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 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-106- 2.42% |
$8.28K - $8.48K
|
4.28K
$340K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-109- 0.74% |
$8.51K - $8.72K
|
14.6K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-112- 2.95% |
$8.75K - $8.96K
|
3.69K
$293K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-114- 0.21% |
$8.9K - $9.12K
|
53.9K
$4.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-150- 1.54% |
$11.7K - $12K
|
9.58K
$760K
|
|
|
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
$62.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-162- 1.41% |
$12.7K - $13K
|
11.3K
$896K
|
|
|
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
$292K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-184- 2.53% |
$14.4K - $14.7K
|
7.08K
$562K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-187- 30.66% |
$14.6K - $15K
|
423
$33.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-188- 0.66% |
$14.7K - $15K
|
28.2K
$2.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-190- 2.31% |
$14.8K - $15.2K
|
8.04K
$638K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-200- 14.29% |
$15.6K - $16K
|
1.2K
$95.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-200- 27.55% |
$15.6K - $16K
|
526
$41.7K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-217- 2.2% |
$16.9K - $17.4K
|
9.63K
$764K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-226- 2.24% |
$17.6K - $18.1K
|
9.84K
$781K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-231- 4.11% |
$18K - $18.5K
|
5.4K
$428K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-238- 7.89% |
$18.6K - $19K
|
2.78K
$221K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-248- 7.46% |
$19.4K - $19.8K
|
3.08K
$244K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-269- 20.55% |
$21K - $21.5K
|
1.04K
$82.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-287- 0.44% |
$22.4K - $23K
|
65.3K
$5.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-304- 3.78% |
$23.7K - $24.3K
|
7.74K
$614K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-307- 3.43% |
$24K - $24.6K
|
8.65K
$686K
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-316- 3.09% |
$24.7K - $25.3K
|
9.92K
$787K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-323- 0.65% |
$25.2K - $25.9K
|
49.1K
$3.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-324- 3.1% |
$25.3K - $25.9K
|
10.1K
$803K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-338- 1.57% |
$26.4K - $27.1K
|
21.1K
$1.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-343- 64.47% |
$26.8K - $27.5K
|
189
$15K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-347- 10.4% |
$27.1K - $27.8K
|
2.99K
$237K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-350- 15.14% |
$27.3K - $28K
|
1.96K
$156K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-355- 10.73% |
$27.7K - $28.4K
|
2.95K
$234K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-368- 1.65% |
$28.7K - $29.5K
|
22K
$1.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-371- 35.07% |
$29K - $29.7K
|
687
$54.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-375- 2.71% |
$29.3K - $30K
|
13.5K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-380- 0.27% |
$29.7K - $30.4K
|
138K
$11M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-386- 5.57% |
$30.1K - $30.9K
|
6.54K
$519K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-400- 10.39% |
$31.2K - $32K
|
3.45K
$274K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-436- 2.33% |
$34K - $34.9K
|
18.3K
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-440- 74.83% |
$34.4K - $35.2K
|
148
$11.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-446- 5.39% |
$34.8K - $35.7K
|
7.83K
$621K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-459- 2.95% |
$35.8K - $36.7K
|
15.1K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-484- 4.27% |
$37.8K - $38.7K
|
10.8K
$860K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-495- 42.09% |
$38.7K - $39.6K
|
681
$54K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-497- 4.84% |
$38.8K - $39.8K
|
9.77K
$775K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-575- 3.01% |
$44.9K - $46K
|
18.5K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-581- 23.37% |
$45.4K - $46.5K
|
1.91K
$151K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-593- 14.72% |
$46.3K - $47.5K
|
3.44K
$273K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-597- 2.03% |
$46.6K - $47.8K
|
28.8K
$2.28M
|