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 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.93KNew |
$215K - $221K
|
2.93K
$234K
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.85KNew |
$210K - $215K
|
2.85K
$228K
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.82K+ 29.87% |
$207K - $213K
|
12.3K
$979K
|
|
Jul 18, 2023
Q2 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
2.77K+ 16.81% |
$204K - $209K
|
19.2K
$1.54M
|
|
Aug 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.73KNew |
$201K - $206K
|
2.73K
$218K
|
|
Aug 07, 2023
Q2 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
2.72K+ 19.27% |
$200K - $205K
|
16.9K
$1.35M
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
2.6K+ 40.11% |
$191K - $196K
|
9.09K
$725K
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
2.57K+ 0.96% |
$189K - $194K
|
271K
$21.6M
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.52K+ 29.59% |
$186K - $190K
|
11K
$882K
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.46K+ 18.0% |
$181K - $186K
|
16.1K
$1.29M
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.24KNew |
$165K - $169K
|
2.24K
$179K
|
|
Aug 14, 2023
Q2 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
2.2K+ 14.72% |
$162K - $166K
|
17.2K
$1.37M
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
2.17K+ 3.91% |
$160K - $164K
|
57.6K
$4.6M
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.15K+ 37.02% |
$158K - $162K
|
7.96K
$636K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.11K+ 8.13% |
$155K - $159K
|
28.1K
$2.24M
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.99K+ 7.26% |
$147K - $150K
|
29.4K
$2.35M
|
|
Aug 04, 2023
Q2 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.97K+ 2.45% |
$145K - $149K
|
82.3K
$6.57M
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1.97K+ 4.08% |
$145K - $148K
|
50.2K
$4.01M
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.97K+ 293.43% |
$145K - $148K
|
2.64K
$210K
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.92KNew |
$142K - $145K
|
1.92K
$154K
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.85K+ 44.95% |
$136K - $139K
|
5.95K
$475K
|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.77K+ 10.65% |
$130K - $133K
|
18.4K
$1.47M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.76KNew |
$130K - $133K
|
1.76K
$141K
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
BUY
|
- |
1.72K+ 3.32% |
$127K - $130K
|
53.7K
$4.28M
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.67K+ 0.96% |
$123K - $126K
|
176K
$14.1M
|
|
Aug 11, 2023
Q2 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
1.65K+ 5.11% |
$121K - $124K
|
33.9K
$2.71M
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.65K+ 6.23% |
$121K - $124K
|
28.1K
$2.24M
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.58K+ 1.73% |
$116K - $119K
|
92.5K
$7.39M
|
|
Jul 28, 2023
Q2 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
1.54K+ 665.52% |
$114K - $116K
|
1.78K
$142K
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
1.42K+ 8.27% |
$104K - $107K
|
18.6K
$1.48M
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.37K+ 6.34% |
$101K - $104K
|
23K
$1.84M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.37K+ 1.88% |
$101K - $103K
|
74.4K
$5.94M
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.32K+ 0.96% |
$96.9K - $99.3K
|
139K
$11.1M
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
1.29K+ 12.0% |
$95.2K - $97.6K
|
12.1K
$964K
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.09K+ 11.3% |
$80.5K - $82.5K
|
10.8K
$861K
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.09K+ 3.45% |
$80.3K - $82.4K
|
32.8K
$2.62M
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.06K+ 33.67% |
$78.1K - $80.1K
|
4.22K
$337K
|
|
Aug 10, 2023
Q2 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.02K+ 178.25% |
$74.7K - $76.6K
|
1.59K
$127K
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1K+ 1.23% |
$73.8K - $75.6K
|
82.5K
$6.58M
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
989+ 0.85% |
$72.8K - $74.6K
|
118K
$9.39M
|
|
Aug 04, 2023
Q2 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
954+ 7.46% |
$70.2K - $72K
|
13.7K
$1.1M
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
BUY
|
- |
947+ 2.97% |
$69.7K - $71.4K
|
32.8K
$2.62M
|
|
Jul 17, 2023
Q2 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
881+ 33.02% |
$64.8K - $66.4K
|
3.55K
$283K
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
872+ 22.46% |
$64.2K - $65.8K
|
4.76K
$380K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
861New |
$63.3K - $64.9K
|
861
$68.7K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
827New |
$60.8K - $62.4K
|
827
$66K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
797+ 3.77% |
$58.6K - $60.1K
|
22K
$1.75M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
791+ 4.11% |
$58.2K - $59.7K
|
20K
$1.6M
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
767+ 104.07% |
$56.4K - $57.8K
|
1.5K
$120K
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
759+ 6.7% |
$55.8K - $57.2K
|
12.1K
$965K
|