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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
548+ 3.2% |
$40.3K - $41.5K
|
17.7K
$1.41M
|
|
|
Oct 31, 2023
Q3 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
539+ 1.76% |
$39.6K - $40.8K
|
31.2K
$2.49M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
537+ 10.89% |
$39.5K - $40.6K
|
5.47K
$436K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
529+ 16.87% |
$38.9K - $40K
|
3.67K
$293K
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
523+ 12.3% |
$38.4K - $39.6K
|
4.78K
$381K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
513+ 10.15% |
$37.7K - $38.8K
|
5.57K
$444K
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
500+ 84.18% |
$36.7K - $37.8K
|
1.09K
$87.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
466+ 1.29% |
$34.2K - $35.3K
|
36.5K
$2.91M
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
429+ 23.77% |
$31.5K - $32.5K
|
2.23K
$178K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
428+ 90.68% |
$31.4K - $32.4K
|
900
$71.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
427+ 2.28% |
$31.4K - $32.3K
|
19.2K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
424+ 26.22% |
$31.2K - $32.1K
|
2.04K
$163K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
394+ 9.23% |
$29K - $29.8K
|
4.66K
$372K
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
375+ 1.93% |
$27.6K - $28.4K
|
19.8K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
375+ 1.02% |
$27.6K - $28.4K
|
37.1K
$2.96M
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
BUY
|
- |
352+ 6.85% |
$25.9K - $26.6K
|
5.49K
$438K
|
|
|
Oct 24, 2023
Q3 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
324+ 1.26% |
$23.8K - $24.5K
|
26K
$2.08M
|
|
|
Nov 02, 2023
Q3 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
319+ 6.44% |
$23.4K - $24.1K
|
5.27K
$421K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
312+ 0.19% |
$22.9K - $23.6K
|
162K
$12.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
294+ 2.14% |
$21.6K - $22.2K
|
14K
$1.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
287+ 0.51% |
$21.1K - $21.7K
|
56.5K
$4.51M
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
284+ 0.69% |
$20.9K - $21.5K
|
41.6K
$3.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
278+ 7.25% |
$20.4K - $21K
|
4.11K
$328K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
276+ 13.44% |
$20.3K - $20.9K
|
2.33K
$186K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
271+ 0.45% |
$19.9K - $20.5K
|
60.2K
$4.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
270+ 4.65% |
$19.8K - $20.4K
|
6.07K
$485K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
253+ 6.27% |
$18.6K - $19.1K
|
4.29K
$342K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
244New |
$17.9K - $18.5K
|
244
$19.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
243+ 0.29% |
$17.9K - $18.4K
|
84.1K
$6.71M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
228+ 3.14% |
$16.8K - $17.2K
|
7.5K
$598K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
220+ 0.94% |
$16.2K - $16.6K
|
23.6K
$1.88M
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
216+ 291.89% |
$15.9K - $16.3K
|
290
$23.2K
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
214+ 4.92% |
$15.7K - $16.2K
|
4.56K
$364K
|
|
|
Nov 14, 2023
Q3 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
212+ 1.24% |
$15.6K - $16K
|
17.4K
$1.39M
|
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
197+ 0.49% |
$14.5K - $14.9K
|
40.3K
$3.22M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
192+ 2.61% |
$14.1K - $14.5K
|
7.55K
$603K
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
190+ 1.96% |
$14K - $14.4K
|
9.88K
$788K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
185+ 0.8% |
$13.6K - $14K
|
23.4K
$1.87M
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
169New |
$12.4K - $12.8K
|
169
$13.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
155+ 1.47% |
$11.4K - $11.7K
|
10.7K
$855K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
139+ 3.98% |
$10.2K - $10.5K
|
3.63K
$290K
|
|
|
Oct 10, 2023
Q3 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
139+ 2.56% |
$10.2K - $10.5K
|
5.57K
$445K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
BUY
|
- |
134+ 1.85% |
$9.85K - $10.1K
|
7.36K
$588K
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
114+ 0.68% |
$8.38K - $8.62K
|
17K
$1.35M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
106+ 2.45% |
$7.79K - $8.02K
|
4.43K
$354K
|
|
|
Nov 14, 2023
Q3 2023
|
Symetra Investment Management CO
Farmington, CT |
BUY
|
- |
100New |
$7.35K - $7.57K
|
100
$7.98K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
98+ 1.2% |
$7.2K - $7.41K
|
8.27K
$660K
|
|
|
Nov 14, 2023
Q3 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
96+ 1.49% |
$7.05K - $7.26K
|
6.54K
$522K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
93New |
$6.83K - $7.04K
|
93
$7.43K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
93+ 2.26% |
$6.83K - $7.04K
|
4.22K
$337K
|