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 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-889- 8.38% |
$32.6K - $33.3K
|
9.72K
$360K
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-904- 4.42% |
$33.1K - $33.9K
|
19.6K
$725K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-919- 49.97% |
$33.7K - $34.4K
|
920
$34.1K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-989- 5.77% |
$36.2K - $37K
|
16.1K
$598K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.12K- 8.31% |
$40.8K - $41.8K
|
12.3K
$455K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.12K- 7.86% |
$41.1K - $42.1K
|
13.2K
$488K
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.16K- 11.01% |
$42.5K - $43.5K
|
9.38K
$347K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.22K- 14.8% |
$44.6K - $45.6K
|
7K
$259K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-1.23K- 84.07% |
$45.1K - $46.1K
|
233
$8.63K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.25K- 17.55% |
$45.9K - $46.9K
|
5.88K
$218K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.26K- 5.65% |
$46.1K - $47.1K
|
21K
$779K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.27K- 10.53% |
$46.5K - $47.5K
|
10.8K
$399K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.28K- 9.92% |
$46.7K - $47.8K
|
11.6K
$429K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1.28K- 37.97% |
$46.8K - $47.9K
|
2.09K
$77.3K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.32K- 0.72% |
$48.2K - $49.3K
|
181K
$6.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.34K- 8.37% |
$49.2K - $50.3K
|
14.7K
$544K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.42K- 82.78% |
$52.1K - $53.3K
|
296
$11K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.52K- 40.42% |
$55.5K - $56.7K
|
2.23K
$82.7K
|
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-1.56K- 0.72% |
$57K - $58.2K
|
214K
$7.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.61K- 4.76% |
$58.8K - $60.1K
|
32.2K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.63K- 91.27% |
$59.7K - $61.1K
|
156
$5.78K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.66K- 8.82% |
$60.9K - $62.3K
|
17.2K
$637K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-1.74K- 11.53% |
$63.6K - $65K
|
13.3K
$493K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-1.74K- 11.53% |
$63.6K - $65K
|
13.3K
$493K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.74K- 16.9% |
$63.8K - $65.2K
|
8.56K
$317K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.82K- 5.5% |
$66.7K - $68.2K
|
31.3K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.83K- 1.26% |
$67.2K - $68.7K
|
144K
$5.32M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-2.02K- 2.31% |
$74K - $75.7K
|
85.6K
$3.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.08K- 8.26% |
$76.2K - $77.9K
|
23.1K
$856K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-2.21K- 1.77% |
$81K - $82.8K
|
122K
$4.53M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.22K- 9.31% |
$81.4K - $83.2K
|
21.6K
$801K
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-2.35K- 25.74% |
$86.1K - $88K
|
6.78K
$251K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.4K- 6.9% |
$87.9K - $89.9K
|
32.4K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.45K- 3.1% |
$89.8K - $91.8K
|
76.7K
$2.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.6K- 0.97% |
$95.1K - $97.2K
|
265K
$9.8M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.6K- 7.16% |
$95.2K - $97.4K
|
33.7K
$1.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-2.64K- 1.54% |
$96.7K - $98.9K
|
169K
$6.27M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.68K- 57.52% |
$98.2K - $100K
|
1.98K
$73.4K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.7K- 2.08% |
$98.9K - $101K
|
127K
$4.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-3.02K- 34.54% |
$111K - $113K
|
5.72K
$212K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-3.09K- 13.9% |
$113K - $116K
|
19.1K
$707K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-3.17K- 11.64% |
$116K - $119K
|
24.1K
$891K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.37K- 97.28% |
$123K - $126K
|
94
$3.48K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-4K- 2.45% |
$147K - $150K
|
159K
$5.91M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.32K- 39.0% |
$158K - $162K
|
6.75K
$250K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.35K- 32.62% |
$159K - $163K
|
8.98K
$332K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.38K- 34.6% |
$160K - $164K
|
8.27K
$306K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.41K- 28.01% |
$161K - $165K
|
11.3K
$420K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.68K- 12.94% |
$172K - $175K
|
31.5K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.84KClosed |
$177K - $181K
|
0
$0
|