Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-10- 0.09% |
$820 - $862
|
11.4K
$986K
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-142- 3.34% |
$11.6K - $12.2K
|
4.11K
$356K
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-179- 1.65% |
$14.7K - $15.4K
|
10.7K
$927K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.45K- 37.73% |
$119K - $125K
|
2.39K
$208K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.18K- 46.73% |
$178K - $188K
|
2.48K
$215K
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-2.85K- 54.62% |
$234K - $246K
|
2.37K
$206K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.78K- 53.41% |
$309K - $326K
|
3.29K
$286K
|
|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-4.66K- 20.19% |
$382K - $402K
|
18.4K
$1.6M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.5K- 28.33% |
$1.03M - $1.08M
|
31.7K
$2.76M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-75.1K- 95.27% |
$6.16M - $6.48M
|
3.73K
$324K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-76.4K- 73.14% |
$6.26M - $6.59M
|
28K
$2.43M
|