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 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
135+ 1.42% |
$10.5K - $10.8K
|
9.66K
$769K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
132+ 48.18% |
$10.3K - $10.6K
|
406
$32.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
131New |
$10.2K - $10.5K
|
131
$10.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
128New |
$10K - $10.2K
|
128
$10.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
121+ 3.77% |
$9.45K - $9.68K
|
3.33K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
115New |
$8.98K - $9.2K
|
115
$9.15K
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
113+ 0.42% |
$8.82K - $9.04K
|
27.2K
$2.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
109+ 40.22% |
$8.51K - $8.72K
|
380
$30.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
100New |
$7.81K - $8K
|
100
$7.96K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$7.81K - $8K
|
100
$7.96K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
100+ 1.13% |
$7.81K - $8K
|
8.95K
$712K
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
99+ 0.5% |
$7.73K - $7.92K
|
19.8K
$1.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
95New |
$7.42K - $7.6K
|
95
$7.56K
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
95+ 3.36% |
$7.42K - $7.6K
|
2.93K
$233K
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
90New |
$7.03K - $7.2K
|
90
$7.16K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
86+ 1.7% |
$6.72K - $6.88K
|
5.14K
$409K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
82+ 0.85% |
$6.4K - $6.56K
|
9.75K
$776K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
80+ 21.56% |
$6.25K - $6.4K
|
451
$35.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
75+ 0.79% |
$5.86K - $6K
|
9.61K
$765K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
75+ 1.26% |
$5.86K - $6K
|
6.01K
$478K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
74+ 0.54% |
$5.78K - $5.92K
|
13.8K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
74+ 2.3% |
$5.78K - $5.92K
|
3.3K
$262K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
67+ 2.64% |
$5.23K - $5.36K
|
2.6K
$207K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
65New |
$5.08K - $5.2K
|
65
$5.17K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
65+ 0.41% |
$5.08K - $5.2K
|
15.8K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
64+ 1.97% |
$5K - $5.12K
|
3.31K
$264K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
62+ 172.22% |
$4.84K - $4.96K
|
98
$7.8K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
60+ 6000.0% |
$4.69K - $4.8K
|
61
$4.85K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
59New |
$4.61K - $4.72K
|
59
$4.69K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
57+ 10.61% |
$4.45K - $4.56K
|
594
$47.3K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
56New |
$4.37K - $4.48K
|
56
$4.46K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
54+ 1.65% |
$4.22K - $4.32K
|
3.32K
$264K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
53+ 0.35% |
$4.14K - $4.24K
|
15.1K
$1.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
42+ 0.46% |
$3.28K - $3.36K
|
9.15K
$728K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
40+ 129.03% |
$3.12K - $3.2K
|
71
$5.65K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
39+ 43.82% |
$3.05K - $3.12K
|
128
$10.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
36New |
$2.81K - $2.88K
|
36
$2.86K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
35+ 0.83% |
$2.73K - $2.8K
|
4.26K
$339K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
33+ 1.95% |
$2.58K - $2.64K
|
1.73K
$137K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
27+ 4.01% |
$2.11K - $2.16K
|
700
$55.7K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
25+ 12.02% |
$1.95K - $2K
|
233
$18.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
25+ 0.54% |
$1.95K - $2K
|
4.68K
$372K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
25+ 1.86% |
$1.95K - $2K
|
1.37K
$109K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
24+ 1.08% |
$1.87K - $1.92K
|
2.25K
$179K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
23+ 0.38% |
$1.8K - $1.84K
|
6.09K
$484K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
22New |
$1.72K - $1.76K
|
22
$1.75K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
20+ 0.67% |
$1.56K - $1.6K
|
3K
$238K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
18New |
$1.41K - $1.44K
|
18
$1.43K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
17+ 1.01% |
$1.33K - $1.36K
|
1.7K
$135K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
17+ 0.62% |
$1.33K - $1.36K
|
2.76K
$220K
|