Purchases and Sales Made in Q2 2025 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
3.04M+ 1024.14% |
$230M - $245M
|
3.34M
$269M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
311KNew |
$23.6M - $25.1M
|
311K
$25M
|
|
|
Jul 16, 2025
Q2 2025
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
172K+ 106.58% |
$13M - $13.8M
|
333K
$26.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
105K+ 348846.66% |
$7.93M - $8.44M
|
105K
$8.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
64.9K+ 23.83% |
$4.92M - $5.24M
|
337K
$27.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
54KNew |
$4.09M - $4.36M
|
54K
$4.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
40.6K+ 320.42% |
$3.07M - $3.27M
|
53.2K
$4.28M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
22.9KNew |
$1.74M - $1.85M
|
22.9K
$1.85M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
21.7K+ 28.79% |
$1.64M - $1.75M
|
96.9K
$7.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
20.2K+ 29.95% |
$1.53M - $1.63M
|
87.6K
$7.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
19.5K+ 20.75% |
$1.48M - $1.58M
|
114K
$9.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
BUY
|
- |
16.8K+ 28.71% |
$1.27M - $1.35M
|
75.2K
$6.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
14.7KNew |
$1.11M - $1.18M
|
14.7K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
14.5K+ 105.04% |
$1.1M - $1.17M
|
28.4K
$2.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
14.4K+ 5.06% |
$1.09M - $1.16M
|
299K
$24.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
12.4K+ 38.98% |
$936K - $997K
|
44.1K
$3.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.7K+ 14.3% |
$888K - $945K
|
93.7K
$7.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
11.7KNew |
$885K - $942K
|
11.7K
$941K
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
BUY
|
- |
11.6K+ 6.49% |
$879K - $935K
|
190K
$15.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
11.3K+ 10.47% |
$858K - $914K
|
120K
$9.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
11.2K+ 2.59% |
$847K - $902K
|
443K
$35.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
8.83K+ 97.37% |
$669K - $712K
|
17.9K
$1.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
7.96KNew |
$603K - $642K
|
7.96K
$641K
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
7.69K+ 24.0% |
$582K - $620K
|
39.7K
$3.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.56K+ 13.2% |
$573K - $610K
|
64.9K
$5.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
7.56K+ 22.97% |
$573K - $610K
|
40.5K
$3.26M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
6.81K+ 28.47% |
$516K - $549K
|
30.7K
$2.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
6.71K+ 103.79% |
$508K - $541K
|
13.2K
$1.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6.63K+ 30.38% |
$502K - $535K
|
28.4K
$2.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
6.32K+ 9.84% |
$479K - $509K
|
70.5K
$5.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
6.07KNew |
$460K - $489K
|
6.07K
$488K
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
5.12KNew |
$388K - $413K
|
5.12K
$412K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.09KNew |
$386K - $411K
|
5.09K
$410K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
5.06K+ 1.91% |
$383K - $408K
|
270K
$21.7M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.92K+ 5.43% |
$373K - $397K
|
95.6K
$7.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
4.43K+ 280.85% |
$335K - $357K
|
6.01K
$483K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.38K+ 52.04% |
$331K - $353K
|
12.8K
$1.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.04K+ 15.17% |
$306K - $326K
|
30.7K
$2.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
4.02K+ 25.49% |
$304K - $324K
|
19.8K
$1.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3.7KNew |
$280K - $298K
|
3.7K
$298K
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
3.6K+ 11.53% |
$273K - $290K
|
34.8K
$2.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.44KNew |
$260K - $277K
|
3.44K
$277K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.32K+ 13.94% |
$251K - $268K
|
27.1K
$2.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
3.31KNew |
$251K - $267K
|
3.31K
$267K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.24K+ 19.0% |
$246K - $262K
|
20.3K
$1.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
3.13K+ 16.31% |
$237K - $253K
|
22.3K
$1.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.08K+ 52.82% |
$233K - $248K
|
8.91K
$717K
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
2.59K+ 74.8% |
$196K - $209K
|
6.05K
$487K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.49KNew |
$189K - $201K
|
2.49K
$201K
|
|
|
Jul 18, 2025
Q2 2025
|
Sicart Associates LLC
|
BUY
|
- |
2.49KNew |
$189K - $201K
|
2.49K
$200K
|