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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
11K+ 4.69% |
$844K - $859K
|
246K
$19.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
73New |
$5.59K - $5.69K
|
73
$5.79K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
6New |
$459 - $467
|
6
$476
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2- 1.74% |
$153 - $156
|
113
$8.96K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-342- 5.39% |
$26.2K - $26.6K
|
6K
$476K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
15KNew |
$1.15M - $1.17M
|
15K
$1.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-1.75M- 96.69% |
$134M - $136M
|
59.9K
$4.75M
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-640- 1.16% |
$49K - $49.9K
|
54.7K
$4.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-100- 3.67% |
$7.66K - $7.79K
|
2.63K
$208K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-5.38K- 1.7% |
$412K - $419K
|
311K
$24.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-9.46K- 43.16% |
$725K - $737K
|
12.5K
$988K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
72New |
$5.51K - $5.61K
|
72
$5.71K
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-622- 5.73% |
$47.6K - $48.5K
|
10.2K
$811K
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
BUY
|
- |
709+ 24.36% |
$54.3K - $55.2K
|
3.62K
$287K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2KNew |
$153K - $156K
|
2K
$159K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-683- 15.72% |
$52.3K - $53.2K
|
3.66K
$290K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
6.52K+ 11.3% |
$499K - $508K
|
64.2K
$5.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
135+ 207.69% |
$10.3K - $10.5K
|
200
$15.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.63K+ 18771.43% |
$201K - $205K
|
2.64K
$209K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-7.95K- 54.22% |
$609K - $619K
|
6.71K
$532K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-34.1K- 50.18% |
$2.61M - $2.66M
|
33.9K
$2.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-611- 4.88% |
$46.8K - $47.6K
|
11.9K
$943K
|
|
|
Apr 15, 2024
Q1 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
100KNew |
$7.66M - $7.79M
|
100K
$7.93M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-456- 7.12% |
$34.9K - $35.5K
|
5.95K
$471K
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-52.3K- 76.04% |
$4.01M - $4.08M
|
16.5K
$1.31M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
31New |
$2.37K - $2.41K
|
31
$2.46K
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4.36K+ 2.28% |
$334K - $340K
|
195K
$15.5M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
167+ 0.87% |
$12.8K - $13K
|
19.5K
$1.54M
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
476+ 17.3% |
$36.4K - $37.1K
|
3.23K
$256K
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-4.19K- 55.0% |
$321K - $327K
|
3.43K
$272K
|
|
| Q4 2023 | |||||||
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
89.7K+ 1015.96% |
$6.44M - $6.99M
|
98.5K
$7.81M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
CALL |
58KNew |
$4.16M - $4.52M
|
58K
$4.6M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-29KClosed |
$2.08M - $2.26M
|
0
$0
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
13.1KNew |
$943K - $1.02M
|
13.1K
$1.04M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
190KNew |
$13.7M - $14.8M
|
190K
$15.1M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 4.0% |
$71.8 - $77.9
|
26
$2.06K
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
6.9KNew |
$495K - $538K
|
6.9K
$547K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
502New |
$36K - $39.1K
|
502
$39.8K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
PUT |
30KNew |
$2.15M - $2.34M
|
30K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-18.4K- 11.37% |
$1.32M - $1.43M
|
143K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
29.9K+ 3685.47% |
$2.15M - $2.33M
|
30.7K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
5.04KNew |
$362K - $393K
|
5.04K
$399K
|
|
|
Feb 14, 2024
Q4 2023
|
Investure, LLC
Charlottesville, VA |
BUY
|
- |
2.75MNew |
$198M - $215M
|
2.75M
$218M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
PUT |
19KNew |
$1.36M - $1.48M
|
19K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.38KNew |
$243K - $263K
|
3.38K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
66.8KNew |
$4.8M - $5.21M
|
66.8K
$5.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
351New |
$25.2K - $27.4K
|
351
$27.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-27.2K- 36.85% |
$1.95M - $2.12M
|
46.6K
$3.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehill Capital Management LLC
New York, NY |
BUY
|
- |
25KNew |
$1.79M - $1.95M
|
25K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Covalent Partners LLC
Concord, MA |
BUY
|
- |
54KNew |
$3.88M - $4.21M
|
54K
$4.28M
|
|