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 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
6.16KNew |
$473K - $495K
|
6.16K
$488K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
6.01K+ 24.05% |
$461K - $483K
|
31K
$2.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
5.95KNew |
$456K - $478K
|
5.95K
$471K
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
5.91K+ 4.46% |
$454K - $475K
|
139K
$11M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.82K+ 1.39% |
$446K - $467K
|
426K
$33.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
5.78K+ 66.41% |
$443K - $464K
|
14.5K
$1.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.73KNew |
$439K - $460K
|
5.73K
$454K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
5.6K+ 9.61% |
$430K - $450K
|
63.9K
$5.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
5.6K+ 15.67% |
$429K - $450K
|
41.3K
$3.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
5.53K+ 211.54% |
$425K - $445K
|
8.15K
$646K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.48K+ 135.2% |
$420K - $440K
|
9.53K
$755K
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
5.35K+ 5.8% |
$411K - $430K
|
97.6K
$7.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.35K+ 10.46% |
$411K - $430K
|
56.5K
$4.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
5.19K+ 4.81% |
$398K - $417K
|
113K
$8.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5.19K+ 4.61% |
$398K - $417K
|
118K
$9.33M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.93K+ 44.54% |
$378K - $396K
|
16K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.92K+ 2.98% |
$377K - $395K
|
170K
$13.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
4.85KNew |
$372K - $390K
|
4.85K
$385K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4.78K+ 3.19% |
$366K - $384K
|
155K
$12.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.75K+ 3.23% |
$364K - $382K
|
152K
$12M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.72K+ 75.66% |
$362K - $380K
|
11K
$869K
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
4.46KNew |
$342K - $358K
|
4.46K
$353K
|
|
|
Nov 14, 2024
Q3 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
4.4KNew |
$338K - $354K
|
4.4K
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.36K+ 60.83% |
$335K - $351K
|
11.5K
$914K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.34K+ 3.87% |
$333K - $349K
|
116K
$9.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.33K+ 10.95% |
$332K - $348K
|
43.9K
$3.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4.27K+ 29.0% |
$328K - $343K
|
19K
$1.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
4.24KNew |
$325K - $340K
|
4.24K
$336K
|
|
|
Nov 12, 2024
Q3 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
4.23K+ 2.18% |
$325K - $340K
|
198K
$15.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.22K+ 6.99% |
$323K - $339K
|
64.5K
$5.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.14K+ 44.52% |
$317K - $333K
|
13.4K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.12KNew |
$316K - $331K
|
4.12K
$326K
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4.1K+ 145.39% |
$315K - $330K
|
6.93K
$549K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
4.1KNew |
$315K - $329K
|
4.1K
$325K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.08K+ 9.29% |
$313K - $328K
|
48K
$3.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
3.98K+ 37.77% |
$305K - $320K
|
14.5K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.96K+ 0.46% |
$304K - $319K
|
868K
$68.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.9K+ 6.38% |
$299K - $313K
|
65K
$5.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
3.87K+ 2.57% |
$297K - $311K
|
154K
$12.2M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.83KNew |
$294K - $308K
|
3.83K
$303K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
3.73K+ 3.88% |
$286K - $300K
|
99.9K
$7.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.73K+ 5.83% |
$286K - $299K
|
67.7K
$5.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
3.68K+ 11.66% |
$282K - $296K
|
35.2K
$2.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
3.62K+ 2.25% |
$278K - $291K
|
165K
$13.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
3.61K+ 7.3% |
$277K - $290K
|
53.1K
$4.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
3.52K+ 6.48% |
$270K - $283K
|
57.9K
$4.59M
|
|
|
Oct 10, 2024
Q3 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
3.44K+ 6.54% |
$264K - $277K
|
56.1K
$4.44M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.42K+ 18.09% |
$262K - $275K
|
22.3K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.41K+ 56.69% |
$261K - $274K
|
9.41K
$746K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.4K+ 14.22% |
$261K - $273K
|
27.3K
$2.17M
|