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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
128K+ 644.58% |
$4.53M - $4.81M
|
148K
$5.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
125KNew |
$4.42M - $4.69M
|
125K
$4.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
111K+ 9.4% |
$3.93M - $4.17M
|
1.29M
$48.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
110K+ 39.34% |
$3.89M - $4.14M
|
391K
$14.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
110K+ 39.74% |
$3.88M - $4.12M
|
387K
$14.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
109K+ 41.35% |
$3.86M - $4.1M
|
374K
$14.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
104K+ 47.4% |
$3.68M - $3.91M
|
324K
$12.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
97.9KNew |
$3.46M - $3.67M
|
97.9K
$3.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
97.1KNew |
$3.43M - $3.64M
|
97.1K
$3.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
91.7K+ 282.91% |
$3.24M - $3.44M
|
124K
$4.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
88.6KNew |
$3.13M - $3.32M
|
88.6K
$3.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
78.5KNew |
$2.77M - $2.94M
|
78.5K
$2.96M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
73.3K+ 30.87% |
$2.59M - $2.75M
|
311K
$11.7M
|
|
|
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
$3.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
71.9K+ 78.1% |
$2.54M - $2.7M
|
164K
$6.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
66.8K+ 63.94% |
$2.36M - $2.51M
|
171K
$6.46M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
66.5K+ 15.39% |
$2.35M - $2.49M
|
499K
$18.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
65.9K+ 206.88% |
$2.33M - $2.47M
|
97.8K
$3.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
61K+ 7.83% |
$2.15M - $2.29M
|
840K
$31.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
59.2K+ 7.26% |
$2.09M - $2.22M
|
876K
$33M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
57.5KNew |
$2.03M - $2.16M
|
57.5K
$2.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
57.1K+ 123.03% |
$2.02M - $2.14M
|
104K
$3.9M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
52.9K+ 3.09% |
$1.87M - $1.98M
|
1.77M
$66.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
47.2K+ 2.1% |
$1.67M - $1.77M
|
2.29M
$86.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
45.8KNew |
$1.62M - $1.72M
|
45.8K
$1.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
42.3K+ 22.23% |
$1.49M - $1.59M
|
233K
$8.78M
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
39.9KNew |
$1.41M - $1.5M
|
39.9K
$1.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
38.6K+ 35.61% |
$1.36M - $1.45M
|
147K
$5.54M
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
32.4K+ 59.93% |
$1.14M - $1.21M
|
86.4K
$3.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
31.4K+ 423.17% |
$1.11M - $1.18M
|
38.8K
$1.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
30.1KNew |
$1.06M - $1.13M
|
30.1K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
29.6KNew |
$1.04M - $1.11M
|
29.6K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
28.9K+ 36.72% |
$1.02M - $1.09M
|
108K
$4.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
28.3K+ 32508.05% |
$998K - $1.06M
|
28.4K
$1.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
28.1KNew |
$991K - $1.05M
|
28.1K
$1.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
27.3K+ 2.83% |
$962K - $1.02M
|
990K
$37.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
27.1KNew |
$956K - $1.02M
|
27.1K
$1.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
26.8K+ 50.47% |
$948K - $1.01M
|
80.1K
$3.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
26.8K+ 11484.55% |
$945K - $1M
|
27K
$1.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
24.9K+ 6.64% |
$879K - $934K
|
400K
$15.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
24.8KNew |
$875K - $930K
|
24.8K
$935K
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
24.5K+ 8.59% |
$864K - $918K
|
309K
$11.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
24K+ 11.21% |
$849K - $902K
|
238K
$8.99M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
24K+ 100.78% |
$847K - $900K
|
47.8K
$1.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
23.9K+ 98.97% |
$842K - $895K
|
48K
$1.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
23.8K+ 47.2% |
$842K - $894K
|
74.4K
$2.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.7K+ 28.2% |
$837K - $889K
|
108K
$4.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
22.2KNew |
$783K - $832K
|
22.2K
$836K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22.1KNew |
$779K - $827K
|
22.1K
$831K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20.7K+ 9.58% |
$730K - $776K
|
237K
$8.92M
|