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 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.07K+ 0.88% |
$39.1K - $40.2K
|
123K
$4.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.07KNew |
$39K - $40K
|
1.07K
$39.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.06K+ 14.24% |
$38.7K - $39.7K
|
8.49K
$314K
|
|
|
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
$332K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.02K+ 132.08% |
$37.2K - $38.2K
|
1.79K
$66.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
885+ 0.49% |
$32.3K - $33.2K
|
183K
$6.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
864+ 6.09% |
$31.6K - $32.4K
|
15.1K
$558K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
835+ 8.48% |
$30.5K - $31.3K
|
10.7K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
804+ 0.3% |
$29.4K - $30.2K
|
267K
$9.89M
|
|
|
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
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
781+ 0.18% |
$28.5K - $29.3K
|
439K
$16.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
779New |
$28.5K - $29.2K
|
779
$28.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
775+ 49.55% |
$28.3K - $29.1K
|
2.34K
$86.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
678+ 12.61% |
$24.8K - $25.4K
|
6.05K
$224K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
672+ 2.33% |
$24.6K - $25.2K
|
29.5K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
655New |
$23.9K - $24.6K
|
655
$24.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
553New |
$20.2K - $20.8K
|
553
$20.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
532+ 3.67% |
$19.4K - $20K
|
15K
$557K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
526+ 1.58% |
$19.2K - $19.7K
|
33.8K
$1.25M
|
|
|
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
$826K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
428+ 0.55% |
$15.6K - $16.1K
|
78.4K
$2.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
423+ 19.42% |
$15.5K - $15.9K
|
2.6K
$96.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
422New |
$15.4K - $15.8K
|
422
$15.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
417+ 3.23% |
$15.2K - $15.7K
|
13.3K
$493K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
403New |
$14.7K - $15.1K
|
403
$14.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
392+ 4.75% |
$14.3K - $14.7K
|
8.64K
$320K
|
|
|
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
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
352+ 2.47% |
$12.9K - $13.2K
|
14.6K
$541K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
322New |
$11.8K - $12.1K
|
322
$11.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
315+ 0.72% |
$11.5K - $11.8K
|
44.1K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
302+ 3.59% |
$11K - $11.3K
|
8.7K
$322K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
286+ 1.71% |
$10.5K - $10.7K
|
17K
$630K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
277+ 4.03% |
$10.1K - $10.4K
|
7.14K
$265K
|
|
|
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
$9.96K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
266New |
$9.72K - $9.98K
|
266
$9.85K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
236New |
$8.62K - $8.86K
|
236
$8.74K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
202+ 0.12% |
$7.38K - $7.58K
|
175K
$6.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
196New |
$7.16K - $7.36K
|
196
$7.26K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
176New |
$6.43K - $6.61K
|
176
$6.52K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
171+ 7.91% |
$6.25K - $6.42K
|
2.33K
$86.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
158New |
$5.77K - $5.93K
|
158
$5.85K
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
151+ 2.33% |
$5.52K - $5.67K
|
6.64K
$246K
|
|
|
Feb 12, 2025
Q4 2024
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
149New |
$5.44K - $5.59K
|
149
$5.52K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
149+ 2.63% |
$5.44K - $5.59K
|
5.81K
$215K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
133+ 1.51% |
$4.86K - $4.99K
|
8.97K
$332K
|