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 |
|---|---|---|---|---|---|---|---|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-3.53KClosed |
$253K - $275K
|
0
$0
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.59K- 34.26% |
$258K - $280K
|
6.9K
$544K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.79K- 12.56% |
$272K - $296K
|
26.4K
$2.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-3.83K- 52.37% |
$275K - $299K
|
3.49K
$275K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.84K- 2.61% |
$276K - $300K
|
144K
$11.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3.95K- 15.53% |
$283K - $308K
|
21.5K
$1.69M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-4.07K- 12.17% |
$292K - $318K
|
29.4K
$2.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-4.13K- 2.49% |
$297K - $322K
|
162K
$12.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-4.15K- 38.19% |
$298K - $324K
|
6.72K
$530K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-4.17K- 18.84% |
$299K - $325K
|
18K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.24K- 15.99% |
$304K - $331K
|
22.3K
$1.76M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-4.25K- 7.52% |
$305K - $331K
|
52.2K
$4.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-4.55K- 7.8% |
$327K - $355K
|
53.8K
$4.24M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.75K- 3.71% |
$341K - $370K
|
123K
$9.74M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-4.88K- 1.18% |
$350K - $380K
|
408K
$32.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-5.08K- 3.93% |
$364K - $396K
|
124K
$9.79M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-5.4K- 24.28% |
$388K - $421K
|
16.8K
$1.33M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-5.43K- 61.81% |
$390K - $423K
|
3.35K
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5.46K- 7.28% |
$392K - $426K
|
69.6K
$5.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-5.46K- 6.37% |
$392K - $426K
|
80.2K
$6.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-5.46K- 9.02% |
$392K - $426K
|
55.1K
$4.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5.57K- 1.7% |
$400K - $434K
|
323K
$25.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.58K- 31.06% |
$401K - $435K
|
12.4K
$978K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.59K- 18.69% |
$401K - $435K
|
24.3K
$1.92M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-5.59K- 21.56% |
$401K - $436K
|
20.3K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-5.66K- 31.53% |
$406K - $441K
|
12.3K
$970K
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-5.94K- 14.75% |
$427K - $463K
|
34.3K
$2.71M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.18K- 51.55% |
$444K - $482K
|
5.81K
$458K
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-6.45K- 3.72% |
$463K - $503K
|
167K
$13.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-6.54K- 34.31% |
$469K - $509K
|
12.5K
$988K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-6.7K- 14.38% |
$481K - $522K
|
39.9K
$3.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-6.8K- 62.39% |
$488K - $530K
|
4.1K
$324K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.27K- 18.06% |
$522K - $566K
|
33K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-7.54K- 26.63% |
$541K - $588K
|
20.8K
$1.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-7.74K- 12.88% |
$555K - $603K
|
52.3K
$4.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.89K- 41.82% |
$567K - $615K
|
11K
$867K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8.32K- 12.73% |
$597K - $649K
|
57.1K
$4.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-8.78K- 62.84% |
$630K - $684K
|
5.19K
$409K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-8.82K- 10.97% |
$633K - $688K
|
71.6K
$5.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-9.28K- 3.8% |
$666K - $723K
|
235K
$18.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-9.64K- 23.6% |
$692K - $751K
|
31.2K
$2.46M
|
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
SELL
|
- |
-9.98K- 71.74% |
$717K - $778K
|
3.93K
$310K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-10.1K- 25.21% |
$725K - $787K
|
30K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.2K- 9.98% |
$732K - $795K
|
92K
$7.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.2K- 73.05% |
$735K - $798K
|
3.78K
$298K
|
|
|
Feb 01, 2024
Q4 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-10.4K- 33.38% |
$747K - $811K
|
20.8K
$1.64M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-10.4K- 3.19% |
$749K - $813K
|
316K
$25M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-11.3K- 4.0% |
$810K - $880K
|
271K
$21.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.5K- 3.47% |
$822K - $893K
|
319K
$25.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-11.6K- 23.95% |
$829K - $900K
|
36.7K
$2.89M
|