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
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
76.2KNew |
$5.95M - $6.1M
|
76.2K
$6.11M
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
72.1KNew |
$5.63M - $5.77M
|
72.1K
$5.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
72K+ 4.54% |
$5.63M - $5.77M
|
1.66M
$133M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
65KNew |
$5.07M - $5.2M
|
65K
$5.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
64.9K+ 1558.62% |
$5.06M - $5.19M
|
69K
$5.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
63.4KNew |
$4.95M - $5.08M
|
63.4K
$5.08M
|
|
|
Feb 11, 2025
Q4 2024
|
M.D. Sass Investors Services, Inc.
New York, NY |
BUY
|
- |
62.7KNew |
$4.89M - $5.01M
|
62.7K
$5.02M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
60.7K+ 7.85% |
$4.74M - $4.86M
|
834K
$66.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
60.3KNew |
$4.71M - $4.83M
|
60.3K
$4.83M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
60.3KNew |
$4.71M - $4.82M
|
60.3K
$4.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
57.5K+ 2.22% |
$4.49M - $4.6M
|
2.65M
$212M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
54KNew |
$4.21M - $4.32M
|
54K
$4.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
50.2KNew |
$3.92M - $4.02M
|
50.2K
$4.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
47.9K+ 88.92% |
$3.74M - $3.84M
|
102K
$8.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
46.2K+ 2858.63% |
$3.61M - $3.7M
|
47.8K
$3.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
46K+ 8.58% |
$3.59M - $3.68M
|
581K
$46.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
45.9KNew |
$3.59M - $3.67M
|
45.9K
$3.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
44.2K+ 980.43% |
$3.45M - $3.54M
|
48.7K
$3.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
43.7K+ 1619.57% |
$3.41M - $3.5M
|
46.4K
$3.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
43K+ 76.97% |
$3.36M - $3.44M
|
98.9K
$7.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
41K+ 418.2% |
$3.2M - $3.28M
|
50.9K
$4.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
40.9K+ 27.76% |
$3.19M - $3.27M
|
188K
$15.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
40KNew |
$3.12M - $3.2M
|
40K
$3.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
36.7KNew |
$2.87M - $2.94M
|
36.7K
$2.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
36.3K+ 31.03% |
$2.83M - $2.9M
|
153K
$12.3M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
35.7KNew |
$2.79M - $2.86M
|
35.7K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
35.1K+ 14.32% |
$2.74M - $2.81M
|
280K
$22.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
34.9KNew |
$2.72M - $2.79M
|
34.9K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
34.9K+ 135.27% |
$2.72M - $2.79M
|
60.7K
$4.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
34.6KNew |
$2.7M - $2.77M
|
34.6K
$2.77M
|
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
32.3K+ 77.75% |
$2.52M - $2.58M
|
73.8K
$5.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
32K+ 1071.18% |
$2.5M - $2.56M
|
34.9K
$2.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
28.1K+ 5.84% |
$2.2M - $2.25M
|
510K
$40.9M
|
|
|
Feb 20, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
27.2K+ 1.46% |
$2.12M - $2.18M
|
1.89M
$152M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
27KNew |
$2.11M - $2.16M
|
27K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
26.9K+ 185.48% |
$2.1M - $2.15M
|
41.4K
$3.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
26.7K+ 15.79% |
$2.08M - $2.13M
|
196K
$15.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25.2K+ 13271.05% |
$1.97M - $2.02M
|
25.4K
$2.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
25KNew |
$1.95M - $2M
|
25K
$2M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
24.9K+ 8.72% |
$1.94M - $1.99M
|
310K
$24.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
24.3KNew |
$1.9M - $1.95M
|
24.3K
$1.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
23.8K+ 454.84% |
$1.86M - $1.9M
|
29K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
23.8KNew |
$1.86M - $1.9M
|
23.8K
$1.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
23.7K+ 6.99% |
$1.85M - $1.9M
|
363K
$29.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
22.8K+ 18.42% |
$1.78M - $1.83M
|
147K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
22K+ 28.49% |
$1.72M - $1.76M
|
99.1K
$7.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
21.3K+ 107.33% |
$1.67M - $1.71M
|
41.2K
$3.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20.9K+ 5.9% |
$1.64M - $1.68M
|
376K
$30.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
20.2KNew |
$1.58M - $1.61M
|
20.2K
$1.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
20KNew |
$1.56M - $1.6M
|
20K
$1.6M
|