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 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
775+ 1.84% |
$60.5K - $62K
|
42.8K
$3.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
769+ 11.29% |
$60.1K - $61.6K
|
7.58K
$607K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
769+ 6.16% |
$60.1K - $61.6K
|
13.3K
$1.06M
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
759+ 2.56% |
$59.3K - $60.8K
|
30.4K
$2.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
754+ 7.93% |
$58.9K - $60.4K
|
10.3K
$822K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
747+ 1.09% |
$58.3K - $59.8K
|
69.1K
$5.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
745+ 17.59% |
$58.2K - $59.6K
|
4.98K
$399K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
714+ 8.46% |
$55.8K - $57.1K
|
9.15K
$733K
|
|
|
Feb 06, 2025
Q4 2024
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
685+ 7.71% |
$53.5K - $54.8K
|
9.57K
$767K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
678+ 15.15% |
$52.9K - $54.3K
|
5.15K
$413K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
666+ 2.59% |
$52K - $53.3K
|
26.4K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
656New |
$51.2K - $52.5K
|
656
$52.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
643+ 13.46% |
$50.2K - $51.5K
|
5.42K
$434K
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
622+ 1.6% |
$48.6K - $49.8K
|
39.4K
$3.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
618New |
$48.3K - $49.5K
|
618
$49.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
613+ 2.78% |
$47.9K - $49.1K
|
22.7K
$1.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
603+ 8.28% |
$47.1K - $48.3K
|
7.88K
$632K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
601+ 12.93% |
$46.9K - $48.1K
|
5.25K
$420K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
587+ 2.36% |
$45.8K - $47K
|
25.5K
$2.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
563+ 6.54% |
$44K - $45.1K
|
9.17K
$735K
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
550+ 4.47% |
$42.9K - $44K
|
12.8K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
532New |
$41.5K - $42.6K
|
532
$42.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
516+ 10.42% |
$40.3K - $41.3K
|
5.47K
$438K
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
510+ 1.95% |
$39.8K - $40.8K
|
26.7K
$2.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
483+ 11.73% |
$37.7K - $38.7K
|
4.6K
$369K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
477+ 3.44% |
$37.2K - $38.2K
|
14.4K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
452+ 48.6% |
$35.3K - $36.2K
|
1.38K
$111K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
450+ 13.99% |
$35.1K - $36K
|
3.67K
$294K
|
|
|
Feb 11, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
429+ 0.81% |
$33.5K - $34.3K
|
53.5K
$4.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
425+ 3.16% |
$33.2K - $34K
|
13.9K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
417New |
$32.6K - $33.4K
|
417
$33.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
416+ 5.63% |
$32.5K - $33.3K
|
7.81K
$625K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
405New |
$31.6K - $32.4K
|
405
$32.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
401+ 15.16% |
$31.3K - $32.1K
|
3.05K
$244K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
399+ 7.56% |
$31.2K - $31.9K
|
5.68K
$455K
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
389+ 0.02% |
$30.4K - $31.1K
|
2.43M
$195M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
387+ 1.84% |
$30.2K - $31K
|
21.4K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
384+ 4.69% |
$30K - $30.7K
|
8.56K
$686K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
378+ 7.43% |
$29.5K - $30.3K
|
5.47K
$438K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
367+ 10.17% |
$28.7K - $29.4K
|
3.98K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
352+ 3.74% |
$27.5K - $28.2K
|
9.77K
$782K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
348+ 2.22% |
$27.2K - $27.9K
|
16K
$1.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
342+ 12.56% |
$26.7K - $27.4K
|
3.07K
$246K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
339New |
$26.5K - $27.1K
|
339
$27.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
331+ 5.97% |
$25.8K - $26.5K
|
5.88K
$471K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
321+ 2.98% |
$25.1K - $25.7K
|
11.1K
$888K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
310+ 5.74% |
$24.2K - $24.8K
|
5.71K
$458K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
309+ 1.04% |
$24.1K - $24.7K
|
30.1K
$2.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
309+ 1.61% |
$24.1K - $24.7K
|
19.5K
$1.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
309+ 3.75% |
$24.1K - $24.7K
|
8.55K
$685K
|