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 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
23.8KNew |
$1.75M - $1.79M
|
23.8K
$1.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.2KNew |
$1.71M - $1.75M
|
23.2K
$1.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
23.1K+ 145.32% |
$1.7M - $1.74M
|
38.9K
$3.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
22.9K+ 49.02% |
$1.68M - $1.73M
|
69.6K
$5.56M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
21.8K+ 8.3% |
$1.61M - $1.65M
|
285K
$22.8M
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
21.7K+ 372.66% |
$1.6M - $1.64M
|
27.6K
$2.2M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
20.9K+ 520.31% |
$1.54M - $1.58M
|
24.9K
$1.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.9K+ 20.56% |
$1.53M - $1.57M
|
122K
$9.77M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
20.7K+ 14.97% |
$1.52M - $1.56M
|
159K
$12.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
19.8K+ 14.02% |
$1.46M - $1.5M
|
161K
$12.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19.2K+ 2560.35% |
$1.41M - $1.45M
|
19.9K
$1.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
19.1K+ 68.7% |
$1.41M - $1.44M
|
47K
$3.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
17.9KNew |
$1.32M - $1.35M
|
17.9K
$1.43M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.8K+ 26.46% |
$1.31M - $1.35M
|
85.3K
$6.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
17.7KNew |
$1.3M - $1.34M
|
17.7K
$1.41M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
16.6K+ 463.17% |
$1.22M - $1.25M
|
20.2K
$1.61M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
BUY
|
- |
16.5K+ 120.82% |
$1.21M - $1.24M
|
30.1K
$2.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
16.4K+ 17.35% |
$1.21M - $1.24M
|
111K
$8.85M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
16.3K+ 120.92% |
$1.2M - $1.23M
|
29.7K
$2.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
16.2KNew |
$1.19M - $1.22M
|
16.2K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.4K+ 75.17% |
$1.13M - $1.16M
|
35.8K
$2.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
15.3K+ 13.94% |
$1.12M - $1.15M
|
125K
$9.96M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
15K+ 13.44% |
$1.1M - $1.13M
|
126K
$10.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
14.8K+ 31.9% |
$1.09M - $1.12M
|
61.3K
$4.89M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
14.5K+ 367.39% |
$1.07M - $1.09M
|
18.4K
$1.47M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
14.3K+ 11.46% |
$1.05M - $1.08M
|
139K
$11.1M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
14.3K+ 53.95% |
$1.05M - $1.08M
|
40.8K
$3.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
14.3K+ 53.95% |
$1.05M - $1.08M
|
40.8K
$3.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
14.2KNew |
$1.05M - $1.07M
|
14.2K
$1.14M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
13.9K+ 35579.49% |
$1.02M - $1.05M
|
13.9K
$1.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
13.8KNew |
$1.02M - $1.04M
|
13.8K
$1.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
13.7K+ 249.98% |
$1.01M - $1.03M
|
19.1K
$1.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
13.6K+ 6.61% |
$997K - $1.02M
|
219K
$17.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
13.5KNew |
$993K - $1.02M
|
13.5K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
13.4K+ 97.22% |
$989K - $1.01M
|
27.3K
$2.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.4K+ 16.19% |
$983K - $1.01M
|
95.9K
$7.66M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
13.2KNew |
$969K - $993K
|
13.2K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
12.4K+ 3.5% |
$915K - $938K
|
368K
$29.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
12.3KNew |
$903K - $925K
|
12.3K
$980K
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
12.3KNew |
$902K - $924K
|
12.3K
$979K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
12.2K+ 5.77% |
$898K - $920K
|
224K
$17.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.8K+ 20.0% |
$868K - $890K
|
70.8K
$5.65M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
11.7KNew |
$858K - $879K
|
11.7K
$931K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
11.5KNew |
$849K - $870K
|
11.5K
$921K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
11.5KNew |
$849K - $870K
|
11.5K
$921K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11.4K+ 134.9% |
$840K - $861K
|
19.9K
$1.59M
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
11.3K+ 215.65% |
$831K - $852K
|
16.5K
$1.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
10.6K+ 10.83% |
$782K - $802K
|
109K
$8.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Amarillo National Bank
|
BUY
|
- |
10.4K+ 6.26% |
$767K - $786K
|
177K
$14.1M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.4K+ 10.43% |
$765K - $784K
|
110K
$8.79M
|