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 |
---|---|---|---|---|---|---|---|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-2.01K- 92.12% |
$154K - $162K
|
172
$13.6K
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
233K+ 20.0% |
$17.9M - $18.7M
|
1.4M
$111M
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6+ 0.8% |
$460 - $482
|
752
$59.6K
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-469- 1.13% |
$36K - $37.7K
|
40.9K
$3.24M
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-1.33K- 3.06% |
$102K - $107K
|
42K
$3.33M
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
14+ 280.0% |
$1.07K - $1.13K
|
19
$1.51K
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
9.05K+ 20.72% |
$694K - $727K
|
52.7K
$4.18M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.14K+ 10.48% |
$625K - $654K
|
85.9K
$6.8M
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-90- 2.04% |
$6.9K - $7.23K
|
4.33K
$343K
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
1.03K+ 8.88% |
$78.6K - $82.4K
|
12.6K
$996K
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-2.38K- 6.16% |
$183K - $191K
|
36.3K
$2.87M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-57.8K- 0.81% |
$4.44M - $4.65M
|
7.11M
$564M
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-879- 12.14% |
$67.4K - $70.6K
|
6.36K
$504K
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-471- 13.63% |
$36.1K - $37.8K
|
2.98K
$236K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
298+ 1.62% |
$22.9K - $23.9K
|
18.7K
$1.48M
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-626- 14.81% |
$48K - $50.3K
|
3.6K
$285K
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-9- 0.28% |
$690 - $723
|
3.22K
$255K
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-8.63K- 11.63% |
$662K - $694K
|
65.6K
$5.2M
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
555+ 13.15% |
$42.6K - $44.6K
|
4.78K
$378K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-14.3K- 7.45% |
$1.09M - $1.15M
|
177K
$14M
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.39K- 8.07% |
$106K - $111K
|
15.8K
$1.25M
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
28.3K+ 13.95% |
$2.17M - $2.27M
|
231K
$18.3M
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.04K- 1.65% |
$79.6K - $83.3K
|
61.6K
$4.88M
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
71+ 0.28% |
$5.45K - $5.71K
|
25.3K
$2.01M
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
3.62K+ 2.25% |
$278K - $291K
|
165K
$13.1M
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.94K+ 2.39% |
$149K - $156K
|
83.4K
$6.61M
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-436- 14.63% |
$33.4K - $35K
|
2.55K
$202K
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
714+ 9.79% |
$54.8K - $57.4K
|
8.01K
$634K
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
111+ 2.66% |
$8.52K - $8.92K
|
4.28K
$339K
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
4.85KNew |
$372K - $390K
|
4.85K
$385K
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
10+ 1.38% |
$767 - $804
|
737
$58.4K
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
7.29KNew |
$559K - $585K
|
7.29K
$577K
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-5- 71.43% |
$384 - $402
|
2
$159
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-199- 24.6% |
$15.3K - $16K
|
610
$48.3K
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5.19K+ 4.61% |
$398K - $417K
|
118K
$9.33M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-148- 3.6% |
$11.4K - $11.9K
|
3.96K
$314K
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.47K- 3.94% |
$266K - $279K
|
84.5K
$6.7M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.19K- 33.05% |
$475K - $498K
|
12.5K
$994K
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-776- 0.76% |
$59.5K - $62.4K
|
102K
$8.05M
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
216+ 3.83% |
$16.6K - $17.4K
|
5.86K
$464K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-209- 4.7% |
$16K - $16.8K
|
4.24K
$336K
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.83KNew |
$294K - $308K
|
3.83K
$303K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.51K- 8.41% |
$116K - $121K
|
16.4K
$1.3M
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.98KNew |
$229K - $239K
|
2.98K
$236K
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
48+ 1.51% |
$3.68K - $3.86K
|
3.22K
$255K
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-274- 0.74% |
$21K - $22K
|
36.8K
$2.91M
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
36+ 0.61% |
$2.76K - $2.89K
|
5.89K
$467K
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-426- 68.05% |
$32.7K - $34.2K
|
200
$15.9K
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
3.52K+ 6.48% |
$270K - $283K
|
57.9K
$4.59M
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4+ 0.03% |
$307 - $321
|
13.2K
$1.05M
|