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 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-373- 2.15% |
$26.8K - $29.1K
|
17K
$1.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-377- 4.68% |
$27.1K - $29.4K
|
7.68K
$606K
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-379- 6.8% |
$27.2K - $29.5K
|
5.19K
$410K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-393- 82.05% |
$28.2K - $30.6K
|
86
$6.79K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-394- 36.01% |
$28.3K - $30.7K
|
700
$55.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-400- 93.02% |
$28.7K - $31.2K
|
30
$2.37K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-413- 4.87% |
$29.6K - $32.2K
|
8.08K
$637K
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-420- 1.01% |
$30.1K - $32.7K
|
41.2K
$3.25M
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-420- 1.01% |
$30.1K - $32.7K
|
41.2K
$3.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-454- 0.97% |
$32.6K - $35.4K
|
46.6K
$3.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-486- 17.65% |
$34.9K - $37.9K
|
2.27K
$179K
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-496- 7.19% |
$35.6K - $38.7K
|
6.4K
$505K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-497- 8.09% |
$35.7K - $38.7K
|
5.65K
$446K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-500- 64.68% |
$35.9K - $39K
|
273
$21.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-514- 0.8% |
$36.9K - $40.1K
|
63.9K
$5.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-537- 9.82% |
$38.5K - $41.9K
|
4.93K
$389K
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-555- 1.12% |
$39.8K - $43.3K
|
48.9K
$3.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-557- 7.53% |
$40K - $43.4K
|
6.84K
$540K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-577- 4.79% |
$41.4K - $45K
|
11.5K
$905K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-600- 0.69% |
$43.1K - $46.8K
|
86.4K
$6.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-634- 5.57% |
$45.5K - $49.4K
|
10.7K
$848K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-654- 13.03% |
$46.9K - $51K
|
4.37K
$345K
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-657- 7.72% |
$47.2K - $51.2K
|
7.86K
$620K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-658- 24.96% |
$47.2K - $51.3K
|
1.98K
$156K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-661- 8.33% |
$47.4K - $51.5K
|
7.28K
$574K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-664- 0.63% |
$47.7K - $51.8K
|
104K
$8.24M
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-665- 3.17% |
$47.7K - $51.8K
|
20.3K
$1.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-673- 0.76% |
$48.3K - $52.5K
|
88.4K
$6.98M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-701- 15.42% |
$50.3K - $54.6K
|
3.84K
$303K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-704- 9.99% |
$50.5K - $54.9K
|
6.35K
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-713- 16.27% |
$51.2K - $55.6K
|
3.67K
$290K
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-764- 9.11% |
$54.8K - $59.5K
|
7.62K
$601K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-772- 16.24% |
$55.4K - $60.2K
|
3.98K
$314K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-789- 4.55% |
$56.6K - $61.5K
|
16.6K
$1.31M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-812- 7.78% |
$58.3K - $63.3K
|
9.63K
$760K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-817- 7.38% |
$58.6K - $63.7K
|
10.3K
$809K
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-823- 8.73% |
$59.1K - $64.1K
|
8.6K
$679K
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-824- 2.24% |
$59.1K - $64.2K
|
36K
$2.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-861- 10.41% |
$61.8K - $67.1K
|
7.41K
$585K
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
SELL
|
- |
-916- 19.56% |
$65.8K - $71.4K
|
3.77K
$297K
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-927- 10.94% |
$66.5K - $72.3K
|
7.55K
$596K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-966- 40.27% |
$69.3K - $75.3K
|
1.43K
$113K
|
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-988- 2.88% |
$70.9K - $77K
|
33.4K
$2.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1K- 22.73% |
$71.8K - $77.9K
|
3.4K
$268K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.03K- 10.63% |
$73.9K - $80.2K
|
8.65K
$683K
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-1.04K- 2.56% |
$74.5K - $80.9K
|
39.5K
$3.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.04K- 1.34% |
$74.6K - $81K
|
76.4K
$6.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.1K- 22.08% |
$78.6K - $85.3K
|
3.86K
$305K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.1K- 0.71% |
$78.7K - $85.4K
|
152K
$12M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.1K- 14.56% |
$79K - $85.7K
|
6.45K
$509K
|