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 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
1.78K+ 56.27% |
$137K - $143K
|
4.95K
$392K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.77K+ 2.14% |
$136K - $142K
|
84.3K
$6.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.75K+ 0.63% |
$134K - $141K
|
280K
$22.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
1.74K+ 21.52% |
$133K - $140K
|
9.81K
$778K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.73KNew |
$133K - $139K
|
1.73K
$137K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.71KNew |
$131K - $137K
|
1.71K
$135K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.71K+ 74.23% |
$131K - $137K
|
4K
$317K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.69K+ 1.54% |
$130K - $136K
|
112K
$8.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.69K+ 11.21% |
$129K - $136K
|
16.7K
$1.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.62K+ 25.66% |
$125K - $131K
|
7.95K
$630K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
1.62K+ 10.4% |
$124K - $130K
|
17.2K
$1.36M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.62K+ 1.94% |
$124K - $130K
|
84.8K
$6.72M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.57K+ 54.13% |
$121K - $126K
|
4.48K
$355K
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.56K+ 3.56% |
$120K - $126K
|
45.5K
$3.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.56K+ 8.21% |
$120K - $125K
|
20.5K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.54K+ 49.5% |
$118K - $124K
|
4.65K
$368K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.52K+ 4.56% |
$117K - $122K
|
34.9K
$2.77M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.49K+ 40.79% |
$114K - $120K
|
5.14K
$407K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.47K+ 48.29% |
$113K - $118K
|
4.51K
$357K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.46K+ 11.88% |
$112K - $117K
|
13.8K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.4K+ 19.89% |
$107K - $113K
|
8.44K
$669K
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.38K+ 9.84% |
$106K - $111K
|
15.4K
$1.22M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.34KNew |
$103K - $108K
|
1.34K
$106K
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.34K+ 35.02% |
$103K - $107K
|
5.16K
$409K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.33K+ 9.25% |
$102K - $107K
|
15.7K
$1.24M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.32K+ 9.2% |
$101K - $106K
|
15.7K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.24K+ 13.31% |
$95K - $99.5K
|
10.5K
$835K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.24K+ 7.63% |
$94.7K - $99.2K
|
17.4K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.14K+ 1.12% |
$87.8K - $91.9K
|
104K
$8.22M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.14K+ 41.06% |
$87.2K - $91.3K
|
3.9K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.13K+ 5.53% |
$86.9K - $91K
|
21.6K
$1.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.12KNew |
$86K - $90.1K
|
1.12K
$88.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.11K+ 13.17% |
$85.4K - $89.4K
|
9.56K
$758K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
1.09K+ 7.4% |
$83.4K - $87.4K
|
15.8K
$1.25M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.07K+ 9.68% |
$82.3K - $86.2K
|
12.2K
$963K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.03K+ 13.8% |
$78.6K - $82.4K
|
8.45K
$670K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
1.03K+ 8.88% |
$78.6K - $82.4K
|
12.6K
$996K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
1K+ 27.38% |
$76.7K - $80.4K
|
4.65K
$369K
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
971+ 12.72% |
$74.5K - $78K
|
8.61K
$682K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
888+ 3.92% |
$68.1K - $71.4K
|
23.5K
$1.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
885+ 3.62% |
$67.9K - $71.1K
|
25.3K
$2.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
869+ 2.26% |
$66.7K - $69.8K
|
39.3K
$3.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
859+ 2.97% |
$65.9K - $69K
|
29.8K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
833+ 20.22% |
$63.9K - $66.9K
|
4.95K
$393K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
826+ 12.73% |
$63.4K - $66.4K
|
7.31K
$580K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
820+ 1.05% |
$62.9K - $65.9K
|
79.1K
$6.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
815+ 7.47% |
$62.5K - $65.5K
|
11.7K
$929K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
814+ 1.72% |
$62.5K - $65.4K
|
48.2K
$3.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
775+ 16.39% |
$59.5K - $62.3K
|
5.5K
$436K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
751+ 21.54% |
$57.6K - $60.4K
|
4.24K
$336K
|