Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
22.8K+ 42.81% |
$1.95M - $1.98M
|
76.1K
$6.53M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.73KNew |
$233K - $237K
|
2.73K
$234K
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.42K+ 17.56% |
$122K - $124K
|
9.53K
$818K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 25.0% |
$119K - $122K
|
7K
$601K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.2K+ 4.08% |
$102K - $104K
|
30.6K
$2.63M
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
700+ 5.46% |
$59.7K - $60.8K
|
13.5K
$1.16M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
587+ 21.14% |
$50.1K - $51K
|
3.36K
$289K
|
|
|
Jan 21, 2026
Q4 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
446+ 2.5% |
$38.1K - $38.7K
|
18.3K
$1.57M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
174+ 3.21% |
$14.9K - $15.1K
|
5.59K
$480K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
128+ 0.64% |
$10.9K - $11.1K
|
20.1K
$1.73M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
46+ 11.92% |
$3.93K - $3.99K
|
432
$37.1K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-101- 2.93% |
$8.62K - $8.77K
|
3.35K
$288K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.76K- 2.47% |
$150K - $153K
|
69.6K
$5.97M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.29K- 3.22% |
$196K - $199K
|
68.9K
$5.91M
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-9.93K- 8.19% |
$848K - $862K
|
111K
$9.56M
|
|