Purchases and Sales Made in Q4 2024 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
75+ 1.26% |
$5.86K - $6K
|
6.01K
$482K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
74+ 2.3% |
$5.78K - $5.92K
|
3.3K
$264K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
74+ 0.54% |
$5.78K - $5.92K
|
13.8K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
67+ 2.64% |
$5.23K - $5.36K
|
2.6K
$209K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
65+ 0.41% |
$5.08K - $5.2K
|
15.8K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
64+ 1.97% |
$5K - $5.12K
|
3.31K
$265K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
62+ 172.22% |
$4.84K - $4.96K
|
98
$7.85K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
60+ 6000.0% |
$4.69K - $4.8K
|
61
$4.89K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
59New |
$4.61K - $4.72K
|
59
$4.73K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
57+ 10.61% |
$4.45K - $4.56K
|
594
$47.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
54+ 1.65% |
$4.22K - $4.32K
|
3.32K
$266K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
53+ 0.35% |
$4.14K - $4.24K
|
15.1K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
42+ 0.46% |
$3.28K - $3.36K
|
9.15K
$733K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
40+ 129.03% |
$3.12K - $3.2K
|
71
$5.69K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
39+ 43.82% |
$3.05K - $3.12K
|
128
$10.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
36New |
$2.81K - $2.88K
|
36
$2.88K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
35+ 0.83% |
$2.73K - $2.8K
|
4.26K
$342K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
33+ 1.95% |
$2.58K - $2.64K
|
1.73K
$138K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
27+ 4.01% |
$2.11K - $2.16K
|
700
$56.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
25+ 0.54% |
$1.95K - $2K
|
4.68K
$375K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
25+ 12.02% |
$1.95K - $2K
|
233
$18.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
25+ 1.86% |
$1.95K - $2K
|
1.37K
$110K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
24+ 1.08% |
$1.87K - $1.92K
|
2.25K
$180K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
23+ 0.38% |
$1.8K - $1.84K
|
6.09K
$488K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
22New |
$1.72K - $1.76K
|
22
$1.76K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
20+ 0.67% |
$1.56K - $1.6K
|
3K
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
17+ 0.62% |
$1.33K - $1.36K
|
2.76K
$221K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
17+ 1.01% |
$1.33K - $1.36K
|
1.7K
$136K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
14+ 1.9% |
$1.09K - $1.12K
|
751
$60.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
14+ 0.11% |
$1.09K - $1.12K
|
13.2K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
14+ 2.02% |
$1.09K - $1.12K
|
708
$56.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
9+ 450.0% |
$703 - $720
|
11
$881
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
9+ 12.16% |
$703 - $720
|
83
$6.65K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
8+ 1.06% |
$625 - $640
|
760
$60.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8+ 1.54% |
$625 - $640
|
527
$42.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
5+ 0.12% |
$390 - $400
|
4.29K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
5+ 0.15% |
$390 - $400
|
3.24K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
5+ 0.15% |
$390 - $400
|
3.23K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
3+ 0.08% |
$234 - $240
|
3.86K
$309K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
3+ 0.05% |
$234 - $240
|
6.5K
$520K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3+ 1.74% |
$234 - $240
|
175
$14K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2+ 0.02% |
$156 - $160
|
12.7K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1+ 0.06% |
$78.1 - $80
|
1.81K
$145K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.26% |
$78.1 - $80
|
392
$31.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.99% |
$78.1 - $80
|
102
$8.17K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1+ 0.83% |
$78.1 - $80
|
121
$9.69K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2- 0.08% |
$156 - $160
|
2.58K
$206K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2- 0.55% |
$156 - $160
|
362
$29K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-2- 0.05% |
$156 - $160
|
3.81K
$305K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4- 4.12% |
$312 - $320
|
93
$7.45K
|