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 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
52K+ 45.43% |
$3.98M - $4.05M
|
166K
$13.1M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
52KNew |
$3.98M - $4.05M
|
52K
$4.1M
|
|
|
May 15, 2024
Q1 2024
|
Tfg Asset Management Gp LTD
Grand Cayman, E9 |
BUY
|
- |
42.1K+ 117.97% |
$3.23M - $3.28M
|
77.8K
$6.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
41.6KNew |
$3.19M - $3.24M
|
41.6K
$3.28M
|
|
|
May 01, 2024
Q1 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
39.7KNew |
$3.04M - $3.09M
|
39.7K
$3.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
39.5K+ 48.29% |
$3.02M - $3.08M
|
121K
$9.56M
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
39.5K+ 9.67% |
$3.02M - $3.07M
|
448K
$35.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38.9K+ 10.34% |
$2.98M - $3.03M
|
415K
$32.8M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
38.9KNew |
$2.98M - $3.03M
|
38.9K
$3.07M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
36.9K+ 32.16% |
$2.83M - $2.88M
|
152K
$12M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
36.5K+ 1.98% |
$2.79M - $2.84M
|
1.87M
$148M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
34.9KNew |
$2.67M - $2.72M
|
34.9K
$2.75M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
34K+ 32.23% |
$2.61M - $2.65M
|
140K
$11M
|
|
|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
33.9KNew |
$2.6M - $2.64M
|
33.9K
$2.67M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.6K+ 25.35% |
$2.42M - $2.46M
|
156K
$12.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
29.1K+ 129.54% |
$2.23M - $2.27M
|
51.6K
$4.07M
|
|
|
May 09, 2024
Q1 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
29K+ 290.0% |
$2.22M - $2.26M
|
39K
$3.07M
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
28.5KNew |
$2.18M - $2.22M
|
28.5K
$2.24M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
27.8K+ 35.14% |
$2.13M - $2.17M
|
107K
$8.44M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
27.6K+ 536.73% |
$2.11M - $2.15M
|
32.7K
$2.58M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
26.8K+ 46.9% |
$2.05M - $2.09M
|
83.9K
$6.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
25.5K+ 30.02% |
$1.95M - $1.99M
|
110K
$8.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
25.1K+ 16.47% |
$1.92M - $1.95M
|
177K
$14M
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
24.9K+ 24.68% |
$1.9M - $1.94M
|
126K
$9.9M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
24.2KNew |
$1.86M - $1.89M
|
24.2K
$1.91M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.1K+ 3.82% |
$1.77M - $1.8M
|
628K
$49.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
21.4K+ 6.52% |
$1.64M - $1.67M
|
349K
$27.5M
|
|
|
May 08, 2024
Q1 2024
|
Emory University
Atlanta, GA |
BUY
|
- |
20.6K+ 1.56% |
$1.57M - $1.6M
|
1.34M
$106M
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
19.8KNew |
$1.52M - $1.54M
|
19.8K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.6K+ 10.39% |
$1.42M - $1.45M
|
197K
$15.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
18.4KNew |
$1.41M - $1.43M
|
18.4K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
18KNew |
$1.38M - $1.4M
|
18K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
17.5K+ 1.41% |
$1.34M - $1.36M
|
1.26M
$99.6M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17.4K+ 20.34% |
$1.33M - $1.35M
|
103K
$8.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
17.3K+ 144.95% |
$1.33M - $1.35M
|
29.3K
$2.31M
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
17.1K+ 100.68% |
$1.31M - $1.33M
|
34.1K
$2.69M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
16.9K+ 6.42% |
$1.3M - $1.32M
|
281K
$22.2M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
16.6KNew |
$1.27M - $1.29M
|
16.6K
$1.31M
|
|
|
May 02, 2024
Q1 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
16.5K+ 12.6% |
$1.26M - $1.29M
|
147K
$11.6M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.3K+ 432.25% |
$1.25M - $1.27M
|
20.1K
$1.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
16.2K+ 13.06% |
$1.24M - $1.26M
|
140K
$11.1M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
16.2KNew |
$1.24M - $1.26M
|
16.2K
$1.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
15.7KNew |
$1.2M - $1.23M
|
15.7K
$1.24M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
15.4K+ 34.72% |
$1.18M - $1.2M
|
59.8K
$4.72M
|
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
15.1KNew |
$1.16M - $1.18M
|
15.1K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
15KNew |
$1.15M - $1.17M
|
15K
$1.18M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
15KNew |
$1.15M - $1.17M
|
15K
$1.18M
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
BUY
|
- |
14.7K+ 196.68% |
$1.12M - $1.14M
|
22.1K
$1.75M
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
14.6K+ 7.42% |
$1.12M - $1.14M
|
211K
$16.7M
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
14.3K+ 36.94% |
$1.09M - $1.11M
|
52.9K
$4.17M
|