Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
59.5K+ 430.97% |
$4.73M - $5.15M
|
73.4K
$6.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
59.2K+ 427.98% |
$4.7M - $5.12M
|
73K
$6.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
21.6KNew |
$1.72M - $1.87M
|
21.6K
$1.86M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
14.2KNew |
$1.13M - $1.23M
|
14.2K
$1.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.6KNew |
$999K - $1.09M
|
12.6K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10.7K+ 37.18% |
$847K - $922K
|
39.3K
$3.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.85KNew |
$623K - $679K
|
7.85K
$676K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7.07KNew |
$561K - $612K
|
7.07K
$608K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.31K+ 114.46% |
$343K - $373K
|
8.08K
$696K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.86K+ 46.99% |
$306K - $334K
|
12.1K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.29K+ 3.62% |
$261K - $285K
|
94.2K
$8.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
2.31K+ 11.09% |
$183K - $200K
|
23.1K
$1.99M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.73K+ 4.18% |
$137K - $149K
|
43K
$3.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.62KNew |
$129K - $140K
|
1.62K
$139K
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.16K+ 9.4% |
$91.7K - $99.9K
|
13.4K
$1.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
898+ 22.59% |
$71.3K - $77.7K
|
4.87K
$420K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
796+ 5.79% |
$63.2K - $68.9K
|
14.5K
$1.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
616New |
$48.9K - $53.3K
|
616
$53K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
550+ 2.02% |
$43.7K - $47.6K
|
27.8K
$2.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
386+ 4.99% |
$30.7K - $33.4K
|
8.12K
$699K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
329+ 6.6% |
$26.1K - $28.5K
|
5.32K
$458K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
314+ 12.29% |
$24.9K - $27.2K
|
2.87K
$247K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
255+ 25500.0% |
$20.2K - $22.1K
|
256
$22K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
231+ 1650.0% |
$18.3K - $20K
|
245
$21.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
44+ 1.82% |
$3.49K - $3.81K
|
2.46K
$212K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
41New |
$3.26K - $3.55K
|
41
$3.53K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
38New |
$3.02K - $3.29K
|
38
$3.27K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34+ 9.02% |
$2.7K - $2.94K
|
411
$35.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 2.05% |
$476 - $519
|
298
$25.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4New |
$318 - $346
|
4
$344
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4+ 0.83% |
$318 - $346
|
486
$41.8K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-106- 0.22% |
$8.42K - $9.17K
|
48.8K
$4.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-345- 2.9% |
$27.4K - $29.9K
|
11.6K
$996K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-623- 4.43% |
$49.5K - $53.9K
|
13.4K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.05K- 1.54% |
$83.6K - $91.1K
|
67.5K
$5.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-3.79K- 3.23% |
$301K - $328K
|
113K
$9.77M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.73K- 8.16% |
$376K - $410K
|
53.3K
$4.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.76K- 42.23% |
$458K - $499K
|
7.89K
$679K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.44K- 12.35% |
$670K - $730K
|
59.9K
$5.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-14.6K- 40.57% |
$1.16M - $1.26M
|
21.4K
$1.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-16.4K- 10.28% |
$1.3M - $1.42M
|
143K
$12.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20.7K- 21.11% |
$1.65M - $1.8M
|
77.5K
$6.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-39.2K- 31.09% |
$3.11M - $3.39M
|
86.8K
$7.47M
|