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 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
14+ 0.11% |
$1.09K - $1.12K
|
13.2K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
14+ 2.02% |
$1.09K - $1.12K
|
708
$56.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
14+ 1.9% |
$1.09K - $1.12K
|
751
$59.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
9+ 450.0% |
$703 - $720
|
11
$875
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
9+ 12.16% |
$703 - $720
|
83
$6.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
8+ 1.06% |
$625 - $640
|
760
$60.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8+ 1.54% |
$625 - $640
|
527
$41.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
5+ 0.15% |
$390 - $400
|
3.24K
$258K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
5+ 0.12% |
$390 - $400
|
4.29K
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
5+ 0.15% |
$390 - $400
|
3.23K
$257K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3+ 1.74% |
$234 - $240
|
175
$13.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
3+ 0.08% |
$234 - $240
|
3.86K
$307K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
3+ 0.05% |
$234 - $240
|
6.5K
$517K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2+ 0.02% |
$156 - $160
|
12.7K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1+ 0.06% |
$78.1 - $80
|
1.81K
$144K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.26% |
$78.1 - $80
|
392
$31.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1+ 0.83% |
$78.1 - $80
|
121
$9.63K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.99% |
$78.1 - $80
|
102
$8.12K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2- 0.08% |
$156 - $160
|
2.58K
$205K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2- 0.55% |
$156 - $160
|
362
$28.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-2- 0.05% |
$156 - $160
|
3.81K
$303K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4- 4.12% |
$312 - $320
|
93
$7.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-4- 1.28% |
$312 - $320
|
309
$24.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-8- 0.47% |
$625 - $640
|
1.71K
$136K
|
|
|
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
$3.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-10- 0.23% |
$781 - $800
|
4.28K
$340K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-13- 12.15% |
$1.02K - $1.04K
|
94
$7.48K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-14- 73.68% |
$1.09K - $1.12K
|
5
$398
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-15- 0.49% |
$1.17K - $1.2K
|
3.02K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-18- 0.05% |
$1.41K - $1.44K
|
39.5K
$3.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-20- 0.01% |
$1.56K - $1.6K
|
347K
$27.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-22- 0.63% |
$1.72K - $1.76K
|
3.46K
$275K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-23- 0.86% |
$1.8K - $1.84K
|
2.66K
$212K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-24- 0.38% |
$1.87K - $1.92K
|
6.33K
$504K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-27- 0.53% |
$2.11K - $2.16K
|
5.06K
$402K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-40- 0.95% |
$3.12K - $3.2K
|
4.17K
$332K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-41- 5.22% |
$3.2K - $3.28K
|
744
$59.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-42- 0.12% |
$3.28K - $3.36K
|
36.2K
$2.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-44- 0.06% |
$3.44K - $3.52K
|
79.1K
$6.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-44- 1.18% |
$3.44K - $3.52K
|
3.69K
$293K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-45- 1.07% |
$3.51K - $3.6K
|
4.16K
$331K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-46- 1.61% |
$3.59K - $3.68K
|
2.8K
$223K
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-49- 0.26% |
$3.83K - $3.92K
|
19.1K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-51- 1.9% |
$3.98K - $4.08K
|
2.63K
$209K
|
|
|
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
$740K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-56- 65.12% |
$4.37K - $4.48K
|
30
$2.39K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-59- 0.81% |
$4.61K - $4.72K
|
7.25K
$577K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-60- 1.58% |
$4.69K - $4.8K
|
3.75K
$298K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-61- 0.25% |
$4.76K - $4.88K
|
24K
$1.91M
|