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 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
17+ 0.21% |
$1.25K - $1.28K
|
8.24K
$658K
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
13+ 0.38% |
$956 - $980
|
3.45K
$276K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
12+ 0.42% |
$883 - $905
|
2.85K
$227K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
11+ 0.19% |
$809 - $830
|
5.89K
$470K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 0.88% |
$809 - $830
|
1.27K
$101K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
10+ 2.15% |
$736 - $754
|
476
$38K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
10New |
$736 - $754
|
10
$798
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
8+ 1.18% |
$589 - $603
|
687
$54.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
7+ 7.0% |
$515 - $528
|
107
$8.54K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.88% |
$441 - $453
|
688
$54.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
5New |
$368 - $377
|
5
$399
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 1.6% |
$368 - $377
|
317
$25.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.26% |
$368 - $377
|
1.94K
$155K
|
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
BUY
|
- |
5+ 1.24% |
$368 - $377
|
408
$32.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
4+ 1.21% |
$294 - $302
|
334
$26.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3+ 1.95% |
$221 - $226
|
157
$12.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.5% |
$221 - $226
|
606
$48.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
3+ 0.09% |
$221 - $226
|
3.2K
$255K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2+ 0.03% |
$147 - $151
|
6.55K
$523K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1+ 2.17% |
$73.6 - $75.4
|
47
$3.75K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1New |
$73.6 - $75.4
|
1
$79.8
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1+ 0.01% |
$73.6 - $75.4
|
10.6K
$843K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 1.11% |
$73.6 - $75.4
|
91
$7.27K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 1.32% |
$73.6 - $75.4
|
75
$5.99K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2- 0.06% |
$147 - $151
|
3.61K
$288K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-5- 0.1% |
$368 - $377
|
4.85K
$387K
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-7- 0.14% |
$515 - $528
|
4.99K
$398K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-10- 0.75% |
$736 - $754
|
1.33K
$106K
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-10- 45.45% |
$736 - $754
|
12
$958
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-13- 0.21% |
$956 - $980
|
6.04K
$482K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-13- 1.2% |
$956 - $980
|
1.07K
$85.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-13- 0.3% |
$956 - $980
|
4.39K
$350K
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-18- 0.07% |
$1.32K - $1.36K
|
26.9K
$2.15M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-18- 32.73% |
$1.32K - $1.36K
|
37
$2.95K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-20- 9.52% |
$1.47K - $1.51K
|
190
$15.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-22- 62.86% |
$1.62K - $1.66K
|
13
$1.04K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-23- 0.57% |
$1.69K - $1.73K
|
4K
$319K
|
|
|
Jul 27, 2023
Q2 2023
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-27- 0.1% |
$1.99K - $2.04K
|
25.7K
$2.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-28- 0.86% |
$2.06K - $2.11K
|
3.24K
$259K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-29- 1.23% |
$2.13K - $2.19K
|
2.32K
$185K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-30- 0.1% |
$2.21K - $2.26K
|
31K
$2.47M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-34- 0.81% |
$2.5K - $2.56K
|
4.19K
$334K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-35- 0.46% |
$2.57K - $2.64K
|
7.59K
$606K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-36- 0.13% |
$2.65K - $2.72K
|
27.4K
$2.19M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-37- 0.51% |
$2.72K - $2.79K
|
7.23K
$577K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-42- 1.01% |
$3.09K - $3.17K
|
4.12K
$329K
|
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-42- 0.95% |
$3.09K - $3.17K
|
4.36K
$348K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-46- 0.63% |
$3.38K - $3.47K
|
7.24K
$578K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-50- 0.04% |
$3.68K - $3.77K
|
126K
$10.1M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-50- 1.81% |
$3.68K - $3.77K
|
2.71K
$216K
|