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 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
629New |
$49.4K - $50.4K
|
629
$50K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
620+ 1.26% |
$48.7K - $49.7K
|
49.7K
$3.96M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
610+ 4.83% |
$47.9K - $48.9K
|
13.2K
$1.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
607+ 4.15% |
$47.7K - $48.6K
|
15.2K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
596+ 4.5% |
$46.8K - $47.7K
|
13.8K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
596+ 2.1% |
$46.8K - $47.7K
|
28.9K
$2.3M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
575+ 4.95% |
$45.1K - $46.1K
|
12.2K
$970K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
495+ 17.19% |
$38.9K - $39.7K
|
3.37K
$268K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
467+ 1.24% |
$36.7K - $37.4K
|
38.2K
$3.04M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
434New |
$34.1K - $34.8K
|
434
$34.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
431New |
$33.8K - $34.5K
|
431
$34.3K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
422+ 1.86% |
$33.1K - $33.8K
|
23.1K
$1.84M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
412+ 14.72% |
$32.3K - $33K
|
3.21K
$255K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
407+ 3.11% |
$32K - $32.6K
|
13.5K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
400New |
$31.4K - $32K
|
400
$31.8K
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
397+ 6.76% |
$31.2K - $31.8K
|
6.27K
$499K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
395+ 1.9% |
$31K - $31.6K
|
21.2K
$1.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
380+ 0.87% |
$29.8K - $30.4K
|
43.9K
$3.49M
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
380+ 2.96% |
$29.8K - $30.4K
|
13.2K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
377+ 9.63% |
$29.6K - $30.2K
|
4.29K
$342K
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
359+ 3.92% |
$28.2K - $28.8K
|
9.53K
$758K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
354+ 6.75% |
$27.8K - $28.4K
|
5.6K
$445K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
333+ 11.91% |
$26.1K - $26.7K
|
3.13K
$249K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
323+ 5.64% |
$25.4K - $25.9K
|
6.05K
$481K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
313+ 6.56% |
$24.6K - $25.1K
|
5.09K
$405K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
310+ 0.99% |
$24.3K - $24.8K
|
31.5K
$2.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
307New |
$24.1K - $24.6K
|
307
$24.4K
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
305+ 4.2% |
$23.9K - $24.4K
|
7.56K
$602K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
299+ 1.1% |
$23.5K - $24K
|
27.5K
$2.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
289+ 1.05% |
$22.7K - $23.2K
|
27.7K
$2.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
284+ 0.61% |
$22.3K - $22.8K
|
46.6K
$3.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
274+ 6.39% |
$21.5K - $22K
|
4.56K
$363K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
263+ 0.25% |
$20.6K - $21.1K
|
107K
$8.55M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
253+ 13.28% |
$19.9K - $20.3K
|
2.16K
$172K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
250+ 5.69% |
$19.6K - $20K
|
4.64K
$369K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
239+ 17.98% |
$18.8K - $19.1K
|
1.57K
$125K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
237New |
$18.6K - $19K
|
237
$18.9K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
235+ 7.08% |
$18.4K - $18.8K
|
3.56K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
234New |
$18.4K - $18.7K
|
234
$18.6K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
216+ 3.25% |
$17K - $17.3K
|
6.86K
$546K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
208+ 64.0% |
$16.3K - $16.7K
|
533
$42.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
205New |
$16.1K - $16.4K
|
205
$16.3K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
200+ 7.71% |
$15.7K - $16K
|
2.79K
$222K
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
BUY
|
- |
188+ 0.79% |
$14.8K - $15.1K
|
23.9K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
187+ 3.42% |
$14.7K - $15K
|
5.66K
$450K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
185+ 59.87% |
$14.5K - $14.8K
|
494
$39.3K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
178+ 4.37% |
$14K - $14.3K
|
4.25K
$338K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
175+ 2.51% |
$13.7K - $14K
|
7.14K
$568K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
173+ 0.42% |
$13.6K - $13.9K
|
41.1K
$3.27M
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
170+ 3.93% |
$13.3K - $13.6K
|
4.49K
$358K
|