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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.2K- 6.38% |
$88.3K - $90.5K
|
17.6K
$1.41M
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.29K- 17.19% |
$94.8K - $97.2K
|
6.21K
$496K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.32K- 55.42% |
$96.7K - $99.2K
|
1.06K
$84.5K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.32K- 55.42% |
$96.7K - $99.2K
|
1.06K
$84.5K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.33K- 0.71% |
$97.6K - $100K
|
186K
$14.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.34K- 28.31% |
$98.2K - $101K
|
3.38K
$270K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.34K- 1.21% |
$98.4K - $101K
|
109K
$8.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.35K- 17.41% |
$99.3K - $102K
|
6.4K
$511K
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.37K- 15.97% |
$101K - $103K
|
7.22K
$576K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.4K- 20.1% |
$103K - $105K
|
5.56K
$444K
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.4K- 70.18% |
$103K - $105K
|
594
$47.4K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.45K- 13.8% |
$107K - $109K
|
9.06K
$723K
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.46K- 14.64% |
$107K - $110K
|
8.51K
$679K
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.46K- 0.53% |
$107K - $110K
|
275K
$22M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.5K- 24.93% |
$110K - $113K
|
4.52K
$361K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.53K- 19.7% |
$112K - $115K
|
6.22K
$496K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.57K- 15.88% |
$116K - $118K
|
8.31K
$664K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.6K- 1.05% |
$118K - $121K
|
151K
$12.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.61K- 5.75% |
$118K - $121K
|
26.3K
$2.1M
|
|
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
SELL
|
- |
-1.65K- 4.63% |
$121K - $125K
|
34K
$2.71M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-1.66K- 19.89% |
$122K - $125K
|
6.7K
$535K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.67K- 6.45% |
$123K - $126K
|
24.2K
$1.93M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.78K- 34.49% |
$131K - $134K
|
3.38K
$270K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.8K- 28.64% |
$133K - $136K
|
4.49K
$359K
|
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.94K- 18.53% |
$143K - $146K
|
8.52K
$680K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.01K- 21.47% |
$148K - $151K
|
7.34K
$586K
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.03K- 2.32% |
$149K - $153K
|
85.3K
$6.81M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.12K- 15.54% |
$156K - $160K
|
11.5K
$920K
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.14K- 13.96% |
$157K - $161K
|
13.2K
$1.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.16K- 4.9% |
$159K - $163K
|
41.9K
$3.34M
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-2.19K- 15.86% |
$161K - $165K
|
11.6K
$928K
|
|
|
Aug 03, 2023
Q2 2023
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-2.27K- 12.88% |
$167K - $171K
|
15.3K
$1.23M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.31K- 8.25% |
$170K - $175K
|
25.7K
$2.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.32K- 12.18% |
$170K - $175K
|
16.7K
$1.33M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.38K- 4.67% |
$175K - $179K
|
48.6K
$3.88M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.38K- 4.67% |
$175K - $179K
|
48.6K
$3.88M
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.39K- 2.7% |
$176K - $180K
|
86.1K
$6.87M
|
|
|
Aug 09, 2023
Q2 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-2.44K- 25.94% |
$179K - $184K
|
6.96K
$555K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.44K- 19.77% |
$180K - $184K
|
9.9K
$791K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2.55K- 17.29% |
$188K - $192K
|
12.2K
$974K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.66K- 63.4% |
$195K - $200K
|
1.53K
$122K
|
|
|
Jul 17, 2023
Q2 2023
|
Signify Wealth
|
SELL
|
- |
-2.67K- 5.05% |
$197K - $202K
|
50.3K
$4.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-2.71K- 12.13% |
$199K - $204K
|
19.6K
$1.57M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.79K- 49.52% |
$205K - $210K
|
2.84K
$227K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.79K- 20.51% |
$205K - $211K
|
10.8K
$864K
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.85K- 24.93% |
$210K - $215K
|
8.58K
$685K
|
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-2.86K- 12.66% |
$210K - $215K
|
19.7K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.9K- 2.95% |
$213K - $219K
|
95.2K
$7.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2.95K- 2.3% |
$217K - $222K
|
126K
$10M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.97K- 8.89% |
$219K - $224K
|
30.5K
$2.43M
|