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 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.57K+ 31.15% |
$197K - $200K
|
10.8K
$854K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.57K+ 8.69% |
$196K - $200K
|
32.1K
$2.53M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.55K+ 19.48% |
$195K - $199K
|
15.7K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
2.5K+ 8.06% |
$191K - $195K
|
33.5K
$2.64M
|
|
|
Apr 22, 2024
Q1 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
2.49K+ 5.15% |
$191K - $194K
|
50.9K
$4.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.48K+ 9.52% |
$190K - $194K
|
28.6K
$2.25M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.47K+ 10.69% |
$189K - $192K
|
25.5K
$2.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
2.41K+ 4.92% |
$184K - $188K
|
51.3K
$4.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.28KNew |
$175K - $178K
|
2.28K
$180K
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.15K+ 6.94% |
$165K - $168K
|
33.1K
$2.61M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.1K+ 6.58% |
$161K - $164K
|
34.1K
$2.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
2.1K+ 8.49% |
$161K - $164K
|
26.9K
$2.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2KNew |
$153K - $156K
|
2K
$158K
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.97K+ 1.3% |
$151K - $153K
|
154K
$12.1M
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.96K+ 12.02% |
$150K - $153K
|
18.3K
$1.44M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.86K+ 21.77% |
$143K - $145K
|
10.4K
$822K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
1.85K+ 16.97% |
$142K - $144K
|
12.8K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.84K+ 211.28% |
$141K - $143K
|
2.71K
$213K
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
1.83K+ 2.03% |
$140K - $143K
|
91.8K
$7.24M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
1.83K+ 2.95% |
$140K - $142K
|
63.8K
$5.03M
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
BUY
|
- |
1.77K+ 4.96% |
$135K - $138K
|
37.4K
$2.95M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.72K+ 3.19% |
$132K - $134K
|
55.8K
$4.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.7K+ 4.66% |
$130K - $132K
|
38.1K
$3.01M
|
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
1.65K+ 62.13% |
$127K - $129K
|
4.32K
$340K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.57K+ 24.03% |
$121K - $123K
|
8.12K
$640K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.51K+ 2.58% |
$115K - $117K
|
59.8K
$4.71M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.4K+ 28.27% |
$107K - $109K
|
6.36K
$501K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
1.4K+ 31.39% |
$107K - $109K
|
5.85K
$461K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.35K+ 3.71% |
$103K - $105K
|
37.7K
$2.97M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
1.35K+ 13.2% |
$103K - $105K
|
11.5K
$911K
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.34K+ 0.65% |
$103K - $105K
|
209K
$16.5M
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.33K+ 45.93% |
$102K - $103K
|
4.21K
$332K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.32KNew |
$101K - $103K
|
1.32K
$104K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.3K+ 3.09% |
$99.6K - $101K
|
43.5K
$3.43M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.3KNew |
$99.5K - $101K
|
1.3K
$102K
|
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
BUY
|
- |
1.27K+ 5.32% |
$97.2K - $98.9K
|
25.1K
$1.98M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.24K+ 40.51% |
$95.3K - $96.9K
|
4.32K
$340K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.23K+ 1.28% |
$93.9K - $95.5K
|
96.7K
$7.63M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.22K+ 20.24% |
$93.6K - $95.2K
|
7.26K
$572K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.2K+ 2.18% |
$92K - $93.6K
|
56.4K
$4.44M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.05KNew |
$80.1K - $81.5K
|
1.05K
$82.5K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.03K+ 6450.0% |
$79K - $80.4K
|
1.05K
$82.6K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
978+ 20.19% |
$74.9K - $76.2K
|
5.82K
$459K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
947+ 12.33% |
$72.5K - $73.8K
|
8.63K
$680K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
929+ 2.89% |
$71.1K - $72.4K
|
33K
$2.61M
|
|
|
Apr 11, 2024
Q1 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
898+ 2.09% |
$68.8K - $70K
|
43.9K
$3.46M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
888+ 3.43% |
$68K - $69.2K
|
26.8K
$2.11M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
876+ 8.12% |
$67.1K - $68.2K
|
11.7K
$919K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
874+ 8.47% |
$66.9K - $68.1K
|
11.2K
$882K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
852+ 21.0% |
$65.2K - $66.4K
|
4.91K
$387K
|