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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
148+ 46.69% |
$11.2K - $11.5K
|
465
$37K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
141New |
$10.7K - $10.9K
|
141
$11.2K
|
|
|
Jul 22, 2024
Q2 2024
|
David J Yvars Group
|
BUY
|
- |
140+ 0.56% |
$10.6K - $10.8K
|
25.2K
$2.01M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
124+ 14.83% |
$9.38K - $9.6K
|
960
$76.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
123+ 723.53% |
$9.31K - $9.53K
|
140
$11.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
119+ 6.01% |
$9.01K - $9.22K
|
2.1K
$167K
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
117+ 1.47% |
$8.85K - $9.06K
|
8.08K
$643K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
115+ 3.59% |
$8.7K - $8.91K
|
3.32K
$264K
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
115+ 0.94% |
$8.7K - $8.91K
|
12.3K
$978K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
107+ 0.95% |
$8.1K - $8.29K
|
11.4K
$906K
|
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
104+ 0.28% |
$7.87K - $8.05K
|
37.1K
$2.95M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
101+ 280.56% |
$7.64K - $7.82K
|
137
$10.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
BUY
|
- |
100+ 0.88% |
$7.57K - $7.75K
|
11.5K
$917K
|
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
100+ 0.24% |
$7.57K - $7.75K
|
41.7K
$3.32M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
93+ 3.07% |
$7.04K - $7.2K
|
3.12K
$249K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
92+ 61.33% |
$6.96K - $7.13K
|
242
$19.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
92+ 1.3% |
$6.96K - $7.13K
|
7.17K
$571K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
86+ 1.07% |
$6.51K - $6.66K
|
8.09K
$643K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
84New |
$6.36K - $6.51K
|
84
$6.68K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
82+ 22.4% |
$6.21K - $6.35K
|
448
$35.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
64New |
$4.84K - $4.96K
|
64
$5.09K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
59+ 1.26% |
$4.47K - $4.57K
|
4.73K
$376K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
55+ 3.33% |
$4.16K - $4.26K
|
1.71K
$136K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
50+ 33.11% |
$3.78K - $3.87K
|
201
$16K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
41+ 1.82% |
$3.1K - $3.18K
|
2.3K
$183K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
39+ 0.79% |
$2.95K - $3.02K
|
4.99K
$397K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
38+ 7.58% |
$2.88K - $2.94K
|
539
$42.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
37+ 0.09% |
$2.8K - $2.87K
|
41.4K
$3.29M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
36+ 1.49% |
$2.72K - $2.79K
|
2.46K
$196K
|
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
36+ 31.3% |
$2.72K - $2.79K
|
151
$12K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
35+ 0.6% |
$2.65K - $2.71K
|
5.86K
$466K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
32+ 0.87% |
$2.42K - $2.48K
|
3.7K
$295K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
32New |
$2.42K - $2.48K
|
32
$2.55K
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
31+ 0.74% |
$2.35K - $2.4K
|
4.23K
$336K
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
30+ 0.7% |
$2.27K - $2.32K
|
4.31K
$343K
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
29+ 0.07% |
$2.19K - $2.25K
|
38.7K
$3.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
26+ 0.63% |
$1.97K - $2.01K
|
4.16K
$331K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25+ 15.15% |
$1.89K - $1.94K
|
190
$15.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
25+ 3.92% |
$1.89K - $1.94K
|
663
$52.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
25+ 1.52% |
$1.89K - $1.94K
|
1.67K
$133K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
24+ 3.43% |
$1.82K - $1.86K
|
724
$57.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
23+ 0.15% |
$1.74K - $1.78K
|
15.8K
$1.25M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
21+ 1.51% |
$1.59K - $1.63K
|
1.41K
$112K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
18New |
$1.36K - $1.39K
|
18
$1.43K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
18+ 0.24% |
$1.36K - $1.39K
|
7.43K
$591K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
18+ 0.47% |
$1.36K - $1.39K
|
3.89K
$309K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
17+ 4.58% |
$1.29K - $1.32K
|
388
$30.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
17New |
$1.29K - $1.32K
|
17
$1.35K
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
15+ 0.04% |
$1.14K - $1.16K
|
33.4K
$2.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
13+ 0.49% |
$984 - $1.01K
|
2.66K
$212K
|