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 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.18K+ 37.31% |
$89.5K - $91.6K
|
4.35K
$346K
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.18K+ 8.92% |
$89.5K - $91.6K
|
14.4K
$1.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.17K+ 4.09% |
$88.2K - $90.2K
|
29.6K
$2.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.15K+ 0.9% |
$87K - $89.1K
|
129K
$10.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.15K+ 2.76% |
$86.9K - $88.9K
|
42.8K
$3.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.13K+ 0.62% |
$85.1K - $87.1K
|
184K
$14.6M
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.11K+ 1.21% |
$83.7K - $85.7K
|
92.2K
$7.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
BUY
|
- |
1.11K+ 15.65% |
$83.7K - $85.7K
|
8.18K
$650K
|
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
1.09K+ 0.68% |
$82.3K - $84.3K
|
161K
$12.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.09K+ 10.33% |
$82.3K - $84.2K
|
11.6K
$924K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.07K+ 8.32% |
$81.2K - $83.1K
|
14K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1K+ 13.82% |
$76K - $77.8K
|
8.27K
$658K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
996+ 0.98% |
$75.4K - $77.1K
|
102K
$8.14M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
969New |
$73.3K - $75K
|
969
$77.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
949New |
$71.8K - $73.5K
|
949
$75.5K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
945+ 173.39% |
$71.5K - $73.2K
|
1.49K
$119K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
916+ 28.01% |
$69.3K - $70.9K
|
4.19K
$333K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
912New |
$69K - $70.6K
|
912
$72.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
900+ 3.71% |
$68.1K - $69.7K
|
25.2K
$2M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
892+ 31.0% |
$67.5K - $69.1K
|
3.77K
$300K
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
865+ 5.78% |
$65.5K - $67K
|
15.8K
$1.26M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
853+ 29.73% |
$64.6K - $66.1K
|
3.72K
$296K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
850New |
$64.3K - $65.8K
|
850
$67.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
802+ 3.11% |
$60.7K - $62.1K
|
26.6K
$2.11M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
793+ 12.97% |
$60K - $61.4K
|
6.91K
$550K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
791New |
$59.9K - $61.3K
|
791
$62.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
780+ 2516.13% |
$59K - $60.4K
|
811
$64.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
764+ 5.97% |
$57.8K - $59.2K
|
13.6K
$1.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
746+ 0.47% |
$56.5K - $57.8K
|
158K
$12.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
727+ 3.78% |
$55K - $56.3K
|
19.9K
$1.59M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
725+ 29.02% |
$54.9K - $56.2K
|
3.22K
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
724+ 1.48% |
$54.8K - $56.1K
|
49.5K
$3.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
700+ 9.9% |
$53K - $54.2K
|
7.77K
$618K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
694+ 86.75% |
$52.5K - $53.8K
|
1.49K
$119K
|
|
|
Jul 19, 2024
Q2 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
672+ 1.05% |
$50.9K - $52K
|
64.4K
$5.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
650+ 10.14% |
$49.2K - $50.3K
|
7.06K
$562K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
641+ 77.04% |
$48.5K - $49.6K
|
1.47K
$117K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
640+ 5.49% |
$48.4K - $49.6K
|
12.3K
$979K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
631+ 3.31% |
$47.8K - $48.9K
|
19.7K
$1.57M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
619+ 2.67% |
$46.8K - $47.9K
|
23.8K
$1.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
608+ 4.36% |
$46K - $47.1K
|
14.6K
$1.16M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
605+ 6.72% |
$45.8K - $46.9K
|
9.61K
$765K
|
|
|
Aug 13, 2024
Q2 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
600+ 16.22% |
$45.4K - $46.5K
|
4.3K
$342K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
596+ 5.05% |
$45.1K - $46.2K
|
12.4K
$986K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
585+ 10.52% |
$44.3K - $45.3K
|
6.15K
$489K
|
|
|
Jul 12, 2024
Q2 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
580+ 2.33% |
$43.9K - $44.9K
|
25.4K
$2.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
579+ 11.6% |
$43.8K - $44.8K
|
5.57K
$443K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
577+ 8.49% |
$43.7K - $44.7K
|
7.38K
$587K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
560+ 12.98% |
$42.4K - $43.4K
|
4.88K
$388K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
552+ 0.76% |
$41.8K - $42.8K
|
73.6K
$5.86M
|