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 16, 2025
                  Q1 2025
                 
               |   
            
              
   
      Bensler, LLC
       
           
            Bellevue, WA  | 
            
               SELL                   
             | 
            - | 
              -13.4K- 23.04% | 
            
                                   
                  $1.05M - $1.07M
                 
             |    
            
                                 
                44.6K
                $3.59M
                
             |               
            |
| 
               
                  May 12, 2025
                  Q1 2025
                 
               |   
            
              
   
      Florin Court Capital LLP
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -13.8K- 44.95% | 
            
                                   
                  $1.08M - $1.11M
                 
             |    
            
                                 
                16.9K
                $1.36M
                
             |               
            |
| 
               
                  Oct 29, 2025
                  Q1 2025
                 
               |   
            
              
   
      J.Safra Asset Management Corp
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -13.9K- 11.62% | 
            
                                   
                  $1.09M - $1.11M
                 
             |    
            
                                 
                105K
                $8.49M
                
             |               
            |
| 
               
                  May 13, 2025
                  Q1 2025
                 
               |   
            
              
   
      Ever Source Wealth Advisors, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -14.3K- 56.44% | 
            
                                   
                  $1.13M - $1.15M
                 
             |    
            
                                 
                11.1K
                $891K
                
             |               
            |
| 
               
                  May 06, 2025
                  Q1 2025
                 
               |   
            
              
   
      Bank Julius Baer & Co. Ltd, Zurich
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -14.6K- 2.87% | 
            
                                   
                  $1.15M - $1.17M
                 
             |    
            
                                 
                495K
                $39.9M
                
             |               
            |
| 
               
                  May 13, 2025
                  Q1 2025
                 
               |   
            
              
   
      Daiwa Securities Group Inc.
       
           
            Tokyo, M0  | 
            
               SELL                   
             | 
            - | 
              -14.8K- 15.25% | 
            
                                   
                  $1.16M - $1.19M
                 
             |    
            
                                 
                82.3K
                $6.63M
                
             |               
            |
| 
               
                  May 07, 2025
                  Q1 2025
                 
               |   
            
              
   
      Foundations Investment Advisors, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -15.3K- 64.18% | 
            
                                   
                  $1.2M - $1.22M
                 
             |    
            
                                 
                8.53K
                $686K
                
             |               
            |
| 
               
                  Apr 28, 2025
                  Q1 2025
                 
               |   
            
              
   
      Rossby Financial, Lcc
       
           
            Melbourne, FL  | 
            
               SELL                   
             | 
            - | 
              -15.7K- 94.65% | 
            
                                   
                  $1.23M - $1.26M
                 
             |    
            
                                 
                889
                $71.6K
                
             |               
            |
| 
               
                  Apr 15, 2025
                  Q1 2025
                 
               |   
            
              
   
      Fifth Third Bancorp
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -16.1K- 6.17% | 
            
                                   
                  $1.26M - $1.29M
                 
             |    
            
                                 
                244K
                $19.6M
                
             |               
            |
| 
               
                  Apr 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Central Bank & Trust CO
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -16.2K- 17.98% | 
            
                                   
                  $1.27M - $1.3M
                 
             |    
            
                                 
                73.8K
                $5.94M
                
             |               
            |
| 
               
                  Apr 22, 2025
                  Q1 2025
                 
               |   
            
              
   
      Valmark Advisers, Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -16.9K- 17.12% | 
            
                                   
                  $1.33M - $1.36M
                 
             |    
            
                                 
                81.9K
                $6.6M
                
             |               
            |
| 
               
                  May 13, 2025
                  Q1 2025
                 
               |   
            
              
   
      Cibc Asset Management Inc
       
           
            Toronto, A6  | 
            
               SELL                   
             | 
            - | 
              -17.6K- 22.4% | 
            
                                   
                  $1.38M - $1.41M
                 
             |    
            
                                 
                60.9K
                $4.9M
                
             |               
            |
| 
               
                  May 13, 2025
                  Q1 2025
                 
               |   
            
              
   
      Seven Bridge Financial Group, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -17.6K- 26.85% | 
            
                                   
                  $1.38M - $1.41M
                 
             |    
            
                                 
                48.1K
                $3.87M
                
             |               
            |
| 
               
                  May 15, 2025
                  Q1 2025
                 
               |   
            
              
   
      Mariner, LLC
       
           
            Overland Park, KS  | 
            
               SELL                   
             | 
            - | 
              -17.7K- 18.34% | 
            
                                   
                  $1.39M - $1.42M
                 
             |    
            
                                 
                78.9K
                $6.35M
                
             |               
            |
| 
               
                  Apr 21, 2025
                  Q1 2025
                 
               |   
            
              
   
      Envestnet Portfolio Solutions, Inc.
       
           
            Berwyn, PA  | 
            
               SELL                   
             | 
            - | 
              -19.5K- 12.12% | 
            
                                   
                  $1.53M - $1.56M
                 
             |    
            
                                 
                141K
                $11.4M
                
             |               
            |
| 
               
                  May 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Hms Capital Management, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -19.8K- 33.41% | 
            
                                   
                  $1.55M - $1.59M
                 
             |    
            
                                 
                39.5K
                $3.18M
                
             |               
            |
| 
               
                  May 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Concourse Financial Group Securities, Inc.
       
           
            Birmingham, AL  | 
            
               SELL                   
             | 
            - | 
              -20.2KClosed | 
            
                                   
                  $1.58M - $1.61M
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  May 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Group One Trading, L.P.
       
           
            Chicago, IL  | 
            
               SELL                   
             | 
            - | 
              -20.5KClosed | 
            
                                   
                  $1.61M - $1.64M
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  Apr 18, 2025
                  Q1 2025
                 
               |   
            
              
   
      Global Trust Asset Management, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -20.6K- 71.82% | 
            
                                   
                  $1.62M - $1.65M
                 
             |    
            
                                 
                8.1K
                $652K
                
             |               
            |
| 
               
                  May 06, 2025
                  Q1 2025
                 
               |   
            
              
   
      Atria Investments LLC
       
           
            Charlotte, NC  | 
            
               SELL                   
             | 
            - | 
              -21.6K- 32.74% | 
            
                                   
                  $1.69M - $1.73M
                 
             |    
            
                                 
                44.4K
                $3.57M
                
             |               
            |
| 
               
                  May 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Natixis
       
           
            Paris, I0  | 
            
               SELL                   
             | 
            - | 
              -22.5K- 61.45% | 
            
                                   
                  $1.77M - $1.81M
                 
             |    
            
                                 
                14.1K
                $1.14M
                
             |               
            |
| 
               
                  Apr 15, 2025
                  Q1 2025
                 
               |   
            
              
   
      Integrated Advisors Network LLC
       
           
            Palos Verdes Estates, CA  | 
            
               SELL                   
             | 
            - | 
              -24.8K- 45.35% | 
            
                                   
                  $1.94M - $1.98M
                 
             |    
            
                                 
                29.8K
                $2.4M
                
             |               
            |
| 
               
                  May 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Mml Investors Services, LLC
       
           
            Springfield, MA  | 
            
               SELL                   
             | 
            - | 
              -25.4K- 4.36% | 
            
                                   
                  $1.99M - $2.03M
                 
             |    
            
                                 
                556K
                $44.8M
                
             |               
            |
| 
               
                  May 09, 2025
                  Q1 2025
                 
               |   
            
              
   
      I A Global Asset Management Inc.
       
           
            Quebec, A8  | 
            
               SELL                   
             | 
            - | 
              -25.5K- 2.25% | 
            
                                   
                  $2M - $2.04M
                 
             |    
            
                                 
                1.1M
                $88.9M
                
             |               
            |
| 
               
                  May 15, 2025
                  Q1 2025
                 
               |   
            
              
   
      Wealth Watch Advisors, Inc
       
           
            Englewood, CO  | 
            
               SELL                   
             | 
            - | 
              -26KClosed | 
            
                                   
                  $2.04M - $2.08M
                 
             |    
            
                                 
                0
                $0
                
             |               
            |
| 
               
                  May 15, 2025
                  Q1 2025
                 
               |   
            
              
   
      Tfg Asset Management Gp LTD
       
           
            Grand Cayman, E9  | 
            
               SELL                   
             | 
            - | 
              -27.2K- 30.1% | 
            
                                   
                  $2.13M - $2.18M
                 
             |    
            
                                 
                63.1K
                $5.08M
                
             |               
            |
| 
               
                  May 16, 2025
                  Q1 2025
                 
               |   
            
              
   
      Jones Financial Companies Lllp
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -28.5K- 96.95% | 
            
                                   
                  $2.23M - $2.28M
                 
             |    
            
                                 
                895
                $72.1K
                
             |               
            |
| 
               
                  May 09, 2025
                  Q1 2025
                 
               |   
            
              
   
      Scotia Capital Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -30.2K- 72.97% | 
            
                                   
                  $2.37M - $2.42M
                 
             |    
            
                                 
                11.2K
                $901K
                
             |               
            |
| 
               
                  May 13, 2025
                  Q1 2025
                 
               |   
            
              
   
      Kovitz Investment Group Partners, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -30.8K- 30.08% | 
            
                                   
                  $2.42M - $2.47M
                 
             |    
            
                                 
                71.6K
                $5.77M
                
             |               
            |
| 
               
                  May 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Allstate Corp
       
           
            Northbrook, IL  | 
            
               SELL                   
             | 
            - | 
              -36.6K- 6.49% | 
            
                                   
                  $2.87M - $2.93M
                 
             |    
            
                                 
                528K
                $42.5M
                
             |               
            |
| 
               
                  May 08, 2025
                  Q1 2025
                 
               |   
            
              
   
      Towercrest Capital Management
       
           
            Newtown, PA  | 
            
               SELL                   
             | 
            - | 
              -42.3K- 11.13% | 
            
                                   
                  $3.32M - $3.39M
                 
             |    
            
                                 
                338K
                $27.2M
                
             |               
            |
| 
               
                  May 05, 2025
                  Q1 2025
                 
               |   
            
              
   
      J.W. Cole Advisors, Inc.
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -42.3K- 60.19% | 
            
                                   
                  $3.32M - $3.39M
                 
             |    
            
                                 
                28K
                $2.25M
                
             |               
            |
| 
               
                  May 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Cibc Private Wealth Group, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -43.6K- 48.49% | 
            
                                   
                  $3.42M - $3.49M
                 
             |    
            
                                 
                46.3K
                $3.73M
                
             |               
            |
| 
               
                  May 01, 2025
                  Q1 2025
                 
               |   
            
              
   
      Prudent Man Advisors, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -44.8K- 18.12% | 
            
                                   
                  $3.52M - $3.59M
                 
             |    
            
                                 
                203K
                $16.3M
                
             |               
            |
| 
               
                  May 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Lionshead Wealth Management, LLC
       
           
            New York, NY  | 
            
               SELL                   
             | 
            - | 
              -46.6K- 77.25% | 
            
                                   
                  $3.66M - $3.73M
                 
             |    
            
                                 
                13.7K
                $1.1M
                
             |               
            |
| 
               
                  Apr 21, 2025
                  Q1 2025
                 
               |   
            
              
   
      Liquid Strategies, LLC
       
           
            Atlanta, GA  | 
            
               SELL                   
             | 
            - | 
              -50.3K- 54.8% | 
            
                                   
                  $3.95M - $4.03M
                 
             |    
            
                                 
                41.5K
                $3.34M
                
             |               
            |
| 
               
                  May 15, 2025
                  Q1 2025
                 
               |   
            
              
   
      Nissay Asset Management Corp 
       
           
            Tokyo, M0  | 
            
               SELL                   
             | 
            - | 
              -51.8K- 35.64% | 
            
                                   
                  $4.07M - $4.15M
                 
             |    
            
                                 
                93.6K
                $7.54M
                
             |               
            |
| 
               
                  May 09, 2025
                  Q1 2025
                 
               |   
            
              
   
      New Age Alpha Advisors, LLC
       
           
            Rye, NY  | 
            
               SELL                   
             | 
            - | 
              -59.9K- 83.13% | 
            
                                   
                  $4.71M - $4.8M
                 
             |    
            
                                 
                12.2K
                $980K
                
             |               
            |
| 
               
                  May 15, 2025
                  Q1 2025
                 
               |   
            
              
   
      Dark Forest Capital Management LP
       
           
            Weston, CT  | 
            
               SELL                   
             | 
            - | 
              -63K- 63.62% | 
            
                                   
                  $4.95M - $5.05M
                 
             |    
            
                                 
                36K
                $2.9M
                
             |               
            |
| 
               
                  May 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Flow Traders U.S. LLC
       
           
            New York, NY  | 
            
               SELL                   
             | 
            - | 
              -63.6K- 33.21% | 
            
                                   
                  $5M - $5.1M
                 
             |    
            
                                 
                128K
                $10.3M
                
             |               
            |
| 
               
                  May 05, 2025
                  Q1 2025
                 
               |   
            
              
   
      Eq LLC
       
           
            Mercer Island, WA  | 
            
               SELL                   
             | 
            - | 
              -64.9K- 94.07% | 
            
                                   
                  $5.1M - $5.2M
                 
             |    
            
                                 
                4.09K
                $329K
                
             |               
            |
| 
               
                  May 13, 2025
                  Q1 2025
                 
               |   
            
              
   
      Schroder Investment Management Group
       
           
            London, X0  | 
            
               SELL                   
             | 
            - | 
              -69K- 43.03% | 
            
                                   
                  $5.42M - $5.53M
                 
             |    
            
                                 
                91.4K
                $7.36M
                
             |               
            |
| 
               
                  May 13, 2025
                  Q1 2025
                 
               |   
            
              
   
      Elevatus Welath Management
       
           
            Victor, NY  | 
            
               SELL                   
             | 
            - | 
              -70.7K- 92.8% | 
            
                                   
                  $5.55M - $5.67M
                 
             |    
            
                                 
                5.49K
                $442K
                
             |               
            |
| 
               
                  Apr 25, 2025
                  Q1 2025
                 
               |   
            
              
   
      Wealthstar Advisors, LLC
       
           
            Plano, TX  | 
            
               SELL                   
             | 
            - | 
              -71.4K- 39.32% | 
            
                                   
                  $5.6M - $5.72M
                 
             |    
            
                                 
                110K
                $8.87M
                
             |               
            |
| 
               
                  Apr 21, 2025
                  Q1 2025
                 
               |   
            
              
   
      Sofi Wealth, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -72.7K- 99.95% | 
            
                                   
                  $5.71M - $5.83M
                 
             |    
            
                                 
                33
                $2.66K
                
             |               
            |
| 
               
                  Apr 11, 2025
                  Q1 2025
                 
               |   
            
              
   
      Aafmaa Wealth Management & Trust LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -73.4K- 45.79% | 
            
                                   
                  $5.76M - $5.88M
                 
             |    
            
                                 
                86.9K
                $6.99M
                
             |               
            |
| 
               
                  Apr 23, 2025
                  Q1 2025
                 
               |   
            
              
   
      Wright Fund Management, LLC
       
           
            Santa Monica, CA  | 
            
               SELL                   
             | 
            - | 
              -88.3K- 3.63% | 
            
                                   
                  $6.93M - $7.07M
                 
             |    
            
                                 
                2.34M
                $189M
                
             |               
            |
| 
               
                  May 02, 2025
                  Q1 2025
                 
               |   
            
              
   
      Pinkerton Retirement Specialists, LLC
       
           
            Coeur D Alene, ID  | 
            
               SELL                   
             | 
            - | 
              -101K- 90.35% | 
            
                                   
                  $7.9M - $8.06M
                 
             |    
            
                                 
                10.7K
                $865K
                
             |               
            |
| 
               
                  May 02, 2025
                  Q1 2025
                 
               |   
            
              
   
      Fortis Group Advisors, LLC
       
           
            Westwood, NJ  | 
            
               SELL                   
             | 
            - | 
              -105K- 96.96% | 
            
                                   
                  $8.26M - $8.43M
                 
             |    
            
                                 
                3.3K
                $265K
                
             |               
            |
| 
               
                  Apr 15, 2025
                  Q1 2025
                 
               |   
            
              
   
      Usa Financial Portformulas Corp
       
           
            Ada, MI  | 
            
               SELL                   
             | 
            - | 
              -124K- 99.98% | 
            
                                   
                  $9.75M - $9.95M
                 
             |    
            
                                 
                30
                $2.42K
                
             |