Purchases and Sales Made in Q4 2025 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q4 2025. 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 13, 2026
Q4 2025
|
Partner Re Asset Management Corp
Stamford, CT |
BUY
|
- |
1.4MNew |
$112M - $114M
|
1.4M
$112M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
45.6K+ 281.18% |
$3.64M - $3.7M
|
61.8K
$4.95M
|
|
|
Jan 13, 2026
Q4 2025
|
Ramsey Quantitative Systems
Louisville, KY |
BUY
|
- |
24KNew |
$1.92M - $1.95M
|
24K
$1.93M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
21.9K+ 14.21% |
$1.75M - $1.78M
|
176K
$14.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.2K+ 36.87% |
$894K - $908K
|
41.5K
$3.33M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
10.2K+ 100.41% |
$816K - $830K
|
20.4K
$1.63M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
9.44K+ 20.38% |
$754K - $767K
|
55.8K
$4.47M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
9.1K+ 8.23% |
$727K - $739K
|
120K
$9.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
BUY
|
- |
8.98K+ 3.23% |
$718K - $730K
|
287K
$23M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8.2K+ 14.53% |
$655K - $666K
|
64.6K
$5.18M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
6.92K+ 10.38% |
$553K - $562K
|
73.5K
$5.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Burns J W & CO Inc
|
BUY
|
- |
6.61K+ 27.03% |
$528K - $537K
|
31K
$2.49M
|
|
|
Jan 12, 2026
Q4 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
5.98KNew |
$478K - $486K
|
5.98K
$480K
|
|
|
Jan 15, 2026
Q4 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
5.68K+ 15.23% |
$454K - $461K
|
43K
$3.45M
|
|
|
Jan 12, 2026
Q4 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
4.9KNew |
$392K - $398K
|
4.9K
$393K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.11K+ 48.46% |
$329K - $334K
|
12.6K
$1.01M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.03KNew |
$322K - $327K
|
4.03K
$323K
|
|
|
Jan 12, 2026
Q4 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
BUY
|
- |
3.6K+ 10.86% |
$288K - $292K
|
36.7K
$2.95M
|
|
|
Jan 12, 2026
Q4 2025
|
David J Yvars Group
|
BUY
|
- |
3.4K+ 10.1% |
$272K - $276K
|
37.1K
$2.97M
|
|
|
Jan 15, 2026
Q4 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
3.09K+ 3.97% |
$247K - $251K
|
80.9K
$6.49M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3KNew |
$240K - $244K
|
3K
$240K
|
|
|
Jan 16, 2026
Q4 2025
|
Genesis Financial Group, LLC
Paramus, NJ |
BUY
|
- |
2.98KNew |
$239K - $243K
|
2.98K
$239K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.95KNew |
$236K - $240K
|
2.95K
$236K
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
2.78KNew |
$222K - $226K
|
2.78K
$223K
|
|
|
Jan 14, 2026
Q4 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
2.68K+ 5.53% |
$214K - $218K
|
51.2K
$4.11M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.56K+ 1502.94% |
$204K - $208K
|
2.73K
$219K
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.29K+ 7.77% |
$183K - $186K
|
31.7K
$2.54M
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
2.07K+ 2.35% |
$165K - $168K
|
90K
$7.22M
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.84K+ 2.1% |
$147K - $149K
|
89.3K
$7.16M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.82K+ 7.25% |
$145K - $148K
|
26.9K
$2.16M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.81K+ 4.17% |
$145K - $147K
|
45.3K
$3.63M
|
|
|
Jan 08, 2026
Q4 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
1.69K+ 4.37% |
$135K - $137K
|
40.4K
$3.24M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.47K+ 29.75% |
$117K - $119K
|
6.39K
$513K
|
|
|
Jan 09, 2026
Q4 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.37K+ 0.56% |
$110K - $112K
|
246K
$19.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1.3K+ 38.24% |
$104K - $106K
|
4.7K
$377K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.14K+ 25.73% |
$91.4K - $92.9K
|
5.59K
$448K
|
|
|
Jan 06, 2026
Q4 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
882+ 9.53% |
$70.5K - $71.7K
|
10.1K
$813K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
823+ 11.49% |
$65.8K - $66.9K
|
7.98K
$640K
|
|
|
Jan 15, 2026
Q4 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
781+ 6.03% |
$62.4K - $63.5K
|
13.7K
$1.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
683+ 8.6% |
$54.6K - $55.5K
|
8.63K
$692K
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
522+ 5.41% |
$41.7K - $42.4K
|
10.2K
$816K
|
|
|
Jan 09, 2026
Q4 2025
|
Central Bank & Trust CO
|
BUY
|
- |
381+ 0.63% |
$30.5K - $31K
|
60.6K
$4.86M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
331+ 7.51% |
$26.5K - $26.9K
|
4.74K
$380K
|
|
|
Jan 16, 2026
Q4 2025
|
Sws Partners
|
BUY
|
- |
268+ 1.74% |
$21.4K - $21.8K
|
15.7K
$1.26M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
240+ 2.0% |
$19.2K - $19.5K
|
12.3K
$984K
|
|
|
Jan 20, 2026
Q4 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
236+ 1.16% |
$18.9K - $19.2K
|
20.6K
$1.65M
|
|
|
Jan 08, 2026
Q4 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
205+ 0.75% |
$16.4K - $16.7K
|
27.7K
$2.22M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
200+ 6.67% |
$16K - $16.3K
|
3.2K
$257K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
188+ 3.47% |
$15K - $15.3K
|
5.61K
$450K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
183+ 1.3% |
$14.6K - $14.9K
|
14.3K
$1.15M
|
|