Purchases and Sales Made in Q3 2023 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.16K- 13.76% |
$158K - $163K
|
13.5K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.18K- 44.43% |
$160K - $165K
|
2.73K
$218K
|
|
|
Nov 08, 2023
Q3 2023
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-2.22K- 14.46% |
$163K - $168K
|
13.1K
$1.05M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-2.23K- 7.42% |
$164K - $169K
|
27.9K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-2.25K- 2.53% |
$165K - $170K
|
86.7K
$6.92M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.25K- 7.4% |
$166K - $171K
|
28.2K
$2.25M
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.26K- 5.86% |
$166K - $171K
|
36.2K
$2.89M
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.28K- 17.32% |
$167K - $172K
|
10.9K
$868K
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-2.41K- 2.2% |
$177K - $182K
|
107K
$8.56M
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-2.52K- 21.69% |
$185K - $191K
|
9.1K
$727K
|
|
|
Oct 10, 2023
Q3 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-2.59K- 7.5% |
$190K - $196K
|
31.9K
$2.55M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.61K- 9.92% |
$192K - $197K
|
23.7K
$1.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.66K- 8.58% |
$195K - $201K
|
28.3K
$2.26M
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
SELL
|
- |
-2.66K- 9.87% |
$196K - $201K
|
24.3K
$1.94M
|
|
|
Oct 24, 2023
Q3 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-2.72K- 24.32% |
$200K - $206K
|
8.48K
$677K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-2.76K- 0.97% |
$203K - $208K
|
282K
$22.5M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.77K- 10.63% |
$203K - $209K
|
23.3K
$1.86M
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-2.81K- 48.96% |
$207K - $213K
|
2.93K
$234K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.86K- 13.17% |
$210K - $217K
|
18.9K
$1.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-2.94K- 18.68% |
$216K - $222K
|
12.8K
$1.02M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.09K- 5.07% |
$227K - $233K
|
57.7K
$4.61M
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.2K- 37.11% |
$235K - $242K
|
5.43K
$433K
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-3.24K- 4.2% |
$238K - $245K
|
73.9K
$5.9M
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-3.29K- 65.4% |
$241K - $249K
|
1.74K
$139K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.34K- 42.58% |
$246K - $253K
|
4.51K
$360K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.36K- 4.7% |
$247K - $254K
|
68K
$5.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3.36K- 0.52% |
$247K - $254K
|
645K
$51.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.37K- 3.1% |
$248K - $255K
|
105K
$8.42M
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
SELL
|
- |
-3.38K- 11.21% |
$249K - $256K
|
26.8K
$2.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.4K- 4.6% |
$250K - $257K
|
70.5K
$5.63M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.68K- 50.12% |
$270K - $278K
|
3.66K
$292K
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-3.77K- 35.55% |
$277K - $285K
|
6.83K
$545K
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-3.84K- 48.79% |
$282K - $291K
|
4.03K
$322K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.89K- 3.57% |
$286K - $294K
|
105K
$8.39M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-3.91K- 1.18% |
$288K - $296K
|
327K
$26.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.02K- 14.32% |
$295K - $304K
|
24K
$1.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-4.03K- 6.24% |
$296K - $305K
|
60.6K
$4.84M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-4.12K- 1.45% |
$303K - $312K
|
279K
$22.3M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.26K- 27.72% |
$313K - $322K
|
11.1K
$886K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-4.5K- 3.58% |
$331K - $340K
|
121K
$9.66M
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-4.5K- 28.74% |
$331K - $341K
|
11.2K
$891K
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-4.62K- 9.98% |
$339K - $349K
|
41.6K
$3.33M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-4.67K- 3.41% |
$343K - $353K
|
132K
$10.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-4.8K- 54.63% |
$352K - $363K
|
3.98K
$318K
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-4.83K- 17.52% |
$355K - $365K
|
22.7K
$1.82M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5.01K- 99.74% |
$368K - $379K
|
13
$1.04K
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
SELL
|
- |
-5.11K- 15.56% |
$375K - $386K
|
27.7K
$2.21M
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
SELL
|
- |
-5.2K- 62.03% |
$382K - $393K
|
3.18K
$254K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5.2K- 7.97% |
$382K - $393K
|
60.1K
$4.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-5.5K- 13.13% |
$404K - $416K
|
36.4K
$2.91M
|