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 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-42- 0.12% |
$3.28K - $3.36K
|
36.2K
$2.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-44- 1.18% |
$3.44K - $3.52K
|
3.69K
$297K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-44- 0.06% |
$3.44K - $3.52K
|
79.1K
$6.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-45- 1.07% |
$3.51K - $3.6K
|
4.16K
$335K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-46- 1.61% |
$3.59K - $3.68K
|
2.8K
$226K
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-49- 0.26% |
$3.83K - $3.92K
|
19.1K
$1.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-51- 1.9% |
$3.98K - $4.08K
|
2.63K
$212K
|
|
|
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
$749K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-56- 65.12% |
$4.37K - $4.48K
|
30
$2.42K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-59- 0.81% |
$4.61K - $4.72K
|
7.25K
$584K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-60- 1.58% |
$4.69K - $4.8K
|
3.75K
$302K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-61- 0.25% |
$4.76K - $4.88K
|
24K
$1.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-61- 0.72% |
$4.76K - $4.88K
|
8.39K
$676K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-76- 1.79% |
$5.93K - $6.08K
|
4.18K
$337K
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-79- 2.82% |
$6.17K - $6.32K
|
2.72K
$219K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-82- 3.64% |
$6.4K - $6.56K
|
2.17K
$175K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-83- 7.42% |
$6.48K - $6.64K
|
1.04K
$83.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-87- 0.49% |
$6.79K - $6.96K
|
17.5K
$1.41M
|
|
|
Sep 24, 2025
Q4 2024
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-87- 2.4% |
$6.79K - $6.96K
|
3.54K
$285K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-89- 25.57% |
$6.95K - $7.12K
|
259
$20.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-89- 1.11% |
$6.95K - $7.12K
|
7.92K
$637K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-95- 1.65% |
$7.42K - $7.6K
|
5.67K
$456K
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-100- 1.25% |
$7.81K - $8K
|
7.87K
$634K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-106- 2.42% |
$8.28K - $8.48K
|
4.28K
$345K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-109- 0.74% |
$8.51K - $8.72K
|
14.6K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-111- 3.02% |
$8.67K - $8.88K
|
3.57K
$287K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-112- 2.95% |
$8.75K - $8.96K
|
3.69K
$297K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-114- 0.21% |
$8.9K - $9.12K
|
53.9K
$4.34M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-133- 3.37% |
$10.4K - $10.6K
|
3.81K
$307K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-150- 1.54% |
$11.7K - $12K
|
9.58K
$772K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-152- 0.61% |
$11.9K - $12.2K
|
24.8K
$2M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-157- 16.67% |
$12.3K - $12.6K
|
785
$63.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-159- 2.98% |
$12.4K - $12.7K
|
5.17K
$416K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-162- 1.41% |
$12.7K - $13K
|
11.3K
$910K
|
|
|
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
$296K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-184- 2.53% |
$14.4K - $14.7K
|
7.08K
$570K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-187- 30.66% |
$14.6K - $15K
|
423
$34.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-188- 0.66% |
$14.7K - $15K
|
28.2K
$2.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-190- 2.31% |
$14.8K - $15.2K
|
8.04K
$647K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-200- 27.55% |
$15.6K - $16K
|
526
$42.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-200- 14.29% |
$15.6K - $16K
|
1.2K
$96.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-211- 3.94% |
$16.5K - $16.9K
|
5.14K
$414K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-217- 2.2% |
$16.9K - $17.4K
|
9.63K
$775K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-217- 89.67% |
$16.9K - $17.4K
|
25
$2.01K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-220- 0.07% |
$17.2K - $17.6K
|
315K
$25.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-221- 5.46% |
$17.3K - $17.7K
|
3.83K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-224- 28.75% |
$17.5K - $17.9K
|
555
$44.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-226- 2.24% |
$17.6K - $18.1K
|
9.84K
$793K
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-228- 2.78% |
$17.8K - $18.2K
|
7.97K
$642K
|