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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.21K+ 37.47% |
$526K - $556K
|
26.4K
$2.08M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.16K+ 36.49% |
$523K - $553K
|
26.8K
$2.11M
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
7.13K+ 4.61% |
$521K - $550K
|
162K
$12.8M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.05K+ 1.78% |
$515K - $544K
|
404K
$31.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
6.94KNew |
$507K - $536K
|
6.94K
$547K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.49K+ 16.32% |
$474K - $501K
|
46.2K
$3.65M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.09KNew |
$445K - $470K
|
6.09K
$480K
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
5.94K+ 1.83% |
$434K - $458K
|
331K
$26.1M
|
|
|
May 15, 2023
Q1 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
5.92K+ 109.26% |
$432K - $457K
|
11.3K
$894K
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
5.81K+ 1.07% |
$424K - $448K
|
550K
$43.3M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
5.81K+ 26.84% |
$424K - $448K
|
27.4K
$2.16M
|
|
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
5.8KNew |
$424K - $448K
|
5.8K
$457K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.46K+ 2.31% |
$399K - $421K
|
242K
$19.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.42K+ 31.07% |
$396K - $419K
|
22.9K
$1.8M
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
BUY
|
- |
5.42K+ 5.94% |
$396K - $418K
|
96.6K
$7.61M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
5.31K+ 330.99% |
$388K - $410K
|
6.91K
$545K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
5.25KNew |
$384K - $406K
|
5.25K
$414K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
5.25K+ 140.98% |
$383K - $405K
|
8.97K
$708K
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
5.24KNew |
$383K - $405K
|
5.24K
$413K
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
5.19KNew |
$379K - $401K
|
5.19K
$409K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.08K+ 8.51% |
$371K - $392K
|
64.8K
$5.11M
|
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
BUY
|
- |
5.05KNew |
$369K - $390K
|
5.05K
$398K
|
|
|
May 15, 2023
Q1 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
5.03K+ 50.68% |
$367K - $388K
|
15K
$1.18M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
BUY
|
- |
4.64K+ 9.82% |
$339K - $358K
|
51.9K
$4.09M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.62KNew |
$338K - $357K
|
4.62K
$365K
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
4.62K+ 2.72% |
$337K - $356K
|
174K
$13.7M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4.55KNew |
$332K - $351K
|
4.55K
$359K
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
4.35K+ 2.45% |
$317K - $335K
|
182K
$14.3M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.34KNew |
$317K - $335K
|
4.34K
$342K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.26K+ 4.72% |
$311K - $329K
|
94.5K
$7.45M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
4.25KNew |
$310K - $328K
|
4.25K
$335K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.23KNew |
$309K - $326K
|
4.23K
$333K
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.06K+ 17.02% |
$297K - $313K
|
27.9K
$2.2M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.03K+ 95.83% |
$294K - $311K
|
8.23K
$648K
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
4.02K+ 30.58% |
$294K - $310K
|
17.2K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Pharo Management, Inc.
New York, NY |
BUY
|
- |
4KNew |
$292K - $309K
|
4K
$315K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3.99KNew |
$292K - $308K
|
3.99K
$315K
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
3.97K+ 4.56% |
$290K - $306K
|
91K
$7.17M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.94KNew |
$288K - $304K
|
3.94K
$311K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
3.77K+ 6.32% |
$275K - $291K
|
63.4K
$5M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.75K+ 666.61% |
$274K - $290K
|
4.32K
$340K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.73K+ 2.9% |
$273K - $288K
|
132K
$10.4M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.71K+ 7.65% |
$271K - $287K
|
52.2K
$4.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
3.71K+ 13.17% |
$271K - $287K
|
31.9K
$2.51M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.69K+ 77.1% |
$269K - $285K
|
8.47K
$668K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.68K+ 96.03% |
$269K - $284K
|
7.51K
$592K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.56K+ 22.74% |
$260K - $275K
|
19.2K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.33KNew |
$243K - $257K
|
3.33K
$262K
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
3.2KNew |
$234K - $247K
|
3.2K
$252K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.17K+ 6.26% |
$232K - $245K
|
53.9K
$4.25M
|