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 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
572KNew |
$20.2M - $21.5M
|
572K
$21.3M
|
|
|
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 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
65.9K+ 206.88% |
$2.33M - $2.47M
|
97.8K
$3.65M
|
|
|
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 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17K+ 40.55% |
$600K - $638K
|
58.9K
$2.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
15K+ 120.78% |
$530K - $563K
|
27.4K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
12.7K+ 5.09% |
$448K - $476K
|
262K
$9.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
12.5KNew |
$440K - $468K
|
12.5K
$465K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
12.4K+ 0.73% |
$439K - $466K
|
1.71M
$63.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
11.5K+ 100.17% |
$405K - $431K
|
22.9K
$855K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
9.84KNew |
$347K - $369K
|
9.84K
$367K
|
|
|
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 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
3.31K+ 11.78% |
$117K - $124K
|
31.4K
$1.17M
|
|
|
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 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.69K+ 22.07% |
$59.8K - $63.5K
|
9.37K
$349K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.6K+ 1.97% |
$56.5K - $60K
|
82.9K
$3.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.27K+ 1.47% |
$44.8K - $47.6K
|
87.5K
$3.26M
|
|
|
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 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
500+ 6.54% |
$17.7K - $18.8K
|
8.14K
$303K
|
|
|
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 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
117+ 2.11% |
$4.13K - $4.39K
|
5.67K
$211K
|
|
|
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 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
99+ 1.72% |
$3.49K - $3.71K
|
5.86K
$219K
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
91+ 0.11% |
$3.21K - $3.41K
|
85.7K
$3.2M
|
|
|
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 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4+ 1.52% |
$141 - $150
|
267
$9.95K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-8- 12.5% |
$282 - $300
|
56
$2.09K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-26- 0.23% |
$918 - $975
|
11.1K
$415K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-56- 0.92% |
$1.98K - $2.1K
|
6.06K
$226K
|