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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-504- 20.04% |
$39.4K - $40.3K
|
2.01K
$161K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-505- 8.46% |
$39.4K - $40.4K
|
5.47K
$438K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-575- 3.01% |
$44.9K - $46K
|
18.5K
$1.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-581- 23.37% |
$45.4K - $46.5K
|
1.91K
$153K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-593- 14.72% |
$46.3K - $47.5K
|
3.44K
$275K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-597- 2.03% |
$46.6K - $47.8K
|
28.8K
$2.3M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-606- 12.13% |
$47.3K - $48.5K
|
4.39K
$352K
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-629- 8.18% |
$49.1K - $50.3K
|
7.06K
$565K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-664- 5.17% |
$51.9K - $53.1K
|
12.2K
$975K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-671- 4.31% |
$52.4K - $53.7K
|
14.9K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-677- 31.65% |
$52.9K - $54.2K
|
1.46K
$117K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-707- 1.91% |
$55.2K - $56.6K
|
36.3K
$2.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-709- 4.87% |
$55.4K - $56.7K
|
13.8K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-713- 20.44% |
$55.7K - $57.1K
|
2.78K
$222K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-719- 13.82% |
$56.1K - $57.5K
|
4.48K
$359K
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-760- 3.15% |
$59.3K - $60.8K
|
23.4K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-777- 21.45% |
$60.7K - $62.2K
|
2.85K
$228K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-778- 7.95% |
$60.8K - $62.3K
|
9.01K
$722K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-781- 13.34% |
$61K - $62.5K
|
5.07K
$406K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-792- 18.24% |
$61.8K - $63.4K
|
3.55K
$284K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-801- 13.9% |
$62.6K - $64.1K
|
4.96K
$398K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-816- 3.77% |
$63.7K - $65.3K
|
20.8K
$1.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-822- 5.14% |
$64.2K - $65.8K
|
15.2K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-827- 6.4% |
$64.6K - $66.2K
|
12.1K
$969K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-856- 10.94% |
$66.8K - $68.5K
|
6.97K
$558K
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-900- 10.96% |
$70.3K - $72K
|
7.31K
$586K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-920- 7.97% |
$71.8K - $73.6K
|
10.6K
$851K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-922- 16.93% |
$72K - $73.8K
|
4.52K
$362K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-951- 2.14% |
$74.3K - $76.1K
|
43.5K
$3.49M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-997- 19.41% |
$77.9K - $79.8K
|
4.14K
$332K
|
|
|
Feb 13, 2025
Q4 2024
|
Granby Capital Management, LLC
|
SELL
|
- |
-1K- 3.85% |
$78.1K - $80K
|
25K
$2M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-1.03K- 1.04% |
$80.4K - $82.4K
|
98.1K
$7.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-1.03K- 1.32% |
$80.7K - $82.8K
|
77.5K
$6.21M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.05K- 0.69% |
$81.8K - $83.8K
|
150K
$12M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.06K- 6.72% |
$82.9K - $84.9K
|
14.7K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.1K- 49.73% |
$85.9K - $88K
|
1.11K
$89.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-1.11K- 8.55% |
$86.4K - $88.6K
|
11.8K
$948K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.14K- 3.73% |
$88.6K - $90.8K
|
29.3K
$2.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.17K- 20.85% |
$91.4K - $93.6K
|
4.44K
$356K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.27K- 31.51% |
$99.4K - $102K
|
2.77K
$222K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.3K- 7.94% |
$102K - $104K
|
15.1K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.39K- 21.01% |
$108K - $111K
|
5.22K
$418K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.43K- 30.81% |
$111K - $114K
|
3.2K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-1.49K- 16.9% |
$117K - $119K
|
7.33K
$588K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.51K- 32.12% |
$118K - $121K
|
3.19K
$255K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.51K- 37.14% |
$118K - $121K
|
2.55K
$205K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-1.51K- 12.53% |
$118K - $121K
|
10.6K
$846K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.54K- 27.94% |
$120K - $123K
|
3.98K
$319K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.57K- 25.51% |
$123K - $126K
|
4.59K
$368K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-1.57K- 6.21% |
$123K - $126K
|
23.7K
$1.9M
|