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 |
---|---|---|---|---|---|---|---|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
78+ 60.0% |
$5.98K - $6.27K
|
208
$16.5K
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.05KNew |
$541K - $567K
|
7.05K
$559K
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-31.8K- 24.65% |
$2.44M - $2.55M
|
97.1K
$7.69M
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.46K- 40.86% |
$342K - $358K
|
6.45K
$511K
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.12K- 16.58% |
$85.8K - $89.8K
|
5.63K
$446K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.33K+ 9.25% |
$102K - $107K
|
15.7K
$1.24M
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-92- 2.44% |
$7.06K - $7.39K
|
3.68K
$291K
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-2.43K- 6.69% |
$186K - $195K
|
33.9K
$2.68M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-9- 0.2% |
$690 - $723
|
4.4K
$349K
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-3K- 9.22% |
$230K - $241K
|
29.5K
$2.34M
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
42+ 1.57% |
$3.22K - $3.38K
|
2.72K
$216K
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-29- 0.22% |
$2.22K - $2.33K
|
12.9K
$1.02M
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
2.18K+ 1.16% |
$168K - $176K
|
191K
$15.1M
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-411- 11.05% |
$31.5K - $33K
|
3.31K
$262K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
26+ 1.56% |
$1.99K - $2.09K
|
1.69K
$134K
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
5+ 0.12% |
$384 - $402
|
4.29K
$340K
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-32- 1.13% |
$2.46K - $2.57K
|
2.8K
$222K
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
69+ 1.66% |
$5.29K - $5.54K
|
4.23K
$335K
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-6.14K- 99.79% |
$471K - $493K
|
13
$1.03K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
42K+ 170.46% |
$3.22M - $3.38M
|
66.7K
$5.29M
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-277- 5.07% |
$21.3K - $22.3K
|
5.18K
$411K
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.77KNew |
$213K - $223K
|
2.77K
$220K
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
6.01K+ 24.05% |
$461K - $483K
|
31K
$2.45M
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
826+ 12.73% |
$63.4K - $66.4K
|
7.31K
$580K
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
7.4KNew |
$568K - $595K
|
7.4K
$586K
|
|
Oct 24, 2024
Q3 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-245- 0.92% |
$18.8K - $19.7K
|
26.3K
$2.08M
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.35K+ 10.46% |
$411K - $430K
|
56.5K
$4.48M
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
258New |
$19.8K - $20.7K
|
258
$20.4K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-421- 5.39% |
$32.3K - $33.8K
|
7.39K
$586K
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
5.78K+ 66.41% |
$443K - $464K
|
14.5K
$1.15M
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.76K+ 33.99% |
$212K - $222K
|
10.9K
$864K
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-215- 4.67% |
$16.5K - $17.3K
|
4.39K
$348K
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
175+ 0.6% |
$13.4K - $14.1K
|
29.3K
$2.33M
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
9.82K+ 9.57% |
$753K - $789K
|
112K
$8.91M
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
98+ 1.91% |
$7.52K - $7.88K
|
5.23K
$415K
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
240New |
$18.4K - $19.3K
|
240
$19K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.58K- 41.34% |
$275K - $288K
|
5.08K
$403K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-6.85K- 58.84% |
$526K - $551K
|
4.79K
$380K
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-711- 47.72% |
$54.5K - $57.1K
|
779
$61.7K
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-286- 1.48% |
$21.9K - $23K
|
19K
$1.51M
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
3.04KNew |
$233K - $244K
|
3.04K
$241K
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-2.71K- 49.96% |
$208K - $218K
|
2.71K
$215K
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.04K- 1.59% |
$79.6K - $83.3K
|
64.3K
$5.09M
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
41.5KNew |
$3.18M - $3.34M
|
41.5K
$3.29M
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
540+ 2.51% |
$41.4K - $43.4K
|
22K
$1.75M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.14K- 3.27% |
$87.5K - $91.7K
|
33.8K
$2.68M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.62K+ 25.66% |
$125K - $131K
|
7.95K
$630K
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
4+ 0.76% |
$307 - $321
|
532
$42.2K
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-20- 8.26% |
$1.53K - $1.61K
|
222
$17.6K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.5K- 9.89% |
$1.34M - $1.41M
|
160K
$12.6M
|