Latest Institutional Purchases of Ishares Tr (HYG)
This list provides information on the latest institutional transactions involving Ishares Tr (HYG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
309+ 3.75% |
$24.1K - $24.7K
|
8.55K
$661K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
309+ 1.61% |
$24.1K - $24.7K
|
19.5K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
309+ 1.04% |
$24.1K - $24.7K
|
30.1K
$2.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
298+ 5.26% |
$23.3K - $23.9K
|
5.96K
$461K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
295+ 5.78% |
$23K - $23.6K
|
5.4K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
285New |
$22.3K - $22.8K
|
285
$22K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
280New |
$21.9K - $22.4K
|
280
$21.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
276+ 9.49% |
$21.6K - $22.1K
|
3.19K
$246K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
256New |
$20K - $20.5K
|
256
$19.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
250+ 1.24% |
$19.5K - $20K
|
20.3K
$1.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
232+ 1.98% |
$18.1K - $18.6K
|
12K
$925K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
218+ 0.13% |
$17K - $17.4K
|
165K
$12.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
209New |
$16.3K - $16.7K
|
209
$16.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
207+ 39.43% |
$16.2K - $16.6K
|
732
$56.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
205+ 4.66% |
$16K - $16.4K
|
4.61K
$356K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
203+ 84.58% |
$15.9K - $16.2K
|
443
$34.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
201+ 1.76% |
$15.7K - $16.1K
|
11.6K
$898K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
200+ 1.77% |
$15.6K - $16K
|
11.5K
$890K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
200+ 3.37% |
$15.6K - $16K
|
6.14K
$475K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
200+ 4.19% |
$15.6K - $16K
|
4.98K
$385K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
200+ 6.98% |
$15.6K - $16K
|
3.06K
$237K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
198+ 2.88% |
$15.5K - $15.8K
|
7.07K
$546K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
182+ 4.64% |
$14.2K - $14.6K
|
4.11K
$318K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
182+ 93.33% |
$14.2K - $14.6K
|
377
$29.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
181+ 6.27% |
$14.1K - $14.5K
|
3.07K
$237K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
175New |
$13.7K - $14K
|
175
$13.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
162+ 0.43% |
$12.7K - $13K
|
37.8K
$2.92M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
162+ 4.15% |
$12.7K - $13K
|
4.07K
$314K
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
160+ 5.53% |
$12.5K - $12.8K
|
3.05K
$236K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
151+ 0.91% |
$11.8K - $12.1K
|
16.7K
$1.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
150New |
$11.7K - $12K
|
150
$11.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
143+ 0.85% |
$11.2K - $11.4K
|
16.9K
$1.31M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
140+ 0.74% |
$10.9K - $11.2K
|
19K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
137New |
$10.7K - $11K
|
137
$10.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
132+ 48.18% |
$10.3K - $10.6K
|
406
$31.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
131New |
$10.2K - $10.5K
|
131
$10.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
128New |
$10K - $10.2K
|
128
$9.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
121+ 3.77% |
$9.45K - $9.68K
|
3.33K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
115New |
$8.98K - $9.2K
|
115
$8.89K
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
113+ 0.42% |
$8.82K - $9.04K
|
27.2K
$2.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
109+ 40.22% |
$8.51K - $8.72K
|
380
$29.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$7.81K - $8K
|
100
$7.73K
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
100New |
$7.81K - $8K
|
100
$7.73K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
100+ 1.13% |
$7.81K - $8K
|
8.95K
$692K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
95New |
$7.42K - $7.6K
|
95
$7.35K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
80+ 21.56% |
$6.25K - $6.4K
|
451
$34.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
75+ 0.79% |
$5.86K - $6K
|
9.61K
$743K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
75+ 1.26% |
$5.86K - $6K
|
6.01K
$465K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
74+ 2.3% |
$5.78K - $5.92K
|
3.3K
$255K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
74+ 0.54% |
$5.78K - $5.92K
|
13.8K
$1.06M
|