Purchases and Sales Made in Q1 2024 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-41- 0.1% |
$3.14K - $3.19K
|
42.3K
$3.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-48- 0.97% |
$3.68K - $3.74K
|
4.88K
$385K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-58- 0.1% |
$4.44K - $4.52K
|
57.3K
$4.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-82- 0.43% |
$6.28K - $6.39K
|
19K
$1.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-83- 2.9% |
$6.36K - $6.47K
|
2.78K
$219K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-84- 1.49% |
$6.43K - $6.54K
|
5.56K
$439K
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-89- 1.3% |
$6.81K - $6.93K
|
6.75K
$533K
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-94- 0.28% |
$7.2K - $7.32K
|
33.4K
$2.63M
|
|
|
May 15, 2024
Q1 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-97- 11.95% |
$7.43K - $7.56K
|
715
$56.4K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-98- 5.11% |
$7.5K - $7.63K
|
1.82K
$144K
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-100- 2.33% |
$7.66K - $7.79K
|
4.19K
$331K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-100- 3.67% |
$7.66K - $7.79K
|
2.63K
$207K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-106- 2.76% |
$8.12K - $8.26K
|
3.74K
$295K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-110- 0.52% |
$8.42K - $8.57K
|
21.1K
$1.66M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-115- 2.09% |
$8.81K - $8.96K
|
5.38K
$424K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-120- 2.96% |
$9.19K - $9.35K
|
3.94K
$311K
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-123- 2.11% |
$9.42K - $9.58K
|
5.71K
$451K
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-124- 0.66% |
$9.49K - $9.66K
|
18.5K
$1.46M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-126- 43.3% |
$9.65K - $9.82K
|
165
$13K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-127- 0.28% |
$9.72K - $9.89K
|
44.6K
$3.52M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-128- 9.06% |
$9.8K - $9.97K
|
1.29K
$101K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-130- 1.25% |
$9.95K - $10.1K
|
10.3K
$811K
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-133- 4.62% |
$10.2K - $10.4K
|
2.75K
$217K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-143- 39.29% |
$10.9K - $11.1K
|
221
$17.4K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-146- 3.67% |
$11.2K - $11.4K
|
3.84K
$303K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-152- 2.27% |
$11.6K - $11.8K
|
6.54K
$516K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-153- 5.94% |
$11.7K - $11.9K
|
2.42K
$191K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-160- 3.01% |
$12.3K - $12.5K
|
5.15K
$406K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-167- 0.68% |
$12.8K - $13K
|
24.4K
$1.93M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
SELL
|
- |
-168- 0.66% |
$12.9K - $13.1K
|
25.1K
$1.98M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-169- 1.14% |
$12.9K - $13.2K
|
14.7K
$1.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-175- 0.75% |
$13.4K - $13.6K
|
23.2K
$1.83M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-183- 2.54% |
$14K - $14.3K
|
7.02K
$554K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-184- 6.11% |
$14.1K - $14.3K
|
2.83K
$223K
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
SELL
|
- |
-188- 1.35% |
$14.4K - $14.6K
|
13.8K
$1.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-197- 3.77% |
$15.1K - $15.3K
|
5.03K
$397K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-197- 1.32% |
$15.1K - $15.3K
|
14.7K
$1.16M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-199- 43.36% |
$15.2K - $15.5K
|
260
$20.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-200- 3.85% |
$15.3K - $15.6K
|
4.99K
$394K
|
|
|
Apr 22, 2024
Q1 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-208- 7.07% |
$15.9K - $16.2K
|
2.74K
$216K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-212- 4.66% |
$16.2K - $16.5K
|
4.34K
$342K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-231- 23.62% |
$17.7K - $18K
|
747
$58.9K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-235- 3.23% |
$18K - $18.3K
|
7.04K
$556K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-268- 1.76% |
$20.5K - $20.9K
|
15K
$1.18M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-280- 9.81% |
$21.4K - $21.8K
|
2.58K
$203K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-282- 6.39% |
$21.6K - $22K
|
4.13K
$326K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-285- 0.77% |
$21.8K - $22.2K
|
36.8K
$2.9M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-342- 5.39% |
$26.2K - $26.6K
|
6K
$474K
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-350- 2.97% |
$26.8K - $27.3K
|
11.4K
$901K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-355- 11.14% |
$27.2K - $27.7K
|
2.83K
$224K
|