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 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
660K+ 1026.91% |
$24.1M - $24.8M
|
725K
$27M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
62.8K+ 176.05% |
$2.3M - $2.36M
|
98.5K
$3.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
58.7K+ 3.35% |
$2.14M - $2.2M
|
1.81M
$67.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
51.9K+ 32.44% |
$1.89M - $1.95M
|
212K
$7.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
47KNew |
$1.72M - $1.76M
|
47K
$1.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
32.9K+ 20.65% |
$1.2M - $1.24M
|
192K
$7.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
30.6KNew |
$1.12M - $1.15M
|
30.6K
$1.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
28.5K+ 25.7% |
$1.04M - $1.07M
|
139K
$5.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
26.3K+ 63.27% |
$961K - $988K
|
67.9K
$2.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
26.1K+ 211.41% |
$953K - $979K
|
38.4K
$1.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.9KNew |
$800K - $821K
|
21.9K
$814K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
20.7K+ 94.32% |
$756K - $777K
|
42.6K
$1.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
19.2KNew |
$701K - $720K
|
19.2K
$714K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
19K+ 14.87% |
$695K - $714K
|
147K
$5.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
19K+ 5.03% |
$693K - $712K
|
396K
$14.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.2KNew |
$665K - $683K
|
18.2K
$677K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
17.5K+ 186.84% |
$638K - $656K
|
26.8K
$998K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
16.2K+ 9.13% |
$591K - $607K
|
193K
$7.2M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.1KNew |
$553K - $568K
|
15.1K
$563K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
14K+ 5.75% |
$511K - $525K
|
257K
$9.56M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
12.1K+ 5.91% |
$443K - $455K
|
217K
$8.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
10.9K+ 16.36% |
$398K - $409K
|
77.5K
$2.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
10.6K+ 30.09% |
$389K - $399K
|
46K
$1.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
10.2KNew |
$374K - $385K
|
10.2K
$381K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
9.98K+ 4.84% |
$365K - $375K
|
216K
$8.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.8K+ 0.97% |
$322K - $330K
|
913K
$34M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.21K+ 21.28% |
$300K - $308K
|
46.8K
$1.74M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
7.58K+ 2.98% |
$277K - $284K
|
262K
$9.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
7.5K+ 9.19% |
$274K - $281K
|
89.1K
$3.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.71K+ 26.64% |
$209K - $214K
|
27.1K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
5.62K+ 6.53% |
$205K - $211K
|
91.6K
$3.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.86K+ 4.15% |
$177K - $182K
|
122K
$4.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4.31K+ 6.74% |
$158K - $162K
|
68.3K
$2.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.15K+ 19.75% |
$152K - $156K
|
25.2K
$937K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
3.61K+ 16.62% |
$132K - $136K
|
25.4K
$944K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.45K+ 28.08% |
$126K - $130K
|
15.7K
$586K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.03K+ 15.85% |
$111K - $114K
|
22.1K
$824K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.96K+ 15.87% |
$108K - $111K
|
21.6K
$805K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.76K+ 31.1% |
$101K - $104K
|
11.6K
$433K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.68K+ 36.48% |
$98.1K - $101K
|
10K
$374K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.64K+ 1.29% |
$96.6K - $99.2K
|
208K
$7.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
2.61K+ 1.54% |
$95.4K - $98K
|
172K
$6.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2.44K+ 9.85% |
$89.2K - $91.6K
|
27.2K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
2.37K+ 1.69% |
$86.6K - $89K
|
143K
$5.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.34K+ 45.64% |
$85.6K - $87.9K
|
7.47K
$278K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.31K+ 4.36% |
$84.4K - $86.7K
|
55.3K
$2.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.89K+ 2.45% |
$69.1K - $71K
|
79.2K
$2.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.54K+ 26.63% |
$56.3K - $57.8K
|
7.32K
$273K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
1.52K+ 1.22% |
$55.6K - $57.1K
|
126K
$4.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.46KNew |
$53.5K - $54.9K
|
1.46K
$54.4K
|