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 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
297New |
$11K - $11.2K
|
297
$11.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
9.55K+ 5.69% |
$355K - $362K
|
177K
$6.61M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
113+ 1.43% |
$4.2K - $4.28K
|
8K
$298K
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
45K+ 11.25% |
$1.67M - $1.7M
|
445K
$16.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-383- 4.91% |
$14.2K - $14.5K
|
7.42K
$277K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-118- 5.28% |
$4.38K - $4.47K
|
2.12K
$78.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
139+ 1.66% |
$5.16K - $5.26K
|
8.52K
$318K
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.97K- 12.94% |
$110K - $112K
|
20K
$744K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.89KNew |
$367K - $374K
|
9.89K
$368K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.11K+ 1.88% |
$41.1K - $41.9K
|
60K
$2.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
134K+ 3.01% |
$4.97M - $5.07M
|
4.58M
$171M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-1.48K- 5.47% |
$54.9K - $55.9K
|
25.5K
$951K
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1K+ 2.57% |
$37.1K - $37.9K
|
40K
$1.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-94- 1.88% |
$3.49K - $3.56K
|
4.91K
$183K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.58KNew |
$58.7K - $59.8K
|
1.58K
$58.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
33.5K+ 41.9% |
$1.25M - $1.27M
|
114K
$4.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
682+ 5.44% |
$25.3K - $25.8K
|
13.2K
$493K
|
|
|
Oct 27, 2025
Q3 2025
|
Q3 Asset Management
|
BUY
|
- |
63.1KNew |
$2.34M - $2.39M
|
63.1K
$2.35M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-742K- 74.0% |
$27.6M - $28.1M
|
261K
$9.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
7.23KNew |
$269K - $274K
|
7.23K
$270K
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-3.52K- 8.95% |
$131K - $133K
|
35.8K
$1.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
20.4KNew |
$759K - $773K
|
20.4K
$761K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5.58K+ 6.38% |
$207K - $211K
|
93.1K
$3.47M
|
|
|
Oct 27, 2025
Q3 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
51.4K+ 4.84% |
$1.91M - $1.94M
|
1.11M
$41.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
235+ 2.39% |
$8.73K - $8.89K
|
10.1K
$375K
|
|
|
Oct 27, 2025
Q3 2025
|
Japan Science & Technology Agency
Tokyo, M0 |
BUY
|
- |
4M+ 45.35% |
$149M - $151M
|
12.8M
$478M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 12.07% |
$260 - $265
|
65
$2.42K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-50- 3.56% |
$1.86K - $1.89K
|
1.35K
$50.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
27.7K+ 5.29% |
$1.03M - $1.05M
|
551K
$20.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
12.7KNew |
$473K - $482K
|
12.7K
$474K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2+ 0.19% |
$74.3 - $75.7
|
1.05K
$39K
|
|
|
Oct 24, 2025
Q3 2025
|
Toews Corp
|
BUY
|
- |
151K+ 2.46% |
$5.61M - $5.72M
|
6.3M
$235M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
88.6K+ 1170.35% |
$3.29M - $3.36M
|
96.2K
$3.59M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-29.1K- 35.22% |
$1.08M - $1.1M
|
53.5K
$1.99M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
25.3K+ 28.53% |
$939K - $957K
|
114K
$4.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-157- 1.24% |
$5.83K - $5.94K
|
12.5K
$468K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
1.16K+ 640.88% |
$43.1K - $43.9K
|
1.34K
$50K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.73K- 1.75% |
$64.3K - $65.5K
|
97K
$3.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.04K+ 12.81% |
$150K - $153K
|
35.6K
$1.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.32M- 98.0% |
$49.1M - $50.1M
|
26.9K
$1M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.35K+ 15.23% |
$50.1K - $51.1K
|
10.2K
$381K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
17.9K+ 5.32% |
$666K - $679K
|
355K
$13.2M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
101+ 1.72% |
$3.75K - $3.82K
|
5.96K
$222K
|
|
|
Oct 23, 2025
Q3 2025
|
Farnam Financial LLC
Phoenix, AZ |
SELL
|
- |
-383- 4.76% |
$14.2K - $14.5K
|
7.66K
$285K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-3.28K- 10.37% |
$122K - $124K
|
28.3K
$1.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
182K+ 37.36% |
$6.77M - $6.9M
|
670K
$25M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-40.9K- 38.73% |
$1.52M - $1.55M
|
64.7K
$2.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-129- 2.17% |
$4.79K - $4.88K
|
5.81K
$216K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
209+ 3.45% |
$7.76K - $7.91K
|
6.27K
$233K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
12.3KNew |
$455K - $464K
|
12.3K
$457K
|
|