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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.27K+ 12.48% |
$177K - $181K
|
20.4K
$1.63M
|
|
|
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
$6.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
2.18K+ 12.11% |
$170K - $174K
|
20.2K
$1.61M
|
|
|
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
$5.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.1K+ 19.15% |
$164K - $168K
|
13.1K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.08K+ 10.08% |
$162K - $166K
|
22.7K
$1.8M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
2.05K+ 11.93% |
$160K - $164K
|
19.2K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.98K+ 1.89% |
$155K - $159K
|
107K
$8.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.97K+ 16.18% |
$154K - $158K
|
14.2K
$1.13M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.96K+ 59.52% |
$153K - $157K
|
5.25K
$418K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.96K+ 59.52% |
$153K - $157K
|
5.25K
$418K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.95K+ 2.0% |
$152K - $156K
|
99.5K
$7.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.94K+ 4.02% |
$151K - $155K
|
50.1K
$3.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.93K+ 77.05% |
$151K - $155K
|
4.44K
$354K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.87K+ 19.52% |
$146K - $149K
|
11.4K
$910K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.81K+ 16.61% |
$141K - $145K
|
12.7K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
1.76K+ 45.74% |
$138K - $141K
|
5.62K
$447K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.74KNew |
$136K - $139K
|
1.74K
$138K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.69K+ 3.08% |
$132K - $135K
|
56.4K
$4.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.69K+ 5.79% |
$132K - $135K
|
30.8K
$2.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.65K+ 29.89% |
$128K - $132K
|
7.15K
$569K
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.64K+ 31.87% |
$128K - $132K
|
6.8K
$541K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.63K+ 63.52% |
$127K - $130K
|
4.19K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.58K+ 8.71% |
$123K - $126K
|
19.7K
$1.56M
|
|
|
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
$558K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.52K+ 16.2% |
$119K - $122K
|
10.9K
$870K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.52K+ 6.45% |
$119K - $122K
|
25.1K
$1.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.49K+ 3.07% |
$116K - $119K
|
49.9K
$3.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1.48K+ 42.45% |
$115K - $118K
|
4.95K
$394K
|
|
|
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
$7.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.37K+ 41.0% |
$107K - $110K
|
4.72K
$375K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.37K+ 23.25% |
$107K - $110K
|
7.26K
$578K
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.36K+ 0.94% |
$106K - $109K
|
145K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.33KNew |
$104K - $106K
|
1.33K
$106K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.33K+ 42.48% |
$104K - $106K
|
4.45K
$354K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.3K+ 82.68% |
$102K - $104K
|
2.88K
$229K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.3K+ 4.13% |
$102K - $104K
|
32.8K
$2.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.28K+ 1.95% |
$100K - $103K
|
66.9K
$5.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.28K+ 34.84% |
$99.7K - $102K
|
4.94K
$393K
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
1.27K+ 4.81% |
$98.8K - $101K
|
27.6K
$2.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.17K+ 8.28% |
$91.1K - $93.4K
|
15.3K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.13K+ 0.13% |
$88.4K - $90.6K
|
851K
$67.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.1K+ 3.24% |
$85.5K - $87.6K
|
34.9K
$2.78M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.09K+ 36.72% |
$85.4K - $87.6K
|
4.07K
$324K
|