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 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-4.96K- 2.39% |
$182K - $186K
|
203K
$7.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.05K- 6.52% |
$185K - $189K
|
72.4K
$2.68M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.21K- 2.29% |
$191K - $195K
|
223K
$8.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-5.53K- 2.15% |
$203K - $207K
|
251K
$9.31M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-5.68K- 31.04% |
$208K - $213K
|
12.6K
$467K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-5.7K- 7.11% |
$209K - $214K
|
74.5K
$2.76M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-5.89K- 38.96% |
$216K - $221K
|
9.23K
$342K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-6.02KClosed |
$221K - $225K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.15K- 37.59% |
$262K - $268K
|
11.9K
$440K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-7.16K- 8.62% |
$262K - $268K
|
75.9K
$2.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-7.61K- 24.86% |
$279K - $285K
|
23K
$852K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.63K- 7.58% |
$280K - $286K
|
93.1K
$3.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-7.71K- 8.6% |
$282K - $289K
|
81.9K
$3.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.79K- 40.29% |
$285K - $292K
|
11.5K
$427K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.04K- 1.83% |
$295K - $301K
|
431K
$15.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-8.85K- 48.63% |
$324K - $332K
|
9.35K
$346K
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-9.11K- 51.73% |
$334K - $341K
|
8.5K
$315K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-9.34K- 4.76% |
$342K - $350K
|
187K
$6.92M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-9.42K- 12.01% |
$345K - $353K
|
69K
$2.56M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-10.5K- 47.31% |
$384K - $392K
|
11.7K
$432K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.6K- 16.21% |
$389K - $398K
|
54.9K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-10.8K- 16.89% |
$396K - $405K
|
53.2K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-11.3K- 50.38% |
$415K - $424K
|
11.2K
$413K
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-11.5K- 0.5% |
$423K - $432K
|
2.31M
$85.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-12.4K- 8.86% |
$453K - $463K
|
127K
$4.71M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-13K- 1.33% |
$475K - $485K
|
963K
$35.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-14.8K- 21.8% |
$543K - $556K
|
53.2K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-15.4K- 57.27% |
$563K - $575K
|
11.5K
$424K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-15.7K- 8.24% |
$576K - $588K
|
175K
$6.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-15.8K- 0.87% |
$579K - $592K
|
1.8M
$66.5M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-16.8K- 74.1% |
$617K - $631K
|
5.89K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-17.7K- 7.09% |
$649K - $663K
|
232K
$8.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-22.7K- 64.94% |
$831K - $850K
|
12.2K
$453K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-23.9K- 2.62% |
$877K - $897K
|
890K
$33M
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
SELL
|
- |
-24.9K- 10.39% |
$914K - $934K
|
215K
$7.96M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-26.8K- 2.93% |
$982K - $1M
|
886K
$32.8M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-27.8K- 45.24% |
$1.02M - $1.04M
|
33.6K
$1.24M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-31.7K- 81.08% |
$1.16M - $1.19M
|
7.41K
$274K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-31.9K- 7.58% |
$1.17M - $1.19M
|
388K
$14.4M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-34.8K- 2.23% |
$1.28M - $1.3M
|
1.52M
$56.5M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-38.5K- 17.71% |
$1.41M - $1.44M
|
179K
$6.62M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-38.6K- 30.77% |
$1.42M - $1.45M
|
86.9K
$3.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-44.1K- 19.73% |
$1.62M - $1.65M
|
180K
$6.65M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-45.4K- 61.28% |
$1.66M - $1.7M
|
28.7K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-51.4K- 67.98% |
$1.88M - $1.92M
|
24.2K
$896K
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-58.1K- 74.26% |
$2.13M - $2.17M
|
20.1K
$745K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-61.2K- 36.92% |
$2.24M - $2.29M
|
104K
$3.87M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-63.6K- 40.88% |
$2.33M - $2.38M
|
92K
$3.41M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-70.4K- 23.25% |
$2.58M - $2.64M
|
232K
$8.61M
|
|
|
May 13, 2025
Q1 2025
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-83.1K- 1.75% |
$3.04M - $3.11M
|
4.65M
$172M
|