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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-950- 18.72% |
$72.7K - $74K
|
4.13K
$326K
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-952- 21.32% |
$72.9K - $74.2K
|
3.51K
$277K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-969- 0.42% |
$74.2K - $75.5K
|
228K
$18M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1K- 14.16% |
$76.6K - $77.9K
|
6.06K
$478K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.01K- 20.31% |
$77.2K - $78.5K
|
3.96K
$312K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.01K- 0.35% |
$77.5K - $78.8K
|
292K
$23M
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.06K- 4.95% |
$81.3K - $82.7K
|
20.4K
$1.61M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.1K- 21.28% |
$84.5K - $86K
|
4.09K
$322K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.14K- 4.93% |
$87.1K - $88.6K
|
21.9K
$1.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-1.15K- 34.47% |
$87.9K - $89.4K
|
2.18K
$172K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.25K- 18.81% |
$95.4K - $97.1K
|
5.38K
$424K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-1.27K- 11.03% |
$97.2K - $98.9K
|
10.2K
$808K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.27K- 6.12% |
$97.4K - $99.1K
|
19.5K
$1.54M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-1.28K- 12.44% |
$98K - $99.7K
|
9.01K
$711K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.29K- 60.33% |
$98.4K - $100K
|
845
$66.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.29K- 43.79% |
$98.5K - $100K
|
1.65K
$130K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.29K- 5.79% |
$98.7K - $100K
|
21K
$1.66M
|
|
|
May 08, 2024
Q1 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.29K- 13.37% |
$99.1K - $101K
|
8.38K
$662K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.33K- 16.41% |
$101K - $103K
|
6.75K
$533K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.42K- 29.01% |
$108K - $110K
|
3.46K
$273K
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.42K- 16.69% |
$108K - $110K
|
7.07K
$558K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.44K- 12.19% |
$110K - $112K
|
10.4K
$818K
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-1.45K- 15.71% |
$111K - $113K
|
7.76K
$612K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.47K- 19.5% |
$112K - $114K
|
6.05K
$477K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.49K- 10.54% |
$114K - $116K
|
12.6K
$998K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.51K- 29.2% |
$116K - $118K
|
3.67K
$290K
|
|
|
May 15, 2024
Q1 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-1.53K- 8.46% |
$117K - $119K
|
16.6K
$1.31M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.55K- 35.01% |
$119K - $121K
|
2.87K
$227K
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-1.67K- 18.36% |
$128K - $130K
|
7.43K
$586K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.74K- 2.75% |
$133K - $136K
|
61.5K
$4.85M
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.77K- 4.91% |
$135K - $138K
|
34.3K
$2.7M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.78K- 36.86% |
$136K - $138K
|
3.04K
$240K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.81K- 17.64% |
$139K - $141K
|
8.45K
$667K
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.91K- 42.31% |
$146K - $149K
|
2.61K
$206K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.96K- 4.03% |
$150K - $153K
|
46.7K
$3.68M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.97K- 1.91% |
$151K - $154K
|
101K
$7.99M
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.97K- 10.73% |
$151K - $154K
|
16.4K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.98K- 27.93% |
$152K - $154K
|
5.11K
$403K
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-2.07K- 22.4% |
$158K - $161K
|
7.16K
$565K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.08K- 53.44% |
$159K - $162K
|
1.81K
$143K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-2.09K- 27.42% |
$160K - $163K
|
5.54K
$437K
|
|
|
May 02, 2024
Q1 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-2.14K- 10.28% |
$164K - $166K
|
18.6K
$1.47M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.24K- 14.94% |
$171K - $174K
|
12.7K
$1M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.32K- 3.63% |
$178K - $181K
|
61.7K
$4.87M
|
|
|
Jan 03, 2025
Q1 2024
|
Allie Family Office LLC
|
SELL
|
- |
-2.42K- 6.8% |
$185K - $189K
|
33.2K
$2.62M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.5K- 91.27% |
$191K - $195K
|
239
$18.9K
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-2.59K- 6.56% |
$199K - $202K
|
36.9K
$2.92M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.63K- 68.04% |
$201K - $205K
|
1.24K
$97.5K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.7K- 17.3% |
$207K - $210K
|
12.9K
$1.02M
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-2.7K- 50.16% |
$207K - $210K
|
2.68K
$212K
|