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 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-297- 0.32% |
$22.5K - $24K
|
91.3K
$7.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-300- 3.57% |
$22.7K - $24.2K
|
8.1K
$652K
|
|
|
Aug 12, 2025
Q2 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-300- 7.27% |
$22.7K - $24.2K
|
3.83K
$308K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-301- 4.2% |
$22.8K - $24.3K
|
6.87K
$553K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-302- 9.77% |
$22.9K - $24.4K
|
2.79K
$225K
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-303- 2.13% |
$23K - $24.4K
|
13.9K
$1.12M
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-306- 9.98% |
$23.2K - $24.7K
|
2.76K
$222K
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-319- 1.19% |
$24.2K - $25.7K
|
26.4K
$2.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-322- 4.29% |
$24.4K - $26K
|
7.18K
$578K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-325- 1.08% |
$24.6K - $26.2K
|
29.8K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-330- 6.47% |
$25K - $26.6K
|
4.77K
$384K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-365- 21.35% |
$27.6K - $29.4K
|
1.35K
$108K
|
|
|
Aug 01, 2025
Q2 2025
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-370- 12.47% |
$28K - $29.8K
|
2.6K
$209K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-383- 5.46% |
$29K - $30.9K
|
6.63K
$534K
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-384- 2.55% |
$29.1K - $31K
|
14.7K
$1.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-399- 7.65% |
$30.2K - $32.2K
|
4.81K
$388K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-399- 7.12% |
$30.2K - $32.2K
|
5.21K
$419K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-409- 4.11% |
$31K - $33K
|
9.55K
$769K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-420- 1.82% |
$31.8K - $33.9K
|
22.7K
$1.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-424- 3.21% |
$32.1K - $34.2K
|
12.8K
$1.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-452- 17.11% |
$34.2K - $36.5K
|
2.19K
$176K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-467- 3.56% |
$35.4K - $37.7K
|
12.7K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-486- 1.51% |
$36.8K - $39.2K
|
31.8K
$2.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-489- 2.77% |
$37K - $39.4K
|
17.1K
$1.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-499- 4.1% |
$37.8K - $40.2K
|
11.7K
$940K
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
SELL
|
- |
-500- 23.81% |
$37.9K - $40.3K
|
1.6K
$129K
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-500- 12.8% |
$37.9K - $40.3K
|
3.41K
$274K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-516- 3.89% |
$39.1K - $41.6K
|
12.8K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-522- 0.08% |
$39.5K - $42.1K
|
652K
$52.5M
|
|
|
Jul 03, 2025
Q2 2025
|
Stairway Partners, LLC
|
SELL
|
- |
-526- 0.17% |
$39.8K - $42.4K
|
311K
$25M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-541- 4.78% |
$41K - $43.6K
|
10.8K
$867K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-548- 5.69% |
$41.5K - $44.2K
|
9.08K
$731K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-556- 15.4% |
$42.1K - $44.8K
|
3.05K
$246K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-563- 12.85% |
$42.6K - $45.4K
|
3.82K
$307K
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-569- 17.26% |
$43.1K - $45.9K
|
2.73K
$220K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-609- 2.06% |
$46.1K - $49.1K
|
29K
$2.33M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-610- 72.02% |
$46.2K - $49.2K
|
237
$19.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-637- 6.98% |
$48.3K - $51.4K
|
8.49K
$683K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-674- 2.02% |
$51.1K - $54.4K
|
32.6K
$2.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-689- 14.85% |
$52.2K - $55.6K
|
3.95K
$318K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-714- 1.74% |
$54.1K - $57.6K
|
40.3K
$3.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-750- 20.05% |
$56.8K - $60.5K
|
2.99K
$241K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-764- 55.4% |
$57.9K - $61.6K
|
615
$49.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-773- 4.13% |
$58.6K - $62.3K
|
17.9K
$1.44M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-773- 1.12% |
$58.6K - $62.3K
|
68.3K
$5.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-840- 18.05% |
$63.6K - $67.7K
|
3.81K
$307K
|
|
|
Jul 30, 2025
Q2 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-841- 3.43% |
$63.7K - $67.8K
|
23.7K
$1.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-855- 6.34% |
$64.8K - $69K
|
12.6K
$1.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-885- 5.75% |
$67K - $71.4K
|
14.5K
$1.17M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-918- 4.85% |
$69.5K - $74K
|
18K
$1.45M
|