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
|
Leisure Capital Management
|
BUY
|
- |
5.03KNew |
$393K - $403K
|
5.03K
$401K
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
4.32KNew |
$338K - $346K
|
4.32K
$345K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
4.29K+ 6.78% |
$335K - $344K
|
67.6K
$5.39M
|
|
|
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
$5.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.74KNew |
$292K - $299K
|
3.74K
$298K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.7KNew |
$289K - $296K
|
3.7K
$295K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3.67K+ 4.9% |
$286K - $293K
|
78.5K
$6.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
3.59K+ 48.13% |
$281K - $288K
|
11.1K
$882K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.56K+ 5.34% |
$278K - $285K
|
70.3K
$5.6M
|
|
|
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
$3.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
3.26KNew |
$255K - $261K
|
3.26K
$260K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
3.26K+ 5.81% |
$254K - $261K
|
59.3K
$4.73M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
3.23K+ 5.1% |
$252K - $258K
|
66.4K
$5.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
3.13K+ 1.28% |
$244K - $250K
|
248K
$19.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
3.09K+ 7.37% |
$241K - $247K
|
45K
$3.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.02K+ 17.31% |
$236K - $241K
|
20.4K
$1.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
3.02K+ 15.21% |
$236K - $241K
|
22.8K
$1.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.96K+ 7.05% |
$231K - $237K
|
44.9K
$3.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.92KNew |
$228K - $234K
|
2.92K
$233K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2.89K+ 5.69% |
$226K - $232K
|
53.8K
$4.29M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.8KNew |
$218K - $224K
|
2.8K
$223K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.7KNew |
$211K - $216K
|
2.7K
$215K
|
|
|
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 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.22K+ 2.67% |
$174K - $178K
|
85.6K
$6.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.17K+ 4.13% |
$169K - $173K
|
54.6K
$4.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.14K+ 3.29% |
$167K - $171K
|
67.2K
$5.36M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
2.05K+ 11.93% |
$160K - $164K
|
19.2K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.97K+ 16.18% |
$154K - $158K
|
14.2K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.93K+ 77.05% |
$151K - $155K
|
4.44K
$354K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
1.76K+ 45.74% |
$138K - $141K
|
5.62K
$448K
|
|
|
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
$2.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.57K+ 14.18% |
$123K - $126K
|
12.6K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.55K+ 28.44% |
$121K - $124K
|
7.01K
$559K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.52K+ 16.2% |
$119K - $122K
|
10.9K
$871K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.52K+ 6.45% |
$119K - $122K
|
25.1K
$2M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.49K+ 3.07% |
$116K - $119K
|
49.9K
$3.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1.48K+ 42.45% |
$115K - $118K
|
4.95K
$395K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.42K+ 0.58% |
$110K - $113K
|
245K
$19.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
1.39K+ 2.41% |
$109K - $112K
|
59.3K
$4.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
1.39KNew |
$108K - $111K
|
1.39K
$110K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.38K+ 1.59% |
$108K - $110K
|
88.3K
$7.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.37K+ 41.0% |
$107K - $110K
|
4.72K
$376K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.37K+ 23.25% |
$107K - $110K
|
7.26K
$579K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.33K+ 42.48% |
$104K - $106K
|
4.45K
$355K
|