Purchases and Sales Made in Q3 2024 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-43- 34.96% |
$3.3K - $3.46K
|
80
$6.31K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-46- 0.84% |
$3.53K - $3.7K
|
5.4K
$426K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-46- 30.07% |
$3.53K - $3.7K
|
107
$8.44K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-46- 26.14% |
$3.53K - $3.7K
|
130
$10.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-50- 0.94% |
$3.84K - $4.02K
|
5.28K
$417K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-52- 0.37% |
$3.99K - $4.18K
|
13.9K
$1.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-54- 0.85% |
$4.14K - $4.34K
|
6.26K
$494K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-66- 2.84% |
$5.06K - $5.3K
|
2.26K
$178K
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-69- 0.83% |
$5.29K - $5.54K
|
8.2K
$647K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-88- 95.65% |
$6.75K - $7.07K
|
4
$316
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-90- 2.04% |
$6.9K - $7.23K
|
4.33K
$341K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-92- 2.44% |
$7.06K - $7.39K
|
3.68K
$290K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-93- 0.57% |
$7.13K - $7.47K
|
16.2K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-94- 2.62% |
$7.21K - $7.55K
|
3.49K
$275K
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-100- 2.24% |
$7.67K - $8.04K
|
4.36K
$344K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-100- 11.83% |
$7.67K - $8.04K
|
745
$58.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-101- 73.72% |
$7.75K - $8.12K
|
36
$2.84K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-101- 0.55% |
$7.75K - $8.12K
|
18.1K
$1.43M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-101- 45.7% |
$7.75K - $8.12K
|
120
$9.47K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-105- 2.44% |
$8.06K - $8.44K
|
4.2K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-105- 3.15% |
$8.06K - $8.44K
|
3.23K
$255K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-111- 4.93% |
$8.52K - $8.92K
|
2.14K
$169K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-113- 0.59% |
$8.67K - $9.08K
|
19.1K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-115- 0.94% |
$8.82K - $9.24K
|
12.2K
$961K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-126- 58.6% |
$9.67K - $10.1K
|
89
$7.02K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-126- 4.73% |
$9.67K - $10.1K
|
2.54K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-126- 0.69% |
$9.67K - $10.1K
|
18.1K
$1.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-138- 20.81% |
$10.6K - $11.1K
|
525
$41.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-140- 2.43% |
$10.7K - $11.3K
|
5.61K
$443K
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-142- 2.11% |
$10.9K - $11.4K
|
6.6K
$521K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-146- 3.65% |
$11.2K - $11.7K
|
3.85K
$304K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-147- 3.38% |
$11.3K - $11.8K
|
4.21K
$332K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-148- 3.6% |
$11.4K - $11.9K
|
3.96K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-153- 14.49% |
$11.7K - $12.3K
|
903
$71.3K
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-162- 5.47% |
$12.4K - $13K
|
2.8K
$221K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-174- 2.06% |
$13.3K - $14K
|
8.28K
$653K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-199- 24.6% |
$15.3K - $16K
|
610
$48.1K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
SELL
|
- |
-200- 4.02% |
$15.3K - $16.1K
|
4.78K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-205- 87.23% |
$15.7K - $16.5K
|
30
$2.37K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-205- 2.99% |
$15.7K - $16.5K
|
6.64K
$524K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-209- 4.7% |
$16K - $16.8K
|
4.24K
$334K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-210- 6.55% |
$16.1K - $16.9K
|
3K
$236K
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-215- 4.67% |
$16.5K - $17.3K
|
4.39K
$346K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-223- 1.42% |
$17.1K - $17.9K
|
15.5K
$1.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-231- 0.09% |
$17.7K - $18.6K
|
244K
$19.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-232- 9.43% |
$17.8K - $18.6K
|
2.23K
$176K
|
|
|
Oct 24, 2024
Q3 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-245- 0.92% |
$18.8K - $19.7K
|
26.3K
$2.08M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-261- 6.24% |
$20K - $21K
|
3.93K
$310K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-264- 4.62% |
$20.3K - $21.2K
|
5.45K
$430K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-273- 3.53% |
$20.9K - $21.9K
|
7.47K
$589K
|