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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
8.54K+ 24.64% |
$667K - $684K
|
43.2K
$3.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.48K+ 57.98% |
$662K - $678K
|
23.1K
$1.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
8.44K+ 264.62% |
$659K - $675K
|
11.6K
$924K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.21K+ 134.42% |
$641K - $657K
|
14.3K
$1.14M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
8.15KNew |
$636K - $652K
|
8.15K
$647K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7.94K+ 6.03% |
$620K - $636K
|
140K
$11.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
7.82KNew |
$611K - $626K
|
7.82K
$621K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
7.81K+ 108.9% |
$610K - $625K
|
15K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.65K+ 60.98% |
$597K - $612K
|
20.2K
$1.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
7.64K+ 52.89% |
$597K - $612K
|
22.1K
$1.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.61KNew |
$594K - $609K
|
7.61K
$605K
|
|
|
Feb 06, 2025
Q4 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
7.6KNew |
$593K - $608K
|
7.6K
$604K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
7.56K+ 34.31% |
$590K - $605K
|
29.6K
$2.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
7.36KNew |
$575K - $589K
|
7.36K
$585K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.31K+ 3.01% |
$570K - $585K
|
250K
$19.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
7.3K+ 21.65% |
$570K - $584K
|
41K
$3.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
7.3K+ 21.92% |
$570K - $584K
|
40.6K
$3.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.28KNew |
$569K - $583K
|
7.28K
$579K
|
|
|
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
$566K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
6.94K+ 5.89% |
$542K - $555K
|
125K
$9.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.68KNew |
$521K - $534K
|
6.68K
$530K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
6.67KNew |
$520K - $533K
|
6.67K
$530K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
6.55K+ 15.79% |
$512K - $524K
|
48K
$3.82M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.54KNew |
$510K - $523K
|
6.54K
$519K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
6.5KNew |
$508K - $520K
|
6.5K
$516K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.35K+ 13.95% |
$496K - $508K
|
51.9K
$4.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
6.34KNew |
$495K - $507K
|
6.34K
$503K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6.31K+ 10.59% |
$493K - $505K
|
65.8K
$5.23M
|
|
|
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
$478K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
5.98K+ 94.83% |
$467K - $479K
|
12.3K
$976K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
5.97KNew |
$466K - $478K
|
5.97K
$474K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
5.93K+ 104.7% |
$463K - $474K
|
11.6K
$921K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
5.9KNew |
$461K - $472K
|
5.9K
$469K
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
5.86KNew |
$458K - $469K
|
5.86K
$466K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.86KNew |
$457K - $469K
|
5.86K
$465K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
5.82K+ 90.15% |
$454K - $466K
|
12.3K
$975K
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.8KNew |
$453K - $464K
|
5.8K
$461K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.75KNew |
$449K - $461K
|
5.75K
$457K
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
5.74K+ 3.72% |
$448K - $459K
|
160K
$12.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
5.66K+ 2.89% |
$442K - $453K
|
202K
$16M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
5.65KNew |
$441K - $452K
|
5.65K
$449K
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
5.61K+ 10.14% |
$438K - $449K
|
60.9K
$4.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
5.48K+ 40.75% |
$428K - $439K
|
18.9K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
5.43KNew |
$424K - $435K
|
5.43K
$432K
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.29K+ 18.11% |
$413K - $424K
|
34.5K
$2.74M
|