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 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-486- 40.91% |
$17.2K - $18.2K
|
702
$26.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-539- 0.89% |
$19K - $20.2K
|
60.3K
$2.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-573- 62.28% |
$20.2K - $21.5K
|
347
$13.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Farnam Financial LLC
Phoenix, AZ |
SELL
|
- |
-574- 6.66% |
$20.3K - $21.5K
|
8.04K
$303K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-629- 23.84% |
$22.2K - $23.6K
|
2.01K
$75.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-644- 8.77% |
$22.7K - $24.2K
|
6.7K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-658- 2.29% |
$23.2K - $24.7K
|
28K
$1.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-667- 90.75% |
$23.5K - $25K
|
68
$2.56K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-683- 10.12% |
$24.1K - $25.6K
|
6.07K
$229K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-712- 13.73% |
$25.1K - $26.7K
|
4.47K
$169K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-718- 81.41% |
$25.3K - $26.9K
|
164
$6.18K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-758- 3.15% |
$26.8K - $28.4K
|
23.3K
$879K
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-866- 2.47% |
$30.6K - $32.5K
|
34.2K
$1.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-944- 0.63% |
$33.3K - $35.4K
|
148K
$5.58M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-980- 82.08% |
$34.6K - $36.8K
|
214
$8.07K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1K- 12.35% |
$35.3K - $37.5K
|
7.1K
$268K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.1K- 34.13% |
$38.8K - $41.2K
|
2.12K
$79.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-1.1K- 12.19% |
$39K - $41.4K
|
7.95K
$300K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.15K- 15.78% |
$40.6K - $43.2K
|
6.15K
$232K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.17K- 45.52% |
$41.4K - $44K
|
1.4K
$52.9K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.2K- 2.63% |
$42.4K - $45K
|
44.4K
$1.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.26K- 83.78% |
$44.3K - $47.1K
|
243
$9.16K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.29K- 5.94% |
$45.4K - $48.2K
|
20.3K
$767K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.3K- 5.62% |
$45.9K - $48.7K
|
21.8K
$822K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.8K- 4.93% |
$63.6K - $67.6K
|
34.8K
$1.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.99K- 13.39% |
$70.2K - $74.6K
|
12.9K
$485K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.12K- 7.25% |
$74.9K - $79.6K
|
27.2K
$1.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.19K- 1.31% |
$77.4K - $82.3K
|
165K
$6.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.28K- 7.22% |
$80.3K - $85.3K
|
29.2K
$1.1M
|
|
|
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
$723K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.43K- 17.97% |
$85.8K - $91.2K
|
11.1K
$418K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.5K- 30.16% |
$88.1K - $93.6K
|
5.78K
$218K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.59K- 32.27% |
$91.6K - $97.3K
|
5.45K
$205K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.76K- 19.57% |
$97.5K - $104K
|
11.4K
$428K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.86K- 8.61% |
$101K - $107K
|
30.4K
$1.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-2.94K- 23.26% |
$104K - $110K
|
9.69K
$365K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-2.95K- 1.29% |
$104K - $111K
|
226K
$8.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.98K- 26.79% |
$105K - $112K
|
8.15K
$307K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.05K- 3.27% |
$108K - $114K
|
90.1K
$3.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.11K- 9.12% |
$110K - $117K
|
31K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-3.12K- 3.26% |
$110K - $117K
|
92.5K
$3.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-3.28K- 0.8% |
$116K - $123K
|
406K
$15.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.4K- 16.45% |
$120K - $128K
|
17.3K
$651K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-3.41K- 7.23% |
$120K - $128K
|
43.7K
$1.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.52K- 1.37% |
$124K - $132K
|
254K
$9.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-4.6K- 24.08% |
$162K - $173K
|
14.5K
$547K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-4.62K- 23.71% |
$163K - $173K
|
14.9K
$560K
|
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-4.91K- 2.9% |
$173K - $184K
|
164K
$6.2M
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-5.04K- 4.35% |
$178K - $189K
|
111K
$4.17M
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-5.04K- 31.62% |
$178K - $189K
|
10.9K
$411K
|