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 27, 2025
Q1 2025
|
Sws Partners
|
BUY
|
- |
1.84K+ 15.91% |
$145K - $148K
|
13.4K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.8K+ 0.86% |
$141K - $144K
|
212K
$16.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.76K+ 41.53% |
$138K - $141K
|
6K
$477K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.75K+ 3.5% |
$137K - $140K
|
51.6K
$4.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
1.74K+ 11.63% |
$137K - $140K
|
16.7K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.73K+ 15.83% |
$136K - $139K
|
12.7K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
1.73K+ 8.56% |
$135K - $138K
|
21.9K
$1.74M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.71K+ 52.64% |
$134K - $137K
|
4.95K
$394K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.71K+ 11.21% |
$134K - $137K
|
16.9K
$1.35M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.69K+ 1.21% |
$132K - $135K
|
141K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.66KNew |
$130K - $133K
|
1.66K
$132K
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.59K+ 2.51% |
$125K - $127K
|
65K
$5.17M
|
|
|
May 15, 2025
Q1 2025
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
1.55K+ 8.02% |
$121K - $124K
|
20.8K
$1.66M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.52K+ 13.44% |
$119K - $122K
|
12.8K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.52K+ 39.24% |
$119K - $121K
|
5.38K
$428K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.5K+ 3.88% |
$118K - $120K
|
40.1K
$3.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.41K+ 9.35% |
$111K - $113K
|
16.5K
$1.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
1.4K+ 7.07% |
$110K - $112K
|
21.2K
$1.69M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.35K+ 7.41% |
$106K - $108K
|
19.6K
$1.56M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.33K+ 5.77% |
$104K - $106K
|
24.4K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.31K+ 5.96% |
$103K - $105K
|
23.3K
$1.85M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.24K+ 36.0% |
$97.1K - $99.1K
|
4.67K
$372K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
1.21K+ 39.52% |
$95.2K - $97.2K
|
4.28K
$341K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.19K+ 4.65% |
$93K - $94.9K
|
26.6K
$2.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.14K+ 7.45% |
$89.2K - $91K
|
16.4K
$1.3M
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
1.13K+ 20.03% |
$88.8K - $90.6K
|
6.78K
$539K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.13K+ 4.99% |
$88.8K - $90.6K
|
23.8K
$1.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.06K+ 12.02% |
$83.1K - $84.8K
|
9.87K
$785K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
1K+ 0.29% |
$78.7K - $80.3K
|
348K
$27.7M
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
973+ 12.83% |
$76.4K - $77.9K
|
8.56K
$681K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
965+ 1.45% |
$75.8K - $77.3K
|
67.4K
$5.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
950+ 48.42% |
$74.6K - $76.1K
|
2.91K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
934+ 22.31% |
$73.3K - $74.8K
|
5.12K
$407K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
933+ 18.04% |
$73.2K - $74.7K
|
6.11K
$486K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
902New |
$70.8K - $72.3K
|
902
$71.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
866+ 3.28% |
$68K - $69.4K
|
27.3K
$2.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
845+ 115.44% |
$66.3K - $67.7K
|
1.58K
$125K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
840+ 20.45% |
$65.9K - $67.3K
|
4.95K
$394K
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
838+ 2.76% |
$65.8K - $67.1K
|
31.2K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
792+ 8.11% |
$62.2K - $63.4K
|
10.6K
$840K
|
|
|
May 15, 2025
Q1 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
785+ 1.47% |
$61.6K - $62.9K
|
54.3K
$4.32M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
765+ 2.19% |
$60.1K - $61.3K
|
35.7K
$2.84M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
753+ 9.55% |
$59.1K - $60.3K
|
8.64K
$687K
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
751+ 2.07% |
$59K - $60.2K
|
37K
$2.95M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
715+ 1.82% |
$56.1K - $57.3K
|
40.1K
$3.19M
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
713+ 19.23% |
$56K - $57.1K
|
4.42K
$352K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
709+ 0.41% |
$55.7K - $56.8K
|
172K
$13.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
689+ 12.13% |
$54.1K - $55.2K
|
6.37K
$507K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
671+ 21.07% |
$52.7K - $53.8K
|
3.86K
$307K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
668+ 7.25% |
$52.4K - $53.5K
|
9.89K
$787K
|