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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
16.6K+ 12.22% |
$1.27M - $1.33M
|
152K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
16.2K+ 19.55% |
$1.24M - $1.3M
|
99K
$7.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
16K+ 6.98% |
$1.23M - $1.29M
|
245K
$19.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.8K+ 62.88% |
$1.21M - $1.27M
|
41K
$3.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
15.5K+ 38.82% |
$1.19M - $1.25M
|
55.6K
$4.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15.5K+ 4.77% |
$1.19M - $1.24M
|
339K
$26.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
14.7K+ 11.38% |
$1.13M - $1.18M
|
144K
$11.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
14K+ 12.09% |
$1.07M - $1.12M
|
130K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.8K+ 10.08% |
$1.06M - $1.11M
|
151K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
13.8KNew |
$1.06M - $1.11M
|
13.8K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
12.8K+ 4.69% |
$982K - $1.03M
|
286K
$22.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
11.9K+ 6.48% |
$912K - $955K
|
195K
$15.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
11.9K+ 65.57% |
$911K - $954K
|
30K
$2.37M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
11.7K+ 6.23% |
$901K - $944K
|
200K
$15.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
11.7K+ 88.14% |
$897K - $939K
|
25K
$1.98M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
11.4K+ 64.39% |
$875K - $917K
|
29.1K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.7KNew |
$825K - $864K
|
10.7K
$852K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.7K+ 75.62% |
$822K - $861K
|
24.9K
$1.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
10.7KNew |
$821K - $860K
|
10.7K
$848K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.7K+ 271.73% |
$820K - $859K
|
14.6K
$1.16M
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
10.7K+ 6.12% |
$817K - $856K
|
185K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
10.2K+ 3.05% |
$784K - $822K
|
346K
$27.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
9.82K+ 9.57% |
$753K - $789K
|
112K
$8.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.81K+ 4.82% |
$753K - $788K
|
213K
$16.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.75K+ 129.56% |
$748K - $784K
|
17.3K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.51KNew |
$729K - $764K
|
9.51K
$753K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
9.05K+ 20.72% |
$694K - $727K
|
52.7K
$4.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
8.92K+ 4.76% |
$684K - $716K
|
196K
$15.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
8.85KNew |
$679K - $711K
|
8.85K
$701K
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
8.8K+ 419.49% |
$675K - $707K
|
10.9K
$864K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
8.79K+ 3.55% |
$675K - $707K
|
256K
$20.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
8.65K+ 15.18% |
$664K - $695K
|
65.6K
$5.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
8.63KNew |
$662K - $693K
|
8.63K
$684K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8.41K+ 197.9% |
$645K - $675K
|
12.7K
$1M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.14K+ 10.48% |
$625K - $654K
|
85.9K
$6.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
8.08KNew |
$620K - $650K
|
8.08K
$641K
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
7.72KNew |
$592K - $620K
|
7.72K
$612K
|
|
|
Oct 29, 2024
Q3 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
7.54K+ 12.79% |
$578K - $606K
|
66.5K
$5.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
7.53KNew |
$578K - $605K
|
7.53K
$597K
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
7.4KNew |
$568K - $595K
|
7.4K
$586K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
7.29KNew |
$559K - $585K
|
7.29K
$577K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.05KNew |
$541K - $567K
|
7.05K
$559K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
6.89K+ 2.9% |
$529K - $554K
|
245K
$19.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
6.83K+ 1.9% |
$524K - $548K
|
366K
$29M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.77K+ 60.97% |
$520K - $544K
|
17.9K
$1.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
6.66K+ 4.54% |
$511K - $535K
|
153K
$12.1M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
6.65K+ 11.76% |
$510K - $534K
|
63.2K
$5.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
6.31KNew |
$484K - $507K
|
6.31K
$500K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
6.28K+ 4.59% |
$481K - $504K
|
143K
$11.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
6.24K+ 207.04% |
$479K - $501K
|
9.25K
$733K
|