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 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
4.25KNew |
$325K - $331K
|
4.25K
$335K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.24KNew |
$325K - $330K
|
4.24K
$334K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.23KNew |
$324K - $330K
|
4.23K
$334K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.19K+ 7.85% |
$321K - $327K
|
57.6K
$4.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
4.19KNew |
$321K - $326K
|
4.19K
$330K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.18K+ 122.3% |
$320K - $326K
|
7.61K
$600K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.14KNew |
$317K - $323K
|
4.14K
$327K
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
3.98K+ 48.57% |
$305K - $310K
|
12.2K
$960K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.93K+ 15.93% |
$301K - $306K
|
28.6K
$2.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
3.93KNew |
$301K - $306K
|
3.93K
$310K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3.86K+ 25.12% |
$296K - $301K
|
19.2K
$1.52M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.79K+ 14.37% |
$291K - $296K
|
30.2K
$2.38M
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
3.7K+ 37.0% |
$283K - $288K
|
13.7K
$1.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.68KNew |
$282K - $287K
|
3.68K
$290K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
BUY
|
- |
3.63K+ 15.32% |
$278K - $283K
|
27.3K
$2.15M
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
BUY
|
- |
3.6KNew |
$276K - $280K
|
3.6K
$284K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.58K+ 21.73% |
$274K - $278K
|
20K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3.5K+ 98.51% |
$268K - $272K
|
7.05K
$556K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.48K+ 62.45% |
$266K - $271K
|
9.05K
$714K
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.48KNew |
$266K - $271K
|
3.48K
$274K
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.42KNew |
$261K - $266K
|
3.42K
$269K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.31K+ 25.92% |
$254K - $258K
|
16.1K
$1.27M
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
BUY
|
- |
3.29K+ 0.45% |
$252K - $257K
|
743K
$58.6M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3.27KNew |
$250K - $255K
|
3.27K
$258K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
3.25K+ 10.54% |
$249K - $253K
|
34.1K
$2.69M
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.18K+ 59.83% |
$243K - $248K
|
8.5K
$670K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.18K+ 4.34% |
$243K - $247K
|
76.5K
$6.03M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.16K+ 61.92% |
$242K - $246K
|
8.26K
$651K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
3.12K+ 6.99% |
$239K - $243K
|
47.8K
$3.77M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.11K+ 48.23% |
$238K - $243K
|
9.57K
$754K
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.07K+ 3.25% |
$235K - $239K
|
97.6K
$7.69M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
3.01KNew |
$230K - $234K
|
3.01K
$237K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
3K+ 46.27% |
$230K - $234K
|
9.48K
$748K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.99KNew |
$229K - $233K
|
2.99K
$236K
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
2.94KNew |
$225K - $229K
|
2.94K
$232K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
2.88KNew |
$221K - $225K
|
2.88K
$227K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.86K+ 1.85% |
$219K - $223K
|
157K
$12.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.83KNew |
$217K - $221K
|
2.83K
$223K
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.81K+ 2.74% |
$215K - $219K
|
105K
$8.31M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.75KNew |
$211K - $214K
|
2.75K
$217K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.73K+ 19.1% |
$209K - $213K
|
17K
$1.34M
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.73K+ 3.6% |
$209K - $213K
|
78.5K
$6.19M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.71K+ 70.28% |
$208K - $211K
|
6.57K
$518K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.68K+ 23.83% |
$205K - $209K
|
13.9K
$1.1M
|
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
2.68K+ 13.52% |
$205K - $209K
|
22.5K
$1.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2.66KNew |
$204K - $207K
|
2.66K
$210K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.63K+ 18771.43% |
$201K - $205K
|
2.64K
$208K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.62K+ 14.8% |
$201K - $204K
|
20.3K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.58KNew |
$198K - $201K
|
2.58K
$203K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.58K+ 10.61% |
$197K - $201K
|
26.9K
$2.12M
|