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 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.61KNew |
$594K - $609K
|
7.61K
$605K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
7.56K+ 34.31% |
$590K - $605K
|
29.6K
$2.35M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
7.15K+ 44.73% |
$558K - $572K
|
23.1K
$1.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
7.13KNew |
$556K - $570K
|
7.13K
$567K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
6.94K+ 5.89% |
$542K - $555K
|
125K
$9.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.68KNew |
$521K - $534K
|
6.68K
$531K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
6.67KNew |
$520K - $533K
|
6.67K
$530K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
6.34KNew |
$495K - $507K
|
6.34K
$504K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6.31K+ 10.59% |
$493K - $505K
|
65.8K
$5.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
6.29K+ 9.46% |
$491K - $503K
|
72.8K
$5.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
6.03KNew |
$471K - $482K
|
6.03K
$479K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
6.02KNew |
$470K - $482K
|
6.02K
$479K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.86KNew |
$457K - $469K
|
5.86K
$466K
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
5.74K+ 3.72% |
$448K - $459K
|
160K
$12.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
5.61K+ 10.14% |
$438K - $449K
|
60.9K
$4.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
5.38K+ 17.96% |
$420K - $431K
|
35.4K
$2.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.34K+ 32.77% |
$417K - $428K
|
21.6K
$1.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.21K+ 11.89% |
$407K - $417K
|
49.1K
$3.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
BUY
|
- |
5.03KNew |
$393K - $403K
|
5.03K
$400K
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
4.81K+ 137.47% |
$375K - $385K
|
8.3K
$660K
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
4.32KNew |
$338K - $346K
|
4.32K
$344K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
4.29K+ 6.78% |
$335K - $344K
|
67.6K
$5.37M
|
|
|
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
$5.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.74KNew |
$292K - $299K
|
3.74K
$297K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.7KNew |
$289K - $296K
|
3.7K
$295K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3.67K+ 4.9% |
$286K - $293K
|
78.5K
$6.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
3.59K+ 48.13% |
$281K - $288K
|
11.1K
$879K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.56K+ 5.34% |
$278K - $285K
|
70.3K
$5.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.52KNew |
$274K - $281K
|
3.52K
$279K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
3.44K+ 8.34% |
$269K - $276K
|
44.8K
$3.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
3.26KNew |
$255K - $261K
|
3.26K
$259K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
3.26K+ 5.81% |
$254K - $261K
|
59.3K
$4.72M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
3.23K+ 5.1% |
$252K - $258K
|
66.4K
$5.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
3.13K+ 1.28% |
$244K - $250K
|
248K
$19.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
3.09K+ 7.37% |
$241K - $247K
|
45K
$3.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.02K+ 17.31% |
$236K - $241K
|
20.4K
$1.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
3.02K+ 15.21% |
$236K - $241K
|
22.8K
$1.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.96K+ 7.05% |
$231K - $237K
|
44.9K
$3.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.92KNew |
$228K - $234K
|
2.92K
$232K
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
2.91KNew |
$227K - $233K
|
2.91K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2.89K+ 5.69% |
$226K - $232K
|
53.8K
$4.27M
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
2.89K+ 55.81% |
$226K - $231K
|
8.07K
$642K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.8KNew |
$218K - $224K
|
2.8K
$222K
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
2.75KNew |
$215K - $220K
|
2.75K
$219K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.73K+ 1.8% |
$213K - $219K
|
155K
$12.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.73K+ 11.94% |
$213K - $218K
|
25.6K
$2.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.7KNew |
$211K - $216K
|
2.7K
$214K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.69KNew |
$210K - $216K
|
2.69K
$214K
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
2.65KNew |
$207K - $212K
|
2.65K
$211K
|