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
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
3.16K+ 13.13% |
$248K - $253K
|
27.3K
$2.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.14KNew |
$246K - $251K
|
3.14K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.09K+ 12.89% |
$243K - $248K
|
27.1K
$2.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3.09KNew |
$242K - $247K
|
3.09K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
3.07KNew |
$241K - $246K
|
3.07K
$244K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.07K+ 12.9% |
$241K - $246K
|
26.8K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.03K+ 11.56% |
$238K - $243K
|
29.2K
$2.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.99K+ 6.65% |
$234K - $239K
|
47.9K
$3.81M
|
|
|
May 09, 2025
Q1 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
2.97KNew |
$233K - $238K
|
2.97K
$236K
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
2.95K+ 12.14% |
$232K - $237K
|
27.3K
$2.17M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
2.88K+ 14.94% |
$226K - $230K
|
22.1K
$1.76M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.82K+ 11.78% |
$222K - $226K
|
26.8K
$2.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.8K+ 662.17% |
$220K - $224K
|
3.22K
$257K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2.8K+ 63.8% |
$220K - $224K
|
7.19K
$572K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.77KNew |
$217K - $222K
|
2.77K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.77K+ 90.37% |
$217K - $222K
|
5.83K
$464K
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.71K+ 1.34% |
$213K - $217K
|
204K
$16.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
2.65K+ 16.73% |
$208K - $212K
|
18.5K
$1.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.63K+ 5.54% |
$206K - $211K
|
50.1K
$3.98M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.62K+ 14.02% |
$206K - $210K
|
21.3K
$1.7M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.6K+ 7.35% |
$204K - $208K
|
37.9K
$3.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2.6K+ 97.67% |
$204K - $208K
|
5.26K
$418K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.6K+ 17.94% |
$204K - $208K
|
17.1K
$1.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.57KNew |
$202K - $206K
|
2.57K
$204K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.57KNew |
$201K - $205K
|
2.57K
$204K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.56KNew |
$201K - $205K
|
2.56K
$204K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.49K+ 21.77% |
$195K - $199K
|
13.9K
$1.11M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.46K+ 2.78% |
$193K - $197K
|
90.7K
$7.22M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.44K+ 21.0% |
$192K - $196K
|
14.1K
$1.12M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.37K+ 43.81% |
$186K - $190K
|
7.79K
$620K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
2.36K+ 17.62% |
$185K - $189K
|
15.8K
$1.25M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.32K+ 38.07% |
$182K - $186K
|
8.41K
$669K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.32K+ 82.66% |
$182K - $186K
|
5.12K
$407K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.3K+ 4.2% |
$180K - $184K
|
56.9K
$4.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.24K+ 6.42% |
$176K - $179K
|
37.1K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.2K+ 58.53% |
$173K - $176K
|
5.97K
$475K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.2K+ 66.75% |
$173K - $176K
|
5.5K
$437K
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.18K+ 4.53% |
$171K - $174K
|
50.2K
$4M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.15K+ 58.11% |
$168K - $172K
|
5.84K
$464K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.14K+ 49.48% |
$168K - $171K
|
6.47K
$514K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.1K+ 38.41% |
$165K - $168K
|
7.57K
$602K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
2.1KNew |
$165K - $168K
|
2.1K
$167K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
2.1K+ 0.92% |
$164K - $168K
|
229K
$18.2M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2K+ 4.47% |
$157K - $160K
|
46.8K
$3.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.93K+ 7.25% |
$152K - $155K
|
28.6K
$2.28M
|
|
|
May 06, 2025
Q1 2025
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
1.88K+ 42.02% |
$148K - $151K
|
6.36K
$506K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
1.87K+ 4.15% |
$147K - $150K
|
46.9K
$3.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.87K+ 3.29% |
$146K - $149K
|
58.6K
$4.66M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.86K+ 6.02% |
$146K - $149K
|
32.7K
$2.6M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.85K+ 14.34% |
$145K - $148K
|
14.7K
$1.17M
|