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
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
42+ 0.46% |
$3.28K - $3.36K
|
9.15K
$726K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
40+ 129.03% |
$3.12K - $3.2K
|
71
$5.63K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
36New |
$2.81K - $2.88K
|
36
$2.86K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
35+ 0.83% |
$2.73K - $2.8K
|
4.26K
$338K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
33+ 1.95% |
$2.58K - $2.64K
|
1.73K
$137K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
27+ 4.01% |
$2.11K - $2.16K
|
700
$55.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
25+ 1.86% |
$1.95K - $2K
|
1.37K
$109K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
25+ 0.54% |
$1.95K - $2K
|
4.68K
$371K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
25+ 12.02% |
$1.95K - $2K
|
233
$18.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
23+ 0.38% |
$1.8K - $1.84K
|
6.09K
$483K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
17+ 0.62% |
$1.33K - $1.36K
|
2.76K
$219K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
17+ 1.01% |
$1.33K - $1.36K
|
1.7K
$135K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
14+ 0.11% |
$1.09K - $1.12K
|
13.2K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
9+ 450.0% |
$703 - $720
|
11
$873
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
8+ 1.06% |
$625 - $640
|
760
$60.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3+ 1.74% |
$234 - $240
|
175
$13.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1+ 0.83% |
$78.1 - $80
|
121
$9.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.99% |
$78.1 - $80
|
102
$8.09K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.26% |
$78.1 - $80
|
392
$31.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2- 0.55% |
$156 - $160
|
362
$28.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2- 0.08% |
$156 - $160
|
2.58K
$204K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-2- 0.05% |
$156 - $160
|
3.81K
$302K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4- 4.12% |
$312 - $320
|
93
$7.38K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-9- 0.02% |
$703 - $720
|
40.9K
$3.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-9- 0.07% |
$703 - $720
|
12.9K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-10- 0.23% |
$781 - $800
|
4.28K
$339K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-15- 0.49% |
$1.17K - $1.2K
|
3.02K
$240K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-20- 0.01% |
$1.56K - $1.6K
|
347K
$27.5M
|
|
|
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
$211K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-24- 0.38% |
$1.87K - $1.92K
|
6.33K
$502K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-27- 0.53% |
$2.11K - $2.16K
|
5.06K
$401K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-40- 0.95% |
$3.12K - $3.2K
|
4.17K
$331K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-41- 5.22% |
$3.2K - $3.28K
|
744
$59K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-42- 0.12% |
$3.28K - $3.36K
|
36.2K
$2.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-44- 0.06% |
$3.44K - $3.52K
|
79.1K
$6.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-45- 1.07% |
$3.51K - $3.6K
|
4.16K
$330K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-46- 1.61% |
$3.59K - $3.68K
|
2.8K
$222K
|
|
|
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
$738K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-56- 65.12% |
$4.37K - $4.48K
|
30
$2.38K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-59- 0.81% |
$4.61K - $4.72K
|
7.25K
$576K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-60- 1.58% |
$4.69K - $4.8K
|
3.75K
$297K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-76- 1.79% |
$5.93K - $6.08K
|
4.18K
$332K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-82- 3.64% |
$6.4K - $6.56K
|
2.17K
$172K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-83- 7.42% |
$6.48K - $6.64K
|
1.04K
$82.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-87- 0.49% |
$6.79K - $6.96K
|
17.5K
$1.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-89- 1.11% |
$6.95K - $7.12K
|
7.92K
$628K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-89- 25.57% |
$6.95K - $7.12K
|
259
$20.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-95- 1.65% |
$7.42K - $7.6K
|
5.67K
$450K
|