Purchases and Sales Made in Q4 2023 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
23+ 0.01% |
$1.65K - $1.79K
|
226K
$18M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
22+ 0.43% |
$1.58K - $1.71K
|
5.19K
$413K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
20New |
$1.44K - $1.56K
|
20
$1.59K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
14+ 2.89% |
$1K - $1.09K
|
498
$39.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
13+ 1.87% |
$933 - $1.01K
|
710
$56.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
13+ 1.99% |
$933 - $1.01K
|
666
$53K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
12+ 0.56% |
$861 - $935
|
2.15K
$171K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
11+ 0.26% |
$790 - $857
|
4.26K
$339K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
10+ 0.78% |
$718 - $779
|
1.29K
$103K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
9+ 1.03% |
$646 - $701
|
886
$70.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
8+ 0.87% |
$574 - $624
|
924
$73.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 2.21% |
$502 - $546
|
324
$25.8K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
7+ 1.37% |
$502 - $546
|
518
$41.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7+ 0.05% |
$502 - $546
|
13.2K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
6+ 0.03% |
$431 - $468
|
19.6K
$1.56M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
5+ 0.1% |
$359 - $390
|
4.88K
$388K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 28.57% |
$287 - $312
|
18
$1.43K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
4+ 0.12% |
$287 - $312
|
3.21K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
3New |
$215 - $234
|
3
$239
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3+ 1.88% |
$215 - $234
|
163
$13K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.04% |
$144 - $156
|
5.57K
$443K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 4.0% |
$71.8 - $77.9
|
26
$2.07K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1New |
$71.8 - $77.9
|
1
$79.6
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1New |
$71.8 - $77.9
|
1
$79.6
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1+ 0.02% |
$71.8 - $77.9
|
4.29K
$341K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1- 0.22% |
$71.8 - $77.9
|
461
$36.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1- 5.0% |
$71.8 - $77.9
|
19
$1.51K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2- -0.0% |
$144 - $156
|
151K
$12M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-3- 0.06% |
$215 - $234
|
4.63K
$368K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-11- 0.39% |
$790 - $857
|
2.84K
$226K
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-11- 0.03% |
$790 - $857
|
36.4K
$2.9M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-14- 0.31% |
$1K - $1.09K
|
4.55K
$362K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-16- 0.3% |
$1.15K - $1.25K
|
5.31K
$422K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-18- 81.82% |
$1.29K - $1.4K
|
4
$318
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-18- 29.51% |
$1.29K - $1.4K
|
43
$3.42K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-20- 11.11% |
$1.44K - $1.56K
|
160
$12.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-21- 6.73% |
$1.51K - $1.64K
|
291
$23.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-22- 3.2% |
$1.58K - $1.71K
|
666
$53K
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-24- 0.02% |
$1.72K - $1.87K
|
103K
$8.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-25- 5.88% |
$1.79K - $1.95K
|
400
$31.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-27- 3.14% |
$1.94K - $2.1K
|
832
$66.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-35- 16.28% |
$2.51K - $2.73K
|
180
$14.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-36- 43.9% |
$2.58K - $2.81K
|
46
$3.66K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-38- 0.16% |
$2.73K - $2.96K
|
23.4K
$1.86M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-40- 1.0% |
$2.87K - $3.12K
|
3.98K
$316K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-40- 0.21% |
$2.87K - $3.12K
|
19.1K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-41- 1.4% |
$2.94K - $3.2K
|
2.88K
$229K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-47- 0.17% |
$3.37K - $3.66K
|
28.2K
$2.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-49- 0.07% |
$3.52K - $3.82K
|
73.9K
$5.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-50- 0.62% |
$3.59K - $3.9K
|
7.97K
$634K
|