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 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
5.55KNew |
$196K - $208K
|
5.55K
$209K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
5.51K+ 19.75% |
$194K - $207K
|
33.4K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
5.5KNew |
$194K - $206K
|
5.5K
$207K
|
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
5.47KNew |
$193K - $205K
|
5.47K
$206K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
5.4KNew |
$190K - $202K
|
5.4K
$203K
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5.38K+ 3.31% |
$190K - $202K
|
168K
$6.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.34K+ 6.09% |
$188K - $200K
|
93K
$3.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.32K+ 35.92% |
$188K - $200K
|
20.1K
$759K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.14K+ 57.23% |
$181K - $193K
|
14.1K
$532K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.07K+ 13.01% |
$179K - $190K
|
44K
$1.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.86K+ 21.96% |
$171K - $182K
|
27K
$1.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
4.69K+ 6.02% |
$166K - $176K
|
82.5K
$3.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
4.47K+ 18.61% |
$158K - $168K
|
28.5K
$1.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.46K+ 39.34% |
$157K - $167K
|
15.8K
$595K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.41K+ 47.8% |
$156K - $165K
|
13.6K
$514K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.38K+ 27.85% |
$155K - $164K
|
20.1K
$759K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.22K+ 8.05% |
$149K - $158K
|
56.7K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
4.11K+ 1.52% |
$145K - $154K
|
276K
$10.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
4.07K+ 0.26% |
$144K - $153K
|
1.57M
$59.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.93K+ 4.52% |
$139K - $147K
|
90.9K
$3.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
3.65K+ 6.58% |
$129K - $137K
|
59.1K
$2.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.51K+ 6.21% |
$124K - $131K
|
60K
$2.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
3.44K+ 1.56% |
$122K - $129K
|
224K
$8.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.34K+ 16.4% |
$118K - $125K
|
23.7K
$893K
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
3.31K+ 11.78% |
$117K - $124K
|
31.4K
$1.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.24K+ 4.18% |
$114K - $121K
|
80.7K
$3.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
3.08KNew |
$109K - $116K
|
3.08K
$116K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.96K+ 8.87% |
$104K - $111K
|
36.3K
$1.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.89K+ 2.34% |
$102K - $108K
|
126K
$4.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.76K+ 3.71% |
$97.5K - $104K
|
77.2K
$2.91M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2.74K+ 1.71% |
$96.8K - $103K
|
163K
$6.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.45K+ 18.7% |
$86.4K - $91.8K
|
15.5K
$586K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.42K+ 8.18% |
$85.2K - $90.6K
|
31.9K
$1.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
2.37K+ 3.35% |
$83.6K - $88.8K
|
73K
$2.75M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.34K+ 5.99% |
$82.7K - $87.9K
|
41.4K
$1.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.3K+ 27.74% |
$81.1K - $86.2K
|
10.6K
$399K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.28K+ 5.18% |
$80.4K - $85.5K
|
46.3K
$1.74M
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
2.27K+ 5.44% |
$80K - $85K
|
43.9K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.26K+ 22.87% |
$79.7K - $84.7K
|
12.1K
$457K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.2K+ 35.59% |
$77.7K - $82.6K
|
8.39K
$316K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.11K+ 50.39% |
$74.6K - $79.2K
|
6.3K
$238K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.03K+ 1.86% |
$71.7K - $76.2K
|
111K
$4.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
1.86K+ 28.11% |
$65.7K - $69.8K
|
8.48K
$319K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.81K+ 15.59% |
$63.8K - $67.8K
|
13.4K
$505K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.79K+ 10.41% |
$63.2K - $67.1K
|
19K
$715K
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
1.76K+ 3.07% |
$62.3K - $66.2K
|
59.2K
$2.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.69K+ 22.07% |
$59.8K - $63.5K
|
9.37K
$353K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.63K+ 4.75% |
$57.4K - $61K
|
35.9K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.61K+ 4.99% |
$56.7K - $60.2K
|
33.8K
$1.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.6K+ 1.97% |
$56.5K - $60K
|
82.9K
$3.13M
|