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 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
7KNew |
$536K - $545K
|
7K
$564K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
7KNew |
$536K - $545K
|
7K
$563K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
6.91K+ 9.68% |
$529K - $538K
|
78.3K
$6.3M
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
6.87K+ 37.71% |
$526K - $535K
|
25.1K
$2.02M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
6.85KNew |
$524K - $533K
|
6.85K
$551K
|
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
6.6K+ 2.77% |
$505K - $514K
|
245K
$19.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
6.54K+ 5.3% |
$501K - $510K
|
130K
$10.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
6.52K+ 11.3% |
$499K - $508K
|
64.2K
$5.17M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.49K+ 18.48% |
$497K - $506K
|
41.6K
$3.35M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.43K+ 11.96% |
$493K - $501K
|
60.2K
$4.85M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
6.36KNew |
$487K - $495K
|
6.36K
$512K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
6.2KNew |
$474K - $483K
|
6.2K
$499K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
5.94KNew |
$455K - $463K
|
5.94K
$478K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.93K+ 13.85% |
$454K - $462K
|
48.7K
$3.92M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
5.89KNew |
$451K - $459K
|
5.89K
$475K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.88K+ 34.87% |
$450K - $458K
|
22.8K
$1.83M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.71K+ 17.71% |
$437K - $445K
|
38K
$3.06M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.69K+ 1824.36% |
$436K - $443K
|
6K
$483K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
5.55K+ 8.69% |
$425K - $433K
|
69.4K
$5.59M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.54K+ 10.39% |
$424K - $431K
|
58.9K
$4.74M
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
5.33K+ 15.97% |
$408K - $415K
|
38.7K
$3.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
5.31K+ 3.19% |
$407K - $414K
|
172K
$13.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.3K+ 81.58% |
$406K - $413K
|
11.8K
$949K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.22KNew |
$400K - $407K
|
5.22K
$420K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
5.2K+ 40.78% |
$398K - $405K
|
17.9K
$1.44M
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
5.03K+ 5.84% |
$385K - $392K
|
91.1K
$7.34M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.01K+ 25.73% |
$384K - $391K
|
24.5K
$1.97M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5K+ 191.94% |
$383K - $390K
|
7.61K
$612K
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
5K+ 4.12% |
$383K - $389K
|
126K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
5K+ 46.48% |
$383K - $389K
|
15.7K
$1.27M
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
4.98K+ 12.77% |
$381K - $388K
|
43.9K
$3.54M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.97K+ 8.9% |
$381K - $387K
|
60.8K
$4.9M
|
|
|
May 28, 2025
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.97K+ 150.87% |
$380K - $387K
|
8.26K
$665K
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4.88K+ 1.2% |
$373K - $380K
|
413K
$33.2M
|
|
|
May 07, 2024
Q1 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
4.84K+ 10.29% |
$370K - $377K
|
51.8K
$4.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
4.79K+ 5.12% |
$367K - $373K
|
98.3K
$7.91M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.77KNew |
$365K - $372K
|
4.77K
$384K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.74K+ 14.38% |
$363K - $370K
|
37.7K
$3.04M
|
|
|
Apr 12, 2024
Q1 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
4.73K+ 5.04% |
$362K - $368K
|
98.6K
$7.94M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
4.65K+ 4.79% |
$356K - $362K
|
102K
$8.19M
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
4.59KNew |
$351K - $357K
|
4.59K
$369K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.54KNew |
$348K - $354K
|
4.54K
$366K
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
4.48K+ 9.07% |
$343K - $349K
|
53.9K
$4.34M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.47K+ 86.96% |
$342K - $348K
|
9.61K
$774K
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4.45KNew |
$341K - $347K
|
4.45K
$358K
|
|
|
Apr 03, 2024
Q1 2024
|
Stairway Partners, LLC
|
BUY
|
- |
4.4K+ 1.85% |
$337K - $343K
|
242K
$19.5M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.39K+ 7.99% |
$336K - $342K
|
59.3K
$4.77M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4.36K+ 2.28% |
$334K - $340K
|
195K
$15.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
4.34K+ 9.69% |
$332K - $338K
|
49.1K
$3.95M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.33K+ 35.14% |
$331K - $337K
|
16.6K
$1.34M
|