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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
109+ 40.22% |
$8.51K - $8.72K
|
380
$30.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
618New |
$48.3K - $49.5K
|
618
$49.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.98K+ 17.96% |
$779K - $799K
|
65.6K
$5.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
886+ 6.44% |
$69.2K - $70.9K
|
14.7K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-495- 42.09% |
$38.7K - $39.6K
|
681
$54.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4- 4.12% |
$312 - $320
|
93
$7.46K
|
|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-1.26M- 33.49% |
$98.4M - $101M
|
2.5M
$201M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
67+ 2.64% |
$5.23K - $5.36K
|
2.6K
$209K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
6.34KNew |
$495K - $507K
|
6.34K
$508K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-440- 74.83% |
$34.4K - $35.2K
|
148
$11.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
200+ 3.37% |
$15.6K - $16K
|
6.14K
$492K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
34.4K+ 71.98% |
$2.68M - $2.75M
|
82.1K
$6.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-343- 64.47% |
$26.8K - $27.5K
|
189
$15.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
100+ 1.13% |
$7.81K - $8K
|
8.95K
$717K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-1.51K- 12.53% |
$118K - $121K
|
10.6K
$847K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
10.1K+ 10.13% |
$790K - $809K
|
110K
$8.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-7.44K- 62.9% |
$581K - $595K
|
4.39K
$352K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.92KNew |
$228K - $234K
|
2.92K
$234K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
1.39KNew |
$108K - $111K
|
1.39K
$111K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
833New |
$65K - $66.7K
|
833
$66.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.74KNew |
$292K - $299K
|
3.74K
$300K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
5.03KNew |
$393K - $403K
|
5.03K
$403K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
950+ 23.17% |
$74.2K - $76K
|
5.05K
$405K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
12.3K+ 166.22% |
$961K - $984K
|
19.7K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
131New |
$10.2K - $10.5K
|
131
$10.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-10.1K- 59.41% |
$792K - $812K
|
6.93K
$556K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
2.28KNew |
$178K - $182K
|
2.28K
$182K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-269- 20.55% |
$21K - $21.5K
|
1.04K
$83.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-760- 3.15% |
$59.3K - $60.8K
|
23.4K
$1.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-60- 1.58% |
$4.69K - $4.8K
|
3.75K
$301K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-355- 10.73% |
$27.7K - $28.4K
|
2.95K
$237K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
405New |
$31.6K - $32.4K
|
405
$32.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.86KNew |
$457K - $469K
|
5.86K
$470K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
6.03KNew |
$471K - $482K
|
6.03K
$483K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-400- 10.39% |
$31.2K - $32K
|
3.45K
$277K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
200+ 4.19% |
$15.6K - $16K
|
4.98K
$399K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-677- 31.65% |
$52.9K - $54.2K
|
1.46K
$117K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
137New |
$10.7K - $11K
|
137
$11K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
74+ 0.54% |
$5.78K - $5.92K
|
13.8K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
40.9K+ 27.76% |
$3.19M - $3.27M
|
188K
$15.1M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-997- 19.41% |
$77.9K - $79.8K
|
4.14K
$332K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-231- 4.11% |
$18K - $18.5K
|
5.4K
$433K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-2- 0.05% |
$156 - $160
|
3.81K
$305K
|
|
|
Jan 15, 2025
Q4 2024
|
Trium Capital LLP
London, X0 |
BUY
|
PUT |
5.68MNew |
$444M - $455M
|
5.68M
$456M
|
|
|
Jan 15, 2025
Q4 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-709- 4.87% |
$55.4K - $56.7K
|
13.8K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.52K+ 6.45% |
$119K - $122K
|
25.1K
$2.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
678+ 15.15% |
$52.9K - $54.3K
|
5.15K
$413K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
869New |
$67.9K - $69.6K
|
869
$69.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
182+ 93.33% |
$14.2K - $14.6K
|
377
$30.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.55K- 12.83% |
$199K - $204K
|
17.3K
$1.39M
|