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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
21+ 1.51% |
$1.59K - $1.63K
|
1.41K
$113K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
18+ 0.24% |
$1.36K - $1.39K
|
7.43K
$596K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
18+ 0.47% |
$1.36K - $1.39K
|
3.89K
$312K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
18New |
$1.36K - $1.39K
|
18
$1.44K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
17+ 4.58% |
$1.29K - $1.32K
|
388
$31.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
17New |
$1.29K - $1.32K
|
17
$1.36K
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
15+ 0.04% |
$1.14K - $1.16K
|
33.4K
$2.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
13+ 0.49% |
$984 - $1.01K
|
2.66K
$214K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
12New |
$908 - $929
|
12
$962
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
11+ 0.08% |
$832 - $852
|
13.2K
$1.06M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
10+ 0.76% |
$757 - $775
|
1.33K
$107K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
10+ 1.49% |
$757 - $775
|
683
$54.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
10+ 1.39% |
$757 - $775
|
727
$58.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
9+ 0.26% |
$681 - $697
|
3.49K
$280K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8+ 0.04% |
$605 - $620
|
20.3K
$1.63M
|
|
|
Jul 10, 2024
Q2 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
8+ 0.02% |
$605 - $620
|
43.9K
$3.52M
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
7+ 1.34% |
$530 - $542
|
528
$42.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
5+ 0.04% |
$378 - $387
|
14K
$1.13M
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 1.53% |
$378 - $387
|
332
$26.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5+ 1.64% |
$378 - $387
|
309
$24.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
BUY
|
- |
4+ 0.03% |
$303 - $310
|
14.7K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.37% |
$227 - $232
|
809
$64.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$151 - $155
|
2.18K
$175K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1New |
$75.7 - $77.5
|
1
$80.2
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 0.93% |
$75.7 - $77.5
|
108
$8.66K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 1.1% |
$75.7 - $77.5
|
92
$7.38K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 25.0% |
$75.7 - $77.5
|
5
$401
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1- -0.0% |
$75.7 - $77.5
|
59.3K
$4.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1- 0.01% |
$75.7 - $77.5
|
9.2K
$738K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1- 0.11% |
$75.7 - $77.5
|
930
$74.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-2- 0.06% |
$151 - $155
|
3.48K
$279K
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-2- 0.07% |
$151 - $155
|
2.82K
$226K
|
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-5- 41.67% |
$378 - $387
|
7
$561
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-7- 0.1% |
$530 - $542
|
6.74K
$541K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7- 8.14% |
$530 - $542
|
79
$6.33K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-10- 0.02% |
$757 - $775
|
60.4K
$4.84M
|
|
|
Aug 07, 2024
Q2 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-10- 0.37% |
$757 - $775
|
2.73K
$219K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-11- 0.41% |
$832 - $852
|
2.69K
$215K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-17- 1.01% |
$1.29K - $1.32K
|
1.67K
$134K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-17- 0.75% |
$1.29K - $1.32K
|
2.25K
$180K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-18- 0.25% |
$1.36K - $1.39K
|
7.24K
$581K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-19- 0.45% |
$1.44K - $1.47K
|
4.25K
$340K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-25- 1.07% |
$1.89K - $1.94K
|
2.32K
$186K
|
|
|
Aug 07, 2024
Q2 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-27- 0.07% |
$2.04K - $2.09K
|
39.5K
$3.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Allie Family Office LLC
|
SELL
|
- |
-28- 0.08% |
$2.12K - $2.17K
|
33.2K
$2.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-28- 0.44% |
$2.12K - $2.17K
|
6.33K
$507K
|
|
|
Jan 03, 2025
Q2 2024
|
Allie Family Office LLC
|
SELL
|
- |
-28- 0.08% |
$2.12K - $2.17K
|
33.2K
$2.66M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-32- 0.95% |
$2.42K - $2.48K
|
3.34K
$267K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-39- 0.36% |
$2.95K - $3.02K
|
10.9K
$875K
|
|
|
Aug 13, 2024
Q2 2024
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-39- 0.42% |
$2.95K - $3.02K
|
9.31K
$746K
|