Purchases and Sales Made in Q1 2023 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-440- 18.09% |
$32.1K - $34K
|
1.99K
$158K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-442- 6.76% |
$32.3K - $34.1K
|
6.1K
$485K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-444- 6.62% |
$32.4K - $34.3K
|
6.26K
$498K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-445- 28.13% |
$32.5K - $34.4K
|
1.14K
$90.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-450- 6.76% |
$32.9K - $34.7K
|
6.2K
$494K
|
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-473- 98.54% |
$34.5K - $36.5K
|
7
$557
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-479- 17.0% |
$35K - $37K
|
2.34K
$186K
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-486- 6.09% |
$35.5K - $37.5K
|
7.5K
$597K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-511- 97.52% |
$37.3K - $39.4K
|
13
$1.03K
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-515- 0.95% |
$37.6K - $39.8K
|
53.7K
$4.27M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-566- 26.76% |
$41.3K - $43.7K
|
1.55K
$123K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-576- 55.28% |
$42.1K - $44.5K
|
466
$37.1K
|
|
|
May 05, 2023
Q1 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-594- 1.18% |
$43.4K - $45.9K
|
49.6K
$3.95M
|
|
|
May 08, 2023
Q1 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-625- 15.63% |
$45.7K - $48.3K
|
3.38K
$269K
|
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-631- 17.63% |
$46.1K - $48.7K
|
2.95K
$235K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-650- 13.5% |
$47.5K - $50.2K
|
4.17K
$331K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-657- 20.13% |
$48K - $50.7K
|
2.61K
$207K
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-674- 14.63% |
$49.2K - $52K
|
3.93K
$313K
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-685- 0.8% |
$50K - $52.9K
|
85K
$6.76M
|
|
|
May 04, 2023
Q1 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-731- 9.57% |
$53.4K - $56.4K
|
6.9K
$549K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-733- 10.68% |
$53.5K - $56.6K
|
6.13K
$488K
|
|
|
May 03, 2023
Q1 2023
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-751- 37.53% |
$54.9K - $58K
|
1.25K
$99.5K
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-775- 10.54% |
$56.6K - $59.8K
|
6.58K
$524K
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
SELL
|
- |
-791- 12.61% |
$57.8K - $61.1K
|
5.48K
$436K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-794- 1.81% |
$58K - $61.3K
|
43K
$3.42M
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-799- 12.68% |
$58.4K - $61.7K
|
5.5K
$438K
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-870- 9.47% |
$63.5K - $67.2K
|
8.32K
$662K
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-880- 9.32% |
$64.3K - $67.9K
|
8.56K
$681K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-895- 8.37% |
$65.4K - $69.1K
|
9.8K
$780K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-903- 4.56% |
$66K - $69.7K
|
18.9K
$1.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-918- 19.12% |
$67.1K - $70.9K
|
3.88K
$309K
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-929- 8.28% |
$67.9K - $71.7K
|
10.3K
$819K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-943- 21.73% |
$68.9K - $72.8K
|
3.4K
$270K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-964- 10.33% |
$70.4K - $74.4K
|
8.37K
$666K
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-976- 8.83% |
$71.3K - $75.3K
|
10.1K
$802K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-983- 23.11% |
$71.8K - $75.9K
|
3.27K
$260K
|
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-988- 38.84% |
$72.2K - $76.3K
|
1.56K
$124K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-994- 14.9% |
$72.6K - $76.7K
|
5.68K
$452K
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.01K- 4.83% |
$74.1K - $78.3K
|
20K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.03K- 14.48% |
$75.2K - $79.4K
|
6.08K
$484K
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-1.05K- 8.85% |
$76.5K - $80.8K
|
10.8K
$858K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.12K- 15.54% |
$82K - $86.6K
|
6.1K
$485K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.18K- 8.27% |
$86.2K - $91.1K
|
13.1K
$1.04M
|
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.21K- 0.52% |
$88K - $93K
|
229K
$18.2M
|
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.21K- 37.64% |
$88.5K - $93.6K
|
2.01K
$160K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.27K- 9.33% |
$92.8K - $98K
|
12.3K
$982K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.27K- 6.84% |
$93K - $98.3K
|
17.3K
$1.38M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.33K- 16.46% |
$97.2K - $103K
|
6.76K
$538K
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.37K- 9.51% |
$100K - $106K
|
13.1K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.38K- 5.29% |
$101K - $107K
|
24.7K
$1.97M
|