Purchases and Sales Made in Q4 2024 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
91.8KNew |
$7.17M - $7.35M
|
91.8K
$7.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
41K+ 418.2% |
$3.2M - $3.28M
|
50.9K
$4.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
40.9K+ 27.76% |
$3.19M - $3.27M
|
188K
$15M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
36.3K+ 31.03% |
$2.83M - $2.9M
|
153K
$12.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
24.3KNew |
$1.9M - $1.95M
|
24.3K
$1.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
22.8K+ 18.42% |
$1.78M - $1.83M
|
147K
$11.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
19.5K+ 55.75% |
$1.52M - $1.56M
|
54.4K
$4.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
18.4K+ 4.75% |
$1.44M - $1.48M
|
407K
$32.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
16.3K+ 10.69% |
$1.27M - $1.3M
|
169K
$13.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
12.4KNew |
$967K - $991K
|
12.4K
$985K
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
11.6K+ 6.31% |
$910K - $932K
|
196K
$15.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
11.4K+ 10.17% |
$890K - $913K
|
123K
$9.82M
|
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
BUY
|
- |
10.5K+ 3.52% |
$817K - $838K
|
308K
$24.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.2K+ 131.39% |
$797K - $817K
|
18K
$1.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
9.49K+ 4.73% |
$741K - $759K
|
210K
$16.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.22K+ 6.17% |
$720K - $738K
|
159K
$12.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.09K+ 7.8% |
$709K - $727K
|
126K
$9.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.65K+ 60.98% |
$597K - $612K
|
20.2K
$1.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.61KNew |
$594K - $609K
|
7.61K
$605K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.68KNew |
$521K - $534K
|
6.68K
$531K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
6.03KNew |
$471K - $482K
|
6.03K
$479K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.86KNew |
$457K - $469K
|
5.86K
$466K
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
5.74K+ 3.72% |
$448K - $459K
|
160K
$12.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
4.29K+ 6.78% |
$335K - $344K
|
67.6K
$5.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.15K+ 26.23% |
$324K - $332K
|
20K
$1.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.88K+ 6.03% |
$303K - $310K
|
68.1K
$5.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
3.59K+ 48.13% |
$281K - $288K
|
11.1K
$880K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.52KNew |
$274K - $281K
|
3.52K
$280K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
3.44K+ 8.34% |
$269K - $276K
|
44.8K
$3.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
3.26K+ 5.81% |
$254K - $261K
|
59.3K
$4.72M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
3.23K+ 5.1% |
$252K - $258K
|
66.4K
$5.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
3.13K+ 1.28% |
$244K - $250K
|
248K
$19.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
3.09K+ 7.37% |
$241K - $247K
|
45K
$3.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.02K+ 17.31% |
$236K - $241K
|
20.4K
$1.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2.89K+ 5.69% |
$226K - $232K
|
53.8K
$4.28M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.8KNew |
$218K - $224K
|
2.8K
$222K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.5K+ 22.94% |
$195K - $200K
|
13.4K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
2.41K+ 0.94% |
$188K - $193K
|
259K
$20.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
2.28KNew |
$178K - $182K
|
2.28K
$181K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2.26K+ 135.8% |
$176K - $181K
|
3.92K
$312K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
2.05K+ 11.93% |
$160K - $164K
|
19.2K
$1.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.93K+ 77.05% |
$151K - $155K
|
4.44K
$354K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.74KNew |
$136K - $139K
|
1.74K
$138K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.69K+ 5.79% |
$132K - $135K
|
30.8K
$2.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.52K+ 16.2% |
$119K - $122K
|
10.9K
$870K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.52K+ 6.45% |
$119K - $122K
|
25.1K
$1.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1.48K+ 42.45% |
$115K - $118K
|
4.95K
$394K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.42K+ 0.58% |
$110K - $113K
|
245K
$19.5M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.38K+ 1.59% |
$108K - $110K
|
88.3K
$7.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.37K+ 41.0% |
$107K - $110K
|
4.72K
$375K
|