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 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.11K+ 13.17% |
$85.4K - $89.4K
|
9.56K
$763K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.07K+ 9.68% |
$82.3K - $86.2K
|
12.2K
$970K
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
971+ 12.72% |
$74.5K - $78K
|
8.61K
$687K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
869+ 2.26% |
$66.7K - $69.8K
|
39.3K
$3.14M
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
751+ 21.54% |
$57.6K - $60.4K
|
4.24K
$338K
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
735+ 2.89% |
$56.4K - $59.1K
|
26.2K
$2.09M
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
716+ 4.93% |
$54.9K - $57.5K
|
15.2K
$1.22M
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
664+ 72.81% |
$50.9K - $53.4K
|
1.58K
$126K
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
657+ 8.89% |
$50.4K - $52.8K
|
8.05K
$642K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
649+ 9.81% |
$49.8K - $52.2K
|
7.27K
$580K
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
611+ 13.84% |
$46.9K - $49.1K
|
5.03K
$401K
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
576+ 4.96% |
$44.2K - $46.3K
|
12.2K
$972K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
570+ 2.56% |
$43.7K - $45.8K
|
22.9K
$1.82M
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
559+ 1.81% |
$42.9K - $44.9K
|
31.5K
$2.51M
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
533+ 2.12% |
$40.9K - $42.8K
|
25.7K
$2.05M
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
436+ 5.12% |
$33.4K - $35K
|
8.96K
$715K
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
381+ 4.22% |
$29.2K - $30.6K
|
9.41K
$751K
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
359+ 11.05% |
$27.5K - $28.8K
|
3.61K
$288K
|
|
Oct 21, 2024
Q3 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
343+ 1.28% |
$26.3K - $27.6K
|
27.1K
$2.17M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
325New |
$24.9K - $26.1K
|
325
$25.9K
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
317New |
$24.3K - $25.5K
|
317
$25.3K
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
292+ 1.44% |
$22.4K - $23.5K
|
20.6K
$1.64M
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
280+ 0.52% |
$21.5K - $22.5K
|
54.1K
$4.31M
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
266+ 5.79% |
$20.4K - $21.4K
|
4.86K
$388K
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
217+ 2.0% |
$16.6K - $17.4K
|
11.1K
$883K
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
216+ 14.4% |
$16.6K - $17.4K
|
1.72K
$137K
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
195New |
$15K - $15.7K
|
195
$15.6K
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
185+ 0.44% |
$14.2K - $14.9K
|
41.9K
$3.34M
|
|
Oct 09, 2024
Q3 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
179+ 0.16% |
$13.7K - $14.4K
|
112K
$8.94M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
150+ 5.56% |
$11.5K - $12.1K
|
2.85K
$227K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
149New |
$11.4K - $12K
|
149
$11.9K
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
142New |
$10.9K - $11.4K
|
142
$11.3K
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
139+ 2.81% |
$10.7K - $11.2K
|
5.09K
$406K
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
137+ 2.43% |
$10.5K - $11K
|
5.76K
$460K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
111+ 925.0% |
$8.52K - $8.92K
|
123
$9.82K
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
BUY
|
- |
106+ 1.11% |
$8.13K - $8.52K
|
9.67K
$772K
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
100+ 0.1% |
$7.67K - $8.04K
|
98.6K
$7.87M
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
91+ 1.63% |
$6.98K - $7.31K
|
5.66K
$452K
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
89New |
$6.83K - $7.15K
|
89
$7.1K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
56New |
$4.3K - $4.5K
|
56
$4.47K
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
37+ 0.16% |
$2.84K - $2.97K
|
23.5K
$1.88M
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
33+ 0.17% |
$2.53K - $2.65K
|
19.9K
$1.58M
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
15+ 0.27% |
$1.15K - $1.21K
|
5.66K
$452K
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
13+ 0.78% |
$997 - $1.04K
|
1.69K
$134K
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
13+ 0.98% |
$997 - $1.04K
|
1.35K
$107K
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
11+ 0.08% |
$844 - $884
|
14.5K
$1.15M
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
8+ 2.48% |
$614 - $643
|
330
$26.3K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.28% |
$153 - $161
|
726
$57.9K
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-12- 0.31% |
$921 - $964
|
3.92K
$312K
|