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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.46K+ 13.13% |
$90K - $92.4K
|
21.2K
$787K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
2.46KNew |
$89.9K - $92.4K
|
2.46K
$91.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2.44K+ 9.85% |
$89.2K - $91.6K
|
27.2K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.37K+ 3.61% |
$86.7K - $89K
|
68K
$2.52M
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
2.37K+ 1.69% |
$86.6K - $89K
|
143K
$5.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.34K+ 45.64% |
$85.6K - $87.9K
|
7.47K
$277K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.31K+ 4.36% |
$84.4K - $86.7K
|
55.3K
$2.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.2K+ 5.34% |
$80.2K - $82.4K
|
43.3K
$1.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.2K+ 1.17% |
$80.2K - $82.4K
|
191K
$7.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.14K+ 6.9% |
$78K - $80.1K
|
33.1K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
2.09K+ 1.04% |
$76.5K - $78.6K
|
203K
$7.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
2.07K+ 3.07% |
$75.5K - $77.5K
|
69.3K
$2.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.02K+ 4.13% |
$74K - $76K
|
51K
$1.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.91K+ 2.86% |
$69.6K - $71.5K
|
68.5K
$2.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.89K+ 2.45% |
$69.1K - $71K
|
79.2K
$2.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.88KNew |
$68.7K - $70.6K
|
1.88K
$69.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.72KNew |
$62.8K - $64.5K
|
1.72K
$63.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.54K+ 2.94% |
$56.3K - $57.9K
|
54K
$2M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.54K+ 26.63% |
$56.3K - $57.8K
|
7.32K
$272K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.53K+ 149.61% |
$55.9K - $57.4K
|
2.55K
$94.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
1.52K+ 1.22% |
$55.6K - $57.1K
|
126K
$4.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.46KNew |
$53.5K - $54.9K
|
1.46K
$54.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.32K+ 5.85% |
$48.2K - $49.5K
|
23.9K
$885K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.26K+ 64.37% |
$46.1K - $47.3K
|
3.22K
$119K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.24KNew |
$45.4K - $46.6K
|
1.24K
$46.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.21K+ 3.45% |
$44.2K - $45.4K
|
36.3K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
1.19KNew |
$43.4K - $44.6K
|
1.19K
$44.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.07KNew |
$39K - $40K
|
1.07K
$39.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.06K+ 14.24% |
$38.7K - $39.7K
|
8.49K
$315K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.06K+ 26400.0% |
$38.6K - $39.6K
|
1.06K
$39.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
1.03K+ 12.89% |
$37.5K - $38.5K
|
8.98K
$333K
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
864+ 6.09% |
$31.6K - $32.4K
|
15.1K
$559K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
835+ 8.48% |
$30.5K - $31.3K
|
10.7K
$396K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
801New |
$29.3K - $30.1K
|
801
$29.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
775+ 49.55% |
$28.3K - $29.1K
|
2.34K
$86.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
678+ 12.61% |
$24.8K - $25.4K
|
6.05K
$225K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
672+ 2.33% |
$24.6K - $25.2K
|
29.5K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
553New |
$20.2K - $20.8K
|
553
$20.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
509+ 0.84% |
$18.6K - $19.1K
|
61.3K
$2.27M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
437New |
$16K - $16.4K
|
437
$16.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
431+ 1.97% |
$15.7K - $16.2K
|
22.3K
$827K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
423+ 19.42% |
$15.5K - $15.9K
|
2.6K
$96.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
375New |
$13.7K - $14.1K
|
375
$13.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
364New |
$13.3K - $13.7K
|
364
$13.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
315+ 0.72% |
$11.5K - $11.8K
|
44.1K
$1.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
286+ 1.71% |
$10.5K - $10.7K
|
17K
$631K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
275New |
$10K - $10.3K
|
275
$10.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
269New |
$9.83K - $10.1K
|
269
$9.98K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
266New |
$9.72K - $9.98K
|
266
$9.87K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
202+ 0.12% |
$7.38K - $7.58K
|
175K
$6.49M
|