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 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
252+ 0.12% |
$19.3K - $19.6K
|
212K
$16.7M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
250+ 8.99% |
$19.1K - $19.5K
|
3.03K
$239K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
247New |
$18.9K - $19.2K
|
247
$19.5K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
244+ 4.09% |
$18.7K - $19K
|
6.21K
$489K
|
|
|
May 08, 2024
Q1 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
238+ 0.9% |
$18.2K - $18.5K
|
26.6K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
230+ 0.18% |
$17.6K - $17.9K
|
128K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
225+ 4.64% |
$17.2K - $17.5K
|
5.07K
$400K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
225New |
$17.2K - $17.5K
|
225
$17.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
215+ 7.24% |
$16.5K - $16.7K
|
3.19K
$251K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
205+ 683.33% |
$15.7K - $16K
|
235
$18.5K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
203+ 124.54% |
$15.5K - $15.8K
|
366
$28.9K
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
202+ 0.87% |
$15.5K - $15.7K
|
23.3K
$1.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
200New |
$15.3K - $15.6K
|
200
$15.8K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
199+ 4.14% |
$15.2K - $15.5K
|
5K
$395K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
188+ 0.18% |
$14.4K - $14.6K
|
102K
$8.08M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
181+ 4.42% |
$13.9K - $14.1K
|
4.27K
$337K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
181+ 12.0% |
$13.9K - $14.1K
|
1.69K
$133K
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
171+ 3.96% |
$13.1K - $13.3K
|
4.49K
$354K
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
168+ 6.33% |
$12.9K - $13.1K
|
2.82K
$223K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
167+ 0.87% |
$12.8K - $13K
|
19.5K
$1.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
165+ 2.68% |
$12.6K - $12.9K
|
6.32K
$498K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
163+ 0.02% |
$12.5K - $12.7K
|
934K
$73.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
161+ 33.75% |
$12.3K - $12.5K
|
638
$50.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
161+ 18.17% |
$12.3K - $12.5K
|
1.05K
$82.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
158+ 0.64% |
$12.1K - $12.3K
|
25K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
158+ 5.59% |
$12.1K - $12.3K
|
2.98K
$235K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
152+ 4.29% |
$11.6K - $11.8K
|
3.7K
$291K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
151New |
$11.6K - $11.8K
|
151
$11.9K
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
147+ 0.32% |
$11.3K - $11.5K
|
46.7K
$3.68M
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
140+ 1.35% |
$10.7K - $10.9K
|
10.5K
$829K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
136New |
$10.4K - $10.6K
|
136
$10.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
135+ 207.69% |
$10.3K - $10.5K
|
200
$15.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
129+ 2.23% |
$9.88K - $10K
|
5.91K
$466K
|
|
|
May 10, 2024
Q1 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
121+ 0.49% |
$9.26K - $9.43K
|
24.9K
$1.96M
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
115New |
$8.81K - $8.96K
|
115
$9.07K
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
108+ 1.37% |
$8.27K - $8.41K
|
7.96K
$628K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
107New |
$8.19K - $8.34K
|
107
$8.44K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
101+ 4.42% |
$7.73K - $7.87K
|
2.39K
$188K
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
99+ 0.24% |
$7.58K - $7.71K
|
41.3K
$3.26M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
86New |
$6.59K - $6.7K
|
86
$6.78K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
82+ 0.73% |
$6.28K - $6.39K
|
11.4K
$897K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
73New |
$5.59K - $5.69K
|
73
$5.76K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
72New |
$5.51K - $5.61K
|
72
$5.68K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
71+ 7.68% |
$5.44K - $5.53K
|
995
$78.4K
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
BUY
|
- |
64+ 0.87% |
$4.9K - $4.99K
|
7.43K
$586K
|
|
|
May 15, 2024
Q1 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
61+ 1.58% |
$4.67K - $4.75K
|
3.92K
$309K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
50+ 4.86% |
$3.83K - $3.9K
|
1.08K
$85.1K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
49+ 0.98% |
$3.75K - $3.82K
|
5.07K
$400K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
49+ 0.82% |
$3.75K - $3.82K
|
6K
$473K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
46New |
$3.52K - $3.58K
|
46
$3.63K
|