Purchases and Sales Made in Q4 2024 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-133- 3.37% |
$10.4K - $10.6K
|
3.81K
$300K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-150- 1.54% |
$11.7K - $12K
|
9.58K
$755K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-152- 0.61% |
$11.9K - $12.2K
|
24.8K
$1.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-157- 16.67% |
$12.3K - $12.6K
|
785
$61.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-159- 2.98% |
$12.4K - $12.7K
|
5.17K
$408K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-162- 1.41% |
$12.7K - $13K
|
11.3K
$890K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-168- 1.16% |
$13.1K - $13.4K
|
14.3K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-174- 4.52% |
$13.6K - $13.9K
|
3.68K
$290K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-184- 2.53% |
$14.4K - $14.7K
|
7.08K
$558K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-187- 30.66% |
$14.6K - $15K
|
423
$33.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-188- 0.66% |
$14.7K - $15K
|
28.2K
$2.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-190- 2.31% |
$14.8K - $15.2K
|
8.04K
$633K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-200- 27.55% |
$15.6K - $16K
|
526
$41.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-200- 14.29% |
$15.6K - $16K
|
1.2K
$94.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-211- 3.94% |
$16.5K - $16.9K
|
5.14K
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-217- 89.67% |
$16.9K - $17.4K
|
25
$1.97K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-217- 2.2% |
$16.9K - $17.4K
|
9.63K
$758K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-220- 0.07% |
$17.2K - $17.6K
|
315K
$24.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-221- 5.46% |
$17.3K - $17.7K
|
3.83K
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-224- 28.75% |
$17.5K - $17.9K
|
555
$43.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-226- 2.24% |
$17.6K - $18.1K
|
9.84K
$776K
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-228- 2.78% |
$17.8K - $18.2K
|
7.97K
$628K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-231- 4.11% |
$18K - $18.5K
|
5.4K
$425K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-238- 7.89% |
$18.6K - $19K
|
2.78K
$219K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-248- 7.46% |
$19.4K - $19.8K
|
3.08K
$242K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-250- 0.75% |
$19.5K - $20K
|
33.1K
$2.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-267- 7.42% |
$20.9K - $21.4K
|
3.33K
$263K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-269- 20.55% |
$21K - $21.5K
|
1.04K
$82K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-287- 0.44% |
$22.4K - $23K
|
65.3K
$5.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-292- 4.66% |
$22.8K - $23.4K
|
5.97K
$471K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-304- 3.78% |
$23.7K - $24.3K
|
7.74K
$610K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-307- 3.43% |
$24K - $24.6K
|
8.65K
$681K
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-316- 3.09% |
$24.7K - $25.3K
|
9.92K
$782K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-323- 0.65% |
$25.2K - $25.9K
|
49.1K
$3.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-324- 3.1% |
$25.3K - $25.9K
|
10.1K
$797K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-338- 1.57% |
$26.4K - $27.1K
|
21.1K
$1.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-343- 64.47% |
$26.8K - $27.5K
|
189
$14.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-347- 10.4% |
$27.1K - $27.8K
|
2.99K
$235K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-350- 15.14% |
$27.3K - $28K
|
1.96K
$155K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-355- 10.73% |
$27.7K - $28.4K
|
2.95K
$233K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-368- 1.65% |
$28.7K - $29.5K
|
22K
$1.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-371- 35.07% |
$29K - $29.7K
|
687
$54.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-375- 2.71% |
$29.3K - $30K
|
13.5K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-380- 0.27% |
$29.7K - $30.4K
|
138K
$10.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-386- 5.57% |
$30.1K - $30.9K
|
6.54K
$515K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-387- 0.67% |
$30.2K - $31K
|
57.8K
$4.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-400- 6.42% |
$31.2K - $32K
|
5.83K
$460K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-400- 10.39% |
$31.2K - $32K
|
3.45K
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-406- 0.54% |
$31.7K - $32.5K
|
74.9K
$5.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-415- 6.25% |
$32.4K - $33.2K
|
6.23K
$491K
|