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 |
|---|---|---|---|---|---|---|---|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
2.96KNew |
$224K - $229K
|
2.96K
$236K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.96K+ 36.44% |
$224K - $229K
|
11.1K
$882K
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.9KNew |
$220K - $225K
|
2.9K
$231K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.87KNew |
$217K - $222K
|
2.87K
$228K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
2.8K+ 21.91% |
$212K - $217K
|
15.6K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
2.77KNew |
$209K - $214K
|
2.77K
$220K
|
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
2.71K+ 100.0% |
$205K - $210K
|
5.42K
$431K
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
2.7KNew |
$204K - $209K
|
2.7K
$215K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.67K+ 12.25% |
$202K - $206K
|
24.4K
$1.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.62K+ 13.06% |
$198K - $203K
|
22.6K
$1.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.59K+ 7.81% |
$196K - $200K
|
35.7K
$2.84M
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
2.39K+ 15.62% |
$181K - $185K
|
17.7K
$1.41M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.34K+ 15.22% |
$177K - $181K
|
17.7K
$1.41M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2.31KNew |
$175K - $179K
|
2.31K
$184K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
2.27K+ 303.35% |
$171K - $176K
|
3.01K
$240K
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2.26K+ 5.93% |
$171K - $175K
|
40.3K
$3.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.24KNew |
$169K - $173K
|
2.24K
$178K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.24KNew |
$169K - $173K
|
2.24K
$178K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
2.22K+ 4.3% |
$168K - $172K
|
53.8K
$4.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
2.16KNew |
$164K - $167K
|
2.16K
$172K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.12K+ 0.24% |
$161K - $164K
|
884K
$70.3M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.12K+ 0.24% |
$161K - $164K
|
884K
$70.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.08K+ 5.56% |
$158K - $161K
|
39.5K
$3.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.96K+ 16.06% |
$148K - $152K
|
14.2K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.94K+ 5.25% |
$147K - $150K
|
38.9K
$3.09M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.92K+ 1.3% |
$145K - $149K
|
150K
$11.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.91K+ 7.13% |
$145K - $148K
|
28.7K
$2.28M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.91K+ 5.01% |
$145K - $148K
|
40K
$3.19M
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 1.09% |
$143K - $146K
|
174K
$13.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.88K+ 5.69% |
$142K - $146K
|
34.9K
$2.78M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
1.87K+ 13.38% |
$141K - $145K
|
15.8K
$1.26M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.76K+ 9.77% |
$133K - $136K
|
19.8K
$1.57M
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.74K+ 13.63% |
$131K - $134K
|
14.5K
$1.15M
|
|
|
Jul 18, 2024
Q2 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
1.72K+ 3.39% |
$130K - $134K
|
52.6K
$4.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.71K+ 10.62% |
$129K - $132K
|
17.8K
$1.42M
|
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.56K+ 10.31% |
$118K - $121K
|
16.7K
$1.33M
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
1.5K+ 0.63% |
$113K - $116K
|
238K
$18.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.47K+ 67.69% |
$111K - $114K
|
3.64K
$290K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.47K+ 76.35% |
$111K - $114K
|
3.39K
$270K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.4K+ 19.89% |
$106K - $109K
|
8.45K
$672K
|
|
|
Jan 21, 2025
Q2 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.4K+ 4.13% |
$106K - $108K
|
35.2K
$2.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.35K+ 14.07% |
$102K - $104K
|
10.9K
$868K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.33K+ 6.35% |
$101K - $103K
|
22.3K
$1.78M
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
BUY
|
- |
1.31K+ 3.5% |
$99K - $101K
|
38.7K
$3.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.31K+ 27.75% |
$98.8K - $101K
|
6.01K
$478K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.27K+ 34.54% |
$96.2K - $98.4K
|
4.95K
$394K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.26KNew |
$95.3K - $97.5K
|
1.26K
$100K
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
1.24K+ 1.35% |
$94.1K - $96.3K
|
93.1K
$7.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.23K+ 4.6% |
$93.2K - $95.3K
|
28K
$2.23M
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.19K+ 26.79% |
$90.2K - $92.3K
|
5.64K
$449K
|