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 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
14.8K+ 60.84% |
$1.16M - $1.19M
|
39.2K
$3.12M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
14.6K+ 9.55% |
$1.15M - $1.17M
|
168K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
14.3KNew |
$1.12M - $1.14M
|
14.3K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
13.9K+ 42.4% |
$1.09M - $1.11M
|
46.7K
$3.72M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
13.9KNew |
$1.09M - $1.11M
|
13.9K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
13.1K+ 188.73% |
$1.03M - $1.05M
|
20K
$1.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.9K+ 24.52% |
$938K - $957K
|
60.6K
$4.83M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
11.9K+ 109.82% |
$935K - $954K
|
22.8K
$1.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
11.7K+ 58.85% |
$922K - $941K
|
31.7K
$2.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
11.6KNew |
$913K - $932K
|
11.6K
$926K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.4K+ 27.8% |
$899K - $917K
|
52.6K
$4.19M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
11.3KNew |
$889K - $907K
|
11.3K
$901K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10.7K+ 22.38% |
$841K - $858K
|
58.5K
$4.66M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
10.7K+ 16.55% |
$838K - $855K
|
75.2K
$5.98M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
10.3K+ 171.29% |
$810K - $826K
|
16.3K
$1.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
10.3K+ 96.71% |
$807K - $823K
|
20.9K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
10.2K+ 177.16% |
$800K - $817K
|
15.9K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
10KNew |
$785K - $801K
|
10K
$796K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
9.89K+ 59.16% |
$777K - $793K
|
26.6K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.71K+ 130.84% |
$762K - $778K
|
17.1K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
9.22K+ 4.8% |
$724K - $739K
|
201K
$16M
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
9.14K+ 57.2% |
$718K - $733K
|
25.1K
$2M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
8.89K+ 109.07% |
$698K - $712K
|
17K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
8.59K+ 62.92% |
$675K - $688K
|
22.2K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
8.41K+ 201.94% |
$661K - $674K
|
12.6K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.31K+ 10.62% |
$652K - $665K
|
86.5K
$6.88M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
8.28K+ 3.34% |
$650K - $663K
|
256K
$20.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
8.14K+ 73.63% |
$639K - $652K
|
19.2K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
7.6K+ 11.58% |
$597K - $609K
|
73.2K
$5.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
7.2K+ 174.93% |
$565K - $577K
|
11.3K
$900K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.03K+ 96.57% |
$552K - $563K
|
14.3K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
7.03K+ 7.65% |
$552K - $563K
|
98.9K
$7.87M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.99K+ 16.17% |
$548K - $560K
|
50.2K
$3.99M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
6.94K+ 134.0% |
$545K - $556K
|
12.1K
$964K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.88K+ 4.33% |
$540K - $551K
|
166K
$13.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.86KNew |
$539K - $550K
|
6.86K
$546K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
6.66K+ 93.47% |
$523K - $534K
|
13.8K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
6.61K+ 44.9% |
$519K - $530K
|
21.3K
$1.7M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
6.5KNew |
$510K - $521K
|
6.5K
$517K
|
|
|
May 14, 2025
Q1 2025
|
Endurance Services LTD
Purchase, NY |
BUY
|
- |
6.28K+ 0.32% |
$493K - $503K
|
1.98M
$157M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.27K+ 43.04% |
$492K - $502K
|
20.8K
$1.66M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6.23K+ 39.99% |
$489K - $499K
|
21.8K
$1.74M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6.17K+ 11.43% |
$484K - $494K
|
60.1K
$4.78M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
6.17K+ 2.39% |
$484K - $494K
|
265K
$21.1M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.16K+ 2.46% |
$484K - $494K
|
256K
$20.4M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.95K+ 46.93% |
$467K - $477K
|
18.6K
$1.48M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
5.91K+ 5.93% |
$464K - $473K
|
105K
$8.39M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.83K+ 8.68% |
$458K - $467K
|
73K
$5.81M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.75K+ 142.86% |
$452K - $461K
|
9.78K
$778K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.72K+ 5.78% |
$449K - $458K
|
105K
$8.33M
|