Purchases and Sales Made in Q2 2024 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-260- 0.59% |
$19.7K - $20.1K
|
43.7K
$3.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-274- 3.77% |
$20.7K - $21.2K
|
6.99K
$555K
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-280- 8.1% |
$21.2K - $21.7K
|
3.18K
$252K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-290- 4.83% |
$21.9K - $22.5K
|
5.71K
$454K
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-292- 5.37% |
$22.1K - $22.6K
|
5.14K
$409K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-293- 6.25% |
$22.2K - $22.7K
|
4.4K
$349K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-295- 4.27% |
$22.3K - $22.8K
|
6.62K
$526K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-301- 1.62% |
$22.8K - $23.3K
|
18.2K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
SELL
|
- |
-316- 19.45% |
$23.9K - $24.5K
|
1.31K
$104K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-322- 5.4% |
$24.4K - $24.9K
|
5.65K
$449K
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-349- 1.03% |
$26.4K - $27K
|
33.4K
$2.65M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-361- 11.94% |
$27.3K - $28K
|
2.66K
$212K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-367- 61.78% |
$27.8K - $28.4K
|
227
$18K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-373- 2.25% |
$28.2K - $28.9K
|
16.2K
$1.29M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-396- 2.01% |
$30K - $30.7K
|
19.3K
$1.53M
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-410- 5.03% |
$31K - $31.8K
|
7.74K
$615K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-413- 2.07% |
$31.3K - $32K
|
19.5K
$1.55M
|
|
|
Jul 26, 2024
Q2 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-424- 1.7% |
$32.1K - $32.8K
|
24.5K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-473- 7.34% |
$35.8K - $36.6K
|
5.97K
$475K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-476- 15.91% |
$36K - $36.9K
|
2.52K
$200K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-479- 9.72% |
$36.3K - $37.1K
|
4.45K
$353K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-481- 20.16% |
$36.4K - $37.3K
|
1.91K
$151K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-484- 0.29% |
$36.6K - $37.5K
|
165K
$13.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-490- 0.56% |
$37.1K - $38K
|
86.6K
$6.88M
|
|
|
Aug 05, 2024
Q2 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-501- 1.52% |
$37.9K - $38.8K
|
32.5K
$2.58M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-505- 0.88% |
$38.2K - $39.1K
|
57.1K
$4.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-509- 48.66% |
$38.5K - $39.4K
|
537
$42.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-509- 2.5% |
$38.5K - $39.4K
|
19.8K
$1.57M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-514- 12.14% |
$38.9K - $39.8K
|
3.72K
$296K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-515- 2.26% |
$39K - $39.9K
|
22.3K
$1.77M
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-524- 1.76% |
$39.7K - $40.6K
|
29.2K
$2.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-550- 4.36% |
$41.6K - $42.6K
|
12.1K
$958K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-573- 2.81% |
$43.4K - $44.4K
|
19.8K
$1.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-583- 49.28% |
$44.1K - $45.2K
|
600
$47.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-596- 0.62% |
$45.1K - $46.2K
|
96.1K
$7.64M
|
|
|
Aug 15, 2024
Q2 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-604- 7.2% |
$45.7K - $46.8K
|
7.78K
$618K
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-613- 1.66% |
$46.4K - $47.5K
|
36.3K
$2.88M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-625- 10.44% |
$47.3K - $48.4K
|
5.36K
$426K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-632- 13.5% |
$47.8K - $48.9K
|
4.05K
$322K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-641- 7.38% |
$48.5K - $49.6K
|
8.04K
$639K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-651- 17.42% |
$49.3K - $50.4K
|
3.09K
$245K
|
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-651- 12.75% |
$49.3K - $50.4K
|
4.46K
$354K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-664- 14.63% |
$50.3K - $51.4K
|
3.88K
$308K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
SELL
|
- |
-682- 20.3% |
$51.6K - $52.8K
|
2.68K
$213K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-691- 11.43% |
$52.3K - $53.5K
|
5.36K
$426K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-716- 1.6% |
$54.2K - $55.5K
|
43.9K
$3.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-750- 7.32% |
$56.8K - $58.1K
|
9.49K
$754K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-753- 17.37% |
$57K - $58.3K
|
3.58K
$285K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-791- 12.09% |
$59.9K - $61.3K
|
5.75K
$457K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-810- 5.49% |
$61.3K - $62.7K
|
13.9K
$1.11M
|