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
|
Dfpg Investments, LLC
|
SELL
|
- |
-5.69K- 49.28% |
$418K - $430K
|
5.85K
$467K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.82K- 56.16% |
$428K - $441K
|
4.55K
$363K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5.92K- 21.7% |
$435K - $448K
|
21.4K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-6.24K- 0.37% |
$459K - $472K
|
1.66M
$133M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-6.24K- 33.61% |
$459K - $472K
|
12.3K
$985K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-6.54K- 3.52% |
$480K - $494K
|
179K
$14.3M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6.68KClosed |
$491K - $505K
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.72K- 28.09% |
$494K - $508K
|
17.2K
$1.37M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-7.41K- 15.3% |
$544K - $560K
|
41K
$3.27M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-7.55K- 14.14% |
$555K - $571K
|
45.8K
$3.66M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.91K- 16.22% |
$581K - $599K
|
40.9K
$3.26M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.94K- 39.82% |
$583K - $600K
|
12K
$957K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-8.2K- 37.34% |
$602K - $620K
|
13.8K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-8.36K- 10.22% |
$614K - $632K
|
73.4K
$5.86M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-9.31K- 41.97% |
$684K - $704K
|
12.9K
$1.03M
|
|
|
Oct 18, 2023
Q3 2023
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-9.34K- 30.02% |
$686K - $706K
|
21.8K
$1.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-9.35K- 8.58% |
$687K - $707K
|
99.7K
$7.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.42K- 0.89% |
$692K - $712K
|
1.04M
$83.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.44K- 6.39% |
$694K - $714K
|
138K
$11M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.94K- 25.39% |
$730K - $752K
|
29.2K
$2.33M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-10.6K- 74.05% |
$775K - $798K
|
3.7K
$295K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-10.6K- 99.79% |
$777K - $800K
|
22
$1.76K
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-11.2K- 9.85% |
$823K - $848K
|
103K
$8.19M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-11.3K- 16.48% |
$829K - $854K
|
57.2K
$4.57M
|
|
|
Nov 02, 2023
Q3 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-11.4K- 77.76% |
$837K - $861K
|
3.26K
$260K
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-11.6K- 34.29% |
$849K - $874K
|
22.1K
$1.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-13K- 5.47% |
$954K - $982K
|
225K
$17.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-13.4K- 1.39% |
$981K - $1.01M
|
949K
$75.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-13.5K- 0.87% |
$992K - $1.02M
|
1.54M
$123M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-13.7K- 78.76% |
$1.01M - $1.04M
|
3.7K
$295K
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-14K- 17.35% |
$1.03M - $1.06M
|
66.7K
$5.32M
|
|
|
Nov 06, 2023
Q3 2023
|
Abrdn PLC
|
SELL
|
- |
-14.7K- 11.31% |
$1.08M - $1.11M
|
115K
$9.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-14.7K- 36.07% |
$1.08M - $1.11M
|
26.1K
$2.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-14.8K- 26.87% |
$1.09M - $1.12M
|
40.3K
$3.21M
|
|
|
Oct 31, 2023
Q3 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-15K- 63.74% |
$1.1M - $1.13M
|
8.51K
$680K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15.5K- 25.07% |
$1.14M - $1.17M
|
46.2K
$3.69M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-15.5K- 9.44% |
$1.14M - $1.17M
|
149K
$11.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-15.5K- 17.38% |
$1.14M - $1.17M
|
73.8K
$5.89M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-15.6K- 15.49% |
$1.14M - $1.18M
|
84.9K
$6.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15.9K- 1.07% |
$1.17M - $1.2M
|
1.47M
$117M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-16K- 32.33% |
$1.18M - $1.21M
|
33.5K
$2.67M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-17.4K- 4.29% |
$1.28M - $1.32M
|
389K
$31M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.8K- 24.6% |
$1.31M - $1.35M
|
54.6K
$4.36M
|
|
|
Nov 06, 2023
Q3 2023
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
SELL
|
- |
-19.6K- 50.36% |
$1.44M - $1.48M
|
19.3K
$1.54M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-20.2K- 44.76% |
$1.48M - $1.53M
|
24.9K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-21K- 19.84% |
$1.54M - $1.59M
|
84.7K
$6.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21.9K- 11.56% |
$1.61M - $1.66M
|
167K
$13.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-22.4K- 75.37% |
$1.65M - $1.69M
|
7.32K
$584K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-22.6K- 81.01% |
$1.66M - $1.71M
|
5.29K
$423K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-24.4K- 86.93% |
$1.79M - $1.85M
|
3.67K
$293K
|