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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
38.5K+ 7.13% |
$1.43M - $1.46M
|
578K
$21.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.91K+ 5.48% |
$70.8K - $72.1K
|
36.7K
$1.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
5.3K+ 4.13% |
$197K - $201K
|
134K
$4.98M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
5+ 1.89% |
$186 - $189
|
270
$10.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
13.1KNew |
$487K - $496K
|
13.1K
$488K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.24K+ 69.8% |
$157K - $160K
|
10.3K
$384K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
983+ 15.6% |
$36.5K - $37.2K
|
7.29K
$272K
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
23.6K+ 28.38% |
$877K - $894K
|
107K
$3.98M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.94K- 30.0% |
$146K - $149K
|
9.2K
$343K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5- 1.44% |
$186 - $189
|
342
$12.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
117+ 0.43% |
$4.35K - $4.43K
|
27.3K
$1.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
728+ 10.26% |
$27K - $27.6K
|
7.82K
$291K
|
|
|
Nov 03, 2025
Q3 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-1.17K- 13.8% |
$43.5K - $44.3K
|
7.31K
$272K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-343- 1.89% |
$12.7K - $13K
|
17.8K
$663K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.74K- 13.62% |
$64.6K - $65.9K
|
11K
$411K
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
5.99K+ 1.2% |
$222K - $227K
|
505K
$18.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-240K- 72.48% |
$8.92M - $9.09M
|
91.2K
$3.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
21New |
$780 - $795
|
21
$783
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-68.5K- 41.97% |
$2.55M - $2.59M
|
94.8K
$3.53M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-15.2K- 88.64% |
$566K - $577K
|
1.95K
$72.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
937New |
$34.8K - $35.5K
|
937
$34.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
836New |
$31K - $31.6K
|
836
$31.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
13.7K+ 49.83% |
$508K - $518K
|
41.1K
$1.53M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
84K+ 16.85% |
$3.12M - $3.18M
|
583K
$21.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.64K- 4.59% |
$98K - $99.9K
|
54.9K
$2.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.81K- 29.64% |
$142K - $144K
|
9.05K
$337K
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
13K+ 4.3% |
$484K - $493K
|
316K
$11.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-195K- 83.93% |
$7.25M - $7.39M
|
37.4K
$1.39M
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
2.14K+ 6.58% |
$79.6K - $81.1K
|
34.7K
$1.29M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
873+ 8.25% |
$32.4K - $33K
|
11.5K
$427K
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.16K+ 2.91% |
$80.3K - $81.8K
|
76.5K
$2.85M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.66K+ 8.83% |
$136K - $139K
|
45.1K
$1.68M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-150- 0.69% |
$5.57K - $5.68K
|
21.7K
$808K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
41New |
$1.52K - $1.55K
|
41
$1.53K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
591New |
$21.9K - $22.4K
|
591
$22K
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
BUY
|
- |
1.23K+ 0.75% |
$45.5K - $46.4K
|
166K
$6.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-15.7K- 21.85% |
$585K - $596K
|
56.3K
$2.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
14.4K+ 2.55% |
$533K - $544K
|
578K
$21.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
76KNew |
$2.82M - $2.88M
|
76K
$2.83M
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
785K+ 3165.32% |
$29.2M - $29.7M
|
810K
$30.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
SELL
|
- |
-10.6K- 46.9% |
$394K - $401K
|
12K
$447K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
345New |
$12.8K - $13.1K
|
345
$12.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
20.2KNew |
$748K - $763K
|
20.2K
$751K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-2.06K- 7.78% |
$76.7K - $78.1K
|
24.5K
$912K
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-320- 0.72% |
$11.9K - $12.1K
|
44.1K
$1.64M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.6K+ 8.42% |
$729K - $742K
|
252K
$9.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
28.8K+ 2.26% |
$1.07M - $1.09M
|
1.3M
$48.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7.92K+ 17.12% |
$294K - $300K
|
54.2K
$2.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.53K- 5.74% |
$56.8K - $57.9K
|
25.1K
$935K
|
|
|
Oct 29, 2025
Q3 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
19KNew |
$707K - $721K
|
19K
$710K
|
|