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
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.38K- 0.83% |
$109K - $111K
|
165K
$13.2M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.4K- 2.79% |
$110K - $112K
|
48.7K
$3.9M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1.42K- 7.45% |
$112K - $114K
|
17.7K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.45K- 22.01% |
$114K - $116K
|
5.14K
$412K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.45K- 5.15% |
$114K - $116K
|
26.8K
$2.14M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.5K- 1.78% |
$118K - $120K
|
82.6K
$6.62M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.51K- 29.01% |
$119K - $121K
|
3.7K
$297K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.53K- 15.68% |
$120K - $123K
|
8.24K
$660K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.55K- 50.52% |
$121K - $124K
|
1.51K
$121K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.61K- 22.25% |
$127K - $129K
|
5.64K
$452K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.68K- 16.57% |
$132K - $134K
|
8.44K
$676K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.69K- 24.8% |
$132K - $135K
|
5.11K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.7K- 33.97% |
$133K - $136K
|
3.3K
$265K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.7K- 19.43% |
$134K - $136K
|
7.06K
$566K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.8K- 22.76% |
$141K - $144K
|
6.11K
$490K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1.86K- 47.56% |
$146K - $149K
|
2.06K
$165K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.89K- 7.4% |
$148K - $151K
|
23.6K
$1.89M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-1.91K- 18.02% |
$150K - $153K
|
8.7K
$697K
|
|
|
May 08, 2025
Q1 2025
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-1.93K- 1.76% |
$152K - $155K
|
108K
$8.65M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.94K- 32.41% |
$152K - $155K
|
4.04K
$323K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.06K- 3.02% |
$162K - $165K
|
66.1K
$5.3M
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-2.08K- 1.26% |
$163K - $166K
|
163K
$13.1M
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
SELL
|
- |
-2.09K- 20.51% |
$164K - $167K
|
8.09K
$649K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.23K- 1.39% |
$175K - $179K
|
158K
$12.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-2.29K- 40.79% |
$180K - $184K
|
3.33K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.32K- 5.7% |
$182K - $186K
|
38.4K
$3.08M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2.42K- 19.51% |
$190K - $193K
|
9.96K
$798K
|
|
|
Apr 24, 2025
Q1 2025
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-2.52K- 26.37% |
$198K - $202K
|
7.05K
$565K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-2.64K- 3.33% |
$207K - $211K
|
76.4K
$6.13M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.76K- 0.32% |
$216K - $221K
|
848K
$68M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.96K- 16.56% |
$232K - $237K
|
14.9K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-3.02K- 14.86% |
$237K - $242K
|
17.3K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-3.06K- 11.1% |
$240K - $245K
|
24.5K
$1.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-3.09K- 3.26% |
$242K - $247K
|
91.6K
$7.34M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-3.26K- 40.33% |
$256K - $261K
|
4.82K
$386K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-3.26K- 11.83% |
$256K - $261K
|
24.3K
$1.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-3.26K- 46.51% |
$256K - $261K
|
3.75K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-3.35K- 17.05% |
$263K - $268K
|
16.3K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-3.36K- 0.84% |
$263K - $269K
|
394K
$31.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.43K- 31.68% |
$270K - $275K
|
7.41K
$594K
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-3.45K- 17.71% |
$271K - $277K
|
16K
$1.29M
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-3.45K- 17.71% |
$271K - $277K
|
16K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-3.48K- 24.82% |
$273K - $279K
|
10.5K
$845K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.49K- 16.1% |
$274K - $279K
|
18.2K
$1.46M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.51K- 44.94% |
$275K - $281K
|
4.3K
$345K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.54K- 13.84% |
$278K - $283K
|
22K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.56K- 5.11% |
$280K - $286K
|
66.2K
$5.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.61K- 47.46% |
$283K - $289K
|
4K
$320K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.75K- 35.51% |
$294K - $300K
|
6.8K
$545K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.75K- 68.8% |
$294K - $300K
|
1.7K
$136K
|