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 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$76.6 - $77.9
|
1
$78.6
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-7.73K- 45.83% |
$592K - $602K
|
9.14K
$718K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
947+ 12.33% |
$72.5K - $73.8K
|
8.63K
$678K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.42K- 29.01% |
$108K - $110K
|
3.46K
$272K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-146- 3.67% |
$11.2K - $11.4K
|
3.84K
$302K
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
19.8KNew |
$1.52M - $1.54M
|
19.8K
$1.56M
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.91K- 42.31% |
$146K - $149K
|
2.61K
$205K
|
|
|
May 03, 2024
Q1 2024
|
Cowen And Company, LLC
|
BUY
|
PUT |
200KNew |
$15.3M - $15.6M
|
200K
$15.7M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
7KNew |
$536K - $545K
|
7K
$550K
|
|
|
May 02, 2024
Q1 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
1.8M+ 455.01% |
$138M - $140M
|
2.2M
$173M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
247New |
$18.9K - $19.2K
|
247
$19.4K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-2.09K- 27.42% |
$160K - $163K
|
5.54K
$435K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.3KNew |
$99.5K - $101K
|
1.3K
$102K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-183- 2.54% |
$14K - $14.3K
|
7.02K
$552K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-4- 0.68% |
$306 - $312
|
585
$46K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
200New |
$15.3K - $15.6K
|
200
$15.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.83KNew |
$217K - $221K
|
2.83K
$223K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-197- 3.77% |
$15.1K - $15.3K
|
5.03K
$395K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
73New |
$5.59K - $5.69K
|
73
$5.74K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
6New |
$459 - $467
|
6
$472
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2- 1.74% |
$153 - $156
|
113
$8.88K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-342- 5.39% |
$26.2K - $26.6K
|
6K
$472K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
15KNew |
$1.15M - $1.17M
|
15K
$1.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-1.75M- 96.69% |
$134M - $136M
|
59.9K
$4.71M
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-640- 1.16% |
$49K - $49.9K
|
54.7K
$4.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-100- 3.67% |
$7.66K - $7.79K
|
2.63K
$206K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-9.46K- 43.16% |
$725K - $737K
|
12.5K
$980K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
72New |
$5.51K - $5.61K
|
72
$5.66K
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
BUY
|
- |
709+ 24.36% |
$54.3K - $55.2K
|
3.62K
$284K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2KNew |
$153K - $156K
|
2K
$157K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
6.52K+ 11.3% |
$499K - $508K
|
64.2K
$5.05M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
135+ 207.69% |
$10.3K - $10.5K
|
200
$15.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.63K+ 18771.43% |
$201K - $205K
|
2.64K
$208K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-7.95K- 54.22% |
$609K - $619K
|
6.71K
$528K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-34.1K- 50.18% |
$2.61M - $2.66M
|
33.9K
$2.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-611- 4.88% |
$46.8K - $47.6K
|
11.9K
$936K
|
|
|
Apr 15, 2024
Q1 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
100KNew |
$7.66M - $7.79M
|
100K
$7.86M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-456- 7.12% |
$34.9K - $35.5K
|
5.95K
$467K
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4.36K+ 2.28% |
$334K - $340K
|
195K
$15.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
167+ 0.87% |
$12.8K - $13K
|
19.5K
$1.53M
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
476+ 17.3% |
$36.4K - $37.1K
|
3.23K
$254K
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-4.19K- 55.0% |
$321K - $327K
|
3.43K
$270K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2025
Q4 2023
|
Croban
Fremont, OH |
BUY
|
- |
71.8KNew |
$5.16M - $5.6M
|
71.8K
$5.65M
|
|
|
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
$1.03M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
190KNew |
$13.7M - $14.8M
|
190K
$15M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 4.0% |
$71.8 - $77.9
|
26
$2.04K
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
6.9KNew |
$495K - $538K
|
6.9K
$542K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
502New |
$36K - $39.1K
|
502
$39.5K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
PUT |
30KNew |
$2.15M - $2.34M
|
30K
$2.36M
|
|