Purchases and Sales Made in Q2 2025 in Ishares U S ETF Tr Int Rate He (HYGH)
This table provides information about the institutional ownership of Ishares U S ETF Tr Int Rate He (HYGH) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES U S ETF TR INT RATE HE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
59.5K+ 430.97% |
$4.73M - $5.15M
|
73.4K
$6.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
59.2K+ 427.98% |
$4.7M - $5.12M
|
73K
$6.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
50.8KNew |
$4.03M - $4.39M
|
50.8K
$4.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
24.6KNew |
$1.95M - $2.13M
|
24.6K
$2.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
21.6KNew |
$1.72M - $1.87M
|
21.6K
$1.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
20.4KNew |
$1.62M - $1.77M
|
20.4K
$1.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
14.2KNew |
$1.13M - $1.23M
|
14.2K
$1.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.6KNew |
$999K - $1.09M
|
12.6K
$1.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
10.7KNew |
$847K - $923K
|
10.7K
$915K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10.7K+ 37.18% |
$847K - $922K
|
39.3K
$3.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.96KNew |
$632K - $689K
|
7.96K
$683K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.85KNew |
$623K - $679K
|
7.85K
$674K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7.07KNew |
$561K - $612K
|
7.07K
$606K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.53KNew |
$360K - $392K
|
4.53K
$389K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.31K+ 114.46% |
$343K - $373K
|
8.08K
$694K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.31K+ 16.43% |
$342K - $373K
|
30.6K
$2.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.86K+ 46.99% |
$306K - $334K
|
12.1K
$1.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.29K+ 3.62% |
$261K - $285K
|
94.2K
$8.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.15KNew |
$250K - $273K
|
3.15K
$270K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.98KNew |
$236K - $257K
|
2.98K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
2.96KNew |
$235K - $256K
|
2.96K
$254K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.55K+ 8.34% |
$202K - $221K
|
33.1K
$2.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.54K+ 442.86% |
$202K - $220K
|
3.12K
$267K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.4K+ 32.9% |
$191K - $208K
|
9.71K
$833K
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
2.31K+ 11.09% |
$183K - $200K
|
23.1K
$1.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
2.31K+ 2.69% |
$183K - $200K
|
88.1K
$7.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.73K+ 4.18% |
$137K - $149K
|
43K
$3.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.62KNew |
$129K - $140K
|
1.62K
$139K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.5K+ 20.87% |
$119K - $130K
|
8.69K
$746K
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.16K+ 9.4% |
$91.7K - $99.9K
|
13.4K
$1.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
939+ 22.79% |
$74.6K - $81.3K
|
5.06K
$434K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
898+ 22.59% |
$71.3K - $77.7K
|
4.87K
$418K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
796+ 5.79% |
$63.2K - $68.9K
|
14.5K
$1.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
616New |
$48.9K - $53.3K
|
616
$52.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
550+ 2.02% |
$43.7K - $47.6K
|
27.8K
$2.38M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
427+ 2.71% |
$33.9K - $36.9K
|
16.2K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
427+ 2.71% |
$33.9K - $36.9K
|
16.2K
$1.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
386+ 4.99% |
$30.7K - $33.4K
|
8.12K
$696K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
329+ 6.6% |
$26.1K - $28.5K
|
5.32K
$456K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
314+ 12.29% |
$24.9K - $27.2K
|
2.87K
$246K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
255+ 25500.0% |
$20.2K - $22.1K
|
256
$22K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
231+ 1650.0% |
$18.3K - $20K
|
245
$21K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
111+ 11100.0% |
$8.81K - $9.6K
|
112
$9.61K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
87+ 1.08% |
$6.91K - $7.53K
|
8.16K
$700K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
53+ 28.49% |
$4.21K - $4.59K
|
239
$20.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
51+ 3.73% |
$4.05K - $4.41K
|
1.42K
$122K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
44+ 1.82% |
$3.49K - $3.81K
|
2.46K
$211K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
41New |
$3.26K - $3.55K
|
41
$3.52K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
38New |
$3.02K - $3.29K
|
38
$3.26K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
34New |
$2.7K - $2.94K
|
34
$2.92K
|
|