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 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
885+ 3.62% |
$67.9K - $71.1K
|
25.3K
$2.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
869+ 2.26% |
$66.7K - $69.8K
|
39.3K
$3.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
859+ 2.97% |
$65.9K - $69K
|
29.8K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
833+ 20.22% |
$63.9K - $66.9K
|
4.95K
$394K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
826+ 12.73% |
$63.4K - $66.4K
|
7.31K
$582K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
820+ 1.05% |
$62.9K - $65.9K
|
79.1K
$6.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
815+ 7.47% |
$62.5K - $65.5K
|
11.7K
$933K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
814+ 1.72% |
$62.5K - $65.4K
|
48.2K
$3.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
775+ 16.39% |
$59.5K - $62.3K
|
5.5K
$438K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
751+ 21.54% |
$57.6K - $60.4K
|
4.24K
$337K
|
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
735+ 2.89% |
$56.4K - $59.1K
|
26.2K
$2.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
716+ 4.93% |
$54.9K - $57.5K
|
15.2K
$1.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
714+ 9.79% |
$54.8K - $57.4K
|
8.01K
$637K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
664+ 72.81% |
$50.9K - $53.4K
|
1.58K
$125K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
657+ 8.89% |
$50.4K - $52.8K
|
8.05K
$640K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
649+ 9.81% |
$49.8K - $52.2K
|
7.27K
$578K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
611+ 13.84% |
$46.9K - $49.1K
|
5.03K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
602+ 0.36% |
$46.2K - $48.4K
|
169K
$13.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
600+ 5.6% |
$46K - $48.2K
|
11.3K
$899K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
600+ 17.41% |
$46K - $48.2K
|
4.05K
$322K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
587+ 4.0% |
$45K - $47.2K
|
15.3K
$1.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
581+ 30.5% |
$44.6K - $46.7K
|
2.49K
$198K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
576+ 4.96% |
$44.2K - $46.3K
|
12.2K
$969K
|
|
|
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 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
555+ 13.15% |
$42.6K - $44.6K
|
4.78K
$380K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
540+ 2.51% |
$41.4K - $43.4K
|
22K
$1.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
533+ 2.12% |
$40.9K - $42.8K
|
25.7K
$2.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
514+ 2.3% |
$39.4K - $41.3K
|
22.8K
$1.82M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
436+ 5.12% |
$33.4K - $35K
|
8.96K
$712K
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
431+ 1.11% |
$33.1K - $34.6K
|
39.3K
$3.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
415+ 12.25% |
$31.8K - $33.3K
|
3.8K
$303K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
394+ 17.61% |
$30.2K - $31.7K
|
2.63K
$209K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
389+ 39.29% |
$29.8K - $31.3K
|
1.38K
$110K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
385+ 48.67% |
$29.5K - $30.9K
|
1.18K
$93.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
381+ 4.22% |
$29.2K - $30.6K
|
9.41K
$748K
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
359+ 11.05% |
$27.5K - $28.8K
|
3.61K
$287K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
345New |
$26.5K - $27.7K
|
345
$27.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
343+ 1.28% |
$26.3K - $27.6K
|
27.1K
$2.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
325New |
$24.9K - $26.1K
|
325
$25.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
325+ 0.87% |
$24.9K - $26.1K
|
37.6K
$2.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
317New |
$24.3K - $25.5K
|
317
$25.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
298+ 1.62% |
$22.9K - $23.9K
|
18.7K
$1.49M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
297+ 7.96% |
$22.8K - $23.9K
|
4.03K
$321K
|
|
|
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
$4.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
266+ 5.79% |
$20.4K - $21.4K
|
4.86K
$387K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
258New |
$19.8K - $20.7K
|
258
$20.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
251+ 179.29% |
$19.3K - $20.2K
|
391
$31.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
250+ 5.01% |
$19.2K - $20.1K
|
5.24K
$417K
|