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 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3.12K+ 2.25% |
$228K - $241K
|
142K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.02K+ 108.54% |
$221K - $233K
|
5.81K
$462K
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.87K+ 66.05% |
$209K - $221K
|
7.21K
$573K
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
2.74KNew |
$200K - $211K
|
2.74K
$218K
|
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.71K+ 13.52% |
$198K - $209K
|
22.8K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
2.7K+ 4.3% |
$197K - $208K
|
65.6K
$5.22M
|
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.69K+ 3.86% |
$196K - $207K
|
72.3K
$5.75M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.67K+ 6.59% |
$195K - $206K
|
43.2K
$3.44M
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.62K+ 8.49% |
$191K - $202K
|
33.4K
$2.66M
|
|
|
Apr 14, 2023
Q1 2023
|
Sofi Wealth, LLC
|
BUY
|
- |
2.6K+ 7.15% |
$190K - $201K
|
39K
$3.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.56K+ 12.94% |
$187K - $198K
|
22.3K
$1.78M
|
|
|
May 03, 2023
Q1 2023
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
2.56K+ 20.66% |
$187K - $197K
|
14.9K
$1.19M
|
|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.54K+ 8.73% |
$186K - $196K
|
31.7K
$2.52M
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.49K+ 73.0% |
$182K - $192K
|
5.89K
$469K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.36K+ 47.6% |
$173K - $182K
|
7.32K
$583K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
2.32K+ 418.99% |
$169K - $179K
|
2.87K
$228K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.31K+ 16.6% |
$169K - $179K
|
16.2K
$1.29M
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2.28K+ 2.46% |
$166K - $176K
|
94.6K
$7.53M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.27K+ 547.58% |
$166K - $175K
|
2.68K
$213K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.19K+ 50.5% |
$160K - $169K
|
6.53K
$520K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
2.09K+ 70.25% |
$152K - $161K
|
5.06K
$402K
|
|
|
Apr 17, 2023
Q1 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
2.03K+ 3.34% |
$148K - $157K
|
62.9K
$5M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
2.03K+ 1.57% |
$148K - $156K
|
131K
$10.4M
|
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.01K+ 4.09% |
$147K - $155K
|
51.3K
$4.08M
|
|
|
Apr 19, 2023
Q1 2023
|
David J Yvars Group
|
BUY
|
- |
1.95K+ 8.4% |
$142K - $150K
|
25.1K
$2M
|
|
|
May 15, 2023
Q1 2023
|
Tfg Asset Management Gp LTD
Grand Cayman, E9 |
BUY
|
- |
1.91K+ 1.89% |
$140K - $147K
|
103K
$8.18M
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.86K+ 2.01% |
$136K - $143K
|
94.4K
$7.51M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.82K+ 23.37% |
$133K - $141K
|
9.63K
$766K
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.72K+ 13.22% |
$126K - $133K
|
14.8K
$1.17M
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1.6K+ 6.57% |
$117K - $124K
|
26K
$2.07M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.59K+ 8.38% |
$116K - $123K
|
20.6K
$1.64M
|
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.54K+ 13.72% |
$113K - $119K
|
12.8K
$1.02M
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
1.47K+ 5.86% |
$107K - $113K
|
26.5K
$2.11M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1.29K+ 34.75% |
$94.5K - $99.9K
|
5.02K
$399K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
1.29K+ 4.83% |
$93.9K - $99.3K
|
27.9K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.25K+ 21.91% |
$91.3K - $96.5K
|
6.95K
$553K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.2KNew |
$87.4K - $92.4K
|
1.2K
$95.2K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.19K+ 12.29% |
$87.1K - $92.1K
|
10.9K
$868K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.19K+ 3.6% |
$87.1K - $92.1K
|
34.3K
$2.73M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1.18K+ 24.4% |
$86.2K - $91.1K
|
6.02K
$479K
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.18K+ 28.35% |
$85.8K - $90.7K
|
5.32K
$423K
|
|
|
May 01, 2023
Q1 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.16K+ 4.02% |
$84.4K - $89.2K
|
29.9K
$2.38M
|
|
|
Apr 18, 2023
Q1 2023
|
Elm Partners Management LLC
|
BUY
|
- |
1.11K+ 8.37% |
$81.2K - $85.8K
|
14.4K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.1K+ 2.79% |
$80.5K - $85.1K
|
40.6K
$3.23M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.05K+ 5.32% |
$76.4K - $80.8K
|
20.7K
$1.65M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.01K+ 29.31% |
$74.1K - $78.3K
|
4.47K
$356K
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
BUY
|
- |
1K+ 1.97% |
$73.3K - $77.4K
|
51.9K
$4.13M
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
996+ 1.24% |
$72.7K - $76.9K
|
81.5K
$6.48M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
996+ 3.71% |
$72.7K - $76.9K
|
27.8K
$2.21M
|
|
|
May 10, 2023
Q1 2023
|
Fluent Financial, LLC
|
BUY
|
- |
863+ 2.0% |
$63K - $66.6K
|
44.1K
$3.51M
|