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 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
796+ 19900.0% |
$60.9K - $62K
|
800
$63.1K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
795+ 19.01% |
$60.9K - $61.9K
|
4.98K
$392K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
795+ 0.99% |
$60.9K - $61.9K
|
81K
$6.39M
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
786+ 6.3% |
$60.2K - $61.2K
|
13.3K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
762+ 2.08% |
$58.3K - $59.4K
|
37.4K
$2.95M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
740+ 18.67% |
$56.7K - $57.6K
|
4.7K
$371K
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
709+ 23.21% |
$54.3K - $55.2K
|
3.76K
$297K
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
BUY
|
- |
709+ 24.36% |
$54.3K - $55.2K
|
3.62K
$285K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
672+ 6.94% |
$51.5K - $52.3K
|
10.4K
$817K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
652+ 3.37% |
$49.9K - $50.8K
|
20K
$1.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
641+ 4.76% |
$49.1K - $49.9K
|
14.1K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
636+ 3.42% |
$48.7K - $49.5K
|
19.2K
$1.51M
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
629+ 4.28% |
$48.2K - $49K
|
15.3K
$1.21M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
628+ 3.61% |
$48.1K - $48.9K
|
18K
$1.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
615+ 1.64% |
$47.1K - $47.9K
|
38K
$3M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
605+ 7.49% |
$46.3K - $47.1K
|
8.68K
$684K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
551+ 5.79% |
$42.2K - $42.9K
|
10.1K
$793K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
524+ 33.85% |
$40.1K - $40.8K
|
2.07K
$163K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
521New |
$39.9K - $40.6K
|
521
$41.1K
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
515+ 8.9% |
$39.4K - $40.1K
|
6.3K
$497K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
514+ 1.82% |
$39.4K - $40K
|
28.7K
$2.26M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
510+ 13.06% |
$39.1K - $39.7K
|
4.42K
$348K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
510+ 349.32% |
$39.1K - $39.7K
|
656
$51.7K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
499+ 7.58% |
$38.2K - $38.9K
|
7.08K
$558K
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
476+ 17.3% |
$36.4K - $37.1K
|
3.23K
$254K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
470+ 101.95% |
$36K - $36.6K
|
931
$73.4K
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
428+ 10.18% |
$32.8K - $33.3K
|
4.63K
$365K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
407+ 1.61% |
$31.2K - $31.7K
|
25.8K
$2.03M
|
|
|
May 01, 2024
Q1 2024
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
402+ 12.03% |
$30.8K - $31.3K
|
3.74K
$295K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
394+ 2.05% |
$30.2K - $30.7K
|
19.7K
$1.55M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
380+ 177.57% |
$29.1K - $29.6K
|
594
$46.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
372+ 8.66% |
$28.5K - $29K
|
4.67K
$368K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
367+ 161.67% |
$28.1K - $28.6K
|
594
$46.8K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
358New |
$27.4K - $27.9K
|
358
$28.2K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
345New |
$26.4K - $26.9K
|
345
$27.2K
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
343+ 7.57% |
$26.3K - $26.7K
|
4.88K
$385K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
332+ 11.69% |
$25.4K - $25.9K
|
3.17K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
329+ 5.91% |
$25.2K - $25.6K
|
5.9K
$465K
|
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
320+ 0.43% |
$24.5K - $24.9K
|
75.1K
$5.92M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
317New |
$24.3K - $24.7K
|
317
$25K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
313+ 4.4% |
$24K - $24.4K
|
7.42K
$585K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
310+ 1.9% |
$23.7K - $24.1K
|
16.6K
$1.31M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
307+ 3.19% |
$23.5K - $23.9K
|
9.93K
$783K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
306+ 57.74% |
$23.4K - $23.8K
|
836
$65.9K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
306+ 5.27% |
$23.4K - $23.8K
|
6.12K
$482K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
295+ 1.0% |
$22.6K - $23K
|
29.7K
$2.34M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
294+ 2.68% |
$22.5K - $22.9K
|
11.3K
$889K
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
271+ 5.23% |
$20.8K - $21.1K
|
5.46K
$430K
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
267+ 3.0% |
$20.4K - $20.8K
|
9.17K
$723K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
253+ 6.9% |
$19.4K - $19.7K
|
3.92K
$309K
|