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 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
150KNew |
$11.8M - $12M
|
150K
$11.8M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-141- 3.65% |
$11.1K - $11.3K
|
3.72K
$292K
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
170+ 3.93% |
$13.3K - $13.6K
|
4.49K
$353K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6.17K+ 11.43% |
$484K - $494K
|
60.1K
$4.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-12.3K- 20.47% |
$969K - $989K
|
47.9K
$3.77M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.5K- 1.78% |
$118K - $120K
|
82.6K
$6.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.32K+ 82.66% |
$182K - $186K
|
5.12K
$402K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.49K- 16.1% |
$274K - $279K
|
18.2K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
2.65K+ 16.73% |
$208K - $212K
|
18.5K
$1.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-7.82K- 19.06% |
$614K - $626K
|
33.2K
$2.61M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-1.91K- 18.02% |
$150K - $153K
|
8.7K
$684K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.63K+ 5.54% |
$206K - $211K
|
50.1K
$3.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
57+ 0.03% |
$4.48K - $4.57K
|
196K
$15.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
42+ 2.46% |
$3.3K - $3.36K
|
1.75K
$138K
|
|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-100- 0.48% |
$7.85K - $8.01K
|
20.6K
$1.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.06K+ 12.02% |
$83.1K - $84.8K
|
9.87K
$775K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
307New |
$24.1K - $24.6K
|
307
$24.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
159+ 0.72% |
$12.5K - $12.7K
|
22.3K
$1.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.55K- 50.52% |
$121K - $124K
|
1.51K
$119K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
90+ 9000.0% |
$7.07K - $7.21K
|
91
$7.15K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
407+ 3.11% |
$32K - $32.6K
|
13.5K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-649- 4.58% |
$51K - $52K
|
13.5K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-321- 17.76% |
$25.2K - $25.7K
|
1.49K
$117K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.13K- 6.76% |
$638K - $651K
|
112K
$8.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
205New |
$16.1K - $16.4K
|
205
$16.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
51.3KNew |
$4.03M - $4.11M
|
51.3K
$4.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
2+ 0.03% |
$157 - $160
|
6.67K
$524K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
274+ 6.39% |
$21.5K - $22K
|
4.56K
$359K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.41K+ 9.35% |
$111K - $113K
|
16.5K
$1.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-647- 9.13% |
$50.8K - $51.8K
|
6.44K
$506K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
33.6K+ 26.99% |
$2.64M - $2.7M
|
158K
$12.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-100- 4.08% |
$7.85K - $8.01K
|
2.35K
$185K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.8K+ 662.17% |
$220K - $224K
|
3.22K
$253K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
26.6K+ 10.83% |
$2.09M - $2.13M
|
273K
$21.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.68K- 16.57% |
$132K - $134K
|
8.44K
$663K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-83- 1.39% |
$6.52K - $6.65K
|
5.89K
$463K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
29.2K+ 64.94% |
$2.3M - $2.34M
|
74.3K
$5.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
431New |
$33.8K - $34.5K
|
431
$33.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-40- 0.21% |
$3.14K - $3.2K
|
19K
$1.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.14KNew |
$246K - $251K
|
3.14K
$247K
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
230KNew |
$18.1M - $18.4M
|
230K
$18.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 0.14% |
$236 - $240
|
2.18K
$171K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-168K- 3.04% |
$13.2M - $13.5M
|
5.38M
$423M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-214- 1.41% |
$16.8K - $17.1K
|
14.9K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.05K- 23.61% |
$82.5K - $84.2K
|
3.4K
$267K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-500- 4.35% |
$39.3K - $40.1K
|
11K
$865K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.81K- 6.38% |
$299K - $305K
|
55.9K
$4.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-97- 3.18% |
$7.62K - $7.77K
|
2.95K
$232K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-374- 0.57% |
$29.4K - $30K
|
65K
$5.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.38KNew |
$265K - $270K
|
3.38K
$265K
|