Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
126KNew |
$10.8M - $11M
|
126K
$11M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
102KNew |
$8.69M - $8.86M
|
102K
$8.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
93.4KNew |
$7.98M - $8.14M
|
93.4K
$8.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
49.5KNew |
$4.23M - $4.31M
|
49.5K
$4.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43.1K+ 92.62% |
$3.68M - $3.76M
|
89.7K
$7.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
38.4K+ 70.51% |
$3.28M - $3.34M
|
92.8K
$8.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
25.1KNew |
$2.15M - $2.19M
|
25.1K
$2.19M
|
|
|
Feb 06, 2025
Q4 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
21.9KNew |
$1.87M - $1.91M
|
21.9K
$1.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
20.7KNew |
$1.77M - $1.8M
|
20.7K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17K+ 60.76% |
$1.46M - $1.48M
|
45.1K
$3.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
17KNew |
$1.45M - $1.48M
|
17K
$1.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.2K+ 15.78% |
$1.38M - $1.41M
|
119K
$10.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.3K+ 24.66% |
$1.13M - $1.16M
|
67.1K
$5.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.8K+ 37.08% |
$1.01M - $1.03M
|
43.5K
$3.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
10.7KNew |
$910K - $928K
|
10.7K
$927K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
8.78K+ 5.64% |
$750K - $765K
|
164K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.9K+ 33.84% |
$675K - $688K
|
31.3K
$2.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
7.57K+ 319.59% |
$646K - $659K
|
9.94K
$864K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
7.06K+ 109.04% |
$603K - $615K
|
13.5K
$1.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
6.47K+ 113.17% |
$553K - $563K
|
12.2K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
6.38K+ 7.53% |
$545K - $555K
|
91K
$7.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
4.08KNew |
$348K - $355K
|
4.08K
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.03K+ 27.45% |
$259K - $264K
|
14.1K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.78KNew |
$237K - $242K
|
2.78K
$242K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.73K+ 4.06% |
$233K - $238K
|
70K
$6.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.54KNew |
$217K - $221K
|
2.54K
$221K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.36KNew |
$201K - $205K
|
2.36K
$205K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.97K+ 42.48% |
$168K - $171K
|
6.6K
$574K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.96K+ 17.22% |
$167K - $170K
|
13.3K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.96K+ 17.22% |
$167K - $170K
|
13.3K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.81K+ 7.45% |
$154K - $157K
|
26K
$2.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.7K+ 48.61% |
$145K - $148K
|
5.19K
$452K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
1.58K+ 26.98% |
$135K - $137K
|
7.42K
$646K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.46K+ 258.61% |
$124K - $127K
|
2.02K
$176K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.41KNew |
$120K - $123K
|
1.41K
$123K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.37K+ 54.95% |
$117K - $120K
|
3.87K
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.22K+ 37.14% |
$104K - $107K
|
4.52K
$393K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.21K+ 36.68% |
$103K - $105K
|
4.5K
$392K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.01K+ 42.41% |
$86.6K - $88.3K
|
3.41K
$296K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
903+ 17.71% |
$77.1K - $78.7K
|
6K
$522K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
758+ 18.47% |
$64.7K - $66K
|
4.86K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
490+ 7.79% |
$41.9K - $42.7K
|
6.78K
$590K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
346+ 151.75% |
$29.6K - $30.1K
|
574
$49.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
290New |
$24.8K - $25.3K
|
290
$25.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
218+ 2.04% |
$18.6K - $19K
|
10.9K
$948K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
136New |
$11.6K - $11.8K
|
136
$11.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
85New |
$7.26K - $7.4K
|
85
$7.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
55New |
$4.7K - $4.79K
|
55
$4.79K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
54New |
$4.61K - $4.7K
|
54
$4.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
49+ 8.39% |
$4.19K - $4.27K
|
633
$55.1K
|