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
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.84K- 34.9% |
$518K - $552K
|
12.8K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.02K- 2.74% |
$532K - $566K
|
249K
$20.1M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.09K- 41.37% |
$537K - $571K
|
10K
$808K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-7.19K- 55.12% |
$544K - $580K
|
5.85K
$471K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-7.2K- 26.57% |
$546K - $581K
|
19.9K
$1.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-7.22K- 12.73% |
$547K - $582K
|
49.5K
$3.99M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-7.32K- 42.98% |
$554K - $590K
|
9.71K
$782K
|
|
|
Sep 25, 2025
Q2 2025
|
Adams Wealth Management
|
SELL
|
- |
-7.33K- 37.34% |
$555K - $591K
|
12.3K
$990K
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-7.46K- 15.52% |
$565K - $602K
|
40.6K
$3.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-7.69K- 63.59% |
$582K - $620K
|
4.4K
$354K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-7.78K- 4.51% |
$589K - $627K
|
165K
$13.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-7.79K- 11.45% |
$590K - $628K
|
60.2K
$4.85M
|
|
|
Jul 29, 2025
Q2 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-7.8K- 23.94% |
$591K - $629K
|
24.8K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-8.03K- 3.99% |
$608K - $648K
|
193K
$15.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-8.17K- 51.24% |
$619K - $659K
|
7.78K
$626K
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-8.18K- 4.0% |
$619K - $659K
|
196K
$15.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-8.55K- 18.34% |
$648K - $689K
|
38.1K
$3.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-8.55K- 50.2% |
$648K - $690K
|
8.48K
$683K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.58K- 60.34% |
$650K - $692K
|
5.64K
$454K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.64K- 0.4% |
$655K - $697K
|
2.14M
$172M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-9.63K- 19.19% |
$729K - $777K
|
40.6K
$3.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.76K- 53.76% |
$740K - $787K
|
8.4K
$676K
|
|
|
Sep 25, 2025
Q2 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-9.92K- 44.64% |
$751K - $800K
|
12.3K
$990K
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-10K- 17.83% |
$758K - $807K
|
46.1K
$3.71M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-10K- 11.1% |
$760K - $809K
|
80.4K
$6.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-10.2K- 13.8% |
$772K - $822K
|
63.6K
$5.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.8K- 24.25% |
$815K - $867K
|
33.6K
$2.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-11.1K- 53.02% |
$839K - $894K
|
9.82K
$790K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.3K- 61.35% |
$856K - $911K
|
7.12K
$573K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.4K- 54.91% |
$866K - $922K
|
9.39K
$756K
|
|
|
Aug 13, 2025
Q2 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-12.3K- 41.46% |
$935K - $995K
|
17.4K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-12.4K- 15.03% |
$937K - $998K
|
70K
$5.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-12.8K- 32.69% |
$972K - $1.04M
|
26.4K
$2.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-13.5K- 8.67% |
$1.02M - $1.09M
|
142K
$11.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-13.6K- 23.28% |
$1.03M - $1.1M
|
44.9K
$3.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-13.7K- 1.52% |
$1.04M - $1.11M
|
886K
$71.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-14.1K- 17.83% |
$1.07M - $1.13M
|
64.8K
$5.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-14.4K- 29.43% |
$1.09M - $1.16M
|
34.6K
$2.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-14.6K- 30.49% |
$1.11M - $1.18M
|
33.3K
$2.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-15.6K- 13.86% |
$1.18M - $1.25M
|
96.7K
$7.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-16.4K- 61.25% |
$1.24M - $1.32M
|
10.4K
$836K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-16.6K- 20.08% |
$1.26M - $1.34M
|
66K
$5.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-17K- 61.26% |
$1.29M - $1.37M
|
10.7K
$864K
|
|
|
Aug 13, 2025
Q2 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-17K- 84.88% |
$1.29M - $1.37M
|
3.02K
$243K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-17.3K- 1.76% |
$1.31M - $1.39M
|
968K
$77.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-18.3K- 38.98% |
$1.38M - $1.47M
|
28.6K
$2.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-19.2K- 30.53% |
$1.46M - $1.55M
|
43.7K
$3.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-19.8K- 8.12% |
$1.5M - $1.6M
|
224K
$18M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-20.3K- 27.73% |
$1.54M - $1.64M
|
52.9K
$4.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-20.4K- 10.43% |
$1.54M - $1.64M
|
175K
$14.1M
|