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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-685- 8.8% |
$52.6K - $55K
|
7.1K
$560K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-711- 47.72% |
$54.5K - $57.1K
|
779
$61.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-719- 5.9% |
$55.2K - $57.8K
|
11.5K
$904K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-748- 0.79% |
$57.4K - $60.1K
|
94.1K
$7.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-770- 12.36% |
$59.1K - $61.9K
|
5.46K
$431K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-770- 8.12% |
$59.1K - $61.9K
|
8.71K
$688K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-776- 0.76% |
$59.5K - $62.4K
|
102K
$8.01M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-786- 7.4% |
$60.3K - $63.2K
|
9.84K
$777K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-790- 17.91% |
$60.6K - $63.5K
|
3.62K
$286K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-798- 1.87% |
$61.2K - $64.1K
|
42K
$3.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-809- 1.43% |
$62.1K - $65K
|
55.9K
$4.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-879- 12.14% |
$67.4K - $70.6K
|
6.36K
$502K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-911- 2.83% |
$69.9K - $73.2K
|
31.3K
$2.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-943- 7.75% |
$72.3K - $75.8K
|
11.2K
$886K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-954- 0.9% |
$73.2K - $76.7K
|
105K
$8.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-990- 14.47% |
$76K - $79.6K
|
5.85K
$462K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.03K- 16.1% |
$78.8K - $82.5K
|
5.35K
$422K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.04K- 1.59% |
$79.6K - $83.3K
|
64.3K
$5.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.04K- 1.65% |
$79.6K - $83.3K
|
61.6K
$4.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.05K- 3.9% |
$80.4K - $84.2K
|
25.8K
$2.04M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.06K- 27.19% |
$81.1K - $84.9K
|
2.83K
$223K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.06K- 37.03% |
$81.5K - $85.3K
|
1.81K
$143K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.06K- 14.42% |
$81.6K - $85.5K
|
6.31K
$498K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-1.1K- 16.28% |
$84.4K - $88.4K
|
5.66K
$446K
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-1.11K- 15.66% |
$84.8K - $88.8K
|
5.95K
$470K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.11K- 20.66% |
$85K - $89K
|
4.26K
$336K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.12K- 16.58% |
$85.8K - $89.8K
|
5.63K
$444K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.14K- 3.27% |
$87.5K - $91.7K
|
33.8K
$2.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-1.16K- 1.8% |
$89K - $93.2K
|
63.3K
$4.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.16K- 28.67% |
$89.1K - $93.3K
|
2.89K
$228K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.21K- 4.25% |
$93.1K - $97.6K
|
27.3K
$2.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.23K- 5.2% |
$94.4K - $98.8K
|
22.4K
$1.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.23K- 10.56% |
$94.6K - $99.1K
|
10.4K
$824K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.27K- 7.16% |
$97.7K - $102K
|
16.5K
$1.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-1.28K- 13.49% |
$98.2K - $103K
|
8.21K
$648K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.29K- 4.61% |
$99K - $104K
|
26.7K
$2.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.32K- 4.45% |
$102K - $106K
|
28.4K
$2.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-1.33K- 3.06% |
$102K - $107K
|
42K
$3.32M
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-1.33K- 1.67% |
$102K - $107K
|
78.5K
$6.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.35K- 81.21% |
$104K - $109K
|
313
$24.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.37K- 10.61% |
$105K - $110K
|
11.5K
$911K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.39K- 8.07% |
$106K - $111K
|
15.8K
$1.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.43K- 68.04% |
$110K - $115K
|
673
$53.1K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.47K- 43.3% |
$113K - $118K
|
1.92K
$152K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.49K- 18.96% |
$114K - $120K
|
6.37K
$503K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.51K- 8.41% |
$116K - $121K
|
16.4K
$1.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.56K- 15.86% |
$120K - $126K
|
8.3K
$655K
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-1.7K- 39.53% |
$130K - $137K
|
2.6K
$205K
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.7K- 21.92% |
$131K - $137K
|
6.07K
$479K
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
SELL
|
- |
-1.75K- 2.72% |
$134K - $140K
|
62.4K
$4.92M
|