Latest Institutional Transactions on Ishares Tr (HYG)
This table provides information on the latest institutional transactions involving Ishares Tr (HYG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
208+ 4.16% |
$16.6K - $16.9K
|
5.2K
$417K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.7K- 7.51% |
$135K - $138K
|
20.9K
$1.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
SELL
|
- |
-12- 37.5% |
$958 - $976
|
20
$1.6K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
678+ 3.22% |
$54.1K - $55.1K
|
21.7K
$1.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1.95K+ 60.55% |
$155K - $158K
|
5.16K
$414K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.79K- 19.36% |
$223K - $227K
|
11.6K
$931K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.08K- 40.17% |
$406K - $413K
|
7.57K
$608K
|
|
|
Oct 22, 2025
Q3 2025
|
Beach Point Capital Management LP
Santa Monica, CA |
BUY
|
PUT |
3.4M+ 73.88% |
$271M - $276M
|
8M
$642M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-877- 1.63% |
$70K - $71.3K
|
52.9K
$4.24M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-211- 4.28% |
$16.8K - $17.2K
|
4.72K
$379K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.5K+ 5.68% |
$120K - $122K
|
28K
$2.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.46K- 5.65% |
$436K - $444K
|
91.2K
$7.32M
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
3+ 37.5% |
$240 - $244
|
11
$882
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.14K+ 31.18% |
$91K - $92.7K
|
4.8K
$385K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
23+ 4.17% |
$1.84K - $1.87K
|
574
$46K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.43K- 20.65% |
$194K - $198K
|
9.34K
$749K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.66KNew |
$691K - $704K
|
8.66K
$694K
|
|
|
Oct 21, 2025
Q3 2025
|
400 Capital Management LLC
New York, NY |
SELL
|
PUT |
-250K- 50.0% |
$20M - $20.3M
|
250K
$20.1M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
80+ 40.4% |
$6.39K - $6.51K
|
278
$22.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-179- 3.11% |
$14.3K - $14.6K
|
5.58K
$448K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.17K+ 3.45% |
$173K - $176K
|
65.1K
$5.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-14K- 26.35% |
$1.12M - $1.14M
|
39.2K
$3.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
600+ 21.43% |
$47.9K - $48.8K
|
3.4K
$273K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-27- 0.91% |
$2.16K - $2.2K
|
2.94K
$236K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-108- 0.78% |
$8.62K - $8.78K
|
13.8K
$1.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-90- 1.06% |
$7.19K - $7.32K
|
8.4K
$674K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
29.8K+ 49.49% |
$2.38M - $2.42M
|
90K
$7.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.08K- 12.06% |
$85.8K - $87.4K
|
7.84K
$629K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.64K+ 15.57% |
$211K - $215K
|
19.6K
$1.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
715+ 10.14% |
$57.1K - $58.1K
|
7.77K
$623K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
9.27KNew |
$740K - $754K
|
9.27K
$743K
|
|
|
Oct 20, 2025
Q3 2025
|
Burns J W & CO Inc
|
BUY
|
- |
2.11K+ 9.43% |
$168K - $171K
|
24.4K
$1.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.45K+ 17.72% |
$116K - $118K
|
9.65K
$774K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
19.4K+ 29.95% |
$1.55M - $1.58M
|
84.3K
$6.76M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-41- 1.07% |
$3.27K - $3.33K
|
3.78K
$303K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.27K+ 28.37% |
$101K - $103K
|
5.74K
$461K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
564New |
$45K - $45.9K
|
564
$45.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
582+ 8.85% |
$46.5K - $47.3K
|
7.16K
$574K
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.04M+ 44.23% |
$82.8M - $84.3M
|
3.38M
$271M
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-51.1K- 77.86% |
$4.08M - $4.16M
|
14.5K
$1.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
1.32K+ 27.82% |
$105K - $107K
|
6.06K
$486K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-311- 17.0% |
$24.8K - $25.3K
|
1.52K
$122K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
120+ 2.97% |
$9.58K - $9.76K
|
4.16K
$334K
|
|
|
Oct 17, 2025
Q3 2025
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
31.3KNew |
$2.5M - $2.55M
|
31.3K
$2.51M
|
|
|
Oct 17, 2025
Q3 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-3.5K- 14.12% |
$280K - $285K
|
21.3K
$1.71M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
97+ 1.8% |
$7.75K - $7.89K
|
5.5K
$441K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
450+ 5.19% |
$35.9K - $36.6K
|
9.13K
$732K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7- 0.03% |
$559 - $569
|
27.1K
$2.18M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
26K+ 34.18% |
$2.08M - $2.12M
|
102K
$8.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
24New |
$1.92K - $1.95K
|
24
$1.93K
|
|