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 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.94K- 4.01% |
$149K - $156K
|
46.5K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.94K- 9.95% |
$149K - $156K
|
17.6K
$1.39M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1.98K- 54.39% |
$152K - $159K
|
1.66K
$131K
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-2.01K- 92.12% |
$154K - $162K
|
172
$13.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.05K- 2.15% |
$158K - $165K
|
93.6K
$7.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-2.08K- 10.94% |
$159K - $167K
|
16.9K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-2.09K- 41.93% |
$160K - $168K
|
2.89K
$228K
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-2.1K- 60.0% |
$161K - $169K
|
1.4K
$110K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.15K- 8.29% |
$165K - $173K
|
23.8K
$1.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-2.18K- 45.5% |
$168K - $176K
|
2.62K
$206K
|
|
|
Nov 06, 2024
Q3 2024
|
Florin Court Capital LLP
|
SELL
|
- |
-2.2K- 14.67% |
$169K - $177K
|
12.8K
$1.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-2.27K- 11.75% |
$174K - $183K
|
17.1K
$1.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.33K- 9.84% |
$178K - $187K
|
21.3K
$1.68M
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-2.38K- 6.16% |
$183K - $191K
|
36.3K
$2.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-2.38K- 21.14% |
$183K - $191K
|
8.88K
$701K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-2.43K- 6.69% |
$186K - $195K
|
33.9K
$2.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.49K- 3.51% |
$191K - $200K
|
68.4K
$5.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.5K- 16.2% |
$192K - $201K
|
12.9K
$1.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-2.71K- 49.96% |
$208K - $218K
|
2.71K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-2.92K- 5.41% |
$224K - $234K
|
51K
$4.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.93K- 10.2% |
$225K - $235K
|
25.8K
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.97K- 4.69% |
$228K - $239K
|
60.4K
$4.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-3K- 9.22% |
$230K - $241K
|
29.5K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.02K- 3.55% |
$232K - $243K
|
82.2K
$6.49M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-3.05K- 19.64% |
$234K - $245K
|
12.5K
$985K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.44K- 37.36% |
$264K - $276K
|
5.77K
$455K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.47K- 3.94% |
$266K - $279K
|
84.5K
$6.67M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.58K- 41.34% |
$275K - $288K
|
5.08K
$401K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.72K- 37.43% |
$286K - $299K
|
6.22K
$491K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.78K- 58.44% |
$290K - $304K
|
2.69K
$212K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.78K- 19.11% |
$290K - $304K
|
16K
$1.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.83K- 44.89% |
$294K - $307K
|
4.7K
$371K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-3.84K- 91.35% |
$295K - $309K
|
364
$28.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-3.9K- 4.5% |
$299K - $313K
|
82.7K
$6.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4.03K- 89.47% |
$309K - $324K
|
475
$37.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.08K- 6.83% |
$313K - $328K
|
55.6K
$4.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.13K- 54.79% |
$317K - $332K
|
3.4K
$269K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.18K- 20.9% |
$321K - $336K
|
15.8K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-4.18K- 21.71% |
$321K - $336K
|
15.1K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.22K- 16.04% |
$323K - $339K
|
22.1K
$1.74M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.26K- 6.95% |
$327K - $342K
|
57K
$4.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.4K- 19.81% |
$337K - $353K
|
17.8K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-4.45K- 5.57% |
$341K - $357K
|
75.4K
$5.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.46K- 40.86% |
$342K - $358K
|
6.45K
$509K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-4.56K- 9.36% |
$350K - $367K
|
44.2K
$3.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-4.78K- 15.62% |
$367K - $384K
|
25.8K
$2.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5.09K- 10.28% |
$391K - $409K
|
44.4K
$3.51M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.11K- 64.65% |
$392K - $411K
|
2.8K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5.15K- 1.61% |
$395K - $414K
|
316K
$24.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-5.17K- 21.31% |
$397K - $416K
|
19.1K
$1.51M
|