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 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
401+ 15.16% |
$31.3K - $32.1K
|
3.05K
$242K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
399+ 7.56% |
$31.2K - $31.9K
|
5.68K
$452K
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
389+ 0.02% |
$30.4K - $31.1K
|
2.43M
$194M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
387+ 1.84% |
$30.2K - $31K
|
21.4K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
384+ 4.69% |
$30K - $30.7K
|
8.56K
$681K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
378+ 7.43% |
$29.5K - $30.3K
|
5.47K
$435K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
367+ 10.17% |
$28.7K - $29.4K
|
3.98K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
352+ 3.74% |
$27.5K - $28.2K
|
9.77K
$777K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
348+ 2.22% |
$27.2K - $27.9K
|
16K
$1.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
342+ 12.56% |
$26.7K - $27.4K
|
3.07K
$244K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
339New |
$26.5K - $27.1K
|
339
$27K
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
331+ 5.97% |
$25.8K - $26.5K
|
5.88K
$467K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
321+ 2.98% |
$25.1K - $25.7K
|
11.1K
$882K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
310+ 5.74% |
$24.2K - $24.8K
|
5.71K
$454K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
309+ 1.61% |
$24.1K - $24.7K
|
19.5K
$1.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
309+ 1.04% |
$24.1K - $24.7K
|
30.1K
$2.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
309+ 3.75% |
$24.1K - $24.7K
|
8.55K
$680K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
298+ 5.26% |
$23.3K - $23.9K
|
5.96K
$474K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
295+ 5.78% |
$23K - $23.6K
|
5.4K
$430K
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
287New |
$22.4K - $23K
|
287
$22.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
285New |
$22.3K - $22.8K
|
285
$22.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
280New |
$21.9K - $22.4K
|
280
$22.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
276+ 9.49% |
$21.6K - $22.1K
|
3.19K
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
266+ 3.21% |
$20.8K - $21.3K
|
8.57K
$682K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
256New |
$20K - $20.5K
|
256
$20.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
250+ 1.24% |
$19.5K - $20K
|
20.3K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
232+ 1.98% |
$18.1K - $18.6K
|
12K
$951K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
218+ 0.13% |
$17K - $17.4K
|
165K
$13.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
209New |
$16.3K - $16.7K
|
209
$16.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
207+ 39.43% |
$16.2K - $16.6K
|
732
$58.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
205+ 4.66% |
$16K - $16.4K
|
4.61K
$367K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
203+ 84.58% |
$15.9K - $16.2K
|
443
$35.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
201+ 1.76% |
$15.7K - $16.1K
|
11.6K
$924K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
200+ 3.37% |
$15.6K - $16K
|
6.14K
$488K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
200+ 4.19% |
$15.6K - $16K
|
4.98K
$396K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
200+ 6.98% |
$15.6K - $16K
|
3.06K
$244K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
200+ 1.77% |
$15.6K - $16K
|
11.5K
$915K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
198+ 2.88% |
$15.5K - $15.8K
|
7.07K
$562K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
182+ 4.64% |
$14.2K - $14.6K
|
4.11K
$327K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
182+ 93.33% |
$14.2K - $14.6K
|
377
$30K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
181+ 6.27% |
$14.1K - $14.5K
|
3.07K
$244K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
175New |
$13.7K - $14K
|
175
$13.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
162+ 0.43% |
$12.7K - $13K
|
37.8K
$3M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
162+ 4.15% |
$12.7K - $13K
|
4.07K
$323K
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
160+ 5.53% |
$12.5K - $12.8K
|
3.05K
$243K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
151+ 0.91% |
$11.8K - $12.1K
|
16.7K
$1.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
150New |
$11.7K - $12K
|
150
$11.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
143+ 0.85% |
$11.2K - $11.4K
|
16.9K
$1.35M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
140+ 0.74% |
$10.9K - $11.2K
|
19K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
137New |
$10.7K - $11K
|
137
$10.9K
|