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 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.1K- 30.31% |
$264K - $269K
|
16.3K
$608K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
47.2KNew |
$1.75M - $1.79M
|
47.2K
$1.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.34K- 11.76% |
$49.6K - $50.5K
|
10K
$373K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
80K+ 96.42% |
$2.97M - $3.03M
|
163K
$6.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
30.6K+ 12.94% |
$1.14M - $1.16M
|
267K
$9.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
629New |
$23.4K - $23.8K
|
629
$23.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
162K+ 10.55% |
$6.02M - $6.13M
|
1.7M
$63.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
12.6KNew |
$467K - $476K
|
12.6K
$468K
|
|
|
Oct 21, 2025
Q3 2025
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
313K+ 207.78% |
$11.6M - $11.9M
|
464K
$17.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.19K- 7.47% |
$119K - $121K
|
39.5K
$1.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.1KNew |
$377K - $384K
|
10.1K
$378K
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
197K+ 76.43% |
$7.3M - $7.44M
|
454K
$16.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
35.2K+ 125.38% |
$1.31M - $1.33M
|
63.2K
$2.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
249K+ 10.85% |
$9.24M - $9.42M
|
2.54M
$94.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-51.1K- 84.18% |
$1.9M - $1.93M
|
9.6K
$358K
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
BUY
|
- |
10.3K+ 6.45% |
$383K - $391K
|
170K
$6.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
34.5K+ 27.35% |
$1.28M - $1.31M
|
161K
$5.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
SELL
|
- |
-554- 6.56% |
$20.6K - $21K
|
7.89K
$294K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
8.96K+ 17.69% |
$333K - $339K
|
59.6K
$2.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
7New |
$260 - $265
|
7
$261
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-5.06K- 0.42% |
$188K - $191K
|
1.21M
$45M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
1K+ 12.28% |
$37.1K - $37.9K
|
9.14K
$341K
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-3.92M- 33.66% |
$145M - $148M
|
7.72M
$288M
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
2.64K+ 2.85% |
$98K - $99.8K
|
95.3K
$3.55M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-536- 2.55% |
$19.9K - $20.3K
|
20.5K
$764K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
273New |
$10.1K - $10.3K
|
273
$10.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.68KNew |
$211K - $215K
|
5.68K
$212K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-320- 0.88% |
$11.9K - $12.1K
|
36K
$1.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
41New |
$1.52K - $1.55K
|
41
$1.53K
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
5.87KNew |
$218K - $222K
|
5.87K
$219K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
12New |
$446 - $454
|
12
$447
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
82New |
$3.05K - $3.1K
|
82
$3.06K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
11.7K+ 19.88% |
$434K - $443K
|
70.5K
$2.63M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-373K- 65.25% |
$13.9M - $14.1M
|
199K
$7.41M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
388+ 78.38% |
$14.4K - $14.7K
|
883
$32.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
945+ 6.7% |
$35.1K - $35.8K
|
15.1K
$561K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-232- 17.07% |
$8.62K - $8.78K
|
1.13K
$42K
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
15+ 0.14% |
$557 - $568
|
10.6K
$395K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.01K+ 3.13% |
$37.5K - $38.2K
|
33.2K
$1.24M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
74.9K+ 4.38% |
$2.78M - $2.84M
|
1.79M
$66.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
5.67KNew |
$210K - $214K
|
5.67K
$211K
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
BUY
|
- |
10.2K+ 11.95% |
$380K - $388K
|
95.9K
$3.58M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
74New |
$2.75K - $2.8K
|
74
$2.76K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-13- 0.09% |
$483 - $492
|
14.2K
$530K
|
|
|
Oct 16, 2025
Q3 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
21K+ 48.85% |
$780K - $795K
|
64K
$2.38M
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2New |
$74.3 - $75.7
|
2
$74.5
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.09K- 10.25% |
$77.4K - $78.9K
|
18.3K
$681K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-3K- 5.0% |
$111K - $114K
|
57K
$2.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-49.6K- 28.95% |
$1.84M - $1.88M
|
122K
$4.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-176- 1.21% |
$6.54K - $6.66K
|
14.3K
$534K
|
|