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 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Summit Financial, LLC
       
           
            Parsippany, NJ  | 
            
               BUY                   
             | 
            - | 
              59.5K+ 357.04% | 
            
                                   
                  $4.68M - $4.77M
                 
             |    
            
                                 
                76.2K
                $6.14M
                
             |               
            |
| 
               
                  May 13, 2025
                  Q1 2025
                 
               |   
            
              
   
      Ci Investments Inc.
       
           
            Toronto, A6  | 
            
               BUY                   
             | 
            - | 
              53.4K+ 7.79% | 
            
                                   
                  $4.19M - $4.28M
                 
             |    
            
                                 
                739K
                $59.5M
                
             |               
            |
| 
               
                  May 15, 2025
                  Q1 2025
                 
               |   
            
              
   
      D. E. Shaw & Co., Inc.
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              53K+ 2.84% | 
            
                                   
                  $4.16M - $4.25M
                 
             |    
            
                                 
                1.92M
                $155M
                
             |               
            |
| 
               
                  Apr 30, 2025
                  Q1 2025
                 
               |   
            
              
   
      Genus Capital Management Inc.
       
           
            Vancouver, A1  | 
            
               BUY                   
             | 
            - | 
              51.3KNew | 
            
                                   
                  $4.03M - $4.11M
                 
             |    
            
                                 
                51.3K
                $4.13M
                
             |               
            |
| 
               
                  May 08, 2025
                  Q1 2025
                 
               |   
            
              
   
      Federated Hermes, Inc.
       
           
            Pittsburgh, PA  | 
            
               BUY                   
             | 
            - | 
              49.6K+ 762.94% | 
            
                                   
                  $3.89M - $3.97M
                 
             |    
            
                                 
                56.1K
                $4.52M
                
             |               
            |
| 
               
                  May 15, 2025
                  Q1 2025
                 
               |   
            
              
   
      Brevan Howard Capital Management LP
       
           
            St. Helier, Y9  | 
            
               BUY                   
             | 
            - | 
              49.1KNew | 
            
                                   
                  $3.86M - $3.93M
                 
             |    
            
                                 
                49.1K
                $3.95M
                
             |               
            |
| 
               
                  Apr 21, 2025
                  Q1 2025
                 
               |   
            
              
   
      Curran Financial Partners, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              48.5K+ 89.15% | 
            
                                   
                  $3.81M - $3.88M
                 
             |    
            
                                 
                103K
                $8.28M
                
             |               
            |
| 
               
                  Apr 09, 2025
                  Q1 2025
                 
               |   
            
              
   
      Merit Financial Group, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              47.6K+ 493.05% | 
            
                                   
                  $3.74M - $3.82M
                 
             |    
            
                                 
                57.3K
                $4.61M
                
             |               
            |
| 
               
                  May 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Banco Bilbao Vizcaya Argentaria, S.A.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              45K+ 18.66% | 
            
                                   
                  $3.53M - $3.6M
                 
             |    
            
                                 
                286K
                $23M
                
             |               
            |
| 
               
                  May 15, 2025
                  Q1 2025
                 
               |   
            
              
   
      Drw Securities, LLC
       
           
            Chicago, IL  | 
            
               BUY                   
             | 
            - | 
              43.6KNew | 
            
                                   
                  $3.42M - $3.49M
                 
             |    
            
                                 
                43.6K
                $3.51M
                
             |               
            |
| 
               
                  May 13, 2025
                  Q1 2025
                 
               |   
            
              
   
      Stifel Financial Corp
       
           
            St. Louis, MO  | 
            
               BUY                   
             | 
            - | 
              42.3K+ 2.01% | 
            
                                   
                  $3.32M - $3.39M
                 
             |    
            
                                 
                2.15M
                $173M
                
             |               
            |
| 
               
                  May 06, 2025
                  Q1 2025
                 
               |   
            
              
   
      Assetmark, Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              41.6K+ 0.57% | 
            
                                   
                  $3.27M - $3.33M
                 
             |    
            
                                 
                7.34M
                $591M
                
             |               
            |
| 
               
                  Apr 28, 2025
                  Q1 2025
                 
               |   
            
              
   
      Checchi Capital Advisers, LLC
       
           
            Beverly Hills, CA  | 
            
               BUY                   
             | 
            - | 
              40.7K+ 26.35% | 
            
                                   
                  $3.2M - $3.26M
                 
             |    
            
                                 
                195K
                $15.7M
                
             |               
            |
| 
               
                  May 08, 2025
                  Q1 2025
                 
               |   
            
              
   
      Liberty Wealth Management LLC
       
           
            Oakland, CA  | 
            
               BUY                   
             | 
            - | 
              40KNew | 
            
                                   
                  $3.14M - $3.2M
                 
             |    
            
                                 
                40K
                $3.22M
                
             |               
            |
| 
               
                  Apr 17, 2025
                  Q1 2025
                 
               |   
            
              
   
      Vicus Capital
       
           
            State College, PA  | 
            
               BUY                   
             | 
            - | 
              39.9K+ 476.16% | 
            
                                   
                  $3.13M - $3.2M
                 
             |    
            
                                 
                48.3K
                $3.89M
                
             |               
            |
| 
               
                  May 15, 2025
                  Q1 2025
                 
               |   
            
              
   
      Paul Tudor Jones                        
      Tudor Investment Corp Et Al | Stamford, Ct
   
           
             | 
            
               BUY                   
             | 
            - | 
              39.6KNew | 
            
                                   
                  $3.11M - $3.17M
                 
             |    
            
                                 
                39.6K
                $3.19M
                
             |               
            |
| 
               
                  Apr 17, 2025
                  Q1 2025
                 
               |   
            
              
   
      Edge Financial Advisors LLC
       
           
            Wheaton, IL  | 
            
               BUY                   
             | 
            - | 
              39.3KNew | 
            
                                   
                  $3.08M - $3.15M
                 
             |    
            
                                 
                39.3K
                $3.16M
                
             |               
            |
| 
               
                  Apr 23, 2025
                  Q1 2025
                 
               |   
            
              
   
      Sfg Wealth Management, Llc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              38.4KNew | 
            
                                   
                  $3.01M - $3.07M
                 
             |    
            
                                 
                38.4K
                $3.09M
                
             |               
            |
| 
               
                  May 05, 2025
                  Q1 2025
                 
               |   
            
              
   
      Private Advisor Group, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              34.2K+ 20.28% | 
            
                                   
                  $2.69M - $2.74M
                 
             |    
            
                                 
                203K
                $16.3M
                
             |               
            |
| 
               
                  May 28, 2025
                  Q1 2025
                 
               |   
            
              
   
      Jones Financial Companies Lllp
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              34.2K+ 3824.02% | 
            
                                   
                  $2.69M - $2.74M
                 
             |    
            
                                 
                35.1K
                $2.83M
                
             |               
            |
| 
               
                  May 15, 2025
                  Q1 2025
                 
               |   
            
              
   
      Barclays PLC
       
           
            London, X0  | 
            
               BUY                   
             | 
            - | 
              34.1K+ 1.13% | 
            
                                   
                  $2.68M - $2.73M
                 
             |    
            
                                 
                3.06M
                $246M
                
             |               
            |
| 
               
                  May 08, 2025
                  Q1 2025
                 
               |   
            
              
   
      Us Bancorp \De\
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              33.8K+ 3.9% | 
            
                                   
                  $2.65M - $2.7M
                 
             |    
            
                                 
                900K
                $72.4M
                
             |               
            |
| 
               
                  May 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Sumitomo Mitsui Financial Group, Inc.
       
           
            Tokyo, M0  | 
            
               BUY                   
             | 
            - | 
              33.7K+ 5.45% | 
            
                                   
                  $2.65M - $2.7M
                 
             |    
            
                                 
                652K
                $52.5M
                
             |               
            |
| 
               
                  Apr 29, 2025
                  Q1 2025
                 
               |   
            
              
   
      Global Wealth Management Investment Advisory, Inc.
       
           
            Fort Lauderdale, FL  | 
            
               BUY                   
             | 
            - | 
              33.6K+ 26.99% | 
            
                                   
                  $2.64M - $2.7M
                 
             |    
            
                                 
                158K
                $12.7M
                
             |               
            |
| 
               
                  May 09, 2025
                  Q1 2025
                 
               |   
            
              
   
      Fortis Capital Management LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              32.7K+ 136.12% | 
            
                                   
                  $2.57M - $2.62M
                 
             |    
            
                                 
                56.7K
                $4.57M
                
             |               
            |
| 
               
                  May 13, 2025
                  Q1 2025
                 
               |   
            
              
   
      Raymond James Financial Inc
       
           
            St. Petersburg, FL  | 
            
               BUY                   
             | 
            - | 
              32.7K+ 3.72% | 
            
                                   
                  $2.57M - $2.62M
                 
             |    
            
                                 
                910K
                $73.3M
                
             |               
            |
| 
               
                  May 06, 2025
                  Q1 2025
                 
               |   
            
              
   
      Advisors Preferred, LLC
       
           
            Rockville, MD  | 
            
               BUY                   
             | 
            - | 
              31.6K+ 63.84% | 
            
                                   
                  $2.48M - $2.53M
                 
             |    
            
                                 
                81K
                $6.52M
                
             |               
            |
| 
               
                  May 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Talisman Wealth Advisors LLC
       
           
            Mountainside, NJ  | 
            
               BUY                   
             | 
            - | 
              30.5K+ 221.71% | 
            
                                   
                  $2.4M - $2.44M
                 
             |    
            
                                 
                44.3K
                $3.57M
                
             |               
            |
| 
               
                  May 09, 2025
                  Q1 2025
                 
               |   
            
              
   
      Commonwealth Equity Services, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              29.7K+ 23.75% | 
            
                                   
                  $2.33M - $2.38M
                 
             |    
            
                                 
                155K
                $12.5M
                
             |               
            |
| 
               
                  Apr 29, 2025
                  Q1 2025
                 
               |   
            
              
   
      Pensionmark Financial Group, LLC
       
           
            Santa Barbara, CA  | 
            
               BUY                   
             | 
            - | 
              29.2K+ 64.94% | 
            
                                   
                  $2.3M - $2.34M
                 
             |    
            
                                 
                74.3K
                $5.98M
                
             |               
            |
| 
               
                  May 09, 2025
                  Q1 2025
                 
               |   
            
              
   
      Core Cap Advisors, LLC
       
           
            Southfield, MI  | 
            
               BUY                   
             | 
            - | 
              29.2K+ 61.79% | 
            
                                   
                  $2.29M - $2.34M
                 
             |    
            
                                 
                76.4K
                $6.15M
                
             |               
            |
| 
               
                  May 15, 2025
                  Q1 2025
                 
               |   
            
              
   
      Aristeia Capital LLC
       
           
            Greenwich, CT  | 
            
               BUY                   
             | 
            - | 
              27KNew | 
            
                                   
                  $2.12M - $2.16M
                 
             |    
            
                                 
                27K
                $2.17M
                
             |               
            |
| 
               
                  Apr 29, 2025
                  Q1 2025
                 
               |   
            
              
   
      Truist Financial Corp
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              26.6K+ 10.83% | 
            
                                   
                  $2.09M - $2.13M
                 
             |    
            
                                 
                273K
                $21.9M
                
             |               
            |
| 
               
                  May 06, 2025
                  Q1 2025
                 
               |   
            
              
   
      Cetera Investment Advisers
       
           
            Schaumburg, IL  | 
            
               BUY                   
             | 
            - | 
              25.4K+ 2.89% | 
            
                                   
                  $2M - $2.04M
                 
             |    
            
                                 
                904K
                $72.8M
                
             |               
            |
| 
               
                  Apr 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Simplicity Wealth,Llc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              25.2K+ 167.26% | 
            
                                   
                  $1.98M - $2.02M
                 
             |    
            
                                 
                40.3K
                $3.24M
                
             |               
            |
| 
               
                  May 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Cibc World Market Inc.
       
           
            Toronto, A6  | 
            
               BUY                   
             | 
            - | 
              24.9K+ 271.85% | 
            
                                   
                  $1.95M - $1.99M
                 
             |    
            
                                 
                34K
                $2.74M
                
             |               
            |
| 
               
                  May 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Virtus Investment Advisers, Inc.
       
           
            Hartford, CT  | 
            
               BUY                   
             | 
            - | 
              24.8KNew | 
            
                                   
                  $1.95M - $1.99M
                 
             |    
            
                                 
                24.8K
                $2M
                
             |               
            |
| 
               
                  Apr 23, 2025
                  Q1 2025
                 
               |   
            
              
   
      Pure Financial Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              24.8K+ 6.1% | 
            
                                   
                  $1.95M - $1.99M
                 
             |    
            
                                 
                432K
                $34.7M
                
             |               
            |
| 
               
                  May 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Loomis Sayles & CO L P
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              24.6K+ 11.94% | 
            
                                   
                  $1.93M - $1.97M
                 
             |    
            
                                 
                230K
                $18.6M
                
             |               
            |
| 
               
                  May 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      West Chester Capital Advisors, Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              24.5K+ 469.27% | 
            
                                   
                  $1.93M - $1.97M
                 
             |    
            
                                 
                29.8K
                $2.4M
                
             |               
            |
| 
               
                  May 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Huntington National Bank
       
           
            Columbus, OH  | 
            
               BUY                   
             | 
            - | 
              24K+ 6.61% | 
            
                                   
                  $1.89M - $1.92M
                 
             |    
            
                                 
                387K
                $31.2M
                
             |               
            |
| 
               
                  May 20, 2025
                  Q1 2025
                 
               |   
            
              
   
      Bluefin Capital Management, LLC
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              23.7KNew | 
            
                                   
                  $1.86M - $1.9M
                 
             |    
            
                                 
                23.7K
                $1.91M
                
             |               
            |
| 
               
                  May 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Crabel Capital Management, LLC
       
           
            Milwaukee, WI  | 
            
               BUY                   
             | 
            - | 
              21.9K+ 52.34% | 
            
                                   
                  $1.72M - $1.75M
                 
             |    
            
                                 
                63.7K
                $5.13M
                
             |               
            |
| 
               
                  Apr 09, 2025
                  Q1 2025
                 
               |   
            
              
   
      Nbc Securities, Inc.
       
           
            Birmingham, AL  | 
            
               BUY                   
             | 
            - | 
              19K+ 90661.9% | 
            
                                   
                  $1.49M - $1.53M
                 
             |    
            
                                 
                19.1K
                $1.53M
                
             |               
            |
| 
               
                  May 06, 2025
                  Q1 2025
                 
               |   
            
              
   
      Pacer Advisors, Inc.
       
           
            Malvern, PA  | 
            
               BUY                   
             | 
            - | 
              18.9K+ 234.8% | 
            
                                   
                  $1.49M - $1.52M
                 
             |    
            
                                 
                27K
                $2.17M
                
             |               
            |
| 
               
                  May 13, 2025
                  Q1 2025
                 
               |   
            
              
   
      Financial Advisors Network, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              18.3K+ 11.85% | 
            
                                   
                  $1.43M - $1.46M
                 
             |    
            
                                 
                172K
                $13.9M
                
             |               
            |
| 
               
                  Apr 22, 2025
                  Q1 2025
                 
               |   
            
              
   
      Buck Wealth Strategies, LLC
       
           
            Denver, CO  | 
            
               BUY                   
             | 
            - | 
              17.4KNew | 
            
                                   
                  $1.36M - $1.39M
                 
             |    
            
                                 
                17.4K
                $1.4M
                
             |               
            |
| 
               
                  Apr 14, 2025
                  Q1 2025
                 
               |   
            
              
   
      Farther Finance Advisors, LLC
       
           
            San Francisco, CA  | 
            
               BUY                   
             | 
            - | 
              17K+ 330.78% | 
            
                                   
                  $1.33M - $1.36M
                 
             |    
            
                                 
                22.1K
                $1.78M
                
             |               
            |
| 
               
                  May 15, 2025
                  Q1 2025
                 
               |   
            
              
   
      Baird Financial Group, Inc.
       
           
            Milwaukee, WI  | 
            
               BUY                   
             | 
            - | 
              16.9K+ 25.2% | 
            
                                   
                  $1.32M - $1.35M
                 
             |    
            
                                 
                83.7K
                $6.74M
                
             |               
            |
| 
               
                  Apr 17, 2025
                  Q1 2025
                 
               |   
            
              
   
      Nbt Bank N A 
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              16.6K+ 28.31% | 
            
                                   
                  $1.3M - $1.33M
                 
             |    
            
                                 
                75.2K
                $6.05M
                
             |