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 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
244+ 2.57% |
$18.7K - $19.6K
|
9.73K
$774K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
240New |
$18.4K - $19.3K
|
240
$19.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
230+ 2.06% |
$17.6K - $18.5K
|
11.4K
$908K
|
|
|
Nov 12, 2024
Q3 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
228+ 2.45% |
$17.5K - $18.3K
|
9.54K
$759K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
217+ 2.0% |
$16.6K - $17.4K
|
11.1K
$880K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
216+ 3.83% |
$16.6K - $17.4K
|
5.86K
$466K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
216+ 14.4% |
$16.6K - $17.4K
|
1.72K
$137K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
212+ 1.08% |
$16.3K - $17K
|
19.9K
$1.58M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
205New |
$15.7K - $16.5K
|
205
$16.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
205New |
$15.7K - $16.5K
|
205
$16.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
200+ 4.52% |
$15.3K - $16.1K
|
4.63K
$368K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
195New |
$15K - $15.7K
|
195
$15.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
189+ 1.3% |
$14.5K - $15.2K
|
14.7K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
188+ 3.66% |
$14.4K - $15.1K
|
5.33K
$424K
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
185+ 0.44% |
$14.2K - $14.9K
|
41.9K
$3.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
182+ 2.74% |
$14K - $14.6K
|
6.81K
$542K
|
|
|
Oct 09, 2024
Q3 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
179+ 0.16% |
$13.7K - $14.4K
|
112K
$8.92M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
175+ 0.6% |
$13.4K - $14.1K
|
29.3K
$2.34M
|
|
|
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
$405K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
137+ 2.43% |
$10.5K - $11K
|
5.76K
$459K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
137+ 1.69% |
$10.5K - $11K
|
8.23K
$654K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
134+ 4.65% |
$10.3K - $10.8K
|
3.02K
$240K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
123+ 8.23% |
$9.44K - $9.88K
|
1.62K
$129K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
115+ 0.9% |
$8.82K - $9.24K
|
12.8K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
111+ 2.66% |
$8.52K - $8.92K
|
4.28K
$341K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
111+ 925.0% |
$8.52K - $8.92K
|
123
$9.79K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
108+ 45.0% |
$8.29K - $8.68K
|
348
$27.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
BUY
|
- |
106+ 1.11% |
$8.13K - $8.52K
|
9.67K
$769K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
100+ 0.1% |
$7.67K - $8.04K
|
98.6K
$7.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
98+ 1.91% |
$7.52K - $7.88K
|
5.23K
$416K
|
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
91+ 1.63% |
$6.98K - $7.31K
|
5.66K
$451K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
89New |
$6.83K - $7.15K
|
89
$7.08K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
78+ 2.93% |
$5.98K - $6.27K
|
2.74K
$218K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
78+ 60.0% |
$5.98K - $6.27K
|
208
$16.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
78New |
$5.98K - $6.27K
|
78
$6.21K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
74New |
$5.68K - $5.95K
|
74
$5.89K
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
71+ 0.28% |
$5.45K - $5.71K
|
25.3K
$2.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
71+ 0.76% |
$5.45K - $5.71K
|
9.35K
$744K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
69+ 1.66% |
$5.29K - $5.54K
|
4.23K
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
58New |
$4.45K - $4.66K
|
58
$4.61K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
56New |
$4.3K - $4.5K
|
56
$4.46K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
56+ 2.56% |
$4.3K - $4.5K
|
2.24K
$178K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
48+ 1.51% |
$3.68K - $3.86K
|
3.22K
$256K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
42+ 1.57% |
$3.22K - $3.38K
|
2.72K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
42+ 0.58% |
$3.22K - $3.38K
|
7.34K
$584K
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
40+ 0.34% |
$3.07K - $3.21K
|
11.8K
$941K
|
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
BUY
|
- |
40+ 0.1% |
$3.07K - $3.21K
|
38.8K
$3.08M
|