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 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.69K- 24.8% |
$132K - $135K
|
5.11K
$407K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.7K- 33.97% |
$133K - $136K
|
3.3K
$263K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.7K- 19.43% |
$134K - $136K
|
7.06K
$562K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.8K- 22.76% |
$141K - $144K
|
6.11K
$486K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1.86K- 47.56% |
$146K - $149K
|
2.06K
$164K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.89K- 7.4% |
$148K - $151K
|
23.6K
$1.88M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-1.91K- 18.02% |
$150K - $153K
|
8.7K
$692K
|
|
|
May 08, 2025
Q1 2025
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-1.93K- 1.76% |
$152K - $155K
|
108K
$8.59M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.94K- 32.41% |
$152K - $155K
|
4.04K
$321K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.06K- 3.02% |
$162K - $165K
|
66.1K
$5.26M
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-2.08K- 1.26% |
$163K - $166K
|
163K
$13M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.23K- 1.39% |
$175K - $179K
|
158K
$12.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-2.29K- 40.79% |
$180K - $184K
|
3.33K
$265K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.32K- 5.7% |
$182K - $186K
|
38.4K
$3.06M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2.42K- 19.51% |
$190K - $193K
|
9.96K
$793K
|
|
|
Apr 24, 2025
Q1 2025
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-2.52K- 26.37% |
$198K - $202K
|
7.05K
$561K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-2.64K- 3.33% |
$207K - $211K
|
76.4K
$6.08M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.76K- 0.32% |
$216K - $221K
|
848K
$67.5M
|
|
|
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
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-3.06K- 11.1% |
$240K - $245K
|
24.5K
$1.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-3.09K- 3.26% |
$242K - $247K
|
91.6K
$7.29M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-3.26K- 40.33% |
$256K - $261K
|
4.82K
$383K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-3.26K- 11.83% |
$256K - $261K
|
24.3K
$1.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-3.26K- 46.51% |
$256K - $261K
|
3.75K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-3.35K- 17.05% |
$263K - $268K
|
16.3K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-3.36K- 0.84% |
$263K - $269K
|
394K
$31.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.43K- 31.68% |
$270K - $275K
|
7.41K
$589K
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-3.45K- 17.71% |
$271K - $277K
|
16K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-3.48K- 24.82% |
$273K - $279K
|
10.5K
$839K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.49K- 16.1% |
$274K - $279K
|
18.2K
$1.45M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.51K- 44.94% |
$275K - $281K
|
4.3K
$342K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.54K- 13.84% |
$278K - $283K
|
22K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.56K- 5.11% |
$280K - $286K
|
66.2K
$5.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.61K- 47.46% |
$283K - $289K
|
4K
$318K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.75K- 35.51% |
$294K - $300K
|
6.8K
$541K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.75K- 68.8% |
$294K - $300K
|
1.7K
$135K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.81K- 6.38% |
$299K - $305K
|
55.9K
$4.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Amarillo National Bank
|
SELL
|
- |
-3.86K- 2.11% |
$303K - $309K
|
179K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.93K- 7.22% |
$308K - $315K
|
50.5K
$4.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.01K- 50.0% |
$314K - $321K
|
4.01K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-4.16K- 5.76% |
$326K - $333K
|
68K
$5.41M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4.17K- 7.21% |
$327K - $334K
|
53.6K
$4.27M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-4.2K- 12.58% |
$329K - $336K
|
29.2K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-4.2K- 18.18% |
$330K - $336K
|
18.9K
$1.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-4.32K- 7.1% |
$339K - $346K
|
56.5K
$4.5M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.72K- 66.84% |
$371K - $378K
|
2.34K
$186K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.79K- 13.88% |
$376K - $384K
|
29.7K
$2.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-4.8K- 48.37% |
$377K - $384K
|
5.12K
$407K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.87K- 35.15% |
$382K - $390K
|
8.99K
$715K
|