Purchases and Sales Made in Q4 2024 in Ishares U S ETF Tr Int Rate He (HYGH)
This table provides information about the institutional ownership of Ishares U S ETF Tr Int Rate He (HYGH) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES U S ETF TR INT RATE HE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
126KNew |
$10.8M - $11M
|
126K
$11M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
102KNew |
$8.69M - $8.86M
|
102K
$8.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
93.4KNew |
$7.98M - $8.14M
|
93.4K
$8.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
49.5KNew |
$4.23M - $4.31M
|
49.5K
$4.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
38.4K+ 70.51% |
$3.28M - $3.34M
|
92.8K
$8.06M
|
|
|
Feb 06, 2025
Q4 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
21.9KNew |
$1.87M - $1.91M
|
21.9K
$1.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
20.7KNew |
$1.77M - $1.8M
|
20.7K
$1.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
17KNew |
$1.45M - $1.48M
|
17K
$1.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.3K+ 24.66% |
$1.13M - $1.16M
|
67.1K
$5.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
8.78K+ 5.64% |
$750K - $765K
|
164K
$14.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
7.57K+ 319.59% |
$646K - $659K
|
9.94K
$862K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
7.06K+ 109.04% |
$603K - $615K
|
13.5K
$1.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
6.47K+ 113.17% |
$553K - $563K
|
12.2K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.73K+ 4.06% |
$233K - $238K
|
70K
$6.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.54KNew |
$217K - $221K
|
2.54K
$220K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.36KNew |
$201K - $205K
|
2.36K
$204K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.96K+ 17.22% |
$167K - $170K
|
13.3K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.81K+ 7.45% |
$154K - $157K
|
26K
$2.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.7K+ 48.61% |
$145K - $148K
|
5.19K
$451K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.41KNew |
$120K - $123K
|
1.41K
$122K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.37K+ 54.95% |
$117K - $120K
|
3.87K
$336K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.21K+ 36.68% |
$103K - $105K
|
4.5K
$391K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.01K+ 42.41% |
$86.6K - $88.3K
|
3.41K
$296K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
903+ 17.71% |
$77.1K - $78.7K
|
6K
$521K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
346+ 151.75% |
$29.6K - $30.1K
|
574
$49.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
136New |
$11.6K - $11.8K
|
136
$11.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
19+ 0.74% |
$1.62K - $1.65K
|
2.6K
$225K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4+ 0.84% |
$342 - $348
|
480
$41.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.94K- 6.52% |
$166K - $169K
|
27.8K
$2.41M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2.17K- 4.41% |
$186K - $189K
|
47.1K
$4.09M
|