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 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-149- 0.64% |
$11.7K - $11.9K
|
23K
$1.83M
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-150- 2.05% |
$11.8K - $12K
|
7.16K
$570K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-152- 2.9% |
$11.9K - $12.2K
|
5.1K
$406K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-154- 3.87% |
$12.1K - $12.3K
|
3.82K
$304K
|
|
|
Apr 22, 2025
Q1 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
SELL
|
- |
-160- 1.2% |
$12.6K - $12.8K
|
13.2K
$1.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-164- 0.3% |
$12.9K - $13.1K
|
53.8K
$4.28M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-174- 3.18% |
$13.7K - $13.9K
|
5.29K
$421K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-186- 6.11% |
$14.6K - $14.9K
|
2.86K
$228K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-187- 4.52% |
$14.7K - $15K
|
3.95K
$314K
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-200- 4.59% |
$15.7K - $16K
|
4.16K
$331K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-206- 2.14% |
$16.2K - $16.5K
|
9.42K
$749K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-207- 2.4% |
$16.3K - $16.6K
|
8.44K
$671K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-209- 30.42% |
$16.4K - $16.7K
|
478
$38K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-214- 1.41% |
$16.8K - $17.1K
|
14.9K
$1.19M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-216- 4.82% |
$17K - $17.3K
|
4.27K
$339K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-220- 3.12% |
$17.3K - $17.6K
|
6.84K
$544K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-228- 3.66% |
$17.9K - $18.3K
|
6K
$477K
|
|
|
May 08, 2025
Q1 2025
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-264- 2.75% |
$20.7K - $21.1K
|
9.35K
$744K
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
SELL
|
- |
-264- 0.85% |
$20.7K - $21.1K
|
30.8K
$2.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-265- 3.94% |
$20.8K - $21.2K
|
6.46K
$514K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-277- 1.97% |
$21.7K - $22.2K
|
13.8K
$1.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-284- 6.66% |
$22.3K - $22.8K
|
3.98K
$317K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-296- 9.46% |
$23.2K - $23.7K
|
2.83K
$226K
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-300- 3.81% |
$23.6K - $24K
|
7.57K
$603K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-302- 1.04% |
$23.7K - $24.2K
|
28.7K
$2.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-312- 3.35% |
$24.5K - $25K
|
8.99K
$715K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-315- 2.84% |
$24.7K - $25.2K
|
10.8K
$857K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-317- 5.01% |
$24.9K - $25.4K
|
6.02K
$479K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-321- 17.76% |
$25.2K - $25.7K
|
1.49K
$118K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-325- 4.15% |
$25.5K - $26K
|
7.51K
$597K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-330- 6.99% |
$25.9K - $26.4K
|
4.39K
$349K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-338- 6.79% |
$26.5K - $27.1K
|
4.64K
$369K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-350- 8.88% |
$27.5K - $28K
|
3.59K
$286K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-363- 1.19% |
$28.5K - $29.1K
|
30.1K
$2.4M
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-371- 8.67% |
$29.1K - $29.7K
|
3.91K
$311K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-374- 0.57% |
$29.4K - $30K
|
65K
$5.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-375- 3.17% |
$29.4K - $30K
|
11.5K
$912K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-384- 4.48% |
$30.1K - $30.8K
|
8.18K
$651K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-407- 0.51% |
$32K - $32.6K
|
79.7K
$6.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-415- 16.1% |
$32.6K - $33.2K
|
2.16K
$172K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-446- 10.7% |
$35K - $35.7K
|
3.72K
$296K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-449- 13.0% |
$35.3K - $36K
|
3.01K
$239K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-452- 32.71% |
$35.5K - $36.2K
|
930
$74K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-500- 4.35% |
$39.3K - $40.1K
|
11K
$876K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-548- 17.18% |
$43K - $43.9K
|
2.64K
$210K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-558- 1.85% |
$43.8K - $44.7K
|
29.6K
$2.35M
|
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
SELL
|
- |
-563- 0.73% |
$44.2K - $45.1K
|
76.9K
$6.12M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-578- 17.34% |
$45.4K - $46.3K
|
2.76K
$219K
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-579- 4.18% |
$45.5K - $46.4K
|
13.3K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-583- 3.24% |
$45.8K - $46.7K
|
17.4K
$1.38M
|