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
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-857- 93.66% |
$31.3K - $32.2K
|
58
$2.16K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-981- 15.7% |
$35.8K - $36.8K
|
5.27K
$196K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.03K- 11.9% |
$37.7K - $38.7K
|
7.64K
$285K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.07K- 4.07% |
$39.1K - $40.2K
|
25.2K
$940K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.15K- 16.64% |
$42.2K - $43.3K
|
5.78K
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.47K- 18.91% |
$53.9K - $55.3K
|
6.32K
$236K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.62K- 32.53% |
$59.3K - $60.9K
|
3.37K
$126K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.81K- 5.33% |
$66.2K - $68K
|
32.2K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.91K- 13.91% |
$69.8K - $71.7K
|
11.8K
$441K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-2.6K- 15.48% |
$95K - $97.6K
|
14.2K
$530K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-2.75K- 12.58% |
$100K - $103K
|
19.1K
$712K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.88K- 11.43% |
$105K - $108K
|
22.3K
$831K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.47K- 9.03% |
$127K - $130K
|
34.9K
$1.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-3.52K- 28.71% |
$129K - $132K
|
8.74K
$326K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-3.7K- 12.95% |
$135K - $139K
|
24.9K
$928K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.83K- 22.56% |
$140K - $144K
|
13.1K
$490K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6.46K- 25.05% |
$236K - $242K
|
19.3K
$721K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.11K- 24.77% |
$260K - $267K
|
21.6K
$805K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-7.24K- 4.31% |
$265K - $272K
|
161K
$5.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.41K- 17.0% |
$271K - $278K
|
36.2K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-7.65K- 32.62% |
$279K - $287K
|
15.8K
$589K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-8.22K- 37.94% |
$300K - $308K
|
13.4K
$501K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-12.9K- 22.03% |
$471K - $484K
|
45.6K
$1.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-15K- 4.84% |
$548K - $563K
|
295K
$11M
|
|
|
Jan 15, 2025
Q4 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-15.2K- 5.94% |
$554K - $569K
|
240K
$8.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
SELL
|
- |
-24K- 21.38% |
$876K - $900K
|
88.2K
$3.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-68K- 73.53% |
$2.48M - $2.55M
|
24.5K
$912K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-205K- 97.28% |
$7.49M - $7.69M
|
5.73K
$214K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-307K- 90.21% |
$11.2M - $11.5M
|
33.3K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-318K- 16.82% |
$11.6M - $11.9M
|
1.57M
$58.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-326K- 18.91% |
$11.9M - $12.2M
|
1.4M
$52.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-500K- 23.68% |
$18.3M - $18.8M
|
1.61M
$60.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-865K- 50.42% |
$31.6M - $32.5M
|
851K
$31.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-1.08M- 91.09% |
$39.3M - $40.4M
|
105K
$3.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Japan Science & Technology Agency
Tokyo, M0 |
SELL
|
- |
-2.31M- 20.76% |
$84.4M - $86.7M
|
8.82M
$329M
|