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
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.51K+ 16.77% |
$53.2K - $56.5K
|
10.5K
$395K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.5KNew |
$53.1K - $56.4K
|
1.5K
$56.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.47KNew |
$51.7K - $55K
|
1.47K
$55.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
1.46K+ 1.15% |
$51.6K - $54.9K
|
128K
$4.84M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.35K+ 11225.0% |
$47.5K - $50.5K
|
1.36K
$51.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.27K+ 1.47% |
$44.8K - $47.6K
|
87.5K
$3.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.25K+ 2.01% |
$44K - $46.7K
|
63.2K
$2.38M
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.2K+ 5.76% |
$42.3K - $44.9K
|
22K
$828K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.08KNew |
$38.1K - $40.5K
|
1.08K
$40.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.02KNew |
$35.9K - $38.1K
|
1.02K
$38.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
929+ 2.75% |
$32.8K - $34.8K
|
34.7K
$1.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
896New |
$31.6K - $33.6K
|
896
$33.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
818+ 6.64% |
$28.9K - $30.7K
|
13.1K
$495K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
804+ 3.12% |
$28.4K - $30.2K
|
26.5K
$1M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
765+ 490.38% |
$27K - $28.7K
|
921
$34.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
752New |
$26.5K - $28.2K
|
752
$28.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
714+ 221.05% |
$25.2K - $26.8K
|
1.04K
$39.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
666New |
$23.5K - $25K
|
666
$25.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
665+ 7.14% |
$23.5K - $24.9K
|
9.98K
$376K
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
BUY
|
- |
632+ 0.4% |
$22.3K - $23.7K
|
160K
$6.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
620New |
$21.9K - $23.3K
|
620
$23.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
612New |
$21.6K - $23K
|
612
$23.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
593+ 8.83% |
$20.9K - $22.2K
|
7.31K
$276K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
583+ 29150.0% |
$20.6K - $21.9K
|
585
$22K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
557+ 5.69% |
$19.7K - $20.9K
|
10.4K
$390K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
534+ 0.24% |
$18.9K - $20K
|
223K
$8.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
520+ 2.01% |
$18.4K - $19.5K
|
26.4K
$994K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
500New |
$17.7K - $18.8K
|
500
$18.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
500+ 6.54% |
$17.7K - $18.8K
|
8.14K
$307K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
495New |
$17.5K - $18.6K
|
495
$18.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
486+ 5.41% |
$17.2K - $18.2K
|
9.46K
$357K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
480+ 20.1% |
$16.9K - $18K
|
2.87K
$108K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
476New |
$16.8K - $17.9K
|
476
$17.9K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
476+ 62.47% |
$16.8K - $17.9K
|
1.24K
$46.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
473+ 3.1% |
$16.7K - $17.7K
|
15.7K
$592K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
445+ 2.52% |
$15.7K - $16.7K
|
18.1K
$683K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
445+ 4.13% |
$15.7K - $16.7K
|
11.2K
$423K
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
BUY
|
- |
434+ 2.22% |
$15.3K - $16.3K
|
20K
$754K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
395+ 4.34% |
$13.9K - $14.8K
|
9.49K
$358K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
395+ 3.19% |
$13.9K - $14.8K
|
12.8K
$481K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
384New |
$13.6K - $14.4K
|
384
$14.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
373+ 2.07% |
$13.2K - $14K
|
18.4K
$693K
|
|
|
Aug 08, 2025
Q2 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
355+ 3.59% |
$12.5K - $13.3K
|
10.2K
$386K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
348New |
$12.3K - $13.1K
|
348
$13.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
322+ 1.72% |
$11.4K - $12.1K
|
19.1K
$718K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
310+ 3.19% |
$10.9K - $11.6K
|
10K
$378K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
306New |
$10.8K - $11.5K
|
306
$11.5K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
306New |
$10.8K - $11.5K
|
306
$11.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
299New |
$10.6K - $11.2K
|
299
$11.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
294+ 864.71% |
$10.4K - $11K
|
328
$12.4K
|