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
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
706+ 4.47% |
$51.9K - $53.2K
|
16.5K
$1.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
705+ 8.47% |
$51.9K - $53.2K
|
9.03K
$721K
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
697+ 3.06% |
$51.3K - $52.6K
|
23.5K
$1.87M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
683New |
$50.2K - $51.5K
|
683
$54.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Allie Family Office LLC
|
BUY
|
- |
670+ 2.05% |
$49.3K - $50.5K
|
33.4K
$2.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
666+ 7.66% |
$49K - $50.2K
|
9.36K
$747K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
638+ 1.34% |
$46.9K - $48.1K
|
48.4K
$3.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
598+ 1.66% |
$44K - $45.1K
|
36.7K
$2.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Citizens & Northern Corp
|
BUY
|
- |
575+ 8.64% |
$42.3K - $43.4K
|
7.23K
$577K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
554+ 195.07% |
$40.8K - $41.8K
|
838
$66.9K
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
543+ 1.37% |
$39.9K - $41K
|
40.1K
$3.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Stairway Partners, LLC
|
BUY
|
- |
540+ 0.19% |
$39.7K - $40.7K
|
288K
$23M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
535New |
$39.4K - $40.3K
|
535
$42.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
524+ 7.15% |
$38.6K - $39.5K
|
7.85K
$627K
|
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
514+ 5.1% |
$37.8K - $38.8K
|
10.6K
$846K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
511+ 7.56% |
$37.6K - $38.5K
|
7.27K
$580K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
507+ 10.71% |
$37.3K - $38.2K
|
5.24K
$418K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
496+ 93.23% |
$36.5K - $37.4K
|
1.03K
$82.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
495+ 0.62% |
$36.4K - $37.3K
|
80.9K
$6.46M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
488+ 2.37% |
$35.9K - $36.8K
|
21.1K
$1.68M
|
|
|
Jul 12, 2023
Q2 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
475+ 3.74% |
$34.9K - $35.8K
|
13.2K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
472New |
$34.7K - $35.6K
|
472
$37.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
469New |
$34.5K - $35.4K
|
469
$37.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
466New |
$34.3K - $35.1K
|
466
$37.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
465+ 2.79% |
$34.2K - $35.1K
|
17.1K
$1.37M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
464+ 10.98% |
$34.1K - $35K
|
4.69K
$375K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
417+ 0.5% |
$30.7K - $31.5K
|
83.8K
$6.69M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
409+ 11.56% |
$30.1K - $30.8K
|
3.95K
$315K
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
401+ 4.82% |
$29.5K - $30.2K
|
8.72K
$696K
|
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
400+ 7.52% |
$29.4K - $30.2K
|
5.72K
$457K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
377+ 5.23% |
$27.7K - $28.4K
|
7.58K
$605K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
372+ 2.26% |
$27.4K - $28.1K
|
16.8K
$1.35M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
372+ 4.03% |
$27.4K - $28.1K
|
9.61K
$767K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
354+ 1.54% |
$26K - $26.7K
|
23.4K
$1.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
313+ 2.14% |
$23K - $23.6K
|
15K
$1.19M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
303+ 101.34% |
$22.3K - $22.9K
|
602
$48.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
302+ 6.36% |
$22.2K - $22.8K
|
5.05K
$403K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
294New |
$21.6K - $22.2K
|
294
$23.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
282+ 1.63% |
$20.7K - $21.3K
|
17.6K
$1.41M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
278+ 8.18% |
$20.5K - $21K
|
3.68K
$293K
|
|
|
Aug 07, 2023
Q2 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
266+ 0.37% |
$19.6K - $20.1K
|
72.6K
$5.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
BUY
|
- |
265+ 0.4% |
$19.5K - $20K
|
66.3K
$5.29M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
265+ 35.62% |
$19.5K - $20K
|
1.01K
$80.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
262+ 3.47% |
$19.3K - $19.8K
|
7.82K
$624K
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
260+ 9.52% |
$19.1K - $19.6K
|
2.99K
$239K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
250+ 3.3% |
$18.4K - $18.9K
|
7.83K
$625K
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
237+ 1.33% |
$17.4K - $17.9K
|
18.1K
$1.44M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
225+ 4.8% |
$16.6K - $17K
|
4.91K
$392K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
209+ 60.93% |
$15.4K - $15.8K
|
552
$44.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
205+ 7.74% |
$15.1K - $15.5K
|
2.86K
$228K
|