Purchases and Sales Made in Q4 2024 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
200K+ 686.63% |
$15.6M - $16M
|
230K
$18.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
182KNew |
$14.2M - $14.5M
|
182K
$14.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
91.8KNew |
$7.17M - $7.35M
|
91.8K
$7.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
44.2K+ 980.43% |
$3.45M - $3.54M
|
48.7K
$3.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
41K+ 418.2% |
$3.2M - $3.28M
|
50.9K
$4.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
40.9K+ 27.76% |
$3.19M - $3.27M
|
188K
$15M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
36.3K+ 31.03% |
$2.83M - $2.9M
|
153K
$12.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
24.3KNew |
$1.9M - $1.95M
|
24.3K
$1.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
22.8K+ 18.42% |
$1.78M - $1.83M
|
147K
$11.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
20.2KNew |
$1.58M - $1.61M
|
20.2K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
19.5K+ 55.75% |
$1.52M - $1.56M
|
54.4K
$4.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
18.4K+ 4.75% |
$1.44M - $1.48M
|
407K
$32.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
16.3K+ 10.69% |
$1.27M - $1.3M
|
169K
$13.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
16.3K+ 10.52% |
$1.27M - $1.3M
|
171K
$13.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
13.9KNew |
$1.08M - $1.11M
|
13.9K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
12.4KNew |
$967K - $991K
|
12.4K
$987K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
12.3K+ 166.22% |
$961K - $984K
|
19.7K
$1.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
11.6K+ 6.31% |
$910K - $932K
|
196K
$15.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
11.4K+ 10.17% |
$890K - $913K
|
123K
$9.85M
|
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
BUY
|
- |
10.5K+ 3.52% |
$817K - $838K
|
308K
$24.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.2K+ 131.39% |
$797K - $817K
|
18K
$1.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
10.1K+ 10.13% |
$790K - $809K
|
110K
$8.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
9.49K+ 4.73% |
$741K - $759K
|
210K
$16.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.22K+ 6.17% |
$720K - $738K
|
159K
$12.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.09K+ 7.8% |
$709K - $727K
|
126K
$10M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.21K+ 134.42% |
$641K - $657K
|
14.3K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.65K+ 60.98% |
$597K - $612K
|
20.2K
$1.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.61KNew |
$594K - $609K
|
7.61K
$607K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
6.94K+ 5.89% |
$542K - $555K
|
125K
$9.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.68KNew |
$521K - $534K
|
6.68K
$533K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
6.67KNew |
$520K - $533K
|
6.67K
$532K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
6.03KNew |
$471K - $482K
|
6.03K
$481K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.86KNew |
$457K - $469K
|
5.86K
$467K
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
5.74K+ 3.72% |
$448K - $459K
|
160K
$12.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
5.38K+ 17.96% |
$420K - $431K
|
35.4K
$2.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.34K+ 32.77% |
$417K - $428K
|
21.6K
$1.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
5.03KNew |
$393K - $403K
|
5.03K
$401K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
4.29K+ 6.78% |
$335K - $344K
|
67.6K
$5.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.15K+ 26.23% |
$324K - $332K
|
20K
$1.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.88K+ 6.03% |
$303K - $310K
|
68.1K
$5.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.74KNew |
$292K - $299K
|
3.74K
$298K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.7KNew |
$289K - $296K
|
3.7K
$296K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
3.59K+ 48.13% |
$281K - $288K
|
11.1K
$882K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.52KNew |
$274K - $281K
|
3.52K
$280K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
3.44K+ 8.34% |
$269K - $276K
|
44.8K
$3.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
3.26KNew |
$255K - $261K
|
3.26K
$260K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
3.26K+ 5.81% |
$254K - $261K
|
59.3K
$4.73M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
3.23K+ 5.1% |
$252K - $258K
|
66.4K
$5.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
3.13K+ 1.28% |
$244K - $250K
|
248K
$19.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
3.09K+ 7.37% |
$241K - $247K
|
45K
$3.59M
|