Latest Institutional Transactions on Ishares Tr Broad Usd High Yiel (USHY)
This table provides information on the latest institutional transactions involving Ishares Tr Broad Usd High Yiel (USHY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.79K- 31.03% |
$104K - $106K
|
6.21K
$231K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
996+ 0.61% |
$37K - $37.7K
|
163K
$6.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-15.2K- 22.16% |
$564K - $575K
|
53.3K
$1.99M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-334- 3.33% |
$12.4K - $12.6K
|
9.69K
$361K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
4.14K+ 33.22% |
$154K - $157K
|
16.6K
$619K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.06K+ 24.23% |
$151K - $154K
|
20.8K
$775K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.41K+ 11.39% |
$201K - $205K
|
52.9K
$1.97M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
16K+ 1.05% |
$593K - $605K
|
1.54M
$57.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
50.1K+ 117.61% |
$1.86M - $1.9M
|
92.8K
$3.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
662+ 2.11% |
$24.6K - $25.1K
|
32.1K
$1.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
6.16K+ 19.29% |
$229K - $233K
|
38.1K
$1.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.67K+ 6.73% |
$248K - $252K
|
106K
$3.94M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.67KNew |
$248K - $252K
|
6.67K
$249K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
4.27K+ 33.05% |
$159K - $162K
|
17.2K
$641K
|
|
|
Oct 14, 2025
Q3 2025
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
1.34K+ 8.97% |
$49.6K - $50.5K
|
16.2K
$604K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
26+ 1.7% |
$966 - $984
|
1.55K
$57.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.68K+ 86.99% |
$323K - $329K
|
18.7K
$696K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
133+ 38.22% |
$4.94K - $5.03K
|
481
$17.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
SELL
|
- |
-369- 0.29% |
$13.7K - $14K
|
127K
$4.74M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-4.19K- 95.25% |
$156K - $159K
|
209
$7.79K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5.42K- 95.64% |
$201K - $205K
|
247
$9.21K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
179New |
$6.65K - $6.78K
|
179
$6.67K
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
1.6K+ 0.58% |
$59.5K - $60.6K
|
277K
$10.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-302- 0.31% |
$11.2K - $11.4K
|
97.5K
$3.63M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
21.6K+ 8.52% |
$804K - $819K
|
276K
$10.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
10.3K+ 6.94% |
$381K - $389K
|
158K
$5.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6.88KNew |
$256K - $261K
|
6.88K
$257K
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
4.12K+ 5.55% |
$153K - $156K
|
78.5K
$2.92M
|
|
|
Oct 09, 2025
Q3 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-135- 2.01% |
$5.01K - $5.11K
|
6.57K
$245K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
75New |
$2.79K - $2.84K
|
75
$2.8K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
36KNew |
$1.34M - $1.36M
|
36K
$1.34M
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
5.78KNew |
$215K - $219K
|
5.78K
$216K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
50+ 1.74% |
$1.86K - $1.89K
|
2.92K
$109K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.35K+ 17.61% |
$199K - $202K
|
35.7K
$1.33M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.62K+ 8.05% |
$60.2K - $61.4K
|
21.8K
$811K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
16.2K+ 3.98% |
$601K - $613K
|
423K
$15.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
9.6KNew |
$356K - $363K
|
9.6K
$358K
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
47New |
$1.75K - $1.78K
|
47
$1.75K
|
|
|
Oct 07, 2025
Q3 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
123+ 0.39% |
$4.57K - $4.66K
|
31.3K
$1.17M
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-15.4K- 6.13% |
$573K - $584K
|
236K
$8.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
1.6K+ 15.12% |
$59.5K - $60.6K
|
12.2K
$454K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.72K+ 2.13% |
$63.8K - $65K
|
82.4K
$3.07M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
44.7K+ 19.95% |
$1.66M - $1.69M
|
269K
$10M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
5.82K+ 17.42% |
$216K - $220K
|
39.2K
$1.46M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
34.8K+ 13.25% |
$1.29M - $1.32M
|
297K
$11.1M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
27.3K+ 3.1% |
$1.01M - $1.03M
|
907K
$33.8M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
217+ 217.0% |
$8.06K - $8.21K
|
317
$11.8K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.37M+ 206.92% |
$83.6M - $88.8M
|
3.51M
$131M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
10.5KNew |
$370K - $393K
|
10.5K
$391K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
306New |
$10.8K - $11.5K
|
306
$11.4K
|
|