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 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
200+ 6.65% |
$14.7K - $15.1K
|
3.21K
$256K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
199+ 2.04% |
$14.6K - $15K
|
9.93K
$793K
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
195+ 2.96% |
$14.3K - $14.7K
|
6.78K
$541K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
189New |
$13.9K - $14.3K
|
189
$15.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
185+ 9.9% |
$13.6K - $14K
|
2.05K
$164K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
182+ 1.15% |
$13.4K - $13.7K
|
16K
$1.28M
|
|
|
Jul 17, 2023
Q2 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
178+ 3.39% |
$13.1K - $13.4K
|
5.43K
$434K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
175New |
$12.9K - $13.2K
|
175
$14K
|
|
|
Jul 14, 2023
Q2 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
170+ 1.58% |
$12.5K - $12.8K
|
11K
$875K
|
|
|
Jul 28, 2023
Q2 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
159+ 4.33% |
$11.7K - $12K
|
3.84K
$306K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
155New |
$11.4K - $11.7K
|
155
$12.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
148+ 3.54% |
$10.9K - $11.2K
|
4.32K
$345K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
141+ 1.84% |
$10.4K - $10.6K
|
7.8K
$623K
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
136+ 0.04% |
$10K - $10.3K
|
331K
$26.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
131+ 3.18% |
$9.64K - $9.88K
|
4.25K
$340K
|
|
|
Jul 13, 2023
Q2 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
127+ 0.66% |
$9.34K - $9.58K
|
19.4K
$1.55M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
125+ 39.68% |
$9.2K - $9.43K
|
440
$35.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
124+ 2.39% |
$9.12K - $9.35K
|
5.31K
$424K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
121+ 3.03% |
$8.9K - $9.13K
|
4.11K
$328K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
115+ 3.02% |
$8.46K - $8.67K
|
3.93K
$313K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
102+ 2.93% |
$7.5K - $7.69K
|
3.58K
$286K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
97+ 65.1% |
$7.14K - $7.32K
|
246
$19.6K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
94+ 43.32% |
$6.92K - $7.09K
|
311
$24.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
90+ 3.36% |
$6.62K - $6.79K
|
2.77K
$221K
|
|
|
Jul 31, 2023
Q2 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
88+ 1.38% |
$6.47K - $6.64K
|
6.44K
$514K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
78+ 0.8% |
$5.74K - $5.88K
|
9.88K
$789K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
74New |
$5.44K - $5.58K
|
74
$5.91K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
72+ 1.04% |
$5.3K - $5.43K
|
6.99K
$558K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
67+ 1.17% |
$4.93K - $5.05K
|
5.8K
$463K
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
66New |
$4.86K - $4.98K
|
66
$5.27K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
65New |
$4.78K - $4.9K
|
65
$5.19K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
63+ 15.52% |
$4.63K - $4.75K
|
469
$37.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
59New |
$4.34K - $4.45K
|
59
$4.71K
|
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
54+ 0.41% |
$3.97K - $4.07K
|
13.2K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
49+ 1.39% |
$3.6K - $3.7K
|
3.59K
$286K
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
49+ 1.12% |
$3.6K - $3.7K
|
4.44K
$354K
|
|
|
Jul 19, 2023
Q2 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
48+ 0.53% |
$3.53K - $3.62K
|
9.19K
$733K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
45+ 0.14% |
$3.31K - $3.39K
|
32.7K
$2.61M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
45+ 5.74% |
$3.31K - $3.39K
|
829
$66.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
37New |
$2.72K - $2.79K
|
37
$2.95K
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
37New |
$2.72K - $2.79K
|
37
$2.95K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
36New |
$2.65K - $2.72K
|
36
$2.87K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
26+ 0.79% |
$1.91K - $1.96K
|
3.32K
$265K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
25New |
$1.84K - $1.89K
|
25
$2K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
25+ 5.0% |
$1.84K - $1.89K
|
525
$41.9K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
24+ 3.68% |
$1.77K - $1.81K
|
677
$54.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
22+ 0.51% |
$1.62K - $1.66K
|
4.36K
$348K
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
22+ 0.8% |
$1.62K - $1.66K
|
2.76K
$220K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
21+ 1.36% |
$1.54K - $1.58K
|
1.57K
$125K
|
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
17+ 0.52% |
$1.25K - $1.28K
|
3.29K
$262K
|