Purchases and Sales Made in Q1 2025 in Ishares U S ETF Tr Int Rate He (HYGH)
This table provides information about the institutional ownership of Ishares U S ETF Tr Int Rate He (HYGH) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES U S ETF TR INT RATE HE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
94.1K+ 79.33% |
$8M - $8.25M
|
213K
$18.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
36KNew |
$3.06M - $3.16M
|
36K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.2K+ 291.39% |
$2.82M - $2.91M
|
44.5K
$3.82M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
28.7KNew |
$2.44M - $2.51M
|
28.7K
$2.46M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
24.1KNew |
$2.05M - $2.11M
|
24.1K
$2.07M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
16KNew |
$1.36M - $1.41M
|
16K
$1.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
15.5K+ 15.27% |
$1.32M - $1.36M
|
117K
$10.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.5K+ 33.34% |
$1.23M - $1.27M
|
58K
$4.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
11.7KNew |
$993K - $1.02M
|
11.7K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.8K+ 31.36% |
$834K - $860K
|
41.1K
$3.52M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.47KNew |
$720K - $743K
|
8.47K
$726K
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
8.46KNew |
$719K - $742K
|
8.46K
$725K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.2KNew |
$698K - $719K
|
8.2K
$704K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.97K+ 195.08% |
$678K - $699K
|
12.1K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.65K+ 127.41% |
$650K - $671K
|
13.6K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.48K+ 109.71% |
$466K - $481K
|
10.5K
$898K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.48K+ 5.9% |
$466K - $480K
|
98.3K
$8.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3.97KNew |
$337K - $348K
|
3.97K
$340K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.77KNew |
$321K - $331K
|
3.77K
$323K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.76K+ 70.31% |
$320K - $330K
|
9.11K
$781K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.2KNew |
$272K - $281K
|
3.2K
$274K
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
3.1K+ 29.1% |
$264K - $272K
|
13.8K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.01K+ 6.07% |
$256K - $264K
|
52.5K
$4.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.99K+ 6.64% |
$254K - $262K
|
48.1K
$4.12M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.69K+ 59.77% |
$229K - $236K
|
7.19K
$617K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.41KNew |
$205K - $212K
|
2.41K
$207K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.11K+ 40.7% |
$180K - $185K
|
7.31K
$627K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.99K+ 32.69% |
$169K - $174K
|
8.07K
$692K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.79K+ 3.8% |
$152K - $157K
|
48.9K
$4.19M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.71K+ 12.14% |
$145K - $150K
|
15.8K
$1.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.45K+ 32.3% |
$124K - $128K
|
5.96K
$511K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.4K+ 42.66% |
$119K - $122K
|
4.67K
$400K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.28K+ 1.9% |
$109K - $112K
|
68.3K
$5.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.2K+ 4.6% |
$102K - $105K
|
27.2K
$2.34M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.13K+ 17.19% |
$96.5K - $99.4K
|
7.73K
$663K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.02K+ 9.33% |
$86.5K - $89.2K
|
11.9K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
531+ 3.92% |
$45.2K - $46.6K
|
14.1K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
524+ 2.09% |
$44.6K - $45.9K
|
25.7K
$2.2M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
513+ 6.4% |
$43.6K - $45K
|
8.53K
$731K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
510+ 3.83% |
$43.4K - $44.7K
|
13.8K
$1.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
504+ 3.79% |
$42.9K - $44.2K
|
13.8K
$1.18M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
470+ 10.41% |
$40K - $41.2K
|
4.99K
$428K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
383+ 38.96% |
$32.6K - $33.6K
|
1.37K
$117K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
365+ 44.03% |
$31K - $32K
|
1.19K
$102K
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
331+ 1.06% |
$28.2K - $29K
|
31.7K
$2.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
292New |
$24.8K - $25.6K
|
292
$25K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
195+ 107.14% |
$16.6K - $17.1K
|
377
$32.3K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
130New |
$11.1K - $11.4K
|
130
$11.1K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
124+ 5.27% |
$10.5K - $10.9K
|
2.48K
$213K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
118+ 0.57% |
$10K - $10.3K
|
20.8K
$1.79M
|