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 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
3.36K+ 6.47% |
$257K - $270K
|
55.3K
$4.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
3.31KNew |
$254K - $266K
|
3.31K
$262K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
3.23K+ 17.63% |
$248K - $259K
|
21.5K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.21KNew |
$246K - $258K
|
3.21K
$254K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.19K+ 69.66% |
$245K - $256K
|
7.77K
$616K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.18K+ 25.69% |
$244K - $256K
|
15.6K
$1.23M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
3.04KNew |
$233K - $244K
|
3.04K
$241K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
3.03K+ 73.24% |
$233K - $244K
|
7.17K
$568K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
3.03KNew |
$232K - $243K
|
3.03K
$240K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.98KNew |
$229K - $239K
|
2.98K
$236K
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.95K+ 2.27% |
$226K - $237K
|
133K
$10.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
2.94K+ 136.12% |
$226K - $236K
|
5.11K
$405K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.93K+ 5854.0% |
$225K - $235K
|
2.98K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
2.91KNew |
$223K - $234K
|
2.91K
$231K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.86KNew |
$220K - $230K
|
2.86K
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.84K+ 35.32% |
$218K - $228K
|
10.9K
$862K
|
|
|
Nov 04, 2024
Q3 2024
|
Qcm Cayman, Ltd.
|
BUY
|
- |
2.83KNew |
$217K - $227K
|
2.83K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
2.82K+ 89.91% |
$217K - $227K
|
5.97K
$473K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.77KNew |
$213K - $223K
|
2.77K
$220K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.77KNew |
$213K - $223K
|
2.77K
$220K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.76K+ 33.99% |
$212K - $222K
|
10.9K
$864K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.76K+ 7.11% |
$211K - $221K
|
41.5K
$3.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.75KNew |
$211K - $221K
|
2.75K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.74K+ 6.41% |
$211K - $221K
|
45.5K
$3.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
2.7KNew |
$207K - $217K
|
2.7K
$214K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2.68K+ 5.56% |
$206K - $215K
|
50.9K
$4.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.66KNew |
$204K - $214K
|
2.66K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.6KNew |
$200K - $209K
|
2.6K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Tfg Asset Management Gp LTD
Grand Cayman, E9 |
BUY
|
- |
2.57K+ 2.36% |
$197K - $206K
|
112K
$8.84M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.52KNew |
$193K - $202K
|
2.52K
$199K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.51K+ 6.34% |
$193K - $202K
|
42.1K
$3.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.51KNew |
$193K - $202K
|
2.51K
$199K
|
|
|
Nov 01, 2024
Q3 2024
|
Delphi Financial Group, Inc.
|
BUY
|
- |
2.5KNew |
$192K - $201K
|
2.5K
$198K
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
2.45K+ 7.39% |
$188K - $197K
|
35.6K
$2.82M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
2.4K+ 2.68% |
$184K - $193K
|
91.8K
$7.27M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.3K+ 71.24% |
$176K - $185K
|
5.52K
$437K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
2.28K+ 2.35% |
$175K - $184K
|
99.6K
$7.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.21K+ 23.02% |
$170K - $178K
|
11.8K
$937K
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
2.18K+ 1.16% |
$168K - $176K
|
191K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.16K+ 1.17% |
$165K - $173K
|
187K
$14.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.13K+ 3.74% |
$163K - $171K
|
59.1K
$4.68M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
2.12K+ 11.98% |
$163K - $170K
|
19.8K
$1.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.06K+ 23.68% |
$158K - $166K
|
10.8K
$853K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.05K+ 15.99% |
$158K - $165K
|
14.9K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2K+ 6.11% |
$153K - $160K
|
34.7K
$2.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.94K+ 2.39% |
$149K - $156K
|
83.4K
$6.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.91K+ 9.57% |
$146K - $153K
|
21.8K
$1.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.88K+ 11.52% |
$144K - $151K
|
18.2K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.84KNew |
$141K - $148K
|
1.84K
$146K
|
|
|
Oct 15, 2024
Q3 2024
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
1.83K+ 48.94% |
$141K - $147K
|
5.58K
$442K
|