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
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.09K+ 1.69% |
$85.2K - $87.3K
|
65.6K
$5.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.03K+ 541.05% |
$80.3K - $82.3K
|
1.22K
$96.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1KNew |
$78.1K - $80K
|
1K
$79.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
958+ 2.06% |
$74.8K - $76.7K
|
47.4K
$3.77M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
950+ 23.17% |
$74.2K - $76K
|
5.05K
$402K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
886+ 6.44% |
$69.2K - $70.9K
|
14.7K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
869+ 14.84% |
$67.9K - $69.6K
|
6.73K
$535K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
869New |
$67.9K - $69.6K
|
869
$69.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
857+ 1.01% |
$66.9K - $68.6K
|
85.7K
$6.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
856+ 350.82% |
$66.8K - $68.5K
|
1.1K
$87.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
850New |
$66.4K - $68K
|
850
$67.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
833New |
$65K - $66.7K
|
833
$66.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
819+ 1.8% |
$64K - $65.6K
|
46.3K
$3.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
815+ 18.28% |
$63.6K - $65.2K
|
5.27K
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
808+ 36.04% |
$63.1K - $64.7K
|
3.05K
$243K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
775+ 1.84% |
$60.5K - $62K
|
42.8K
$3.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
769+ 11.29% |
$60.1K - $61.6K
|
7.58K
$603K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
769+ 6.16% |
$60.1K - $61.6K
|
13.3K
$1.05M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
765+ 27.82% |
$59.7K - $61.2K
|
3.52K
$280K
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
759+ 2.56% |
$59.3K - $60.8K
|
30.4K
$2.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
754+ 7.93% |
$58.9K - $60.4K
|
10.3K
$816K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
747+ 1.09% |
$58.3K - $59.8K
|
69.1K
$5.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
745+ 17.59% |
$58.2K - $59.6K
|
4.98K
$396K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
714+ 8.46% |
$55.8K - $57.1K
|
9.15K
$728K
|
|
|
Feb 06, 2025
Q4 2024
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
685+ 7.71% |
$53.5K - $54.8K
|
9.57K
$761K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
678+ 15.15% |
$52.9K - $54.3K
|
5.15K
$410K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
666+ 2.59% |
$52K - $53.3K
|
26.4K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
656New |
$51.2K - $52.5K
|
656
$52.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
643+ 13.46% |
$50.2K - $51.5K
|
5.42K
$431K
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
622+ 1.6% |
$48.6K - $49.8K
|
39.4K
$3.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
618New |
$48.3K - $49.5K
|
618
$49.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
613+ 2.78% |
$47.9K - $49.1K
|
22.7K
$1.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
603+ 8.28% |
$47.1K - $48.3K
|
7.88K
$627K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
601+ 12.93% |
$46.9K - $48.1K
|
5.25K
$418K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
587+ 2.36% |
$45.8K - $47K
|
25.5K
$2.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
563+ 6.54% |
$44K - $45.1K
|
9.17K
$730K
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
550+ 4.47% |
$42.9K - $44K
|
12.8K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
532New |
$41.5K - $42.6K
|
532
$42.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
516+ 10.42% |
$40.3K - $41.3K
|
5.47K
$435K
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
510+ 1.95% |
$39.8K - $40.8K
|
26.7K
$2.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
483+ 11.73% |
$37.7K - $38.7K
|
4.6K
$366K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
477+ 3.44% |
$37.2K - $38.2K
|
14.4K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
452+ 48.6% |
$35.3K - $36.2K
|
1.38K
$110K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
450+ 13.99% |
$35.1K - $36K
|
3.67K
$292K
|
|
|
Mar 12, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
429+ 0.81% |
$33.5K - $34.3K
|
53.5K
$4.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
429+ 0.81% |
$33.5K - $34.3K
|
53.5K
$4.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
425+ 3.16% |
$33.2K - $34K
|
13.9K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
417New |
$32.6K - $33.4K
|
417
$33.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
416+ 5.63% |
$32.5K - $33.3K
|
7.81K
$621K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
405New |
$31.6K - $32.4K
|
405
$32.2K
|