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 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-981- 15.7% |
$35.8K - $36.8K
|
5.27K
$195K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-985- 7.9% |
$36K - $37K
|
11.5K
$425K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.03K- 11.9% |
$37.7K - $38.7K
|
7.64K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.05K- 9.89% |
$38.4K - $39.4K
|
9.58K
$355K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.07K- 4.07% |
$39.1K - $40.2K
|
25.2K
$933K
|
|
|
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
$594K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.38K- 1.35% |
$50.4K - $51.7K
|
101K
$3.73M
|
|
|
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
$438K
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.16K- 17.87% |
$79K - $81.1K
|
9.93K
$368K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-2.19K- 2.08% |
$80.1K - $82.3K
|
103K
$3.82M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-2.5K- 18.87% |
$91.2K - $93.7K
|
10.7K
$398K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-2.6K- 15.48% |
$95K - $97.6K
|
14.2K
$526K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.64K- 10.61% |
$96.6K - $99.2K
|
22.3K
$825K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-2.75K- 12.58% |
$100K - $103K
|
19.1K
$707K
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.87K- 2.46% |
$105K - $108K
|
114K
$4.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.88K- 11.43% |
$105K - $108K
|
22.3K
$826K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-3.39K- 12.98% |
$124K - $127K
|
22.7K
$842K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.47K- 9.03% |
$127K - $130K
|
34.9K
$1.29M
|
|
|
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
$922K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.72K- 22.4% |
$136K - $139K
|
12.9K
$476K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-3.78K- 23.85% |
$138K - $142K
|
12.1K
$446K
|
|
|
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
$266K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-4.29K- 6.69% |
$157K - $161K
|
59.8K
$2.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.54K- 5.13% |
$166K - $170K
|
84K
$3.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.84K- 7.75% |
$177K - $182K
|
57.7K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.87K- 0.11% |
$178K - $183K
|
4.56M
$169M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.44K- 7.66% |
$199K - $204K
|
65.5K
$2.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-5.93K- 85.48% |
$217K - $222K
|
1.01K
$37.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6.46K- 25.05% |
$236K - $242K
|
19.3K
$716K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.11K- 24.77% |
$260K - $267K
|
21.6K
$799K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-7.24K- 4.31% |
$265K - $272K
|
161K
$5.94M
|
|
|
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
$47.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-7.65K- 32.62% |
$279K - $287K
|
15.8K
$585K
|
|
|
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
$498K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-8.9K- 47.97% |
$325K - $334K
|
9.65K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-9.47K- 11.74% |
$346K - $355K
|
71.2K
$2.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-10K- 0.87% |
$366K - $376K
|
1.14M
$42.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.4K- 2.0% |
$379K - $389K
|
509K
$18.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-10.7K- 6.45% |
$392K - $403K
|
156K
$5.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-12.1K- 13.07% |
$441K - $452K
|
80.2K
$2.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-12.3K- 6.93% |
$450K - $463K
|
166K
$6.13M
|