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 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
71+ 7.68% |
$5.44K - $5.53K
|
995
$80.1K
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
BUY
|
- |
64+ 0.87% |
$4.9K - $4.99K
|
7.43K
$598K
|
|
|
May 15, 2024
Q1 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
61+ 1.58% |
$4.67K - $4.75K
|
3.92K
$315K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
50+ 4.86% |
$3.83K - $3.9K
|
1.08K
$86.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
49+ 0.82% |
$3.75K - $3.82K
|
6K
$483K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
49+ 0.98% |
$3.75K - $3.82K
|
5.07K
$408K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
46New |
$3.52K - $3.58K
|
46
$3.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
43+ 22.87% |
$3.29K - $3.35K
|
231
$18.6K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
40New |
$3.06K - $3.12K
|
40
$3.22K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
40+ 0.8% |
$3.06K - $3.12K
|
5.01K
$403K
|
|
|
May 13, 2024
Q1 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
39+ 0.42% |
$2.99K - $3.04K
|
9.35K
$753K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
37+ 0.92% |
$2.83K - $2.88K
|
4.05K
$326K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
35+ 0.55% |
$2.68K - $2.73K
|
6.45K
$519K
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
BUY
|
- |
35+ 0.59% |
$2.68K - $2.73K
|
5.97K
$480K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
34+ 5.11% |
$2.6K - $2.65K
|
700
$56.4K
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
34+ 1.03% |
$2.6K - $2.65K
|
3.33K
$268K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
31New |
$2.37K - $2.41K
|
31
$2.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
29+ 2.24% |
$2.22K - $2.26K
|
1.32K
$106K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
29+ 0.25% |
$2.22K - $2.26K
|
11.6K
$937K
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
28+ 1.31% |
$2.14K - $2.18K
|
2.17K
$175K
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
BUY
|
- |
26+ 0.08% |
$1.99K - $2.03K
|
33K
$2.66M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
26New |
$1.99K - $2.03K
|
26
$2.09K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
25+ 9.16% |
$1.91K - $1.95K
|
298
$24K
|
|
|
May 02, 2024
Q1 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
24+ 0.26% |
$1.84K - $1.87K
|
9.31K
$749K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
17+ 1.05% |
$1.3K - $1.32K
|
1.64K
$132K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
15+ 1.09% |
$1.15K - $1.17K
|
1.39K
$112K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
13+ 0.19% |
$995 - $1.01K
|
6.73K
$542K
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
13+ 0.3% |
$995 - $1.01K
|
4.28K
$345K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
11+ 0.26% |
$842 - $857
|
4.27K
$343K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
9New |
$689 - $701
|
9
$725
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
8New |
$613 - $623
|
8
$644
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
8+ 0.3% |
$613 - $623
|
2.65K
$213K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
7+ 1.05% |
$536 - $545
|
673
$54.2K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7+ 0.05% |
$536 - $545
|
13.2K
$1.06M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
7+ 0.99% |
$536 - $545
|
717
$57.7K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
6New |
$459 - $467
|
6
$483
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 1.0% |
$230 - $234
|
304
$24.5K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.93% |
$230 - $234
|
327
$26.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3+ 0.6% |
$230 - $234
|
501
$40.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.25% |
$153 - $156
|
806
$64.9K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2+ 10.53% |
$153 - $156
|
21
$1.69K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$76.6 - $77.9
|
1
$80.5
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
1New |
$76.6 - $77.9
|
1
$80.5
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.43% |
$76.6 - $77.9
|
232
$18.7K
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-2- 0.04% |
$153 - $156
|
5.44K
$438K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2- 1.74% |
$153 - $156
|
113
$9.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3- 0.07% |
$230 - $234
|
4.3K
$346K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-4- 0.68% |
$306 - $312
|
585
$47.1K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-5- 0.1% |
$383 - $390
|
4.87K
$392K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-10- 21.74% |
$766 - $779
|
36
$2.9K
|