Purchases and Sales Made in Q1 2025 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-39- 30.47% |
$3.06K - $3.12K
|
89
$7.08K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-40- 56.34% |
$3.14K - $3.2K
|
31
$2.47K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-40- 0.21% |
$3.14K - $3.2K
|
19K
$1.51M
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-40- 0.44% |
$3.14K - $3.2K
|
9.11K
$725K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-43- 0.1% |
$3.38K - $3.44K
|
41.2K
$3.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-44- 0.74% |
$3.45K - $3.52K
|
5.92K
$471K
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-45- 9.47% |
$3.53K - $3.6K
|
430
$34.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-46- 1.29% |
$3.61K - $3.69K
|
3.52K
$280K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-58- 5.6% |
$4.55K - $4.65K
|
978
$77.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-61- 0.22% |
$4.79K - $4.89K
|
27.5K
$2.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-62- 1.4% |
$4.87K - $4.97K
|
4.38K
$349K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-64- 1.13% |
$5.02K - $5.13K
|
5.61K
$446K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-67- 0.14% |
$5.26K - $5.37K
|
49K
$3.9M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-68- 9.71% |
$5.34K - $5.45K
|
632
$50.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-75- 1.52% |
$5.89K - $6.01K
|
4.88K
$388K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-75- 0.52% |
$5.89K - $6.01K
|
14.2K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-76- 1.21% |
$5.97K - $6.09K
|
6.2K
$494K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-77- 0.83% |
$6.05K - $6.17K
|
9.2K
$732K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-78- 2.22% |
$6.12K - $6.25K
|
3.44K
$273K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-80- 17.74% |
$6.28K - $6.41K
|
371
$29.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-80- 2.25% |
$6.28K - $6.41K
|
3.47K
$276K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-83- 0.68% |
$6.52K - $6.65K
|
12.1K
$962K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-83- 1.39% |
$6.52K - $6.65K
|
5.89K
$469K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-90- 2.21% |
$7.07K - $7.21K
|
3.98K
$316K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-92- 39.48% |
$7.22K - $7.37K
|
141
$11.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-93- 0.65% |
$7.3K - $7.45K
|
14.2K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-94- 5.41% |
$7.38K - $7.53K
|
1.64K
$131K
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-97- 3.18% |
$7.62K - $7.77K
|
2.95K
$235K
|
|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-100- 0.48% |
$7.85K - $8.01K
|
20.6K
$1.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-100- 4.08% |
$7.85K - $8.01K
|
2.35K
$187K
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-100- 8.33% |
$7.85K - $8.01K
|
1.1K
$87.5K
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
SELL
|
- |
-100- 3.44% |
$7.85K - $8.01K
|
2.81K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-100- 0.1% |
$7.85K - $8.01K
|
98.5K
$7.84M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-103- 2.79% |
$8.09K - $8.25K
|
3.59K
$285K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-108- 84.38% |
$8.48K - $8.65K
|
20
$1.59K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-109- 11.4% |
$8.56K - $8.73K
|
847
$67.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-109- 0.64% |
$8.56K - $8.73K
|
17K
$1.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-110- 3.93% |
$8.64K - $8.81K
|
2.69K
$214K
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
SELL
|
- |
-110- 0.28% |
$8.64K - $8.81K
|
39.8K
$3.17M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-124- 31.63% |
$9.74K - $9.93K
|
268
$21.3K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-125- 2.67% |
$9.81K - $10K
|
4.55K
$362K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-127- 4.57% |
$9.97K - $10.2K
|
2.65K
$211K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-129- 1.07% |
$10.1K - $10.3K
|
11.9K
$950K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-131- 57.96% |
$10.3K - $10.5K
|
95
$7.56K
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-132- 0.1% |
$10.4K - $10.6K
|
138K
$11M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-136- 12.36% |
$10.7K - $10.9K
|
964
$76.7K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-137- 58.05% |
$10.8K - $11K
|
99
$7.88K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-141- 3.65% |
$11.1K - $11.3K
|
3.72K
$296K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-142- 1.94% |
$11.1K - $11.4K
|
7.18K
$571K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-145- 22.1% |
$11.4K - $11.6K
|
511
$40.7K
|