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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-56- 1.91% |
$4.02K - $4.36K
|
2.88K
$227K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-59- 81.94% |
$4.24K - $4.6K
|
13
$1.03K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-67- 30.73% |
$4.81K - $5.22K
|
151
$11.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-68- 1.85% |
$4.88K - $5.3K
|
3.6K
$284K
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-70- 1.09% |
$5.02K - $5.46K
|
6.35K
$501K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-73- 2.46% |
$5.24K - $5.69K
|
2.9K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-76- 0.92% |
$5.46K - $5.92K
|
8.2K
$647K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-91- 2.33% |
$6.53K - $7.09K
|
3.81K
$301K
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-92- 2.11% |
$6.6K - $7.17K
|
4.27K
$337K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-97- 0.89% |
$6.96K - $7.56K
|
10.9K
$857K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-100- 0.86% |
$7.18K - $7.79K
|
11.5K
$908K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-100- 13.77% |
$7.18K - $7.79K
|
626
$49.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-106- 3.76% |
$7.61K - $8.26K
|
2.71K
$214K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-107- 12.41% |
$7.68K - $8.34K
|
755
$59.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-119- 3.74% |
$8.54K - $9.27K
|
3.06K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-121- 95.28% |
$8.69K - $9.43K
|
6
$473
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-123- 2.92% |
$8.83K - $9.59K
|
4.09K
$323K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-124- 13.36% |
$8.9K - $9.66K
|
804
$63.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-124- 6.08% |
$8.9K - $9.66K
|
1.92K
$151K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-125- 0.97% |
$8.97K - $9.74K
|
12.7K
$1.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-137- 1.38% |
$9.83K - $10.7K
|
9.79K
$773K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-154- 17.11% |
$11.1K - $12K
|
746
$58.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-160- 67.23% |
$11.5K - $12.5K
|
78
$6.15K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-169- 0.9% |
$12.1K - $13.2K
|
18.6K
$1.47M
|
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-173- 5.55% |
$12.4K - $13.5K
|
2.94K
$232K
|
|
|
Feb 05, 2024
Q4 2023
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-177- 1.35% |
$12.7K - $13.8K
|
12.9K
$1.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-178- 4.33% |
$12.8K - $13.9K
|
3.94K
$311K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-182- 0.85% |
$13.1K - $14.2K
|
21.2K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-195- 39.39% |
$14K - $15.2K
|
300
$23.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-200- 3.68% |
$14.4K - $15.6K
|
5.23K
$413K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-223- 2.02% |
$16K - $17.4K
|
10.8K
$855K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-226- 5.1% |
$16.2K - $17.6K
|
4.2K
$332K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-235- 3.27% |
$16.9K - $18.3K
|
6.95K
$548K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-240- 50.0% |
$17.2K - $18.7K
|
240
$18.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-266- 1.45% |
$19.1K - $20.7K
|
18.1K
$1.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-267- 4.42% |
$19.2K - $20.8K
|
5.78K
$456K
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-267- 1.87% |
$19.2K - $20.8K
|
14K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-272- 2.01% |
$19.5K - $21.2K
|
13.2K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-275- 3.78% |
$19.7K - $21.4K
|
7K
$552K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-298- 0.61% |
$21.4K - $23.2K
|
48.5K
$3.83M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-320- 1.63% |
$23K - $24.9K
|
19.3K
$1.52M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-331- 6.92% |
$23.8K - $25.8K
|
4.45K
$351K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-331- 3.09% |
$23.8K - $25.8K
|
10.4K
$819K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-335- 7.92% |
$24K - $26.1K
|
3.89K
$307K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-335- 55.1% |
$24K - $26.1K
|
273
$21.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-350- 4.37% |
$25.1K - $27.3K
|
7.66K
$604K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-359- 6.03% |
$25.8K - $28K
|
5.6K
$442K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-364- 14.13% |
$26.1K - $28.4K
|
2.21K
$175K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-366- 10.18% |
$26.3K - $28.5K
|
3.23K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-367- 10.08% |
$26.3K - $28.6K
|
3.27K
$258K
|