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 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-295- 6.17% |
$10.8K - $11.1K
|
4.49K
$166K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-309- 26.34% |
$11.3K - $11.6K
|
864
$32K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-320- 19.0% |
$11.7K - $12K
|
1.36K
$50.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-326- 11.99% |
$11.9K - $12.2K
|
2.39K
$88.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-443- 4.02% |
$16.2K - $16.6K
|
10.6K
$393K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-480- 1.07% |
$17.5K - $18K
|
44.4K
$1.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-502- 38.85% |
$18.3K - $18.8K
|
790
$29.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-592- 1.24% |
$21.6K - $22.2K
|
47.2K
$1.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-654- 5.81% |
$23.9K - $24.5K
|
10.6K
$393K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-661- 3.39% |
$24.2K - $24.8K
|
18.9K
$699K
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-703- 6.46% |
$25.7K - $26.4K
|
10.2K
$378K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-804- 11.04% |
$29.4K - $30.2K
|
6.48K
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-857- 93.66% |
$31.3K - $32.2K
|
58
$2.15K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-981- 15.7% |
$35.8K - $36.8K
|
5.27K
$195K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.03K- 11.9% |
$37.7K - $38.7K
|
7.64K
$283K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.07K- 4.07% |
$39.1K - $40.2K
|
25.2K
$935K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.13K- 3.72% |
$41.3K - $42.4K
|
29.2K
$1.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.15K- 16.64% |
$42.2K - $43.3K
|
5.78K
$214K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.36K- 7.81% |
$49.7K - $51K
|
16K
$595K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.47K- 18.91% |
$53.9K - $55.3K
|
6.32K
$234K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.62K- 32.53% |
$59.3K - $60.9K
|
3.37K
$125K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.81K- 5.33% |
$66.2K - $68K
|
32.2K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-1.91K- 13.91% |
$69.8K - $71.7K
|
11.8K
$439K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-2.6K- 15.48% |
$95K - $97.6K
|
14.2K
$527K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-2.75K- 12.58% |
$100K - $103K
|
19.1K
$708K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.88K- 11.43% |
$105K - $108K
|
22.3K
$827K
|
|
|
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
$324K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-3.7K- 12.95% |
$135K - $139K
|
24.9K
$923K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.83K- 22.56% |
$140K - $144K
|
13.1K
$487K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-3.87K- 35.0% |
$142K - $145K
|
7.19K
$267K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-4.29K- 6.69% |
$157K - $161K
|
59.8K
$2.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6.46K- 25.05% |
$236K - $242K
|
19.3K
$717K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.11K- 24.77% |
$260K - $267K
|
21.6K
$800K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-7.24K- 4.31% |
$265K - $272K
|
161K
$5.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.41K- 17.0% |
$271K - $278K
|
36.2K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.47K- 0.58% |
$273K - $280K
|
1.29M
$47.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-7.65K- 32.62% |
$279K - $287K
|
15.8K
$586K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8K- 16.97% |
$292K - $300K
|
39.2K
$1.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-8.22K- 37.94% |
$300K - $308K
|
13.4K
$499K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-10K- 0.87% |
$366K - $376K
|
1.14M
$42.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-12.9K- 22.03% |
$471K - $484K
|
45.6K
$1.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-15K- 4.84% |
$548K - $563K
|
295K
$10.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-15.2K- 5.94% |
$554K - $569K
|
240K
$8.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-21.1K- 32.47% |
$772K - $792K
|
43.9K
$1.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-22.9K- 2.29% |
$836K - $858K
|
976K
$36.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
SELL
|
- |
-24K- 21.38% |
$876K - $900K
|
88.2K
$3.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-24K- 60.01% |
$877K - $901K
|
16K
$593K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-34.3K- 12.09% |
$1.25M - $1.29M
|
250K
$9.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-68K- 73.53% |
$2.48M - $2.55M
|
24.5K
$907K
|