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 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
548+ 6.87% |
$41.5K - $42.4K
|
8.52K
$679K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
546+ 2.97% |
$41.3K - $42.3K
|
18.9K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
541+ 4.94% |
$40.9K - $41.9K
|
11.5K
$915K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
527+ 6.93% |
$39.9K - $40.8K
|
8.13K
$648K
|
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
BUY
|
- |
505+ 18.98% |
$38.2K - $39.1K
|
3.17K
$252K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
498+ 2.49% |
$37.7K - $38.6K
|
20.5K
$1.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
496+ 7.58% |
$37.5K - $38.4K
|
7.04K
$561K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
493+ 1.34% |
$37.3K - $38.2K
|
37.3K
$2.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
466+ 1.99% |
$35.3K - $36.1K
|
23.9K
$1.91M
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
453+ 43.27% |
$34.3K - $35.1K
|
1.5K
$120K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
443+ 8.85% |
$33.5K - $34.3K
|
5.45K
$434K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
440+ 1.04% |
$33.3K - $34.1K
|
42.8K
$3.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
397+ 2.85% |
$30K - $30.7K
|
14.3K
$1.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
383+ 5.69% |
$29K - $29.7K
|
7.12K
$567K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
367+ 20.18% |
$27.8K - $28.4K
|
2.19K
$174K
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
362New |
$27.4K - $28K
|
362
$28.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
345+ 1.48% |
$26.1K - $26.7K
|
23.6K
$1.88M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
334+ 50.91% |
$25.3K - $25.9K
|
990
$78.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
322+ 6.6% |
$24.4K - $24.9K
|
5.2K
$414K
|
|
|
Jul 26, 2024
Q2 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
319+ 3.48% |
$24.1K - $24.7K
|
9.49K
$756K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
310+ 0.55% |
$23.5K - $24K
|
56.7K
$4.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
305New |
$23.1K - $23.6K
|
305
$24.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
297+ 1.52% |
$22.5K - $23K
|
19.8K
$1.58M
|
|
|
Aug 13, 2024
Q2 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
290+ 2.52% |
$21.9K - $22.5K
|
11.8K
$939K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
280+ 0.98% |
$21.2K - $21.7K
|
29K
$2.31M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
276New |
$20.9K - $21.4K
|
276
$22K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
276+ 1.26% |
$20.9K - $21.4K
|
22.2K
$1.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
272+ 2.15% |
$20.6K - $21.1K
|
12.9K
$1.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
BUY
|
- |
258+ 3.47% |
$19.5K - $20K
|
7.69K
$612K
|
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
BUY
|
- |
243+ 1.76% |
$18.4K - $18.8K
|
14K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
233+ 3.05% |
$17.6K - $18K
|
7.86K
$626K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
224+ 4.56% |
$17K - $17.3K
|
5.13K
$409K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
221New |
$16.7K - $17.1K
|
221
$17.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
219+ 1.63% |
$16.6K - $17K
|
13.7K
$1.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
208+ 2.8% |
$15.7K - $16.1K
|
7.64K
$608K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
207+ 2587.5% |
$15.7K - $16K
|
215
$17.1K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
207+ 9.99% |
$15.7K - $16K
|
2.28K
$182K
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
204+ 2.4% |
$15.4K - $15.8K
|
8.7K
$693K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
200New |
$15.1K - $15.5K
|
200
$15.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
199+ 0.75% |
$15.1K - $15.4K
|
26.8K
$2.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
198+ 5.05% |
$15K - $15.3K
|
4.12K
$328K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
197New |
$14.9K - $15.3K
|
197
$15.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
180+ 5.98% |
$13.6K - $13.9K
|
3.19K
$254K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
BUY
|
- |
175+ 4.12% |
$13.2K - $13.6K
|
4.43K
$353K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
173+ 4.08% |
$13.1K - $13.4K
|
4.41K
$352K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
171New |
$12.9K - $13.2K
|
171
$13.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
170+ 2.69% |
$12.9K - $13.2K
|
6.49K
$517K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
166New |
$12.6K - $12.9K
|
166
$13.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
165+ 5.74% |
$12.5K - $12.8K
|
3.04K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
159+ 5.33% |
$12K - $12.3K
|
3.14K
$250K
|