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
|
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 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-231- 1.36% |
$8.15K - $8.66K
|
16.7K
$624K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-300- 0.63% |
$10.6K - $11.3K
|
47.5K
$1.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-375Closed |
$13.2K - $14.1K
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-404- 7.6% |
$14.3K - $15.2K
|
4.91K
$183K
|
|
|
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 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.17K- 45.52% |
$41.4K - $44K
|
1.4K
$52.3K
|
|
|
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 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.32K- 10.77% |
$81.7K - $86.8K
|
19.2K
$715K
|
|
|
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 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.52K- 1.37% |
$124K - $132K
|
254K
$9.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-4.6K- 24.08% |
$162K - $173K
|
14.5K
$541K
|
|
|
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
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-17.2K- 22.59% |
$606K - $644K
|
58.8K
$2.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-18.6K- 71.97% |
$655K - $696K
|
7.23K
$269K
|
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-32.4K- 22.7% |
$1.14M - $1.21M
|
110K
$4.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-62.8K- 38.81% |
$2.22M - $2.36M
|
99.1K
$3.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-97.1K- 47.89% |
$3.43M - $3.64M
|
106K
$3.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
SELL
|
- |
-120K- 30.52% |
$4.23M - $4.5M
|
273K
$10.2M
|