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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
8.85KNew |
$679K - $711K
|
8.85K
$695K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.69K+ 1.54% |
$130K - $136K
|
112K
$8.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
330K+ 1981.02% |
$25.3M - $26.5M
|
347K
$27.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5.37K- 6.66% |
$412K - $432K
|
75.3K
$5.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
12.8K+ 4.69% |
$982K - $1.03M
|
286K
$22.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.77K+ 2.14% |
$136K - $142K
|
84.3K
$6.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-142- 2.11% |
$10.9K - $11.4K
|
6.6K
$519K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.11K- 20.66% |
$85K - $89K
|
4.26K
$334K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
29+ 0.78% |
$2.22K - $2.33K
|
3.73K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.92K+ 2.98% |
$377K - $395K
|
170K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
30.3K+ 5.75% |
$2.33M - $2.44M
|
558K
$43.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-1.7K- 39.53% |
$130K - $137K
|
2.6K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
CALL |
3.52MNew |
$270M - $283M
|
3.52M
$277M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
194KNew |
$14.9M - $15.6M
|
194K
$15.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
21.5KNew |
$1.65M - $1.73M
|
21.5K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
18.9KNew |
$1.45M - $1.52M
|
18.9K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
600+ 17.41% |
$46K - $48.2K
|
4.05K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
17.5KNew |
$1.35M - $1.41M
|
17.5K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
5.19K+ 4.81% |
$398K - $417K
|
113K
$8.88M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-203K- 88.7% |
$15.5M - $16.3M
|
25.8K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.27K- 7.16% |
$97.7K - $102K
|
16.5K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8.41K+ 197.9% |
$645K - $675K
|
12.7K
$994K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-50- 0.94% |
$3.84K - $4.02K
|
5.28K
$415K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.22K- 16.04% |
$323K - $339K
|
22.1K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-945K- 94.58% |
$72.5M - $75.9M
|
54.2K
$4.25M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.02K- 3.55% |
$232K - $243K
|
82.2K
$6.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.37K- 10.61% |
$105K - $110K
|
11.5K
$907K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
600+ 5.6% |
$46K - $48.2K
|
11.3K
$888K
|
|
|
Nov 12, 2024
Q3 2024
|
Corbin Capital Partners, L.P.
New York, NY |
BUY
|
- |
130KNew |
$9.94M - $10.4M
|
130K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
228+ 2.45% |
$17.5K - $18.3K
|
9.54K
$749K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
820+ 1.05% |
$62.9K - $65.9K
|
79.1K
$6.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
294KNew |
$22.5M - $23.6M
|
294K
$23.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
24.7K+ 23.19% |
$1.89M - $1.98M
|
131K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.93K- 10.2% |
$225K - $235K
|
25.8K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
859+ 2.97% |
$65.9K - $69K
|
29.8K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-25.6K- 7.5% |
$1.96M - $2.06M
|
316K
$24.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.19K- 38.82% |
$398K - $417K
|
8.18K
$642K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.72K- 37.43% |
$286K - $299K
|
6.22K
$489K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-7- 0.02% |
$537 - $563
|
33.4K
$2.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.4K+ 19.89% |
$107K - $113K
|
8.44K
$663K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.84K+ 35.32% |
$218K - $228K
|
10.9K
$855K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-232K- 26.98% |
$17.8M - $18.7M
|
629K
$49.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-479- 15.76% |
$36.7K - $38.5K
|
2.56K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4- 0.07% |
$307 - $321
|
5.97K
$469K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
3.68K+ 11.66% |
$282K - $296K
|
35.2K
$2.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-434- 1.46% |
$33.3K - $34.9K
|
29.2K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
1.78K+ 56.27% |
$137K - $143K
|
4.95K
$389K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.46K+ 11.88% |
$112K - $117K
|
13.8K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.77K+ 60.97% |
$520K - $544K
|
17.9K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.78K- 58.44% |
$290K - $304K
|
2.69K
$211K
|