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 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.83K+ 8.68% |
$458K - $467K
|
73K
$5.88M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.75K+ 142.86% |
$452K - $461K
|
9.78K
$787K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.72K+ 5.78% |
$449K - $458K
|
105K
$8.42M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.64K+ 3.77% |
$443K - $452K
|
155K
$12.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
5.62K+ 10.46% |
$441K - $450K
|
59.4K
$4.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.5K+ 82.41% |
$432K - $441K
|
12.2K
$980K
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
5.37KNew |
$422K - $431K
|
5.37K
$433K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.13KNew |
$403K - $411K
|
5.13K
$413K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.03KNew |
$395K - $403K
|
5.03K
$405K
|
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
5K+ 20.41% |
$393K - $401K
|
29.5K
$2.38M
|
|
|
Oct 30, 2025
Q1 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
4.97K+ 153.48% |
$390K - $398K
|
8.21K
$661K
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
4.96K+ 20.9% |
$390K - $398K
|
28.7K
$2.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.95K+ 2.94% |
$389K - $397K
|
174K
$14M
|
|
|
Apr 22, 2025
Q1 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
4.85K+ 8.17% |
$380K - $388K
|
64.2K
$5.17M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.79K+ 5.6% |
$376K - $384K
|
90.4K
$7.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.74K+ 2.42% |
$372K - $380K
|
201K
$16.2M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.69K+ 45.75% |
$369K - $376K
|
15K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.66KNew |
$366K - $374K
|
4.66K
$375K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.6K+ 100.0% |
$361K - $369K
|
9.2K
$741K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
4.6K+ 3.93% |
$361K - $369K
|
122K
$9.79M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
4.58KNew |
$360K - $367K
|
4.58K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.57K+ 13.14% |
$359K - $366K
|
39.4K
$3.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.53K+ 5.06% |
$356K - $363K
|
94.1K
$7.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.39K+ 50.8% |
$345K - $352K
|
13K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.39K+ 8.46% |
$344K - $351K
|
56.3K
$4.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.31K+ 116.25% |
$338K - $345K
|
8.01K
$645K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
4.25K+ 95.52% |
$333K - $340K
|
8.69K
$700K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
4.23K+ 78.28% |
$332K - $339K
|
9.63K
$775K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.19KNew |
$329K - $336K
|
4.19K
$337K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.14K+ 46.05% |
$325K - $331K
|
13.1K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.08KNew |
$320K - $327K
|
4.08K
$329K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.07K+ 27.29% |
$319K - $326K
|
19K
$1.53M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.01K+ 30.69% |
$315K - $321K
|
17.1K
$1.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.01K+ 25.34% |
$314K - $321K
|
19.8K
$1.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4K+ 31.61% |
$314K - $320K
|
16.7K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
3.94K+ 27.68% |
$309K - $316K
|
18.2K
$1.46M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.87K+ 6.3% |
$304K - $310K
|
65.3K
$5.25M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.86KNew |
$303K - $309K
|
3.86K
$311K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
3.83K+ 1496.88% |
$301K - $307K
|
4.09K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.81K+ 2.84% |
$299K - $305K
|
138K
$11.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Stairway Partners, LLC
|
BUY
|
- |
3.67K+ 1.19% |
$288K - $294K
|
312K
$25.1M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
3.65K+ 29.7% |
$286K - $292K
|
15.9K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.61KNew |
$283K - $289K
|
3.61K
$291K
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
3.52KNew |
$276K - $282K
|
3.52K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.4KNew |
$267K - $272K
|
3.4K
$274K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.38KNew |
$265K - $270K
|
3.38K
$272K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.37K+ 21.05% |
$265K - $270K
|
19.4K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
3.33K+ 11.25% |
$261K - $266K
|
32.9K
$2.65M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.3K+ 108.1% |
$259K - $264K
|
6.35K
$511K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
3.29K+ 17.4% |
$259K - $264K
|
22.2K
$1.79M
|