Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
4.79M+ 56.99% |
$169M - $180M
|
13.2M
$492M
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2.26MNew |
$79.9M - $84.9M
|
2.26M
$84.4M
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
257KNew |
$9.08M - $9.64M
|
257K
$9.58M
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
125KNew |
$4.42M - $4.69M
|
125K
$4.67M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
88.6KNew |
$3.13M - $3.32M
|
88.6K
$3.3M
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
72.5K+ 360.22% |
$2.56M - $2.72M
|
92.6K
$3.45M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
42.3K+ 22.23% |
$1.49M - $1.59M
|
233K
$8.68M
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
23.8K+ 47.2% |
$842K - $894K
|
74.4K
$2.77M
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
20.1K+ 87.5% |
$708K - $752K
|
43K
$1.6M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
15K+ 120.78% |
$530K - $563K
|
27.4K
$1.02M
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
12.5KNew |
$440K - $468K
|
12.5K
$465K
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
11.5K+ 100.17% |
$405K - $431K
|
22.9K
$855K
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
6.14K+ 24.51% |
$217K - $230K
|
31.2K
$1.16M
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
5.51K+ 19.75% |
$194K - $207K
|
33.4K
$1.25M
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.32K+ 35.92% |
$188K - $200K
|
20.1K
$751K
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.22K+ 8.05% |
$149K - $158K
|
56.7K
$2.11M
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
3.44K+ 1.56% |
$122K - $129K
|
224K
$8.34M
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.24K+ 4.18% |
$114K - $121K
|
80.7K
$3.01M
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2.74K+ 1.71% |
$96.8K - $103K
|
163K
$6.09M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
714+ 221.05% |
$25.2K - $26.8K
|
1.04K
$38.7K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
665+ 7.14% |
$23.5K - $24.9K
|
9.98K
$372K
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
495New |
$17.5K - $18.6K
|
495
$18.5K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
480+ 20.1% |
$16.9K - $18K
|
2.87K
$107K
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
476New |
$16.8K - $17.9K
|
476
$17.7K
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
310+ 3.19% |
$10.9K - $11.6K
|
10K
$374K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
110+ 48.89% |
$3.88K - $4.13K
|
335
$12.5K
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
108New |
$3.81K - $4.05K
|
108
$4.03K
|
|
Jul 09, 2025
Q2 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
43+ 0.02% |
$1.52K - $1.61K
|
251K
$9.37M
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
39+ 3.14% |
$1.38K - $1.46K
|
1.28K
$47.8K
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
26+ 1.73% |
$918 - $975
|
1.53K
$56.9K
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
21New |
$741 - $788
|
21
$783
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6+ 6.38% |
$212 - $225
|
100
$3.73K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-8- 12.5% |
$282 - $300
|
56
$2.09K
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-56- 0.92% |
$1.98K - $2.1K
|
6.06K
$226K
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-115- 1.07% |
$4.06K - $4.31K
|
10.6K
$396K
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-165- 1.53% |
$5.82K - $6.19K
|
10.6K
$395K
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-300- 0.63% |
$10.6K - $11.3K
|
47.5K
$1.77M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-432- 1.17% |
$15.2K - $16.2K
|
36.3K
$1.35M
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-478- 80.07% |
$16.9K - $17.9K
|
119
$4.44K
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-486- 40.91% |
$17.2K - $18.2K
|
702
$26.2K
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-644- 8.77% |
$22.7K - $24.2K
|
6.7K
$250K
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1K- 12.35% |
$35.3K - $37.5K
|
7.1K
$265K
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.2K- 2.63% |
$42.4K - $45K
|
44.4K
$1.65M
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.26K- 83.78% |
$44.3K - $47.1K
|
243
$9.06K
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.86K- 8.61% |
$101K - $107K
|
30.4K
$1.13M
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-3.28K- 0.8% |
$116K - $123K
|
406K
$15.2M
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-4.62K- 23.71% |
$163K - $173K
|
14.9K
$554K
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6.29K- 12.83% |
$222K - $236K
|
42.7K
$1.59M
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-6.73K- 0.76% |
$237K - $252K
|
880K
$32.8M
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-9.54K- 21.6% |
$337K - $358K
|
34.6K
$1.29M
|