Purchases and Sales Made in Q2 2024 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-66- 1.05% |
$4.99K - $5.11K
|
6.23K
$497K
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-67- 34.01% |
$5.07K - $5.19K
|
130
$10.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-69- 0.69% |
$5.22K - $5.34K
|
9.86K
$786K
|
|
|
Aug 14, 2024
Q2 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-77- 0.42% |
$5.83K - $5.96K
|
18.2K
$1.45M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-77- 3.64% |
$5.83K - $5.96K
|
2.04K
$162K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-82- 0.39% |
$6.21K - $6.35K
|
21K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-84- 2.15% |
$6.36K - $6.51K
|
3.83K
$305K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-85- 1.58% |
$6.43K - $6.58K
|
5.29K
$422K
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-93- 13.66% |
$7.04K - $7.2K
|
588
$46.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-94- 27.98% |
$7.11K - $7.28K
|
242
$19.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-100- 0.23% |
$7.57K - $7.75K
|
43.4K
$3.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-100- 2.78% |
$7.57K - $7.75K
|
3.5K
$279K
|
|
|
Nov 13, 2024
Q2 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-102- 1.06% |
$7.72K - $7.9K
|
9.55K
$761K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-103- 34.56% |
$7.8K - $7.98K
|
195
$15.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-108- 46.75% |
$8.17K - $8.36K
|
123
$9.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-118- 1.17% |
$8.93K - $9.14K
|
9.94K
$792K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-125- 4.85% |
$9.46K - $9.68K
|
2.45K
$195K
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-127- 3.76% |
$9.61K - $9.84K
|
3.25K
$259K
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-127- 2.33% |
$9.61K - $9.84K
|
5.33K
$425K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-130- 72.22% |
$9.84K - $10.1K
|
50
$3.98K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-132- 1.96% |
$9.99K - $10.2K
|
6.62K
$527K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-133- 29.23% |
$10.1K - $10.3K
|
322
$25.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-139- 0.55% |
$10.5K - $10.8K
|
25K
$1.99M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-141- 2.39% |
$10.7K - $10.9K
|
5.77K
$459K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-145- 5.13% |
$11K - $11.2K
|
2.68K
$214K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-146- 1.27% |
$11K - $11.3K
|
11.3K
$902K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-146- 4.05% |
$11K - $11.3K
|
3.46K
$275K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-147- 8.11% |
$11.1K - $11.4K
|
1.67K
$133K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-164- 3.44% |
$12.4K - $12.7K
|
4.61K
$367K
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-175- 3.82% |
$13.2K - $13.6K
|
4.41K
$352K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-178- 7.79% |
$13.5K - $13.8K
|
2.11K
$168K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-187- 6.73% |
$14.2K - $14.5K
|
2.59K
$207K
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-189Closed |
$14.3K - $14.6K
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-194- 4.51% |
$14.7K - $15K
|
4.11K
$327K
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-195- 2.77% |
$14.8K - $15.1K
|
6.85K
$545K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-196- 1.72% |
$14.8K - $15.2K
|
11.2K
$891K
|
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-199- 2.14% |
$15.1K - $15.4K
|
9.11K
$725K
|
|
|
Jul 29, 2024
Q2 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-200- 2.55% |
$15.1K - $15.5K
|
7.64K
$609K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-202- 1.87% |
$15.3K - $15.6K
|
10.6K
$847K
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-207- 4.61% |
$15.7K - $16K
|
4.28K
$341K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-215- 6.75% |
$16.3K - $16.7K
|
2.97K
$237K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-216- 2.84% |
$16.3K - $16.7K
|
7.39K
$589K
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-217- 4.68% |
$16.4K - $16.8K
|
4.42K
$352K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-218- 4.48% |
$16.5K - $16.9K
|
4.65K
$371K
|
|
|
Aug 09, 2024
Q2 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-228- 0.29% |
$17.3K - $17.7K
|
78.3K
$6.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-240- 3.43% |
$18.2K - $18.6K
|
6.76K
$538K
|
|
|
Jul 23, 2024
Q2 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-249- 0.31% |
$18.8K - $19.3K
|
79.8K
$6.36M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-249- 25.03% |
$18.8K - $19.3K
|
746
$59.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-250- 2.43% |
$18.9K - $19.4K
|
10K
$799K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-250- 5.97% |
$18.9K - $19.4K
|
3.94K
$314K
|