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 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-98- 1.13% |
$7.42K - $7.9K
|
8.59K
$692K
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-100- 0.09% |
$7.58K - $8.07K
|
109K
$8.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-111- 0.38% |
$8.41K - $8.95K
|
28.8K
$2.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-115- 0.17% |
$8.71K - $9.27K
|
67.5K
$5.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Barden Capital Management, Inc.
|
SELL
|
- |
-117- 1.23% |
$8.86K - $9.44K
|
9.41K
$758K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-118- 3.83% |
$8.94K - $9.52K
|
2.97K
$239K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-121- 3.02% |
$9.17K - $9.76K
|
3.88K
$313K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-123- 8.28% |
$9.32K - $9.92K
|
1.36K
$110K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-138- 40.71% |
$10.5K - $11.1K
|
201
$16.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-143- 1.95% |
$10.8K - $11.5K
|
7.2K
$580K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-144- 41.5% |
$10.9K - $11.6K
|
203
$16.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-148- 3.47% |
$11.2K - $11.9K
|
4.12K
$332K
|
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
SELL
|
- |
-160- 5.7% |
$12.1K - $12.9K
|
2.65K
$213K
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-165- 2.92% |
$12.5K - $13.3K
|
5.49K
$442K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-170- 50.15% |
$12.9K - $13.7K
|
169
$13.6K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-175- 5.5% |
$13.3K - $14.1K
|
3.01K
$242K
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-176- 99.44% |
$13.3K - $14.2K
|
1
$80.5
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-177- 11.7% |
$13.4K - $14.3K
|
1.34K
$108K
|
|
|
Jul 10, 2025
Q2 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-179- 2.16% |
$13.6K - $14.4K
|
8.12K
$654K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-182- 4.01% |
$13.8K - $14.7K
|
4.36K
$351K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-182- 1.09% |
$13.8K - $14.7K
|
16.5K
$1.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-183- 2.18% |
$13.9K - $14.8K
|
8.22K
$662K
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-183- 4.3% |
$13.9K - $14.8K
|
4.07K
$328K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-188- 4.77% |
$14.2K - $15.2K
|
3.75K
$302K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-192- 3.29% |
$14.5K - $15.5K
|
5.64K
$454K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-194- 6.15% |
$14.7K - $15.6K
|
2.96K
$239K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-203- 4.35% |
$15.4K - $16.4K
|
4.46K
$359K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-205- 0.75% |
$15.5K - $16.5K
|
27K
$2.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-208- 39.02% |
$15.8K - $16.8K
|
325
$26.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-214- 43.32% |
$16.2K - $17.3K
|
280
$22.5K
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-216- 5.35% |
$16.4K - $17.4K
|
3.82K
$307K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-221- 1.0% |
$16.7K - $17.8K
|
21.9K
$1.76M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-222- 6.4% |
$16.8K - $17.9K
|
3.25K
$261K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-235- 3.92% |
$17.8K - $19K
|
5.76K
$464K
|
|
|
Jul 30, 2025
Q2 2025
|
Darrow Company, Inc.
|
SELL
|
- |
-239- 0.31% |
$18.1K - $19.3K
|
76.7K
$6.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-242- 2.03% |
$18.3K - $19.5K
|
11.7K
$942K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-243- 4.75% |
$18.4K - $19.6K
|
4.88K
$393K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-244- 6.93% |
$18.5K - $19.7K
|
3.28K
$264K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-246- 3.69% |
$18.6K - $19.8K
|
6.42K
$517K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-247- 35.59% |
$18.7K - $19.9K
|
447
$36K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-247- 8.72% |
$18.7K - $19.9K
|
2.59K
$208K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-248- 0.64% |
$18.8K - $20K
|
38.3K
$3.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-250- 3.27% |
$18.9K - $20.2K
|
7.39K
$595K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-272- 15.72% |
$20.6K - $21.9K
|
1.46K
$117K
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-275- 3.84% |
$20.8K - $22.2K
|
6.89K
$554K
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-279- 4.98% |
$21.1K - $22.5K
|
5.32K
$428K
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-279- 0.75% |
$21.1K - $22.5K
|
36.8K
$2.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-288- 4.41% |
$21.8K - $23.2K
|
6.25K
$503K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-289- 0.94% |
$21.9K - $23.3K
|
30.5K
$2.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-290- 3.15% |
$22K - $23.4K
|
8.91K
$718K
|