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 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.93K+ 77.05% |
$151K - $155K
|
4.44K
$356K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.87K+ 19.52% |
$146K - $149K
|
11.4K
$916K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.81K+ 16.61% |
$141K - $145K
|
12.7K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
1.76K+ 45.74% |
$138K - $141K
|
5.62K
$450K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.74KNew |
$136K - $139K
|
1.74K
$139K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.69K+ 3.08% |
$132K - $135K
|
56.4K
$4.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.69K+ 5.79% |
$132K - $135K
|
30.8K
$2.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.65K+ 29.89% |
$128K - $132K
|
7.15K
$573K
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.64K+ 31.87% |
$128K - $132K
|
6.8K
$545K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.63K+ 63.52% |
$127K - $130K
|
4.19K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.58K+ 8.71% |
$123K - $126K
|
19.7K
$1.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.57K+ 14.18% |
$123K - $126K
|
12.6K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.55K+ 28.44% |
$121K - $124K
|
7.01K
$562K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.52K+ 16.2% |
$119K - $122K
|
10.9K
$876K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.52K+ 6.45% |
$119K - $122K
|
25.1K
$2.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.49K+ 3.07% |
$116K - $119K
|
49.9K
$4M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1.48K+ 42.45% |
$115K - $118K
|
4.95K
$397K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.42K+ 0.58% |
$110K - $113K
|
245K
$19.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
1.39K+ 2.41% |
$109K - $112K
|
59.3K
$4.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
1.39KNew |
$108K - $111K
|
1.39K
$111K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.38K+ 1.59% |
$108K - $110K
|
88.3K
$7.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.37K+ 41.0% |
$107K - $110K
|
4.72K
$378K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.37K+ 23.25% |
$107K - $110K
|
7.26K
$582K
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.36K+ 0.94% |
$106K - $109K
|
145K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.33KNew |
$104K - $106K
|
1.33K
$106K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.33K+ 42.48% |
$104K - $106K
|
4.45K
$357K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.3K+ 82.68% |
$102K - $104K
|
2.88K
$231K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.3K+ 4.13% |
$102K - $104K
|
32.8K
$2.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.28K+ 1.95% |
$100K - $103K
|
66.9K
$5.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.28K+ 34.84% |
$99.7K - $102K
|
4.94K
$396K
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
1.27K+ 4.81% |
$98.8K - $101K
|
27.6K
$2.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.17K+ 8.28% |
$91.1K - $93.4K
|
15.3K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.13K+ 0.13% |
$88.4K - $90.6K
|
851K
$68.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.1K+ 3.24% |
$85.5K - $87.6K
|
34.9K
$2.79M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.09K+ 36.72% |
$85.4K - $87.6K
|
4.07K
$326K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.09K+ 1.69% |
$85.2K - $87.3K
|
65.6K
$5.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.03K+ 541.05% |
$80.3K - $82.3K
|
1.22K
$97.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1KNew |
$78.1K - $80K
|
1K
$80.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
958+ 2.06% |
$74.8K - $76.7K
|
47.4K
$3.8M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
950+ 23.17% |
$74.2K - $76K
|
5.05K
$405K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
886+ 6.44% |
$69.2K - $70.9K
|
14.7K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
869+ 14.84% |
$67.9K - $69.6K
|
6.73K
$539K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
869New |
$67.9K - $69.6K
|
869
$69.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
857+ 1.01% |
$66.9K - $68.6K
|
85.7K
$6.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
856+ 350.82% |
$66.8K - $68.5K
|
1.1K
$88.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
850New |
$66.4K - $68K
|
850
$68.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
833New |
$65K - $66.7K
|
833
$66.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
819+ 1.8% |
$64K - $65.6K
|
46.3K
$3.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
815+ 18.28% |
$63.6K - $65.2K
|
5.27K
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
808+ 36.04% |
$63.1K - $64.7K
|
3.05K
$244K
|