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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-3.66K- 5.93% |
$285K - $293K
|
58K
$4.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-226- 2.24% |
$17.6K - $18.1K
|
9.84K
$776K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
405New |
$31.6K - $32.4K
|
405
$31.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.86KNew |
$457K - $469K
|
5.86K
$462K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.91K- 34.82% |
$305K - $313K
|
7.32K
$577K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-188- 0.66% |
$14.7K - $15K
|
28.2K
$2.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
452+ 48.6% |
$35.3K - $36.2K
|
1.38K
$109K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
266+ 3.21% |
$20.8K - $21.3K
|
8.57K
$675K
|
|
|
Jan 21, 2025
Q4 2024
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
91.8KNew |
$7.17M - $7.35M
|
91.8K
$7.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1.48K+ 42.45% |
$115K - $118K
|
4.95K
$390K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
425+ 3.16% |
$33.2K - $34K
|
13.9K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11K- 27.99% |
$860K - $882K
|
28.3K
$2.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2.89K+ 5.69% |
$226K - $232K
|
53.8K
$4.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
745+ 17.59% |
$58.2K - $59.6K
|
4.98K
$393K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
6.03KNew |
$471K - $482K
|
6.03K
$475K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
450+ 13.99% |
$35.1K - $36K
|
3.67K
$289K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-2.75K- 18.02% |
$215K - $220K
|
12.5K
$985K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-106- 2.42% |
$8.28K - $8.48K
|
4.28K
$337K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.69K+ 5.79% |
$132K - $135K
|
30.8K
$2.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-400- 10.39% |
$31.2K - $32K
|
3.45K
$272K
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
510+ 1.95% |
$39.8K - $40.8K
|
26.7K
$2.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.5K+ 22.94% |
$195K - $200K
|
13.4K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-597- 2.03% |
$46.6K - $47.8K
|
28.8K
$2.27M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
200+ 4.19% |
$15.6K - $16K
|
4.98K
$392K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-677- 31.65% |
$52.9K - $54.2K
|
1.46K
$115K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-371- 35.07% |
$29K - $29.7K
|
687
$54.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
137New |
$10.7K - $11K
|
137
$10.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
74+ 0.54% |
$5.78K - $5.92K
|
13.8K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.27K- 31.51% |
$99.4K - $102K
|
2.77K
$218K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-59- 0.81% |
$4.61K - $4.72K
|
7.25K
$572K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
40.9K+ 27.76% |
$3.19M - $3.27M
|
188K
$14.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.09K+ 7.8% |
$709K - $727K
|
126K
$9.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-54- 0.58% |
$4.22K - $4.32K
|
9.3K
$733K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-997- 19.41% |
$77.9K - $79.8K
|
4.14K
$326K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-10- 0.23% |
$781 - $800
|
4.28K
$337K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
12.4KNew |
$967K - $991K
|
12.4K
$975K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-83- 7.42% |
$6.48K - $6.64K
|
1.04K
$81.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
856+ 350.82% |
$66.8K - $68.5K
|
1.1K
$86.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
113+ 0.42% |
$8.82K - $9.04K
|
27.2K
$2.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
24.3KNew |
$1.9M - $1.95M
|
24.3K
$1.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-386- 5.57% |
$30.1K - $30.9K
|
6.54K
$515K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
416+ 5.63% |
$32.5K - $33.3K
|
7.81K
$615K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-231- 4.11% |
$18K - $18.5K
|
5.4K
$425K
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
11.6K+ 6.31% |
$910K - $932K
|
196K
$15.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.74KNew |
$136K - $139K
|
1.74K
$137K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
18.4K+ 4.75% |
$1.44M - $1.48M
|
407K
$32.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-1.03K- 1.04% |
$80.4K - $82.4K
|
98.1K
$7.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.02K+ 17.31% |
$236K - $241K
|
20.4K
$1.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-2- 0.05% |
$156 - $160
|
3.81K
$300K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.88K+ 6.03% |
$303K - $310K
|
68.1K
$5.37M
|