Purchases and Sales Made in Q2 2024 in Ishares U S ETF Tr Int Rate He (HYGH)
This table provides information about the institutional ownership of Ishares U S ETF Tr Int Rate He (HYGH) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES U S ETF TR INT RATE HE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
67.2K+ 83.39% |
$5.67M - $5.76M
|
148K
$12.8M
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
47.9KNew |
$4.04M - $4.11M
|
47.9K
$4.16M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
46.8KNew |
$3.95M - $4.01M
|
46.8K
$4.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
46.3KNew |
$3.91M - $3.97M
|
46.3K
$4.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
37.1K+ 89.94% |
$3.13M - $3.18M
|
78.4K
$6.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
27.7K+ 36.05% |
$2.34M - $2.37M
|
104K
$9.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
27.1KNew |
$2.29M - $2.32M
|
27.1K
$2.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
23.1KNew |
$1.95M - $1.98M
|
23.1K
$2M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.2K+ 34.01% |
$1.79M - $1.82M
|
83.6K
$7.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.8K+ 144.62% |
$1.5M - $1.52M
|
30K
$2.61M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.3K+ 39.8% |
$1.2M - $1.22M
|
50.1K
$4.35M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.3K+ 42.86% |
$1.12M - $1.14M
|
44.3K
$3.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.8K+ 163.77% |
$998K - $1.01M
|
19K
$1.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.2KNew |
$860K - $873K
|
10.2K
$884K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.4KNew |
$541K - $549K
|
6.4K
$556K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.36K+ 28.45% |
$537K - $545K
|
28.7K
$2.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.29KNew |
$531K - $539K
|
6.29K
$546K
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
4.59KNew |
$387K - $393K
|
4.59K
$398K
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
3.86K+ 6.72% |
$326K - $331K
|
61.4K
$5.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.4K+ 5.61% |
$287K - $291K
|
64K
$5.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.33KNew |
$281K - $286K
|
3.33K
$289K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.99KNew |
$252K - $256K
|
2.99K
$259K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.92KNew |
$247K - $251K
|
2.92K
$254K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.61KNew |
$221K - $224K
|
2.61K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.44K+ 113.36% |
$122K - $124K
|
2.71K
$236K
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.16K+ 28.71% |
$98.3K - $99.8K
|
5.22K
$453K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
737New |
$62.2K - $63.2K
|
737
$64K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
507+ 4.67% |
$42.8K - $43.5K
|
11.4K
$987K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
505+ 15.14% |
$42.6K - $43.3K
|
3.84K
$333K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
482+ 19.66% |
$40.7K - $41.3K
|
2.93K
$255K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
481+ 2.06% |
$40.6K - $41.2K
|
23.8K
$2.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
471+ 942.0% |
$39.8K - $40.4K
|
521
$45.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
418+ 16.98% |
$35.3K - $35.8K
|
2.88K
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
371+ 3.54% |
$31.3K - $31.8K
|
10.9K
$943K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
313+ 2.83% |
$26.4K - $26.8K
|
11.4K
$987K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
310+ 0.96% |
$26.2K - $26.6K
|
32.5K
$2.82M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
267+ 3.93% |
$22.5K - $22.9K
|
7.07K
$614K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
223+ 1.07% |
$18.8K - $19.1K
|
21.1K
$1.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
120+ 0.15% |
$10.1K - $10.3K
|
78.8K
$6.84M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
27New |
$2.28K - $2.31K
|
27
$2.34K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
18+ 0.72% |
$1.52K - $1.54K
|
2.53K
$219K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
10New |
$844 - $857
|
10
$868
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 1.89% |
$169 - $171
|
108
$9.37K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 1.64% |
$169 - $171
|
124
$10.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.36% |
$84.4 - $85.7
|
276
$24K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-1- 10.0% |
$84.4 - $85.7
|
9
$781
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1- 0.11% |
$84.4 - $85.7
|
941
$81.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$84.4 - $85.7
|
0
$0
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2- 0.29% |
$169 - $171
|
686
$59.5K
|