Latest Institutional Purchases of Ishares Tr (HYG)
This list provides information on the latest institutional transactions involving Ishares Tr (HYG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
116+ 1.5% |
$9.11K - $9.29K
|
7.86K
$630K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
111New |
$8.71K - $8.89K
|
111
$8.9K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
100+ 3.6% |
$7.85K - $8.01K
|
2.88K
$230K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
99+ 0.14% |
$7.77K - $7.93K
|
69.2K
$5.55M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
97+ 0.8% |
$7.62K - $7.77K
|
12.3K
$984K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
95+ 155.74% |
$7.46K - $7.61K
|
156
$12.5K
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
92New |
$7.22K - $7.37K
|
92
$7.38K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
91+ 2.97% |
$7.14K - $7.29K
|
3.16K
$253K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
90+ 9000.0% |
$7.07K - $7.21K
|
91
$7.3K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
84New |
$6.59K - $6.73K
|
84
$6.73K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
77+ 0.64% |
$6.05K - $6.17K
|
12.2K
$976K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
76+ 0.11% |
$5.97K - $6.09K
|
67K
$5.37M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
71+ 2.67% |
$5.57K - $5.69K
|
2.73K
$219K
|
|
|
May 07, 2025
Q1 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
68+ 0.1% |
$5.34K - $5.45K
|
67.6K
$5.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
67+ 2.22% |
$5.26K - $5.37K
|
3.08K
$247K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
65New |
$5.1K - $5.21K
|
65
$5.21K
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
62+ 1.9% |
$4.87K - $4.97K
|
3.32K
$266K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
58+ 0.64% |
$4.55K - $4.65K
|
9.07K
$727K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
57+ 0.03% |
$4.48K - $4.57K
|
196K
$15.7M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
50+ 1.71% |
$3.93K - $4.01K
|
2.98K
$239K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
50+ 1.56% |
$3.93K - $4.01K
|
3.25K
$261K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
50New |
$3.93K - $4.01K
|
50
$4.01K
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
46+ 1.26% |
$3.61K - $3.69K
|
3.7K
$296K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
42+ 2.46% |
$3.3K - $3.36K
|
1.75K
$140K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
38+ 0.26% |
$2.98K - $3.04K
|
14.4K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
34+ 0.93% |
$2.67K - $2.72K
|
3.7K
$297K
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
32+ 0.26% |
$2.51K - $2.56K
|
12.5K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
31+ 0.94% |
$2.43K - $2.48K
|
3.34K
$268K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
26New |
$2.04K - $2.08K
|
26
$2.08K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
24+ 0.33% |
$1.88K - $1.92K
|
7.29K
$584K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
21+ 0.93% |
$1.65K - $1.68K
|
2.27K
$182K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
20New |
$1.57K - $1.6K
|
20
$1.6K
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
18+ 23.08% |
$1.41K - $1.44K
|
96
$7.7K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
18+ 0.39% |
$1.41K - $1.44K
|
4.63K
$371K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
17+ 0.65% |
$1.33K - $1.36K
|
2.65K
$212K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
16+ 0.93% |
$1.26K - $1.28K
|
1.74K
$140K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
15+ 0.33% |
$1.18K - $1.2K
|
4.54K
$364K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
15+ 0.57% |
$1.18K - $1.2K
|
2.66K
$213K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
15+ 4.55% |
$1.18K - $1.2K
|
345
$27.7K
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
12+ 0.22% |
$942 - $961
|
5.45K
$437K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10+ 0.12% |
$785 - $801
|
8.4K
$674K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.33% |
$785 - $801
|
3.01K
$241K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.1% |
$785 - $801
|
9.85K
$790K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9+ 0.04% |
$707 - $721
|
21.4K
$1.71M
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
8+ 0.04% |
$628 - $641
|
19K
$1.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 0.47% |
$628 - $641
|
1.71K
$137K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
7+ 0.93% |
$550 - $561
|
758
$60.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 1.33% |
$550 - $561
|
533
$42.7K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6+ 0.85% |
$471 - $481
|
714
$57.2K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4+ 11.76% |
$314 - $320
|
38
$3.05K
|