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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
159+ 0.72% |
$12.5K - $12.7K
|
22.3K
$1.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
155+ 0.84% |
$12.2K - $12.4K
|
18.7K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
155+ 12.73% |
$12.2K - $12.4K
|
1.37K
$109K
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
155+ 0.81% |
$12.2K - $12.4K
|
19.3K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
145+ 4.35% |
$11.4K - $11.6K
|
3.48K
$277K
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
133+ 0.41% |
$10.4K - $10.7K
|
32.6K
$2.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
132+ 2.6% |
$10.4K - $10.6K
|
5.2K
$414K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
131+ 4.34% |
$10.3K - $10.5K
|
3.15K
$251K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
130New |
$10.2K - $10.4K
|
130
$10.3K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
126+ 0.72% |
$9.89K - $10.1K
|
17.6K
$1.4M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
121+ 4.39% |
$9.5K - $9.69K
|
2.88K
$229K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
121+ 216.07% |
$9.5K - $9.69K
|
177
$14.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
116+ 1.5% |
$9.11K - $9.29K
|
7.86K
$625K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
111New |
$8.71K - $8.89K
|
111
$8.83K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
105+ 17.33% |
$8.24K - $8.41K
|
711
$56.6K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
100+ 3.6% |
$7.85K - $8.01K
|
2.88K
$229K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
99+ 0.14% |
$7.77K - $7.93K
|
69.2K
$5.51M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
97+ 0.8% |
$7.62K - $7.77K
|
12.3K
$977K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
95+ 155.74% |
$7.46K - $7.61K
|
156
$12.4K
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
92New |
$7.22K - $7.37K
|
92
$7.32K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
91+ 2.97% |
$7.14K - $7.29K
|
3.16K
$251K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
90+ 9000.0% |
$7.07K - $7.21K
|
91
$7.24K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
84New |
$6.59K - $6.73K
|
84
$6.68K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
77+ 0.64% |
$6.05K - $6.17K
|
12.2K
$969K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
76+ 0.11% |
$5.97K - $6.09K
|
67K
$5.33M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
71+ 2.67% |
$5.57K - $5.69K
|
2.73K
$218K
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
69+ 1.06% |
$5.42K - $5.53K
|
6.61K
$526K
|
|
|
May 07, 2025
Q1 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
68+ 0.1% |
$5.34K - $5.45K
|
67.6K
$5.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
67+ 2.22% |
$5.26K - $5.37K
|
3.08K
$245K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
65New |
$5.1K - $5.21K
|
65
$5.17K
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
62+ 1.9% |
$4.87K - $4.97K
|
3.32K
$264K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
58+ 0.64% |
$4.55K - $4.65K
|
9.07K
$722K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
57+ 0.03% |
$4.48K - $4.57K
|
196K
$15.6M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
50+ 1.71% |
$3.93K - $4.01K
|
2.98K
$237K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
50New |
$3.93K - $4.01K
|
50
$3.98K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
50+ 0.02% |
$3.93K - $4.01K
|
245K
$19.5M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
50+ 1.56% |
$3.93K - $4.01K
|
3.25K
$259K
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
46+ 1.26% |
$3.61K - $3.69K
|
3.7K
$294K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
42+ 2.46% |
$3.3K - $3.36K
|
1.75K
$139K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
38+ 0.26% |
$2.98K - $3.04K
|
14.4K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
34+ 0.93% |
$2.67K - $2.72K
|
3.7K
$294K
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
32+ 0.26% |
$2.51K - $2.56K
|
12.5K
$997K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
31+ 0.94% |
$2.43K - $2.48K
|
3.34K
$266K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
26New |
$2.04K - $2.08K
|
26
$2.07K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
24+ 0.33% |
$1.88K - $1.92K
|
7.29K
$580K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
21+ 0.93% |
$1.65K - $1.68K
|
2.27K
$181K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
20New |
$1.57K - $1.6K
|
20
$1.59K
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
18+ 23.08% |
$1.41K - $1.44K
|
96
$7.64K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
18+ 0.39% |
$1.41K - $1.44K
|
4.63K
$368K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
17+ 0.65% |
$1.33K - $1.36K
|
2.65K
$211K
|