Latest Institutional Transactions on Ishares Tr (HYG)
This table provides information on the latest institutional transactions involving Ishares Tr (HYG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
2.95K+ 12.14% |
$232K - $237K
|
27.3K
$2.14M
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.87K- 35.15% |
$382K - $390K
|
8.99K
$706K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.7K- 19.43% |
$134K - $136K
|
7.06K
$555K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.83K+ 8.68% |
$458K - $467K
|
73K
$5.74M
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-14.6K- 2.87% |
$1.15M - $1.17M
|
495K
$38.9M
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.2K+ 66.75% |
$173K - $176K
|
5.5K
$432K
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
596+ 4.5% |
$46.8K - $47.7K
|
13.8K
$1.09M
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.14K+ 49.48% |
$168K - $171K
|
6.47K
$508K
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
412+ 14.72% |
$32.3K - $33K
|
3.21K
$252K
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.51K- 29.01% |
$119K - $121K
|
3.7K
$291K
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
985KNew |
$77.3M - $78.9M
|
985K
$77.4M
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
31.6K+ 63.84% |
$2.48M - $2.53M
|
81K
$6.37M
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4.17K- 7.21% |
$327K - $334K
|
53.6K
$4.21M
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-985- 3.36% |
$77.3K - $78.9K
|
28.3K
$2.23M
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-80- 17.74% |
$6.28K - $6.41K
|
371
$29.2K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
6.94K+ 134.0% |
$545K - $556K
|
12.1K
$953K
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
92New |
$7.22K - $7.37K
|
92
$7.23K
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
253+ 13.28% |
$19.9K - $20.3K
|
2.16K
$170K
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.04K- 6.88% |
$82K - $83.6K
|
14.1K
$1.11M
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-6.83K- 28.63% |
$536K - $547K
|
17K
$1.34M
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.06K- 14.95% |
$83.3K - $85K
|
6.03K
$474K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
3.65K+ 29.7% |
$286K - $292K
|
15.9K
$1.25M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
235+ 7.08% |
$18.4K - $18.8K
|
3.56K
$280K
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-727- 7.59% |
$57.1K - $58.2K
|
8.86K
$696K
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2K+ 4.47% |
$157K - $160K
|
46.8K
$3.68M
|
|
May 06, 2025
Q1 2025
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
1.88K+ 42.02% |
$148K - $151K
|
6.36K
$500K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.87K+ 6.3% |
$304K - $310K
|
65.3K
$5.13M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.4K+ 2.89% |
$2M - $2.04M
|
904K
$71M
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
18.9K+ 234.8% |
$1.49M - $1.52M
|
27K
$2.12M
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
121+ 4.39% |
$9.5K - $9.69K
|
2.88K
$226K
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.03K+ 96.57% |
$552K - $563K
|
14.3K
$1.13M
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
155+ 0.81% |
$12.2K - $12.4K
|
19.3K
$1.51M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-21.6K- 32.74% |
$1.69M - $1.73M
|
44.4K
$3.49M
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.19KNew |
$329K - $336K
|
4.19K
$329K
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.85K+ 14.34% |
$145K - $148K
|
14.7K
$1.16M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
41.6K+ 0.57% |
$3.27M - $3.33M
|
7.34M
$577M
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
610+ 4.83% |
$47.9K - $48.9K
|
13.2K
$1.04M
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.86K+ 6.02% |
$146K - $149K
|
32.7K
$2.57M
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.6K+ 7.35% |
$204K - $208K
|
37.9K
$2.98M
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-371- 8.67% |
$29.1K - $29.7K
|
3.91K
$307K
|
|
May 05, 2025
Q1 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-8- 0.03% |
$628 - $641
|
27.2K
$2.14M
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-64.9K- 94.07% |
$5.1M - $5.2M
|
4.09K
$322K
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.9K- 27.9% |
$463K - $472K
|
15.2K
$1.2M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.51K- 44.94% |
$275K - $281K
|
4.3K
$338K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
34.2K+ 20.28% |
$2.69M - $2.74M
|
203K
$16M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-147K- 73.21% |
$11.6M - $11.8M
|
53.9K
$4.24M
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-125- 2.67% |
$9.81K - $10K
|
4.55K
$358K
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
21+ 0.93% |
$1.65K - $1.68K
|
2.27K
$179K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.3K+ 4.2% |
$180K - $184K
|
56.9K
$4.47M
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-216- 4.82% |
$17K - $17.3K
|
4.27K
$335K
|