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
|
Townsquare Capital LLC
|
SELL
|
- |
-4.95K- 6.69% |
$388K - $396K
|
69K
$5.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-5.01K- 15.61% |
$393K - $402K
|
27.1K
$2.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.2K- 3.54% |
$408K - $416K
|
141K
$11.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-5.21K- 35.63% |
$409K - $418K
|
9.42K
$749K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.23K- 30.89% |
$411K - $419K
|
11.7K
$932K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-5.26K- 61.48% |
$413K - $421K
|
3.29K
$262K
|
|
|
May 15, 2025
Q1 2025
|
5th Street Advisors, LLC
|
SELL
|
- |
-5.45K- 16.26% |
$428K - $436K
|
28K
$2.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-5.52K- 48.82% |
$433K - $442K
|
5.78K
$460K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-5.55K- 45.17% |
$436K - $445K
|
6.74K
$536K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-5.6K- 10.65% |
$439K - $448K
|
47K
$3.74M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-5.72K- 16.0% |
$449K - $458K
|
30K
$2.39M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.9K- 27.9% |
$463K - $472K
|
15.2K
$1.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.97K- 29.58% |
$469K - $479K
|
14.2K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-6.63K- 14.52% |
$521K - $531K
|
39K
$3.11M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-6.83K- 28.63% |
$536K - $547K
|
17K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-7.08K- 2.24% |
$555K - $567K
|
308K
$24.5M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.08K- 17.52% |
$556K - $567K
|
33.3K
$2.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-7.17K- 50.57% |
$563K - $575K
|
7.01K
$558K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-7.62K- 3.64% |
$598K - $610K
|
201K
$16M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.66K- 13.58% |
$601K - $613K
|
48.7K
$3.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-7.82K- 19.06% |
$614K - $626K
|
33.2K
$2.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-7.86K- 38.96% |
$617K - $630K
|
12.3K
$980K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.13K- 6.76% |
$638K - $651K
|
112K
$8.93M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-8.18K- 5.0% |
$642K - $655K
|
155K
$12.4M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.19K- 44.82% |
$643K - $656K
|
10.1K
$803K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-8.51K- 50.29% |
$668K - $681K
|
8.41K
$669K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.58K- 6.83% |
$674K - $688K
|
117K
$9.31M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-9.23K- 14.21% |
$725K - $740K
|
55.7K
$4.43M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10.4K- 66.12% |
$817K - $834K
|
5.34K
$425K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-10.9K- 30.54% |
$857K - $874K
|
24.8K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-11.3K- 4.83% |
$886K - $904K
|
222K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.4K- 20.43% |
$891K - $909K
|
44.2K
$3.52M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.6K- 11.38% |
$910K - $928K
|
90.3K
$7.18M
|
|
|
May 14, 2025
Q1 2025
|
Ripple Effect Asset Management LP
New York, NY |
SELL
|
- |
-12K- 8.0% |
$942K - $961K
|
138K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-12.2K- 16.28% |
$961K - $980K
|
62.9K
$5.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-12.3K- 20.47% |
$969K - $989K
|
47.9K
$3.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-13.4K- 23.04% |
$1.05M - $1.07M
|
44.6K
$3.55M
|
|
|
May 12, 2025
Q1 2025
|
Florin Court Capital LLP
|
SELL
|
- |
-13.8K- 44.95% |
$1.08M - $1.11M
|
16.9K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-14.3K- 56.44% |
$1.13M - $1.15M
|
11.1K
$881K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-14.6K- 2.87% |
$1.15M - $1.17M
|
495K
$39.4M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-14.8K- 15.25% |
$1.16M - $1.19M
|
82.3K
$6.55M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-15.3K- 64.18% |
$1.2M - $1.22M
|
8.53K
$678K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-15.7K- 94.65% |
$1.23M - $1.26M
|
889
$70.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-16.1K- 6.17% |
$1.26M - $1.29M
|
244K
$19.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-16.2K- 17.98% |
$1.27M - $1.3M
|
73.8K
$5.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-16.9K- 17.12% |
$1.33M - $1.36M
|
81.9K
$6.52M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-17.6K- 22.4% |
$1.38M - $1.41M
|
60.9K
$4.85M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-17.6K- 26.85% |
$1.38M - $1.41M
|
48.1K
$3.82M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-17.7K- 18.34% |
$1.39M - $1.42M
|
78.9K
$6.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-19.5K- 12.12% |
$1.53M - $1.56M
|
141K
$11.2M
|