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 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
298+ 5.26% |
$23.3K - $23.9K
|
5.96K
$478K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
295+ 5.78% |
$23K - $23.6K
|
5.4K
$433K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
285New |
$22.3K - $22.8K
|
285
$22.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
280New |
$21.9K - $22.4K
|
280
$22.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
276+ 9.49% |
$21.6K - $22.1K
|
3.19K
$255K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
266+ 3.21% |
$20.8K - $21.3K
|
8.57K
$686K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
256New |
$20K - $20.5K
|
256
$20.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
250+ 1.24% |
$19.5K - $20K
|
20.3K
$1.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
232+ 1.98% |
$18.1K - $18.6K
|
12K
$958K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
218+ 0.13% |
$17K - $17.4K
|
165K
$13.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
209New |
$16.3K - $16.7K
|
209
$16.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
207+ 39.43% |
$16.2K - $16.6K
|
732
$58.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
205+ 4.66% |
$16K - $16.4K
|
4.61K
$369K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
203+ 84.58% |
$15.9K - $16.2K
|
443
$35.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
201+ 1.76% |
$15.7K - $16.1K
|
11.6K
$930K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
200+ 6.98% |
$15.6K - $16K
|
3.06K
$245K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
200+ 4.19% |
$15.6K - $16K
|
4.98K
$399K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
200+ 1.77% |
$15.6K - $16K
|
11.5K
$922K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
200+ 3.37% |
$15.6K - $16K
|
6.14K
$492K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
198+ 2.88% |
$15.5K - $15.8K
|
7.07K
$566K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
182+ 93.33% |
$14.2K - $14.6K
|
377
$30.2K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
182+ 4.64% |
$14.2K - $14.6K
|
4.11K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
181+ 6.27% |
$14.1K - $14.5K
|
3.07K
$246K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
175New |
$13.7K - $14K
|
175
$14K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
162+ 0.43% |
$12.7K - $13K
|
37.8K
$3.03M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
162+ 4.15% |
$12.7K - $13K
|
4.07K
$326K
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
160+ 5.53% |
$12.5K - $12.8K
|
3.05K
$245K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
151+ 0.91% |
$11.8K - $12.1K
|
16.7K
$1.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
150New |
$11.7K - $12K
|
150
$12K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
143+ 0.85% |
$11.2K - $11.4K
|
16.9K
$1.36M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
140+ 0.74% |
$10.9K - $11.2K
|
19K
$1.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
137New |
$10.7K - $11K
|
137
$11K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
135+ 1.42% |
$10.5K - $10.8K
|
9.66K
$774K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
132+ 48.18% |
$10.3K - $10.6K
|
406
$32.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
131New |
$10.2K - $10.5K
|
131
$10.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
128New |
$10K - $10.2K
|
128
$10.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
121+ 3.77% |
$9.45K - $9.68K
|
3.33K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
115New |
$8.98K - $9.2K
|
115
$9.21K
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
113+ 0.42% |
$8.82K - $9.04K
|
27.2K
$2.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
109+ 40.22% |
$8.51K - $8.72K
|
380
$30.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
100+ 1.13% |
$7.81K - $8K
|
8.95K
$717K
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
100New |
$7.81K - $8K
|
100
$8.01K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$7.81K - $8K
|
100
$8.01K
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
99+ 0.5% |
$7.73K - $7.92K
|
19.8K
$1.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
95New |
$7.42K - $7.6K
|
95
$7.61K
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
90New |
$7.03K - $7.2K
|
90
$7.21K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
86+ 1.7% |
$6.72K - $6.88K
|
5.14K
$412K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
82+ 0.85% |
$6.4K - $6.56K
|
9.75K
$781K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
80+ 21.56% |
$6.25K - $6.4K
|
451
$36.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
75+ 0.79% |
$5.86K - $6K
|
9.61K
$770K
|