Purchases and Sales Made in Q4 2024 in Ishares Tr Bb Rated Corporate (HYBB)
This table provides information about the institutional ownership of Ishares Tr Bb Rated Corporate (HYBB) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR BB RATED CORPORATE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
17.6KNew |
$806K - $830K
|
17.6K
$819K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
15.4K+ 40.47% |
$706K - $727K
|
53.6K
$2.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.87K+ 17.55% |
$360K - $371K
|
52.7K
$2.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.48K+ 11.39% |
$113K - $117K
|
24.2K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1.83K+ 18.13% |
$83.6K - $86.1K
|
11.9K
$554K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.1K+ 11.43% |
$50.3K - $51.8K
|
10.7K
$498K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1K- 8.01% |
$45.7K - $47.1K
|
11.5K
$534K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.05K- 99.9% |
$47.8K - $49.2K
|
1
$46.5
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.11K- 4.23% |
$50.7K - $52.2K
|
25.1K
$1.16M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-24K- 3.15% |
$1.1M - $1.13M
|
738K
$34.3M
|