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 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-1.13K- 10.92% |
$81K - $87.9K
|
9.2K
$726K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.13K- 1.52% |
$81.3K - $88.2K
|
73.3K
$5.78M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.15K- 28.66% |
$82.5K - $89.6K
|
2.86K
$226K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.19K- 2.17% |
$85.2K - $92.5K
|
53.4K
$4.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.23K- 0.45% |
$87.9K - $95.5K
|
269K
$21.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.42K- 12.76% |
$102K - $110K
|
9.69K
$764K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.44K- 10.48% |
$104K - $112K
|
12.3K
$972K
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.46K- 2.37% |
$104K - $113K
|
60K
$4.73M
|
|
|
Jan 03, 2024
Q4 2023
|
Stairway Partners, LLC
|
SELL
|
- |
-1.48K- 0.62% |
$106K - $115K
|
238K
$18.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.49K- 7.25% |
$107K - $116K
|
19K
$1.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-1.5K- 5.6% |
$108K - $117K
|
25.3K
$2M
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-1.59K- 2.28% |
$114K - $124K
|
68K
$5.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.59K- 14.1% |
$114K - $124K
|
9.68K
$764K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.62K- 12.28% |
$117K - $127K
|
11.6K
$916K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.63K- 1.65% |
$117K - $127K
|
96.7K
$7.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.67K- 49.93% |
$120K - $130K
|
1.67K
$132K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.68K- 20.43% |
$121K - $131K
|
6.55K
$517K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.75K- 17.8% |
$126K - $136K
|
8.08K
$637K
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
SELL
|
- |
-1.78K- 6.94% |
$128K - $138K
|
23.8K
$1.88M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.89K- 13.78% |
$135K - $147K
|
11.8K
$931K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.92K- 16.78% |
$138K - $149K
|
9.51K
$750K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.97K- 21.49% |
$141K - $154K
|
7.2K
$568K
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
SELL
|
- |
-1.99K- 8.18% |
$143K - $155K
|
22.3K
$1.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-1.99K- 37.83% |
$143K - $155K
|
3.28K
$259K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-2.01K- 17.57% |
$144K - $157K
|
9.42K
$743K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-2.16K- 20.31% |
$155K - $169K
|
8.48K
$669K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-2.19K- 19.94% |
$157K - $170K
|
8.77K
$692K
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-2.19K- 8.68% |
$157K - $171K
|
23.1K
$1.82M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.25K- 83.03% |
$161K - $175K
|
459
$36.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.27K- 25.29% |
$163K - $177K
|
6.7K
$528K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.43K- 28.33% |
$175K - $190K
|
6.15K
$485K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.43K- 1.55% |
$175K - $190K
|
154K
$12.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.6K- 46.79% |
$186K - $202K
|
2.95K
$233K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-2.64K- 19.73% |
$190K - $206K
|
10.8K
$849K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.74K- 3.87% |
$197K - $214K
|
68.1K
$5.37M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-2.75K- 6.0% |
$197K - $214K
|
43K
$3.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-2.75K- 21.13% |
$197K - $214K
|
10.3K
$810K
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-2.77K- 22.69% |
$199K - $216K
|
9.44K
$745K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.83K- 2.69% |
$203K - $221K
|
102K
$8.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.89K- 7.95% |
$208K - $226K
|
33.5K
$2.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.92K- 12.32% |
$210K - $228K
|
20.8K
$1.64M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.98K- 27.43% |
$214K - $232K
|
7.89K
$623K
|
|
|
Jan 18, 2024
Q4 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-3.02K- 9.46% |
$217K - $235K
|
28.9K
$2.28M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.05K- 27.3% |
$219K - $238K
|
8.12K
$640K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-3.07K- 13.71% |
$221K - $240K
|
19.4K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-3.09K- 7.96% |
$222K - $241K
|
35.8K
$2.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.11K- 48.11% |
$223K - $242K
|
3.35K
$264K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-3.18K- 4.3% |
$228K - $248K
|
70.7K
$5.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-3.2K- 1.95% |
$230K - $250K
|
161K
$12.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
SELL
|
- |
-3.4K- 19.59% |
$244K - $265K
|
14K
$1.1M
|