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 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
20.1K+ 87.5% |
$708K - $752K
|
43K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
19.4KNew |
$685K - $727K
|
19.4K
$731K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18.1K+ 1.88% |
$639K - $679K
|
981K
$37M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
17.1K+ 31.24% |
$605K - $643K
|
72K
$2.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17K+ 40.55% |
$600K - $638K
|
58.9K
$2.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.5K+ 26.65% |
$581K - $617K
|
78.2K
$2.95M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.7KNew |
$555K - $589K
|
15.7K
$592K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
15.6K+ 1001.6% |
$552K - $586K
|
17.2K
$648K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
15K+ 120.78% |
$530K - $563K
|
27.4K
$1.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
15K+ 128.26% |
$528K - $561K
|
26.6K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
13.9K+ 3.57% |
$489K - $520K
|
402K
$15.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
13.5K+ 2.48% |
$477K - $507K
|
559K
$21.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
13.3K+ 17.76% |
$471K - $501K
|
88.5K
$3.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
13K+ 2.36% |
$460K - $489K
|
564K
$21.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
12.8K+ 11.89% |
$452K - $480K
|
120K
$4.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.7KNew |
$448K - $477K
|
12.7K
$479K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
12.7K+ 5.09% |
$448K - $476K
|
262K
$9.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
12.5KNew |
$440K - $468K
|
12.5K
$470K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
12.4K+ 0.73% |
$439K - $466K
|
1.71M
$64.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.1K+ 50.49% |
$428K - $454K
|
36.1K
$1.36M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
12.1KNew |
$426K - $452K
|
12.1K
$455K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12K+ 1.54% |
$423K - $450K
|
790K
$29.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12K+ 104.03% |
$422K - $449K
|
23.5K
$884K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11.6K+ 135.16% |
$408K - $434K
|
20.1K
$759K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
11.5K+ 100.17% |
$405K - $431K
|
22.9K
$865K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
11.1K+ 46.06% |
$390K - $415K
|
35.1K
$1.32M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
10.5KNew |
$370K - $393K
|
10.5K
$395K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.84K+ 13.46% |
$347K - $369K
|
83K
$3.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.84K+ 45.38% |
$347K - $369K
|
31.5K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
9.84KNew |
$347K - $369K
|
9.84K
$371K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
9.01KNew |
$318K - $338K
|
9.01K
$340K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
8.41K+ 1.63% |
$297K - $315K
|
523K
$19.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.41K+ 11.08% |
$297K - $315K
|
84.3K
$3.18M
|
|
|
Aug 12, 2025
Q2 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
8.34K+ 423.34% |
$295K - $313K
|
10.3K
$389K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.21K+ 6.11% |
$290K - $308K
|
142K
$5.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.81KNew |
$276K - $293K
|
7.81K
$294K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.78K+ 6.35% |
$275K - $292K
|
130K
$4.91M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.57KNew |
$267K - $284K
|
7.57K
$285K
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
7.31K+ 163.59% |
$258K - $274K
|
11.8K
$444K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.09KNew |
$250K - $266K
|
7.09K
$267K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.97K+ 68.84% |
$246K - $262K
|
17.1K
$645K
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
6.96KNew |
$246K - $261K
|
6.96K
$262K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.86K+ 49.78% |
$242K - $257K
|
20.6K
$778K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
6.76KNew |
$239K - $254K
|
6.76K
$255K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
6.71K+ 122.32% |
$237K - $252K
|
12.2K
$460K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.34K+ 26.11% |
$224K - $238K
|
30.6K
$1.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
6.14K+ 24.51% |
$217K - $230K
|
31.2K
$1.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.94KNew |
$210K - $223K
|
5.94K
$224K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.79K+ 10.46% |
$204K - $217K
|
61.1K
$2.3M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.74K+ 81.9% |
$202K - $215K
|
12.7K
$480K
|