - $7.98K
|
263
$9.74K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-244- 2.8% |
$8.94K - $9.14K
|
8.46K
$313K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-260- 2.25% |
$9.52K - $9.74K
|
11.3K
$419K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-271- 0.12% |
$9.93K - $10.1K
|
225K
$8.32M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-294- 4.54% |
$10.8K - $11K
|
6.18K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-300- 3.57% |
$11K - $11.2K
|
8.1K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-304- 4.23% |
$11.1K - $11.4K
|
6.89K
$255K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-305- 30.5% |
$11.2K - $11.4K
|
695
$25.7K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-333- 3.2% |
$12.2K - $12.5K
|
10.1K
$374K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-352- 2.62% |
$12.9K - $13.2K
|
13.1K
$485K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-356- 4.12% |
$13K - $13.3K
|
8.28K
$307K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-359- 1.47% |
$13.2K - $13.4K
|
24.1K
$893K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-360- 23.17% |
$13.2K - $13.5K
|
1.19K
$44.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-392- 4.65% |
$14.4K - $14.7K
|
8.04K
$298K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-404- 4.27% |
$14.8K - $15.1K
|
9.06K
$335K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-452- 5.04% |
$16.6K - $16.9K
|
8.52K
$316K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-488- 1.18% |
$17.9K - $18.3K
|
40.8K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-491- 0.8% |
$18K - $18.4K
|
60.8K
$2.25M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-498- 46.98% |
$18.2K - $18.7K
|
562
$20.8K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-506- 1.25% |
$18.5K - $18.9K
|
40K
$1.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-532- 0.51% |
$19.5K - $19.9K
|
105K
$3.88M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-591- 2.65% |
$21.6K - $22.1K
|
21.7K
$803K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-678- 5.38% |
$24.8K - $25.4K
|
11.9K
$442K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-698- 5.9% |
$25.6K - $26.1K
|
11.1K
$412K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-761- 5.79% |
$27.9K - $28.5K
|
12.4K
$458K
|