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 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
89.3KNew |
$6.57M - $6.74M
|
89.3K
$7.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
85.3K+ 493.15% |
$6.28M - $6.44M
|
103K
$8.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
85K+ 212.5% |
$6.25M - $6.41M
|
125K
$9.98M
|
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
84.6KNew |
$6.23M - $6.38M
|
84.6K
$6.76M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
80.7KNew |
$5.93M - $6.08M
|
80.7K
$6.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
74.4KNew |
$5.47M - $5.61M
|
74.4K
$5.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
73.9K+ 236.92% |
$5.44M - $5.57M
|
105K
$8.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Jordan Park Group LLC
|
BUY
|
- |
71.1K+ 550.02% |
$5.23M - $5.36M
|
84K
$6.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
70.5K+ 59.35% |
$5.19M - $5.32M
|
189K
$15.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
70.1K+ 67.66% |
$5.16M - $5.29M
|
174K
$13.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Stonehill Capital Management LLC
New York, NY |
BUY
|
- |
70KNew |
$5.15M - $5.28M
|
70K
$5.59M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
66.4KNew |
$4.88M - $5.01M
|
66.4K
$5.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Asset Management LLC
|
BUY
|
- |
66.2K+ 820.95% |
$4.87M - $4.99M
|
74.3K
$5.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
66.1K+ 167.18% |
$4.86M - $4.99M
|
106K
$8.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
65.4K+ 11.23% |
$4.81M - $4.94M
|
648K
$51.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
64.2K+ 5697.6% |
$4.72M - $4.84M
|
65.3K
$5.21M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
63.4K+ 574.17% |
$4.66M - $4.78M
|
74.4K
$5.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
63.4K+ 574.17% |
$4.66M - $4.78M
|
74.4K
$5.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
63.1KNew |
$4.64M - $4.76M
|
63.1K
$5.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
61.7K+ 2094.13% |
$4.54M - $4.65M
|
64.6K
$5.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
60.8K+ 84.07% |
$4.48M - $4.59M
|
133K
$10.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
56.2KNew |
$4.13M - $4.24M
|
56.2K
$4.49M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49.1K+ 1.33% |
$3.61M - $3.7M
|
3.74M
$298M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
48.4K+ 201.85% |
$3.56M - $3.65M
|
72.4K
$5.78M
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
45.4KNew |
$3.34M - $3.43M
|
45.4K
$3.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
44.8K+ 182.38% |
$3.3M - $3.38M
|
69.4K
$5.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Bain Capital Credit, LP
Boston, MA |
BUY
|
- |
43.3KNew |
$3.19M - $3.27M
|
43.3K
$3.46M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
43.3K+ 18.67% |
$3.18M - $3.26M
|
275K
$22M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
39.9K+ 41.49% |
$2.93M - $3.01M
|
136K
$10.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
38.5KNew |
$2.83M - $2.9M
|
38.5K
$3.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38K+ 2.26% |
$2.8M - $2.87M
|
1.72M
$137M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
36.9KNew |
$2.71M - $2.78M
|
36.9K
$2.94M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
34.9K+ 118.86% |
$2.57M - $2.63M
|
64.2K
$5.13M
|
|
|
Jul 10, 2023
Q2 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
34.5KNew |
$2.54M - $2.6M
|
34.5K
$2.76M
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
32.6K+ 18.69% |
$2.39M - $2.45M
|
207K
$16.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
32.4K+ 539.67% |
$2.38M - $2.44M
|
38.4K
$3.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
BUY
|
- |
32.2KNew |
$2.37M - $2.43M
|
32.2K
$2.57M
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
BUY
|
- |
30.8K+ 16.95% |
$2.26M - $2.32M
|
212K
$17M
|
|
|
Jul 14, 2023
Q2 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
30.7KNew |
$2.25M - $2.31M
|
30.7K
$2.45M
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
30.6KNew |
$2.25M - $2.31M
|
30.6K
$2.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
29.7K+ 0.98% |
$2.18M - $2.24M
|
3.06M
$244M
|
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
29.2K+ 29.05% |
$2.15M - $2.2M
|
130K
$10.4M
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
29.2K+ 29.05% |
$2.15M - $2.2M
|
130K
$10.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
29.1K+ 19282.12% |
$2.14M - $2.2M
|
29.3K
$2.34M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
28.8K+ 277.93% |
$2.12M - $2.17M
|
39.1K
$3.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
26.3K+ 168.54% |
$1.93M - $1.98M
|
41.9K
$3.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
25.9K+ 72.44% |
$1.91M - $1.95M
|
61.7K
$4.93M
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
24.7K+ 265.62% |
$1.81M - $1.86M
|
33.9K
$2.71M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
23.9KNew |
$1.76M - $1.8M
|
23.9K
$1.91M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
23.8K+ 175.8% |
$1.75M - $1.8M
|
37.4K
$2.99M
|