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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.13K- 2.46% |
$161K - $172K
|
84.3K
$6.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.15K- 26.5% |
$163K - $173K
|
5.96K
$480K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.17K- 4.12% |
$164K - $175K
|
50.5K
$4.06M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.19K- 4.49% |
$166K - $176K
|
46.5K
$3.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-2.35K- 5.02% |
$178K - $189K
|
44.4K
$3.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-2.36K- 0.6% |
$179K - $190K
|
392K
$31.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.37K- 16.75% |
$179K - $191K
|
11.8K
$947K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.4K- 4.47% |
$181K - $193K
|
51.2K
$4.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.4K- 1.69% |
$182K - $193K
|
139K
$11.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-2.41K- 35.5% |
$182K - $194K
|
4.37K
$352K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.42K- 33.92% |
$184K - $195K
|
4.72K
$380K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.52K- 21.56% |
$191K - $204K
|
9.19K
$739K
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-2.53K- 11.83% |
$191K - $204K
|
18.8K
$1.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.6K- 19.24% |
$197K - $210K
|
10.9K
$878K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.64K- 4.03% |
$200K - $213K
|
62.9K
$5.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-2.67K- 2.68% |
$203K - $216K
|
97K
$7.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.76K- 3.46% |
$209K - $222K
|
77K
$6.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.78K- 17.05% |
$211K - $224K
|
13.5K
$1.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-2.78K- 16.31% |
$211K - $225K
|
14.3K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.82K- 41.43% |
$214K - $227K
|
3.99K
$321K
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
SELL
|
- |
-2.95K- 7.41% |
$223K - $238K
|
36.8K
$2.97M
|
|
|
Jul 31, 2025
Q2 2025
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-3K- 42.61% |
$227K - $242K
|
4.04K
$326K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-3.06K- 1.45% |
$232K - $247K
|
209K
$16.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3.1K- 22.04% |
$235K - $250K
|
11K
$883K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.15K- 10.76% |
$238K - $254K
|
26.1K
$2.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-3.19K- 4.18% |
$242K - $257K
|
73K
$5.88M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.21K- 46.74% |
$243K - $259K
|
3.66K
$294K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-3.53K- 4.44% |
$267K - $284K
|
75.8K
$6.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-3.54K- 4.63% |
$268K - $285K
|
72.9K
$5.87M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.63K- 2.2% |
$275K - $293K
|
161K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-3.93K- 17.96% |
$298K - $317K
|
17.9K
$1.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-3.95K- 5.25% |
$299K - $318K
|
71.2K
$5.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-3.98K- 16.35% |
$301K - $321K
|
20.3K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.01K- 20.22% |
$303K - $323K
|
15.8K
$1.27M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.05K- 8.65% |
$306K - $326K
|
42.7K
$3.44M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-4.5KClosed |
$340K - $363K
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.66K- 31.25% |
$353K - $376K
|
10.2K
$825K
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-4.73K- 0.43% |
$358K - $381K
|
1.1M
$88.6M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.85K- 49.54% |
$367K - $391K
|
4.94K
$397K
|
|
|
Aug 13, 2025
Q2 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-4.94K- 12.66% |
$374K - $399K
|
34.1K
$2.74M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.29K- 43.67% |
$401K - $427K
|
6.83K
$550K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.32K- 11.01% |
$403K - $429K
|
43K
$3.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-5.46K- 1.62% |
$413K - $440K
|
332K
$26.7M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-5.53K- 60.12% |
$419K - $446K
|
3.67K
$295K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.64K- 20.86% |
$428K - $455K
|
21.4K
$1.72M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-5.69K- 11.77% |
$431K - $459K
|
42.6K
$3.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-5.96K- 4.32% |
$451K - $481K
|
132K
$10.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-6.18K- 5.61% |
$468K - $498K
|
104K
$8.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-6.59K- 14.76% |
$499K - $531K
|
38K
$3.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-6.8K- 4.3% |
$515K - $548K
|
151K
$12.2M
|