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 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
10.4KNew |
$763K - $782K
|
10.4K
$828K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.3K+ 78.92% |
$760K - $779K
|
23.4K
$1.87M
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.3K+ 107.03% |
$757K - $776K
|
19.9K
$1.59M
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
10.1K+ 6.33% |
$745K - $764K
|
170K
$13.6M
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
9.71K+ 29.04% |
$715K - $733K
|
43.2K
$3.45M
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
9.69KNew |
$713K - $731K
|
9.69K
$773K
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.63K+ 228.34% |
$708K - $726K
|
13.8K
$1.11M
|
|
Jul 19, 2023
Q2 2023
|
Darrow Company, Inc.
|
BUY
|
- |
9.62K+ 10.52% |
$708K - $726K
|
101K
$8.07M
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
9.31KNew |
$685K - $702K
|
9.31K
$743K
|
|
Aug 08, 2023
Q2 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
9.02K+ 2.13% |
$663K - $680K
|
432K
$34.5M
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
9KNew |
$662K - $679K
|
9K
$719K
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8.99K+ 558.55% |
$661K - $678K
|
10.6K
$846K
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
8.9K+ 95.14% |
$655K - $671K
|
18.3K
$1.46M
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
8.78KNew |
$646K - $662K
|
8.78K
$701K
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
8.7KNew |
$640K - $656K
|
8.7K
$695K
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.66K+ 58.57% |
$637K - $653K
|
23.4K
$1.87M
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.61K+ 96.74% |
$633K - $649K
|
17.5K
$1.4M
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.58KNew |
$631K - $647K
|
8.58K
$685K
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.52K+ 84.78% |
$627K - $642K
|
18.6K
$1.48M
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
8.41K+ 51.77% |
$619K - $634K
|
24.7K
$1.97M
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
7.99K+ 115.06% |
$587K - $602K
|
14.9K
$1.19M
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
7.82K+ 81.67% |
$575K - $590K
|
17.4K
$1.39M
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
7.82KNew |
$575K - $590K
|
7.82K
$624K
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.73K+ 17.82% |
$569K - $583K
|
51.1K
$4.08M
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
7.71KNew |
$567K - $582K
|
7.71K
$616K
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
7.53K+ 73.12% |
$554K - $568K
|
17.8K
$1.42M
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.48K+ 5.36% |
$550K - $564K
|
147K
$11.7M
|
|
Aug 10, 2023
Q2 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
7.27K+ 1.72% |
$535K - $549K
|
430K
$34.4M
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
7.17K+ 5.81% |
$527K - $541K
|
130K
$10.4M
|
|
Jul 26, 2023
Q2 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
7.16K+ 25.27% |
$527K - $540K
|
35.5K
$2.83M
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
7.13KNew |
$525K - $538K
|
7.13K
$569K
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
7.12KNew |
$523K - $537K
|
7.12K
$568K
|
|
Aug 04, 2023
Q2 2023
|
Ctc LLC
|
BUY
|
- |
6.89KNew |
$507K - $519K
|
6.89K
$550K
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
6.61K+ 130.89% |
$486K - $499K
|
11.7K
$931K
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
6.51KNew |
$479K - $491K
|
6.51K
$519K
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
6.31K+ 291.05% |
$464K - $476K
|
8.47K
$677K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.29K+ 161.84% |
$463K - $475K
|
10.2K
$813K
|
|
Jul 19, 2023
Q2 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
6.11K+ 20.45% |
$450K - $461K
|
36K
$2.87M
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.08K+ 11.29% |
$448K - $459K
|
60K
$4.79M
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
6.03K+ 1.09% |
$443K - $454K
|
560K
$44.7M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.83K+ 21.44% |
$429K - $439K
|
33K
$2.63M
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
5.71K+ 20.42% |
$420K - $431K
|
33.7K
$2.69M
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5.52K+ 10.56% |
$406K - $416K
|
57.8K
$4.61M
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
5.49K+ 17.22% |
$404K - $414K
|
37.4K
$2.98M
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
5.4K+ 10.52% |
$397K - $407K
|
56.7K
$4.52M
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.37KNew |
$395K - $405K
|
5.37K
$429K
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.21K+ 126.01% |
$384K - $393K
|
9.35K
$747K
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
5.14KNew |
$378K - $388K
|
5.14K
$410K
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
5.14KNew |
$378K - $387K
|
5.14K
$410K
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.03KNew |
$370K - $379K
|
5.03K
$402K
|