Purchases and Sales Made in Q2 2025 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q2 2025. 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 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
54KNew |
$4.09M - $4.36M
|
54K
$4.33M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
22.9KNew |
$1.74M - $1.85M
|
22.9K
$1.84M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
20.2K+ 29.95% |
$1.53M - $1.63M
|
87.6K
$7.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
12.4K+ 38.98% |
$936K - $997K
|
44.1K
$3.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
11.7KNew |
$885K - $942K
|
11.7K
$937K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
6.81K+ 28.47% |
$516K - $549K
|
30.7K
$2.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
4.43K+ 280.85% |
$335K - $357K
|
6.01K
$482K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
3.13K+ 16.31% |
$237K - $253K
|
22.3K
$1.79M
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
2.08K+ 7.26% |
$157K - $167K
|
30.7K
$2.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.33K+ 4.83% |
$101K - $107K
|
28.9K
$2.31M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.14K+ 36.47% |
$86.4K - $92K
|
4.27K
$342K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
945+ 0.37% |
$71.6K - $76.2K
|
257K
$20.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
805+ 23.86% |
$61K - $64.9K
|
4.18K
$335K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
657+ 0.42% |
$49.8K - $53K
|
159K
$12.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
505New |
$38.3K - $40.7K
|
505
$40.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
445+ 8.96% |
$33.7K - $35.9K
|
5.41K
$434K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
200+ 7.42% |
$15.2K - $16.1K
|
2.9K
$232K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
165+ 0.6% |
$12.5K - $13.3K
|
27.4K
$2.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
162+ 4.87% |
$12.3K - $13.1K
|
3.49K
$280K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
122+ 393.55% |
$9.24K - $9.84K
|
153
$12.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
100+ 14.06% |
$7.58K - $8.07K
|
811
$65K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
71+ 0.88% |
$5.38K - $5.73K
|
8.1K
$649K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
54New |
$4.09K - $4.36K
|
54
$4.33K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
46+ 0.27% |
$3.48K - $3.71K
|
17.1K
$1.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
23New |
$1.74K - $1.85K
|
23
$1.84K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
22+ 1.59% |
$1.67K - $1.77K
|
1.41K
$113K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
11+ 0.37% |
$833 - $887
|
3K
$240K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
9+ 0.1% |
$682 - $726
|
9.43K
$756K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-30- 0.19% |
$2.27K - $2.42K
|
16K
$1.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-34- 13.03% |
$2.58K - $2.74K
|
227
$18.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-91- 1.38% |
$6.89K - $7.34K
|
6.52K
$522K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-95- 2.05% |
$7.2K - $7.66K
|
4.55K
$365K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-111- 0.38% |
$8.41K - $8.95K
|
28.8K
$2.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-170- 50.15% |
$12.9K - $13.7K
|
169
$13.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-188- 4.77% |
$14.2K - $15.2K
|
3.75K
$301K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-322- 4.29% |
$24.4K - $26K
|
7.18K
$576K
|
|
|
Jul 03, 2025
Q2 2025
|
Stairway Partners, LLC
|
SELL
|
- |
-526- 0.17% |
$39.8K - $42.4K
|
311K
$24.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.08K- 49.86% |
$81.7K - $86.9K
|
1.08K
$86.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.13K- 0.46% |
$85.8K - $91.4K
|
244K
$19.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.82K- 47.69% |
$138K - $147K
|
2K
$160K
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-1.9K- 4.81% |
$144K - $153K
|
37.6K
$3.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.08K- 10.92% |
$158K - $168K
|
17K
$1.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-4.5KClosed |
$340K - $363K
|
0
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-7.2K- 26.57% |
$546K - $581K
|
19.9K
$1.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-8.55K- 18.34% |
$648K - $689K
|
38.1K
$3.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-10.2K- 13.8% |
$772K - $822K
|
63.6K
$5.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-58.2K- 43.31% |
$4.41M - $4.69M
|
76.2K
$6.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
SELL
|
- |
-224K- 97.4% |
$17M - $18.1M
|
5.99K
$480K
|