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 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-95- 1.65% |
$7.42K - $7.6K
|
5.67K
$451K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-106- 2.42% |
$8.28K - $8.48K
|
4.28K
$340K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-114- 0.21% |
$8.9K - $9.12K
|
53.9K
$4.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-152- 0.61% |
$11.9K - $12.2K
|
24.8K
$1.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-157- 16.67% |
$12.3K - $12.6K
|
785
$62.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-162- 1.41% |
$12.7K - $13K
|
11.3K
$899K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-168- 1.16% |
$13.1K - $13.4K
|
14.3K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-174- 4.52% |
$13.6K - $13.9K
|
3.68K
$293K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-184- 2.53% |
$14.4K - $14.7K
|
7.08K
$564K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-187- 30.66% |
$14.6K - $15K
|
423
$33.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-188- 0.66% |
$14.7K - $15K
|
28.2K
$2.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-226- 2.24% |
$17.6K - $18.1K
|
9.84K
$783K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-231- 4.11% |
$18K - $18.5K
|
5.4K
$429K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-269- 20.55% |
$21K - $21.5K
|
1.04K
$82.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-304- 3.78% |
$23.7K - $24.3K
|
7.74K
$616K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-307- 3.43% |
$24K - $24.6K
|
8.65K
$688K
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-316- 3.09% |
$24.7K - $25.3K
|
9.92K
$789K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-324- 3.1% |
$25.3K - $25.9K
|
10.1K
$805K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-347- 10.4% |
$27.1K - $27.8K
|
2.99K
$238K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-355- 10.73% |
$27.7K - $28.4K
|
2.95K
$235K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-371- 35.07% |
$29K - $29.7K
|
687
$54.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-386- 5.57% |
$30.1K - $30.9K
|
6.54K
$520K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-400- 10.39% |
$31.2K - $32K
|
3.45K
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-446- 5.39% |
$34.8K - $35.7K
|
7.83K
$623K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-575- 3.01% |
$44.9K - $46K
|
18.5K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-597- 2.03% |
$46.6K - $47.8K
|
28.8K
$2.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-677- 31.65% |
$52.9K - $54.2K
|
1.46K
$116K
|
|
|
Jan 15, 2025
Q4 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-709- 4.87% |
$55.4K - $56.7K
|
13.8K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-760- 3.15% |
$59.3K - $60.8K
|
23.4K
$1.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-778- 7.95% |
$60.8K - $62.3K
|
9.01K
$717K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-781- 13.34% |
$61K - $62.5K
|
5.07K
$404K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-792- 18.24% |
$61.8K - $63.4K
|
3.55K
$282K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-801- 13.9% |
$62.6K - $64.1K
|
4.96K
$395K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-856- 10.94% |
$66.8K - $68.5K
|
6.97K
$554K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-922- 16.93% |
$72K - $73.8K
|
4.52K
$360K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-951- 2.14% |
$74.3K - $76.1K
|
43.5K
$3.46M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-997- 19.41% |
$77.9K - $79.8K
|
4.14K
$329K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-1.03K- 1.04% |
$80.4K - $82.4K
|
98.1K
$7.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.27K- 31.51% |
$99.4K - $102K
|
2.77K
$220K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.51K- 32.12% |
$118K - $121K
|
3.19K
$254K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.54K- 27.94% |
$120K - $123K
|
3.98K
$316K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.57K- 25.51% |
$123K - $126K
|
4.59K
$365K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-1.57K- 6.21% |
$123K - $126K
|
23.7K
$1.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.86K- 7.18% |
$145K - $148K
|
24K
$1.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.23K- 28.03% |
$174K - $178K
|
5.72K
$455K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.23K- 11.51% |
$174K - $179K
|
17.2K
$1.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.55K- 12.83% |
$199K - $204K
|
17.3K
$1.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.56K- 3.1% |
$200K - $205K
|
80.1K
$6.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-2.75K- 18.02% |
$215K - $220K
|
12.5K
$995K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-3.22K- 18.2% |
$251K - $258K
|
14.5K
$1.15M
|