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 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-446- 10.7% |
$35K - $35.7K
|
3.72K
$298K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-449- 13.0% |
$35.3K - $36K
|
3.01K
$241K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-452- 32.71% |
$35.5K - $36.2K
|
930
$74.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-500- 4.35% |
$39.3K - $40.1K
|
11K
$882K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-548- 17.18% |
$43K - $43.9K
|
2.64K
$212K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-558- 1.85% |
$43.8K - $44.7K
|
29.6K
$2.37M
|
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
SELL
|
- |
-563- 0.73% |
$44.2K - $45.1K
|
76.9K
$6.16M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-578- 17.34% |
$45.4K - $46.3K
|
2.76K
$221K
|
|
|
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
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-590- 2.09% |
$46.3K - $47.3K
|
27.7K
$2.22M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-632- 14.67% |
$49.6K - $50.6K
|
3.68K
$295K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-634- 6.5% |
$49.8K - $50.8K
|
9.12K
$731K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-643- 1.31% |
$50.5K - $51.5K
|
48.3K
$3.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-647- 9.13% |
$50.8K - $51.8K
|
6.44K
$516K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-648- 87.1% |
$50.9K - $51.9K
|
96
$7.69K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-649- 4.58% |
$51K - $52K
|
13.5K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-650- 11.09% |
$51K - $52.1K
|
5.21K
$418K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-656- 8.92% |
$51.5K - $52.6K
|
6.7K
$537K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-701- 2.93% |
$55K - $56.2K
|
23.3K
$1.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-701- 11.47% |
$55K - $56.2K
|
5.41K
$434K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-702- 2.9% |
$55.1K - $56.2K
|
23.5K
$1.88M
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-727- 7.59% |
$57.1K - $58.2K
|
8.86K
$710K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-760- 1.6% |
$59.7K - $60.9K
|
46.8K
$3.75M
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-764- 2.33% |
$60K - $61.2K
|
32K
$2.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-767- 3.89% |
$60.2K - $61.4K
|
18.9K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-785- 20.25% |
$61.6K - $62.9K
|
3.09K
$248K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-789- 4.61% |
$61.9K - $63.2K
|
16.3K
$1.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-831- 0.85% |
$65.2K - $66.6K
|
97.3K
$7.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-861- 8.83% |
$67.6K - $69K
|
8.89K
$713K
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-866- 2.61% |
$68K - $69.4K
|
32.3K
$2.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-873- 78.51% |
$68.5K - $69.9K
|
239
$19.2K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-950- 4.65% |
$74.6K - $76.1K
|
19.5K
$1.56M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-985- 3.36% |
$77.3K - $78.9K
|
28.3K
$2.27M
|
|
|
Aug 27, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-987- 13.6% |
$77.5K - $79.1K
|
6.27K
$503K
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-993- 2.51% |
$78K - $79.5K
|
38.5K
$3.09M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 23.92% |
$78.5K - $80.1K
|
3.18K
$255K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.03K- 4.49% |
$80.6K - $82.2K
|
21.8K
$1.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.04K- 12.08% |
$81.3K - $82.9K
|
7.53K
$604K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.04K- 6.88% |
$82K - $83.6K
|
14.1K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-1.05K- 24.56% |
$82.5K - $84.2K
|
3.23K
$259K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.05K- 23.61% |
$82.5K - $84.2K
|
3.4K
$273K
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.06K- 14.95% |
$83.3K - $85K
|
6.03K
$484K
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.13K- 30.65% |
$88.5K - $90.3K
|
2.55K
$204K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.15K- 2.46% |
$90.3K - $92.1K
|
45.6K
$3.65M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-1.15K- 12.73% |
$90.4K - $92.3K
|
7.9K
$633K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.19K- 5.83% |
$93.5K - $95.4K
|
19.3K
$1.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.19K- 16.69% |
$93.7K - $95.6K
|
5.96K
$477K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.29K- 4.52% |
$101K - $103K
|
27.2K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.33K- 30.07% |
$104K - $106K
|
3.08K
$247K
|