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 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
3.61K+ 16.62% |
$132K - $136K
|
25.4K
$939K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.45K+ 28.08% |
$126K - $130K
|
15.7K
$583K
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
3.04K+ 1.8% |
$111K - $114K
|
172K
$6.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
3.03K+ 47.2% |
$111K - $114K
|
9.46K
$350K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.03K+ 15.85% |
$111K - $114K
|
22.1K
$820K
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.99K+ 6.17% |
$109K - $112K
|
51.4K
$1.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.96K+ 15.87% |
$108K - $111K
|
21.6K
$801K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.85K+ 488.01% |
$104K - $107K
|
3.43K
$127K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.76K+ 31.1% |
$101K - $104K
|
11.6K
$431K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.68K+ 36.48% |
$98.1K - $101K
|
10K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.68K+ 7.04% |
$98K - $101K
|
40.8K
$1.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.64K+ 1.29% |
$96.6K - $99.2K
|
208K
$7.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
2.61K+ 1.54% |
$95.4K - $98K
|
172K
$6.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
2.51K+ 19.98% |
$91.6K - $94.1K
|
15.1K
$558K
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
2.51K+ 19.98% |
$91.6K - $94.1K
|
15.1K
$558K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.5K+ 23.66% |
$91.3K - $93.8K
|
13.1K
$484K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.46K+ 13.13% |
$90K - $92.4K
|
21.2K
$786K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
2.46KNew |
$89.9K - $92.4K
|
2.46K
$91.1K
|
|
|
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
$5.29M
|
|
|
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
$1.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.2K+ 1.17% |
$80.2K - $82.4K
|
191K
$7.06M
|
|
|
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
$7.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
2.07K+ 3.07% |
$75.5K - $77.5K
|
69.3K
$2.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
2.04K+ 3.73% |
$74.7K - $76.7K
|
56.8K
$2.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.02K+ 4.13% |
$74K - $76K
|
51K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.98K+ 37.07% |
$72.2K - $74.2K
|
7.31K
$271K
|
|
|
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
$2.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.88KNew |
$68.7K - $70.6K
|
1.88K
$69.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.84KNew |
$67.2K - $69.1K
|
1.84K
$68.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.72KNew |
$62.8K - $64.5K
|
1.72K
$63.7K
|
|
|
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
$271K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.53K+ 149.61% |
$55.9K - $57.4K
|
2.55K
$94.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
1.52K+ 1.22% |
$55.6K - $57.1K
|
126K
$4.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.46KNew |
$53.5K - $54.9K
|
1.46K
$54.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.4KNew |
$51.2K - $52.5K
|
1.4K
$51.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.34K+ 37.51% |
$48.9K - $50.3K
|
4.91K
$182K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.32K+ 5.85% |
$48.2K - $49.5K
|
23.9K
$883K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.29KNew |
$47.1K - $48.3K
|
1.29K
$47.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.26K+ 64.37% |
$46.1K - $47.3K
|
3.22K
$119K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.25K+ 115.76% |
$45.6K - $46.9K
|
2.33K
$86.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.24KNew |
$45.4K - $46.6K
|
1.24K
$46K
|
|
|
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
$44K
|