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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-791- 12.09% |
$59.9K - $61.3K
|
5.75K
$459K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-810- 5.49% |
$61.3K - $62.7K
|
13.9K
$1.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-813- 7.83% |
$61.5K - $63K
|
9.57K
$763K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-832- 17.05% |
$63K - $64.4K
|
4.05K
$323K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-848- 20.92% |
$64.2K - $65.7K
|
3.21K
$256K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-860- 3.37% |
$65.1K - $66.6K
|
24.7K
$1.97M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-864- 2.61% |
$65.4K - $66.9K
|
32.2K
$2.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-870- 16.17% |
$65.8K - $67.4K
|
4.51K
$359K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-871- 1.55% |
$65.9K - $67.5K
|
55.4K
$4.41M
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-898- 17.71% |
$68K - $69.6K
|
4.17K
$333K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-905- 9.42% |
$68.5K - $70.1K
|
8.71K
$694K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-922- 2.01% |
$69.8K - $71.4K
|
44.8K
$3.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-922- 10.91% |
$69.8K - $71.4K
|
7.53K
$600K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-934- 1.14% |
$70.7K - $72.3K
|
80.7K
$6.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-945- 25.58% |
$71.5K - $73.2K
|
2.75K
$219K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-951- 90.74% |
$72K - $73.7K
|
97
$7.73K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-954- 23.03% |
$72.2K - $73.9K
|
3.19K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-985- 6.86% |
$74.5K - $76.3K
|
13.4K
$1.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-1.04K- 24.78% |
$79K - $80.9K
|
3.17K
$253K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.05K- 96.94% |
$79.2K - $81K
|
33
$2.63K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.06K- 26.81% |
$79.9K - $81.8K
|
2.88K
$230K
|
|
|
Aug 05, 2024
Q2 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-1.06K- 2.68% |
$80.4K - $82.3K
|
38.7K
$3.08M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.07K- 10.32% |
$81K - $82.9K
|
9.29K
$741K
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.1K- 27.03% |
$83.6K - $85.5K
|
2.98K
$238K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.11K- 24.4% |
$83.9K - $85.8K
|
3.43K
$274K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.11K- 8.38% |
$84.3K - $86.3K
|
12.2K
$971K
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.12K- 4.14% |
$85.1K - $87.1K
|
26K
$2.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.13K- 88.09% |
$85.7K - $87.7K
|
153
$12.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.14K- 18.32% |
$86K - $88.1K
|
5.07K
$404K
|
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.15K- 3.58% |
$87K - $89.1K
|
30.9K
$2.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.16K- 1.89% |
$87.9K - $89.9K
|
60.3K
$4.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1.2K- 12.72% |
$90.8K - $92.9K
|
8.24K
$657K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.3K- 14.3% |
$98.7K - $101K
|
7.81K
$623K
|
|
|
Jul 11, 2024
Q2 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.32K- 0.54% |
$100K - $102K
|
244K
$19.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-1.33K- 16.74% |
$101K - $103K
|
6.63K
$529K
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.39K- 12.66% |
$105K - $108K
|
9.58K
$764K
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-1.39K- 34.24% |
$105K - $108K
|
2.67K
$213K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.4K- 6.1% |
$106K - $108K
|
21.5K
$1.72M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.42K- 0.39% |
$107K - $110K
|
365K
$29.1M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.45K- 16.27% |
$110K - $113K
|
7.48K
$596K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.48K- 3.6% |
$112K - $115K
|
39.6K
$3.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.49K- 7.97% |
$113K - $115K
|
17.2K
$1.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.53K- 14.75% |
$116K - $118K
|
8.83K
$704K
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.68K- 33.49% |
$127K - $130K
|
3.33K
$266K
|
|
|
Aug 01, 2024
Q2 2024
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-1.68K- 13.0% |
$127K - $130K
|
11.3K
$898K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.69K- 8.38% |
$128K - $131K
|
18.4K
$1.47M
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.72K- 6.85% |
$130K - $133K
|
23.4K
$1.87M
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.73K- 24.17% |
$131K - $134K
|
5.43K
$433K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-1.82K- 17.68% |
$137K - $141K
|
8.45K
$674K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.85K- 4.91% |
$140K - $144K
|
35.9K
$2.86M
|