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 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
510+ 1.95% |
$39.8K - $40.8K
|
26.7K
$2.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
477+ 3.44% |
$37.2K - $38.2K
|
14.4K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
452+ 48.6% |
$35.3K - $36.2K
|
1.38K
$110K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
450+ 13.99% |
$35.1K - $36K
|
3.67K
$293K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
425+ 3.16% |
$33.2K - $34K
|
13.9K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
416+ 5.63% |
$32.5K - $33.3K
|
7.81K
$623K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
405New |
$31.6K - $32.4K
|
405
$32.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
401+ 15.16% |
$31.3K - $32.1K
|
3.05K
$243K
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
389+ 0.02% |
$30.4K - $31.1K
|
2.43M
$194M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
367+ 10.17% |
$28.7K - $29.4K
|
3.98K
$317K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
348+ 2.22% |
$27.2K - $27.9K
|
16K
$1.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
342+ 12.56% |
$26.7K - $27.4K
|
3.07K
$245K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
309+ 1.04% |
$24.1K - $24.7K
|
30.1K
$2.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
298+ 5.26% |
$23.3K - $23.9K
|
5.96K
$476K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
295+ 5.78% |
$23K - $23.6K
|
5.4K
$431K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
276+ 9.49% |
$21.6K - $22.1K
|
3.19K
$254K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
266+ 3.21% |
$20.8K - $21.3K
|
8.57K
$683K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
256New |
$20K - $20.5K
|
256
$20.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
209New |
$16.3K - $16.7K
|
209
$16.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
201+ 1.76% |
$15.7K - $16.1K
|
11.6K
$926K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
200+ 4.19% |
$15.6K - $16K
|
4.98K
$397K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
200+ 3.37% |
$15.6K - $16K
|
6.14K
$490K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
200+ 6.98% |
$15.6K - $16K
|
3.06K
$244K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
182+ 93.33% |
$14.2K - $14.6K
|
377
$30.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
143+ 0.85% |
$11.2K - $11.4K
|
16.9K
$1.35M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
140+ 0.74% |
$10.9K - $11.2K
|
19K
$1.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
137New |
$10.7K - $11K
|
137
$10.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
135+ 1.42% |
$10.5K - $10.8K
|
9.66K
$771K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
131New |
$10.2K - $10.5K
|
131
$10.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
113+ 0.42% |
$8.82K - $9.04K
|
27.2K
$2.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
100+ 1.13% |
$7.81K - $8K
|
8.95K
$714K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
82+ 0.85% |
$6.4K - $6.56K
|
9.75K
$778K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
80+ 21.56% |
$6.25K - $6.4K
|
451
$36K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
75+ 1.26% |
$5.86K - $6K
|
6.01K
$480K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
74+ 0.54% |
$5.78K - $5.92K
|
13.8K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
62+ 172.22% |
$4.84K - $4.96K
|
98
$7.82K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
60+ 6000.0% |
$4.69K - $4.8K
|
61
$4.87K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
40+ 129.03% |
$3.12K - $3.2K
|
71
$5.66K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
35+ 0.83% |
$2.73K - $2.8K
|
4.26K
$340K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
33+ 1.95% |
$2.58K - $2.64K
|
1.73K
$138K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
27+ 4.01% |
$2.11K - $2.16K
|
700
$55.8K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
25+ 12.02% |
$1.95K - $2K
|
233
$18.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
25+ 1.86% |
$1.95K - $2K
|
1.37K
$109K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
17+ 1.01% |
$1.33K - $1.36K
|
1.7K
$136K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
17+ 0.62% |
$1.33K - $1.36K
|
2.76K
$220K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
14+ 0.11% |
$1.09K - $1.12K
|
13.2K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
9+ 450.0% |
$703 - $720
|
11
$878
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3+ 1.74% |
$234 - $240
|
175
$14K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1+ 0.83% |
$78.1 - $80
|
121
$9.65K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2- 0.08% |
$156 - $160
|
2.58K
$206K
|