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 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-13- 0.5% |
$997 - $1.04K
|
2.58K
$206K
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-13- 5.44% |
$997 - $1.04K
|
226
$18K
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-20- 31.25% |
$1.53K - $1.61K
|
44
$3.51K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-25- 8.36% |
$1.92K - $2.01K
|
274
$21.9K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-43- 34.96% |
$3.3K - $3.46K
|
80
$6.38K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-66- 2.84% |
$5.06K - $5.3K
|
2.26K
$180K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-88- 95.65% |
$6.75K - $7.07K
|
4
$319
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-93- 0.57% |
$7.13K - $7.47K
|
16.2K
$1.3M
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-100- 11.83% |
$7.67K - $8.04K
|
745
$59.5K
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-101- 0.55% |
$7.75K - $8.12K
|
18.1K
$1.45M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-101- 45.7% |
$7.75K - $8.12K
|
120
$9.58K
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-111- 4.93% |
$8.52K - $8.92K
|
2.14K
$171K
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-113- 0.59% |
$8.67K - $9.08K
|
19.1K
$1.53M
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-126- 4.73% |
$9.67K - $10.1K
|
2.54K
$202K
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-138- 20.81% |
$10.6K - $11.1K
|
525
$41.9K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-140- 2.43% |
$10.7K - $11.3K
|
5.61K
$448K
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-146- 3.65% |
$11.2K - $11.7K
|
3.85K
$307K
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-174- 2.06% |
$13.3K - $14K
|
8.28K
$661K
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
SELL
|
- |
-200- 4.02% |
$15.3K - $16.1K
|
4.78K
$381K
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-223- 1.42% |
$17.1K - $17.9K
|
15.5K
$1.24M
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-231- 0.09% |
$17.7K - $18.6K
|
244K
$19.4M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-232- 9.43% |
$17.8K - $18.6K
|
2.23K
$178K
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-273- 3.53% |
$20.9K - $21.9K
|
7.47K
$596K
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-281- 4.52% |
$21.6K - $22.6K
|
5.94K
$474K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-293- 23.72% |
$22.5K - $23.5K
|
942
$75.2K
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-345- 0.77% |
$26.5K - $27.7K
|
44.5K
$3.55M
|
|
Oct 10, 2024
Q3 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-372- 1.52% |
$28.5K - $29.9K
|
24.1K
$1.92M
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-400- 39.76% |
$30.7K - $32.1K
|
606
$48.4K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-417- 2.64% |
$32K - $33.5K
|
15.4K
$1.23M
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-418- 5.59% |
$32.1K - $33.6K
|
7.06K
$564K
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-419- 2.12% |
$32.1K - $33.7K
|
19.4K
$1.55M
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-534- 10.95% |
$41K - $42.9K
|
4.34K
$346K
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-556- 11.19% |
$42.7K - $44.7K
|
4.41K
$352K
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-569- 12.35% |
$43.7K - $45.7K
|
4.04K
$322K
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-650- 15.76% |
$49.9K - $52.2K
|
3.48K
$277K
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-719- 5.9% |
$55.2K - $57.8K
|
11.5K
$915K
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-770- 12.36% |
$59.1K - $61.9K
|
5.46K
$436K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-911- 2.83% |
$69.9K - $73.2K
|
31.3K
$2.5M
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-943- 7.75% |
$72.3K - $75.8K
|
11.2K
$896K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-990- 14.47% |
$76K - $79.6K
|
5.85K
$467K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.05K- 3.9% |
$80.4K - $84.2K
|
25.8K
$2.06M
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.23K- 5.2% |
$94.4K - $98.8K
|
22.4K
$1.79M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.29K- 4.61% |
$99K - $104K
|
26.7K
$2.13M
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-1.33K- 1.67% |
$102K - $107K
|
78.5K
$6.26M
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.56K- 15.86% |
$120K - $126K
|
8.3K
$662K
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-2.08K- 10.94% |
$159K - $167K
|
16.9K
$1.35M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-3.05K- 19.64% |
$234K - $245K
|
12.5K
$997K
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.44K- 37.36% |
$264K - $276K
|
5.77K
$460K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.83K- 44.89% |
$294K - $307K
|
4.7K
$375K
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-3.84K- 91.35% |
$295K - $309K
|
364
$29K
|