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 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-924- 18.36% |
$70K - $74.5K
|
4.11K
$331K
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
SELL
|
- |
-935- 7.46% |
$70.8K - $75.4K
|
11.6K
$934K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-936- 18.8% |
$70.9K - $75.5K
|
4.04K
$325K
|
|
|
Aug 12, 2025
Q2 2025
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-958- 16.05% |
$72.6K - $77.3K
|
5.01K
$403K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-969- 65.78% |
$73.4K - $78.1K
|
504
$40.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-986- 2.24% |
$74.7K - $79.5K
|
42.9K
$3.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-1K- 0.56% |
$75.8K - $80.7K
|
177K
$14.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.01K- 13.37% |
$76.3K - $81.2K
|
6.52K
$525K
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-1.06K- 5.57% |
$80.1K - $85.3K
|
18K
$1.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.06K- 77.13% |
$80.2K - $85.4K
|
314
$25.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.08K- 49.86% |
$81.7K - $86.9K
|
1.08K
$87.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.08K- 1.79% |
$82.1K - $87.4K
|
59.6K
$4.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.09K- 3.04% |
$82.3K - $87.6K
|
34.6K
$2.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.11K- 34.52% |
$84.3K - $89.8K
|
2.11K
$170K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.13K- 0.46% |
$85.8K - $91.4K
|
244K
$19.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.15K- 17.85% |
$87K - $92.7K
|
5.29K
$426K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.15K- 22.52% |
$87.3K - $93K
|
3.97K
$319K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.16K- 2.46% |
$87.5K - $93.2K
|
45.8K
$3.69M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.17K- 31.47% |
$88.2K - $94K
|
2.54K
$204K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.18K- 5.54% |
$89K - $94.8K
|
20K
$1.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.18K- 11.94% |
$89.2K - $94.9K
|
8.68K
$699K
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-1.21K- 32.75% |
$91.7K - $97.6K
|
2.49K
$200K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 11.15% |
$93.5K - $99.5K
|
9.83K
$792K
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.25K- 8.48% |
$94.8K - $101K
|
13.5K
$1.09M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-1.25K- 5.38% |
$94.8K - $101K
|
22K
$1.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.3K- 8.53% |
$98.5K - $105K
|
13.9K
$1.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.3K- 27.88% |
$98.7K - $105K
|
3.37K
$271K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.31K- 2.33% |
$99.5K - $106K
|
55K
$4.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 0.66% |
$100K - $107K
|
200K
$16.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-1.35K- 13.62% |
$102K - $109K
|
8.54K
$688K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.37K- 29.99% |
$103K - $110K
|
3.19K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.38K- 41.83% |
$105K - $111K
|
1.92K
$155K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.42K- 7.39% |
$108K - $115K
|
17.8K
$1.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.51K- 12.22% |
$114K - $121K
|
10.8K
$870K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.57K- 78.02% |
$119K - $127K
|
442
$35.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.59K- 9.96% |
$120K - $128K
|
14.3K
$1.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.73K- 14.87% |
$131K - $140K
|
9.9K
$797K
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.73K- 10.0% |
$131K - $140K
|
15.6K
$1.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1.79K- 2.68% |
$136K - $145K
|
65.2K
$5.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.82K- 47.69% |
$138K - $147K
|
2K
$161K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-1.83K- 13.21% |
$139K - $148K
|
12K
$969K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.85K- 15.16% |
$140K - $149K
|
10.3K
$832K
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.89K- 1.12% |
$143K - $152K
|
166K
$13.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-1.9K- 4.81% |
$144K - $153K
|
37.6K
$3.02M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.97K- 8.55% |
$149K - $159K
|
21K
$1.69M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2K- 3.02% |
$151K - $161K
|
64.2K
$5.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-2.04K- 79.43% |
$154K - $164K
|
528
$42.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-2.08K- 42.56% |
$157K - $167K
|
2.8K
$225K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.08K- 10.92% |
$158K - $168K
|
17K
$1.37M
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-2.13K- 26.95% |
$161K - $172K
|
5.77K
$464K
|