Purchases and Sales Made in Q2 2024 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
5KNew |
$378K - $387K
|
5K
$398K
|
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
4.98KNew |
$377K - $385K
|
4.98K
$396K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.81KNew |
$364K - $373K
|
4.81K
$383K
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
4.8KNew |
$363K - $372K
|
4.8K
$382K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.77K+ 19.69% |
$361K - $370K
|
29K
$2.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.71KNew |
$357K - $365K
|
4.71K
$375K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
4.65K+ 75.06% |
$352K - $360K
|
10.8K
$863K
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
4.64KNew |
$351K - $359K
|
4.64K
$369K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.52K+ 9.69% |
$342K - $350K
|
51.2K
$4.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.49K+ 7.63% |
$340K - $348K
|
63.3K
$5.04M
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
4.45K+ 1.98% |
$337K - $345K
|
229K
$18.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
4.44K+ 4.21% |
$336K - $344K
|
110K
$8.74M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.42K+ 12.98% |
$335K - $342K
|
38.5K
$3.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
4.41K+ 8.18% |
$334K - $342K
|
58.3K
$4.64M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.41K+ 1.06% |
$333K - $341K
|
420K
$33.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
4.35K+ 27.64% |
$329K - $337K
|
20.1K
$1.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
4.2K+ 6.05% |
$318K - $325K
|
73.6K
$5.86M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
BUY
|
- |
4.14KNew |
$313K - $321K
|
4.14K
$329K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
4.13K+ 8.65% |
$313K - $320K
|
51.9K
$4.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
4.13KNew |
$312K - $319K
|
4.13K
$328K
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.08K+ 7.25% |
$309K - $316K
|
60.3K
$4.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
4.05K+ 7.65% |
$307K - $314K
|
57K
$4.53M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
4.04KNew |
$305K - $313K
|
4.04K
$321K
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
4KNew |
$302K - $309K
|
4K
$318K
|
|
|
Aug 14, 2024
Q2 2024
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
3.95KNew |
$299K - $306K
|
3.95K
$314K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.93KNew |
$298K - $305K
|
3.93K
$313K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.9KNew |
$295K - $302K
|
3.9K
$310K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.87KNew |
$293K - $299K
|
3.87K
$308K
|
|
|
Jul 30, 2024
Q2 2024
|
Q3 Asset Management
|
BUY
|
- |
3.86KNew |
$292K - $299K
|
3.86K
$307K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.78KNew |
$286K - $293K
|
3.78K
$301K
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.78K+ 145.02% |
$286K - $292K
|
6.38K
$507K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.77KNew |
$285K - $292K
|
3.77K
$300K
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
3.68K+ 125.13% |
$279K - $285K
|
6.62K
$527K
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.65KNew |
$276K - $283K
|
3.65K
$290K
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.64K+ 6.04% |
$276K - $282K
|
64K
$5.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.57K+ 46.07% |
$270K - $277K
|
11.3K
$901K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.5K+ 5.85% |
$265K - $271K
|
63.4K
$5.04M
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.39KNew |
$256K - $262K
|
3.39K
$270K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
3.35KNew |
$253K - $259K
|
3.35K
$266K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.27KNew |
$247K - $253K
|
3.27K
$260K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.25KNew |
$246K - $251K
|
3.25K
$258K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3.23KNew |
$245K - $250K
|
3.23K
$257K
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.17KNew |
$240K - $245K
|
3.17K
$252K
|
|
|
Jul 19, 2024
Q2 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
3.1K+ 2.1% |
$235K - $240K
|
151K
$12M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.1K+ 40.76% |
$235K - $240K
|
10.7K
$852K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.06K+ 27.11% |
$231K - $237K
|
14.3K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.04KNew |
$230K - $235K
|
3.04K
$242K
|
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
3.03K+ 6.47% |
$229K - $234K
|
49.8K
$3.96M
|
|
|
Jul 24, 2024
Q2 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
3.02K+ 5.88% |
$228K - $234K
|
54.4K
$4.32M
|
|
|
Aug 07, 2024
Q2 2024
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
3KNew |
$227K - $232K
|
3K
$239K
|