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 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
16+ 0.93% |
$1.26K - $1.28K
|
1.74K
$139K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
15+ 4.55% |
$1.18K - $1.2K
|
345
$27.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
15+ 1.09% |
$1.18K - $1.2K
|
1.39K
$110K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
15+ 0.33% |
$1.18K - $1.2K
|
4.54K
$361K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
15+ 0.57% |
$1.18K - $1.2K
|
2.66K
$212K
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
12+ 0.22% |
$942 - $961
|
5.45K
$433K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10+ 0.12% |
$785 - $801
|
8.4K
$669K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.1% |
$785 - $801
|
9.85K
$784K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.33% |
$785 - $801
|
3.01K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9+ 0.04% |
$707 - $721
|
21.4K
$1.7M
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
8+ 0.04% |
$628 - $641
|
19K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 0.47% |
$628 - $641
|
1.71K
$136K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 1.33% |
$550 - $561
|
533
$42.4K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
7+ 0.93% |
$550 - $561
|
758
$60.3K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6+ 0.85% |
$471 - $481
|
714
$56.8K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4+ 11.76% |
$314 - $320
|
38
$3.02K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.53% |
$314 - $320
|
764
$60.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 0.14% |
$236 - $240
|
2.18K
$173K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
2+ 0.03% |
$157 - $160
|
6.67K
$530K
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2+ 1.14% |
$157 - $160
|
177
$14.1K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.96% |
$157 - $160
|
211
$16.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 3.33% |
$78.5 - $80.1
|
31
$2.47K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1+ 0.02% |
$78.5 - $80.1
|
4.96K
$395K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1New |
$78.5 - $80.1
|
1
$79.6
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-1- 0.01% |
$78.5 - $80.1
|
8.3K
$661K
|
|
|
May 19, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1- 0.01% |
$78.5 - $80.1
|
11.6K
$922K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-3- 27.27% |
$236 - $240
|
8
$637
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-3- 0.02% |
$236 - $240
|
15.1K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-7- 17.5% |
$550 - $561
|
33
$2.63K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-8- 0.25% |
$628 - $641
|
3.23K
$257K
|
|
|
May 05, 2025
Q1 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-8- 0.03% |
$628 - $641
|
27.2K
$2.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9- 0.11% |
$707 - $721
|
8.03K
$639K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-12- 0.18% |
$942 - $961
|
6.48K
$516K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-15- 0.49% |
$1.18K - $1.2K
|
3.04K
$242K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-15- 4.14% |
$1.18K - $1.2K
|
347
$27.6K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-17- 0.32% |
$1.33K - $1.36K
|
5.36K
$427K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-18Closed |
$1.41K - $1.44K
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-18- 0.65% |
$1.41K - $1.44K
|
2.75K
$219K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-19- 7.34% |
$1.49K - $1.52K
|
240
$19.1K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-20- 0.7% |
$1.57K - $1.6K
|
2.86K
$227K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-21- 0.74% |
$1.65K - $1.68K
|
2.83K
$225K
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-23- 0.02% |
$1.81K - $1.84K
|
99.7K
$7.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-24- 0.4% |
$1.88K - $1.92K
|
5.99K
$476K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-29- 30.85% |
$2.28K - $2.32K
|
65
$5.17K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-30- 10.71% |
$2.36K - $2.4K
|
250
$19.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-34- 0.86% |
$2.67K - $2.72K
|
3.94K
$314K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-37- 0.07% |
$2.9K - $2.96K
|
50.8K
$4.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-37- 0.89% |
$2.9K - $2.96K
|
4.12K
$328K
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-37- 0.78% |
$2.9K - $2.96K
|
4.7K
$374K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-37- 6.67% |
$2.9K - $2.96K
|
518
$41.2K
|