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 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-274- 0.74% |
$21K - $22K
|
36.8K
$2.9M
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-277- 5.07% |
$21.3K - $22.3K
|
5.18K
$409K
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-281- 4.52% |
$21.6K - $22.6K
|
5.94K
$468K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-286- 1.48% |
$21.9K - $23K
|
19K
$1.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-293- 23.72% |
$22.5K - $23.5K
|
942
$74.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-320- 25.08% |
$24.6K - $25.7K
|
956
$75.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-322- 0.65% |
$24.7K - $25.9K
|
49.4K
$3.9M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-323- 31.76% |
$24.8K - $26K
|
694
$54.8K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-340- 10.73% |
$26.1K - $27.3K
|
2.83K
$223K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-345- 0.77% |
$26.5K - $27.7K
|
44.5K
$3.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-355- 7.67% |
$27.2K - $28.5K
|
4.27K
$337K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-357- 3.56% |
$27.4K - $28.7K
|
9.67K
$763K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-359- 6.7% |
$27.5K - $28.8K
|
5K
$394K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-359- 1.47% |
$27.5K - $28.8K
|
24K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-369- 0.67% |
$28.3K - $29.7K
|
55K
$4.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-372- 1.52% |
$28.5K - $29.9K
|
24.1K
$1.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-376- 2.6% |
$28.8K - $30.2K
|
14.1K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-383- 2.64% |
$29.4K - $30.8K
|
14.1K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-386- 6.69% |
$29.6K - $31K
|
5.38K
$425K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-400- 39.76% |
$30.7K - $32.1K
|
606
$47.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-411- 11.05% |
$31.5K - $33K
|
3.31K
$261K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-412- 2.94% |
$31.6K - $33.1K
|
13.6K
$1.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-417- 2.64% |
$32K - $33.5K
|
15.4K
$1.22M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-418- 5.59% |
$32.1K - $33.6K
|
7.06K
$557K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-419- 2.12% |
$32.1K - $33.7K
|
19.4K
$1.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-421- 5.39% |
$32.3K - $33.8K
|
7.39K
$583K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-426- 68.05% |
$32.7K - $34.2K
|
200
$15.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-434- 1.46% |
$33.3K - $34.9K
|
29.2K
$2.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-436- 14.63% |
$33.4K - $35K
|
2.55K
$201K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-469- 1.13% |
$36K - $37.7K
|
40.9K
$3.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-471- 13.63% |
$36.1K - $37.8K
|
2.98K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-479- 15.76% |
$36.7K - $38.5K
|
2.56K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-523- 13.87% |
$40.1K - $42K
|
3.25K
$256K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-534- 10.95% |
$41K - $42.9K
|
4.34K
$343K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-540- 66.58% |
$41.4K - $43.4K
|
271
$21.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-544- 0.34% |
$41.7K - $43.7K
|
157K
$12.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-556- 11.19% |
$42.7K - $44.7K
|
4.41K
$348K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-569- 12.35% |
$43.7K - $45.7K
|
4.04K
$319K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-573- 10.83% |
$44K - $46K
|
4.72K
$372K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-581- 4.14% |
$44.6K - $46.7K
|
13.4K
$1.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-581- 4.14% |
$44.6K - $46.7K
|
13.4K
$1.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-590- 13.42% |
$45.3K - $47.4K
|
3.81K
$300K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-608- 4.49% |
$46.6K - $48.9K
|
12.9K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-620- 17.65% |
$47.6K - $49.8K
|
2.89K
$228K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-623- 8.76% |
$47.8K - $50.1K
|
6.49K
$512K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-626- 14.81% |
$48K - $50.3K
|
3.6K
$284K
|
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-650- 15.76% |
$49.9K - $52.2K
|
3.48K
$274K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-652- 5.97% |
$50K - $52.4K
|
10.3K
$810K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-667- 1.94% |
$51.2K - $53.6K
|
33.7K
$2.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-676- 3.41% |
$51.9K - $54.3K
|
19.1K
$1.51M
|