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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-590- 2.09% |
$46.3K - $47.3K
|
27.7K
$2.2M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-632- 14.67% |
$49.6K - $50.6K
|
3.68K
$292K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-634- 6.5% |
$49.8K - $50.8K
|
9.12K
$726K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-643- 1.31% |
$50.5K - $51.5K
|
48.3K
$3.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-647- 9.13% |
$50.8K - $51.8K
|
6.44K
$512K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-648- 87.1% |
$50.9K - $51.9K
|
96
$7.64K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-649- 4.58% |
$51K - $52K
|
13.5K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-650- 11.09% |
$51K - $52.1K
|
5.21K
$415K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-656- 8.92% |
$51.5K - $52.6K
|
6.7K
$533K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-701- 11.47% |
$55K - $56.2K
|
5.41K
$431K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-701- 2.93% |
$55K - $56.2K
|
23.3K
$1.85M
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-702- 2.9% |
$55.1K - $56.2K
|
23.5K
$1.87M
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-727- 7.59% |
$57.1K - $58.2K
|
8.86K
$705K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-760- 1.6% |
$59.7K - $60.9K
|
46.8K
$3.72M
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-764- 2.33% |
$60K - $61.2K
|
32K
$2.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-767- 3.89% |
$60.2K - $61.4K
|
18.9K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-785- 20.25% |
$61.6K - $62.9K
|
3.09K
$246K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-789- 4.61% |
$61.9K - $63.2K
|
16.3K
$1.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-831- 0.85% |
$65.2K - $66.6K
|
97.3K
$7.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-861- 8.83% |
$67.6K - $69K
|
8.89K
$708K
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-866- 2.61% |
$68K - $69.4K
|
32.3K
$2.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-873- 78.51% |
$68.5K - $69.9K
|
239
$19K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-950- 4.65% |
$74.6K - $76.1K
|
19.5K
$1.55M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-985- 3.36% |
$77.3K - $78.9K
|
28.3K
$2.25M
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-993- 2.51% |
$78K - $79.5K
|
38.5K
$3.06M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 23.92% |
$78.5K - $80.1K
|
3.18K
$253K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.03K- 4.49% |
$80.6K - $82.2K
|
21.8K
$1.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.04K- 12.08% |
$81.3K - $82.9K
|
7.53K
$599K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.04K- 6.88% |
$82K - $83.6K
|
14.1K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.05K- 23.61% |
$82.5K - $84.2K
|
3.4K
$271K
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-1.05K- 24.56% |
$82.5K - $84.2K
|
3.23K
$257K
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.06K- 14.95% |
$83.3K - $85K
|
6.03K
$480K
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.13K- 30.65% |
$88.5K - $90.3K
|
2.55K
$203K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.15K- 2.46% |
$90.3K - $92.1K
|
45.6K
$3.63M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-1.15K- 12.73% |
$90.4K - $92.3K
|
7.9K
$628K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.19K- 5.83% |
$93.5K - $95.4K
|
19.3K
$1.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.19K- 16.69% |
$93.7K - $95.6K
|
5.96K
$474K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.29K- 4.52% |
$101K - $103K
|
27.2K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.33K- 30.07% |
$104K - $106K
|
3.08K
$245K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.38K- 0.83% |
$109K - $111K
|
165K
$13.1M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.4K- 2.79% |
$110K - $112K
|
48.7K
$3.88M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1.42K- 7.45% |
$112K - $114K
|
17.7K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.45K- 22.01% |
$114K - $116K
|
5.14K
$409K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.45K- 5.15% |
$114K - $116K
|
26.8K
$2.13M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.5K- 1.78% |
$118K - $120K
|
82.6K
$6.57M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.51K- 29.01% |
$119K - $121K
|
3.7K
$295K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.53K- 15.68% |
$120K - $123K
|
8.24K
$655K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.55K- 50.52% |
$121K - $124K
|
1.51K
$120K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.61K- 22.25% |
$127K - $129K
|
5.64K
$449K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.68K- 16.57% |
$132K - $134K
|
8.44K
$671K
|