Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
3.87M+ 66.0% |
$141M - $145M
|
9.73M
$363M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
660K+ 1026.91% |
$24.1M - $24.8M
|
725K
$27M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
308KNew |
$11.3M - $11.6M
|
308K
$11.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
246K+ 149.21% |
$8.97M - $9.22M
|
410K
$15.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
211KNew |
$7.7M - $7.91M
|
211K
$7.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
113K+ 36.82% |
$4.13M - $4.24M
|
420K
$15.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
105K+ 1895.04% |
$3.85M - $3.96M
|
111K
$4.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
87.4K+ 45.28% |
$3.19M - $3.28M
|
280K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
83.6K+ 33.82% |
$3.05M - $3.14M
|
331K
$12.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
62.8K+ 176.05% |
$2.3M - $2.36M
|
98.5K
$3.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
58.7K+ 3.35% |
$2.14M - $2.2M
|
1.81M
$67.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
54.9K+ 881.33% |
$2M - $2.06M
|
61.1K
$2.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
51.9K+ 32.44% |
$1.89M - $1.95M
|
212K
$7.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
47KNew |
$1.72M - $1.76M
|
47K
$1.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
43.3K+ 738.68% |
$1.58M - $1.62M
|
49.1K
$1.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
37.9KNew |
$1.39M - $1.42M
|
37.9K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
32.9K+ 20.65% |
$1.2M - $1.24M
|
192K
$7.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
30.6KNew |
$1.12M - $1.15M
|
30.6K
$1.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
28.5K+ 25.7% |
$1.04M - $1.07M
|
139K
$5.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
26.3K+ 63.27% |
$961K - $988K
|
67.9K
$2.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
26.1K+ 211.41% |
$953K - $979K
|
38.4K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
23.3KNew |
$853K - $876K
|
23.3K
$871K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.9KNew |
$800K - $821K
|
21.9K
$816K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
20.7K+ 94.32% |
$756K - $777K
|
42.6K
$1.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
19.2KNew |
$701K - $720K
|
19.2K
$715K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
19K+ 14.87% |
$695K - $714K
|
147K
$5.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
19K+ 5.03% |
$693K - $712K
|
396K
$14.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.2KNew |
$665K - $683K
|
18.2K
$679K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
18K+ 63.18% |
$658K - $676K
|
46.5K
$1.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
17.5K+ 186.84% |
$638K - $656K
|
26.8K
$1M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
16.2K+ 9.13% |
$591K - $607K
|
193K
$7.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
15.4KNew |
$563K - $579K
|
15.4K
$575K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.1KNew |
$553K - $568K
|
15.1K
$564K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
14K+ 5.75% |
$511K - $525K
|
257K
$9.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12.6K+ 5.07% |
$461K - $473K
|
261K
$9.75M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
12.1K+ 5.91% |
$443K - $455K
|
217K
$8.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.6K+ 7.47% |
$425K - $436K
|
167K
$6.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
10.9K+ 16.36% |
$398K - $409K
|
77.5K
$2.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
10.6K+ 30.09% |
$389K - $399K
|
46K
$1.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
10.2KNew |
$374K - $385K
|
10.2K
$382K
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
10K+ 6.51% |
$365K - $375K
|
163K
$6.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
9.98K+ 4.84% |
$365K - $375K
|
216K
$8.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.8K+ 0.97% |
$322K - $330K
|
913K
$34.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.21K+ 21.28% |
$300K - $308K
|
46.8K
$1.75M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
7.58K+ 2.98% |
$277K - $284K
|
262K
$9.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
7.5K+ 9.19% |
$274K - $281K
|
89.1K
$3.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
7.2K+ 11.88% |
$263K - $270K
|
67.7K
$2.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
7.17K+ 5.19% |
$262K - $269K
|
145K
$5.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.71K+ 26.64% |
$209K - $214K
|
27.1K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
5.62K+ 6.53% |
$205K - $211K
|
91.6K
$3.42M
|