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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-3.66K- 5.93% |
$285K - $293K
|
58K
$4.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3.69K- 8.31% |
$288K - $296K
|
40.8K
$3.21M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.88K- 2.28% |
$303K - $311K
|
166K
$13.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.9K- 12.46% |
$305K - $312K
|
27.4K
$2.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.91K- 34.82% |
$305K - $313K
|
7.32K
$577K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.92K- 98.99% |
$306K - $314K
|
40
$3.15K
|
|
|
Feb 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-3.98K- 10.82% |
$311K - $318K
|
32.8K
$2.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-4.15K- 48.05% |
$324K - $332K
|
4.48K
$353K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.19K- 59.3% |
$327K - $335K
|
2.88K
$227K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.26K- 4.53% |
$333K - $341K
|
89.8K
$7.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-4.53K- 11.51% |
$354K - $362K
|
34.8K
$2.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.54K- 16.01% |
$354K - $363K
|
23.8K
$1.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-4.58K- 8.02% |
$358K - $367K
|
52.6K
$4.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.81K- 7.97% |
$376K - $385K
|
55.6K
$4.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.84K- 42.17% |
$378K - $388K
|
6.64K
$523K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-4.92K- 30.32% |
$385K - $394K
|
11.3K
$892K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-5.06K- 27.88% |
$395K - $405K
|
13.1K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-5.33K- 10.45% |
$416K - $427K
|
45.7K
$3.6M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.4K- 22.68% |
$422K - $433K
|
18.4K
$1.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-5.81K- 60.1% |
$454K - $465K
|
3.86K
$304K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.1K- 7.24% |
$476K - $488K
|
78.2K
$6.16M
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-6.21K- 40.68% |
$485K - $497K
|
9.05K
$713K
|
|
|
Feb 18, 2025
Q4 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-6.39K- 24.91% |
$499K - $512K
|
19.3K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-6.61K- 6.37% |
$516K - $529K
|
97.1K
$7.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.73K- 38.94% |
$525K - $539K
|
10.6K
$831K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-7.44K- 62.9% |
$581K - $595K
|
4.39K
$346K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.47K- 50.17% |
$583K - $598K
|
7.42K
$585K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.53K- 29.21% |
$588K - $603K
|
18.3K
$1.44M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.65K- 21.94% |
$598K - $613K
|
27.2K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-7.93K- 4.89% |
$619K - $635K
|
154K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-8.1K- 14.56% |
$633K - $648K
|
47.5K
$3.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-8.22K- 36.68% |
$642K - $658K
|
14.2K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-8.42K- 19.06% |
$657K - $674K
|
35.8K
$2.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-8.49K- 4.45% |
$663K - $680K
|
182K
$14.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-8.78K- 6.6% |
$686K - $703K
|
124K
$9.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-8.79K- 83.41% |
$686K - $703K
|
1.75K
$138K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-9.37K- 11.08% |
$732K - $750K
|
75.2K
$5.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-10.1K- 59.41% |
$792K - $812K
|
6.93K
$546K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-10.3K- 3.82% |
$807K - $828K
|
260K
$20.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10.7K- 8.17% |
$836K - $857K
|
120K
$9.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11K- 27.99% |
$860K - $882K
|
28.3K
$2.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-11.5K- 11.34% |
$899K - $921K
|
90K
$7.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-11.6K- 62.57% |
$904K - $926K
|
6.92K
$546K
|
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
SELL
|
- |
-11.9K- 33.23% |
$928K - $951K
|
23.9K
$1.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-11.9K- 19.42% |
$930K - $954K
|
49.4K
$3.89M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-12.4K- 15.07% |
$967K - $991K
|
69.8K
$5.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-12.5K- 9.64% |
$975K - $999K
|
117K
$9.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-13.6K- 6.31% |
$1.06M - $1.09M
|
202K
$15.9M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-14.4K- 55.81% |
$1.12M - $1.15M
|
11.4K
$898K
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-15K- 57.99% |
$1.17M - $1.2M
|
10.8K
$855K
|