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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-4- 1.28% |
$312 - $320
|
309
$24.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-8- 0.47% |
$625 - $640
|
1.71K
$137K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-9- 0.07% |
$703 - $720
|
12.9K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-9- 0.02% |
$703 - $720
|
40.9K
$3.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-10- 0.23% |
$781 - $800
|
4.28K
$343K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-14- 73.68% |
$1.09K - $1.12K
|
5
$401
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-15- 0.49% |
$1.17K - $1.2K
|
3.02K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-18- 0.05% |
$1.41K - $1.44K
|
39.5K
$3.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-20- 0.01% |
$1.56K - $1.6K
|
347K
$27.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-22- 0.63% |
$1.72K - $1.76K
|
3.46K
$277K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-23- 0.86% |
$1.8K - $1.84K
|
2.66K
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-24- 0.38% |
$1.87K - $1.92K
|
6.33K
$507K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-27- 0.53% |
$2.11K - $2.16K
|
5.06K
$405K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-40- 0.95% |
$3.12K - $3.2K
|
4.17K
$334K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-41- 5.22% |
$3.2K - $3.28K
|
744
$59.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-42- 0.12% |
$3.28K - $3.36K
|
36.2K
$2.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-44- 0.06% |
$3.44K - $3.52K
|
79.1K
$6.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-44- 1.18% |
$3.44K - $3.52K
|
3.69K
$295K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-45- 1.07% |
$3.51K - $3.6K
|
4.16K
$333K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-46- 1.61% |
$3.59K - $3.68K
|
2.8K
$225K
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-49- 0.26% |
$3.83K - $3.92K
|
19.1K
$1.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-51- 1.9% |
$3.98K - $4.08K
|
2.63K
$211K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-54- 0.58% |
$4.22K - $4.32K
|
9.3K
$745K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-56- 65.12% |
$4.37K - $4.48K
|
30
$2.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-59- 0.81% |
$4.61K - $4.72K
|
7.25K
$581K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-60- 1.58% |
$4.69K - $4.8K
|
3.75K
$300K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-61- 0.72% |
$4.76K - $4.88K
|
8.39K
$672K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-61- 0.25% |
$4.76K - $4.88K
|
24K
$1.92M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-76- 1.79% |
$5.93K - $6.08K
|
4.18K
$335K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-82- 3.64% |
$6.4K - $6.56K
|
2.17K
$174K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-83- 7.42% |
$6.48K - $6.64K
|
1.04K
$83K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-87- 0.49% |
$6.79K - $6.96K
|
17.5K
$1.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-89- 1.11% |
$6.95K - $7.12K
|
7.92K
$634K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-89- 25.57% |
$6.95K - $7.12K
|
259
$20.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-95- 1.65% |
$7.42K - $7.6K
|
5.67K
$454K
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-100- 1.25% |
$7.81K - $8K
|
7.87K
$631K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-106- 2.42% |
$8.28K - $8.48K
|
4.28K
$343K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-109- 0.74% |
$8.51K - $8.72K
|
14.6K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-111- 3.02% |
$8.67K - $8.88K
|
3.57K
$286K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-112- 2.95% |
$8.75K - $8.96K
|
3.69K
$296K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-114- 0.21% |
$8.9K - $9.12K
|
53.9K
$4.32M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-133- 3.37% |
$10.4K - $10.6K
|
3.81K
$305K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-150- 1.54% |
$11.7K - $12K
|
9.58K
$768K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-152- 0.61% |
$11.9K - $12.2K
|
24.8K
$1.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-157- 16.67% |
$12.3K - $12.6K
|
785
$62.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-159- 2.98% |
$12.4K - $12.7K
|
5.17K
$414K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-162- 1.41% |
$12.7K - $13K
|
11.3K
$905K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-168- 1.16% |
$13.1K - $13.4K
|
14.3K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-174- 4.52% |
$13.6K - $13.9K
|
3.68K
$295K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-184- 2.53% |
$14.4K - $14.7K
|
7.08K
$567K
|