Purchases and Sales Made in Q3 2024 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.49K- 3.51% |
$191K - $200K
|
68.4K
$5.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.5K- 16.2% |
$192K - $201K
|
12.9K
$1.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-2.71K- 49.96% |
$208K - $218K
|
2.71K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-2.92K- 5.41% |
$224K - $234K
|
51K
$4.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.93K- 10.2% |
$225K - $235K
|
25.8K
$2.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.97K- 4.69% |
$228K - $239K
|
60.4K
$4.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-3K- 9.22% |
$230K - $241K
|
29.5K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.02K- 3.55% |
$232K - $243K
|
82.2K
$6.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-3.05K- 19.64% |
$234K - $245K
|
12.5K
$990K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.44K- 37.36% |
$264K - $276K
|
5.77K
$457K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.47K- 3.94% |
$266K - $279K
|
84.5K
$6.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.58K- 41.34% |
$275K - $288K
|
5.08K
$403K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.72K- 37.43% |
$286K - $299K
|
6.22K
$493K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.78K- 58.44% |
$290K - $304K
|
2.69K
$213K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.78K- 19.11% |
$290K - $304K
|
16K
$1.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.83K- 44.89% |
$294K - $307K
|
4.7K
$372K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-3.84K- 91.35% |
$295K - $309K
|
364
$28.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-3.9K- 4.5% |
$299K - $313K
|
82.7K
$6.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4.03K- 89.47% |
$309K - $324K
|
475
$37.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.08K- 6.83% |
$313K - $328K
|
55.6K
$4.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.13K- 54.79% |
$317K - $332K
|
3.4K
$270K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.18K- 20.9% |
$321K - $336K
|
15.8K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-4.18K- 21.71% |
$321K - $336K
|
15.1K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.22K- 16.04% |
$323K - $339K
|
22.1K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.4K- 19.81% |
$337K - $353K
|
17.8K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-4.45K- 5.57% |
$341K - $357K
|
75.4K
$5.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.46K- 40.86% |
$342K - $358K
|
6.45K
$511K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-4.56K- 9.36% |
$350K - $367K
|
44.2K
$3.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-4.78K- 15.62% |
$367K - $384K
|
25.8K
$2.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5.09K- 10.28% |
$391K - $409K
|
44.4K
$3.52M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.11K- 64.65% |
$392K - $411K
|
2.8K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5.15K- 1.61% |
$395K - $414K
|
316K
$25M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-5.17K- 21.31% |
$397K - $416K
|
19.1K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-5.18K- 8.18% |
$398K - $416K
|
58.2K
$4.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.19K- 38.82% |
$398K - $417K
|
8.18K
$648K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5.37K- 6.66% |
$412K - $432K
|
75.3K
$5.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.65K- 9.37% |
$433K - $454K
|
54.7K
$4.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-6.14K- 99.79% |
$471K - $493K
|
13
$1.03K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.19K- 33.05% |
$475K - $498K
|
12.5K
$994K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-6.85K- 58.84% |
$526K - $551K
|
4.79K
$380K
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-7.5K- 50.0% |
$575K - $603K
|
7.5K
$594K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-7.66K- 32.73% |
$588K - $616K
|
15.7K
$1.25M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.86K- 56.27% |
$603K - $632K
|
6.11K
$484K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-8.01K- 21.25% |
$615K - $644K
|
29.7K
$2.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-8.63K- 11.63% |
$662K - $694K
|
65.6K
$5.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-8.81K- 80.83% |
$676K - $708K
|
2.09K
$166K
|
|
|
Oct 22, 2024
Q3 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-8.86K- 37.85% |
$680K - $712K
|
14.5K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-9K- 26.87% |
$690K - $723K
|
24.5K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-9.55KClosed |
$733K - $767K
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.8K- 4.52% |
$830K - $869K
|
229K
$18.1M
|