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 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.93K- 99.38% |
$146K - $149K
|
12
$956
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.96KClosed |
$149K - $152K
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-2.05K- 9.63% |
$155K - $159K
|
19.2K
$1.53M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-2.07K- 11.27% |
$157K - $161K
|
16.3K
$1.3M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.09K- 15.89% |
$158K - $162K
|
11.1K
$881K
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-2.14K- 1.63% |
$162K - $166K
|
129K
$10.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.15K- 25.57% |
$162K - $166K
|
6.24K
$497K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.15K- 23.88% |
$162K - $166K
|
6.84K
$545K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.16K- 12.97% |
$163K - $167K
|
14.5K
$1.15M
|
|
|
Aug 05, 2024
Q2 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-2.16K- 8.46% |
$164K - $168K
|
23.4K
$1.86M
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.17K- 32.1% |
$164K - $168K
|
4.59K
$366K
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-2.22K- 36.8% |
$168K - $172K
|
3.82K
$304K
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.26K- 39.64% |
$171K - $175K
|
3.45K
$275K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.31K- 8.06% |
$174K - $179K
|
26.3K
$2.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.34K- 20.16% |
$177K - $182K
|
9.28K
$740K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-2.4K- 13.38% |
$182K - $186K
|
15.5K
$1.24M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.45K- 16.06% |
$185K - $190K
|
12.8K
$1.02M
|
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-2.5K- 39.36% |
$189K - $194K
|
3.85K
$307K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.55K- 28.28% |
$193K - $197K
|
6.46K
$515K
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-2.57K- 5.02% |
$195K - $199K
|
48.7K
$3.88M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-2.63K- 12.94% |
$199K - $204K
|
17.7K
$1.41M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.67K- 6.62% |
$202K - $207K
|
37.7K
$3M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-2.67K- 67.7% |
$202K - $207K
|
1.28K
$102K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.71K- 41.27% |
$205K - $210K
|
3.86K
$307K
|
|
|
Aug 13, 2024
Q2 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-2.91K- 8.69% |
$220K - $225K
|
30.6K
$2.44M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.06K- 3.36% |
$231K - $237K
|
88K
$7.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.06K- 15.82% |
$232K - $237K
|
16.3K
$1.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-3.07K- 42.17% |
$232K - $238K
|
4.21K
$335K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.1K- 3.14% |
$234K - $240K
|
95.7K
$7.62M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.12K- 2.08% |
$236K - $242K
|
147K
$11.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-3.4K- 9.47% |
$257K - $263K
|
32.5K
$2.59M
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-3.41K- 2.55% |
$258K - $264K
|
130K
$10.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-3.46K- 21.1% |
$262K - $268K
|
12.9K
$1.03M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-3.49K- 2.49% |
$264K - $270K
|
137K
$10.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.59K- 4.42% |
$272K - $278K
|
77.7K
$6.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-3.64K- 10.68% |
$276K - $282K
|
30.5K
$2.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.87K- 7.39% |
$293K - $299K
|
48.4K
$3.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-3.97K- 3.16% |
$300K - $307K
|
122K
$9.69M
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-4.11K- 3.43% |
$311K - $318K
|
116K
$9.21M
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.15K- 6.22% |
$314K - $322K
|
62.7K
$4.99M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.22K- 13.99% |
$320K - $327K
|
26K
$2.07M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-4.41K- 37.69% |
$334K - $342K
|
7.29K
$581K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.47K- 49.41% |
$338K - $346K
|
4.58K
$365K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4.49K- 4.19% |
$340K - $347K
|
103K
$8.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-4.53K- 13.23% |
$343K - $351K
|
29.7K
$2.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-4.6K- 42.46% |
$348K - $356K
|
6.23K
$496K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-4.74K- 1.78% |
$359K - $367K
|
262K
$20.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.83K- 21.21% |
$365K - $374K
|
17.9K
$1.43M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-4.98K- 57.15% |
$377K - $386K
|
3.73K
$297K
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-4.99K- 11.04% |
$378K - $387K
|
40.2K
$3.2M
|