Purchases and Sales Made in Q2 2023 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-413- 1.31% |
$30.4K - $31.1K
|
31.1K
$2.48M
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-424- 1.6% |
$31.2K - $32K
|
26.1K
$2.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-466- 6.57% |
$34.3K - $35.1K
|
6.63K
$529K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-480- 0.65% |
$35.3K - $36.2K
|
73.9K
$5.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-487- 38.96% |
$35.8K - $36.7K
|
763
$60.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-489- 43.01% |
$36K - $36.9K
|
648
$51.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
SELL
|
- |
-494- 9.01% |
$36.3K - $37.3K
|
4.99K
$398K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-498- 12.59% |
$36.6K - $37.6K
|
3.46K
$276K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-500- 6.36% |
$36.8K - $37.7K
|
7.36K
$588K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-522- 33.42% |
$38.4K - $39.4K
|
1.04K
$83K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-542- 9.35% |
$39.9K - $40.9K
|
5.25K
$419K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-546- 16.55% |
$40.2K - $41.2K
|
2.75K
$220K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-556- 13.32% |
$40.9K - $41.9K
|
3.62K
$289K
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-563- 6.67% |
$41.4K - $42.5K
|
7.88K
$629K
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-573- 1.22% |
$42.2K - $43.2K
|
46.3K
$3.69M
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-581- 17.58% |
$42.7K - $43.8K
|
2.72K
$217K
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-591- 10.86% |
$43.5K - $44.6K
|
4.85K
$387K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-600- 85.71% |
$44.1K - $45.3K
|
100
$7.98K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-604- 10.98% |
$44.4K - $45.6K
|
4.9K
$391K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-613- 6.02% |
$45.1K - $46.2K
|
9.57K
$764K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-621- 67.28% |
$45.7K - $46.8K
|
302
$24.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-642- 53.63% |
$47.2K - $48.4K
|
555
$44.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-678- 0.89% |
$49.9K - $51.1K
|
75.3K
$6.01M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-682- 15.8% |
$50.2K - $51.4K
|
3.63K
$290K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-685- 15.93% |
$50.4K - $51.7K
|
3.61K
$289K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-698- 8.73% |
$51.4K - $52.6K
|
7.3K
$583K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-743- 0.68% |
$54.7K - $56K
|
109K
$8.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-750- 4.69% |
$55.2K - $56.6K
|
15.2K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-758- 3.66% |
$55.8K - $57.2K
|
19.9K
$1.59M
|
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
SELL
|
- |
-771- 0.98% |
$56.7K - $58.1K
|
77.6K
$6.19M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-776- 25.88% |
$57.1K - $58.5K
|
2.22K
$177K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-780- 6.74% |
$57.4K - $58.8K
|
10.8K
$861K
|
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-787- 20.37% |
$57.9K - $59.4K
|
3.08K
$246K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-792- 11.47% |
$58.3K - $59.7K
|
6.11K
$488K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-799- 8.91% |
$58.8K - $60.3K
|
8.17K
$653K
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-811- 7.79% |
$59.7K - $61.2K
|
9.59K
$766K
|
|
|
Jul 10, 2023
Q2 2023
|
David J Yvars Group
|
SELL
|
- |
-862- 3.43% |
$63.4K - $65K
|
24.3K
$1.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-880- 17.26% |
$64.7K - $66.4K
|
4.22K
$337K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-905- 8.14% |
$66.6K - $68.3K
|
10.2K
$815K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-970- 0.39% |
$71.4K - $73.2K
|
251K
$20M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.03K- 1.05% |
$75.7K - $77.6K
|
97.3K
$7.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1.05K- 2.1% |
$76.9K - $78.8K
|
48.6K
$3.88M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.07K- 5.68% |
$79K - $81K
|
17.8K
$1.42M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.08K- 2.21% |
$79.3K - $81.3K
|
47.7K
$3.81M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.1K- 11.38% |
$80.6K - $82.7K
|
8.53K
$681K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.12K- 13.03% |
$82K - $84.1K
|
7.45K
$594K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.13K- 41.11% |
$83.1K - $85.1K
|
1.62K
$129K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.15K- 1.86% |
$84.6K - $86.7K
|
60.8K
$4.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
SELL
|
- |
-1.18K- 5.91% |
$86.6K - $88.8K
|
18.7K
$1.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.19K- 8.1% |
$87.7K - $89.9K
|
13.5K
$1.08M
|