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
|
Citizens & Northern Corp
|
SELL
|
- |
-629- 8.18% |
$49.1K - $50.3K
|
7.06K
$560K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-664- 5.17% |
$51.9K - $53.1K
|
12.2K
$966K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-671- 4.31% |
$52.4K - $53.7K
|
14.9K
$1.18M
|
|
|
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
$1.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-778- 7.95% |
$60.8K - $62.3K
|
9.01K
$715K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-781- 13.34% |
$61K - $62.5K
|
5.07K
$402K
|
|
|
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
$394K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-822- 5.14% |
$64.2K - $65.8K
|
15.2K
$1.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-856- 10.94% |
$66.8K - $68.5K
|
6.97K
$553K
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-900- 10.96% |
$70.3K - $72K
|
7.31K
$580K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-920- 7.97% |
$71.8K - $73.6K
|
10.6K
$843K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-922- 16.93% |
$72K - $73.8K
|
4.52K
$359K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-951- 2.14% |
$74.3K - $76.1K
|
43.5K
$3.45M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-997- 19.41% |
$77.9K - $79.8K
|
4.14K
$328K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-1.03K- 1.04% |
$80.4K - $82.4K
|
98.1K
$7.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-1.03K- 1.32% |
$80.7K - $82.8K
|
77.5K
$6.15M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.05K- 0.69% |
$81.8K - $83.8K
|
150K
$11.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.06K- 6.72% |
$82.9K - $84.9K
|
14.7K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-1.11K- 8.55% |
$86.4K - $88.6K
|
11.8K
$939K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.14K- 3.73% |
$88.6K - $90.8K
|
29.3K
$2.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.17K- 20.85% |
$91.4K - $93.6K
|
4.44K
$352K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.27K- 31.51% |
$99.4K - $102K
|
2.77K
$220K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.3K- 7.94% |
$102K - $104K
|
15.1K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.39K- 21.01% |
$108K - $111K
|
5.22K
$414K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.43K- 30.81% |
$111K - $114K
|
3.2K
$254K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.51K- 32.12% |
$118K - $121K
|
3.19K
$253K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.51K- 37.14% |
$118K - $121K
|
2.55K
$203K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-1.51K- 12.53% |
$118K - $121K
|
10.6K
$838K
|
|
|
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
$364K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-1.57K- 6.21% |
$123K - $126K
|
23.7K
$1.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.73K- 36.19% |
$135K - $139K
|
3.06K
$243K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.78K- 11.24% |
$139K - $142K
|
14K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.86K- 7.18% |
$145K - $148K
|
24K
$1.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.23K- 28.03% |
$174K - $178K
|
5.72K
$454K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.23K- 11.51% |
$174K - $179K
|
17.2K
$1.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.27K- 39.68% |
$177K - $182K
|
3.45K
$274K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-2.44K- 27.94% |
$190K - $195K
|
6.28K
$498K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2.52K- 57.11% |
$197K - $202K
|
1.89K
$150K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.55K- 12.83% |
$199K - $204K
|
17.3K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.56K- 3.1% |
$200K - $205K
|
80.1K
$6.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-2.75K- 18.02% |
$215K - $220K
|
12.5K
$992K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-2.78K- 8.2% |
$217K - $222K
|
31.1K
$2.47M
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-2.78K- 7.67% |
$217K - $223K
|
33.5K
$2.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-3.22K- 18.2% |
$251K - $258K
|
14.5K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-3.28K- 52.21% |
$256K - $262K
|
3K
$238K
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-3.4K- 10.98% |
$266K - $272K
|
27.6K
$2.19M
|