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 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
3.23K+ 5.1% |
$252K - $258K
|
66.4K
$5.29M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.13KNew |
$244K - $251K
|
3.13K
$249K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
3.13K+ 1.28% |
$244K - $250K
|
248K
$19.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
3.09K+ 7.37% |
$241K - $247K
|
45K
$3.58M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
3.07KNew |
$239K - $245K
|
3.07K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
3.05KNew |
$238K - $244K
|
3.05K
$243K
|
|
|
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
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
3.01KNew |
$235K - $241K
|
3.01K
$240K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.96K+ 7.05% |
$231K - $237K
|
44.9K
$3.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.95K+ 3.15% |
$231K - $236K
|
96.6K
$7.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.92KNew |
$228K - $234K
|
2.92K
$232K
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
2.91KNew |
$227K - $233K
|
2.91K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2.89K+ 5.69% |
$226K - $232K
|
53.8K
$4.28M
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
2.89K+ 55.81% |
$226K - $231K
|
8.07K
$642K
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
2.89K+ 21.5% |
$226K - $231K
|
16.3K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.87K+ 0.06% |
$224K - $230K
|
4.5M
$358M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.87KNew |
$224K - $230K
|
2.87K
$228K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.87K+ 1.82% |
$224K - $230K
|
160K
$12.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
2.85K+ 3.11% |
$223K - $228K
|
94.6K
$7.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
2.85KNew |
$223K - $228K
|
2.85K
$227K
|
|
|
Feb 11, 2025
Q4 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
2.8K+ 107.69% |
$219K - $224K
|
5.4K
$430K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.8KNew |
$218K - $224K
|
2.8K
$223K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.8KNew |
$218K - $224K
|
2.8K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.78KNew |
$217K - $222K
|
2.78K
$221K
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
2.75KNew |
$215K - $220K
|
2.75K
$219K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.73KNew |
$213K - $219K
|
2.73K
$217K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.73K+ 1.8% |
$213K - $219K
|
155K
$12.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.73K+ 11.94% |
$213K - $218K
|
25.6K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.72K+ 118.99% |
$212K - $218K
|
5K
$398K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.7KNew |
$211K - $216K
|
2.7K
$215K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.69KNew |
$210K - $216K
|
2.69K
$214K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.69K+ 4.71% |
$210K - $215K
|
59.7K
$4.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
2.67K+ 2.75% |
$209K - $214K
|
99.7K
$7.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.67K+ 11.35% |
$209K - $214K
|
26.2K
$2.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
2.65KNew |
$207K - $212K
|
2.65K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
2.59KNew |
$203K - $208K
|
2.59K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.59K+ 64.82% |
$203K - $208K
|
6.6K
$525K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.59K+ 1.97% |
$202K - $208K
|
134K
$10.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
2.54KNew |
$198K - $203K
|
2.54K
$202K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
2.51K+ 19.95% |
$196K - $201K
|
15.1K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.5K+ 22.94% |
$195K - $200K
|
13.4K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.49K+ 12.12% |
$194K - $199K
|
23K
$1.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
2.48K+ 11.52% |
$194K - $199K
|
24K
$1.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
2.41K+ 0.94% |
$188K - $193K
|
259K
$20.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.41K+ 19.79% |
$188K - $193K
|
14.6K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2.36K+ 10.8% |
$184K - $189K
|
24.2K
$1.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.32K+ 3.92% |
$181K - $185K
|
61.4K
$4.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
BUY
|
- |
2.31K+ 46.7% |
$180K - $185K
|
7.26K
$577K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
2.28KNew |
$178K - $182K
|
2.28K
$181K
|