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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
467+ 1.24% |
$36.7K - $37.4K
|
38.2K
$3.06M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
434New |
$34.1K - $34.8K
|
434
$34.8K
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
431New |
$33.8K - $34.5K
|
431
$34.6K
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
422+ 1.86% |
$33.1K - $33.8K
|
23.1K
$1.85M
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
412+ 14.72% |
$32.3K - $33K
|
3.21K
$257K
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
407+ 3.11% |
$32K - $32.6K
|
13.5K
$1.08M
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
400New |
$31.4K - $32K
|
400
$32.1K
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
397+ 6.76% |
$31.2K - $31.8K
|
6.27K
$503K
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
395+ 1.9% |
$31K - $31.6K
|
21.2K
$1.7M
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
380+ 2.96% |
$29.8K - $30.4K
|
13.2K
$1.06M
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
380+ 0.87% |
$29.8K - $30.4K
|
43.9K
$3.52M
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
377+ 9.63% |
$29.6K - $30.2K
|
4.29K
$344K
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
359+ 3.92% |
$28.2K - $28.8K
|
9.53K
$764K
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
354+ 6.75% |
$27.8K - $28.4K
|
5.6K
$449K
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
323+ 5.64% |
$25.4K - $25.9K
|
6.05K
$485K
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
313+ 6.56% |
$24.6K - $25.1K
|
5.09K
$408K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
310+ 0.99% |
$24.3K - $24.8K
|
31.5K
$2.53M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
307New |
$24.1K - $24.6K
|
307
$24.6K
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
305+ 4.2% |
$23.9K - $24.4K
|
7.56K
$606K
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
274+ 6.39% |
$21.5K - $22K
|
4.56K
$366K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
263+ 0.25% |
$20.6K - $21.1K
|
107K
$8.61M
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
253+ 13.28% |
$19.9K - $20.3K
|
2.16K
$173K
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
PUT |
250+ 50.0% |
$19.6K - $20K
|
750
$60.1K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
250+ 5.69% |
$19.6K - $20K
|
4.64K
$372K
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
239+ 17.98% |
$18.8K - $19.1K
|
1.57K
$126K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
237New |
$18.6K - $19K
|
237
$19K
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
235+ 7.08% |
$18.4K - $18.8K
|
3.56K
$285K
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
234New |
$18.4K - $18.7K
|
234
$18.8K
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
216+ 3.25% |
$17K - $17.3K
|
6.86K
$550K
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
208+ 64.0% |
$16.3K - $16.7K
|
533
$42.7K
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
205New |
$16.1K - $16.4K
|
205
$16.4K
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
200+ 7.71% |
$15.7K - $16K
|
2.79K
$224K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
187+ 3.42% |
$14.7K - $15K
|
5.66K
$453K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
185+ 59.87% |
$14.5K - $14.8K
|
494
$39.6K
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
178+ 4.37% |
$14K - $14.3K
|
4.25K
$341K
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
175+ 2.51% |
$13.7K - $14K
|
7.14K
$573K
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
173+ 0.42% |
$13.6K - $13.9K
|
41.1K
$3.29M
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
170+ 3.93% |
$13.3K - $13.6K
|
4.49K
$360K
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
159+ 0.72% |
$12.5K - $12.7K
|
22.3K
$1.78M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
155+ 12.73% |
$12.2K - $12.4K
|
1.37K
$110K
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
155+ 0.81% |
$12.2K - $12.4K
|
19.3K
$1.54M
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
155+ 0.84% |
$12.2K - $12.4K
|
18.7K
$1.5M
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
145+ 4.35% |
$11.4K - $11.6K
|
3.48K
$279K
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
133+ 0.41% |
$10.4K - $10.7K
|
32.6K
$2.61M
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
132+ 2.6% |
$10.4K - $10.6K
|
5.2K
$417K
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
131+ 4.34% |
$10.3K - $10.5K
|
3.15K
$253K
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
130New |
$10.2K - $10.4K
|
130
$10.4K
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
126+ 0.72% |
$9.89K - $10.1K
|
17.6K
$1.41M
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
121+ 4.39% |
$9.5K - $9.69K
|
2.88K
$231K
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
121+ 216.07% |
$9.5K - $9.69K
|
177
$14.2K
|