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 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
51.5K+ 48.06% |
$3.7M - $4.02M
|
159K
$12.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
50.9KNew |
$3.65M - $3.97M
|
50.9K
$4.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
50.3KNew |
$3.61M - $3.92M
|
50.3K
$4M
|
|
|
Jan 26, 2024
Q4 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
50.1KNew |
$3.6M - $3.91M
|
50.1K
$3.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
50.1KNew |
$3.6M - $3.91M
|
50.1K
$3.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
48.6KNew |
$3.49M - $3.78M
|
48.6K
$3.86M
|
|
|
Jan 29, 2024
Q4 2023
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
48.4KNew |
$3.48M - $3.77M
|
48.4K
$3.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
47.1K+ 80.66% |
$3.38M - $3.67M
|
106K
$8.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
46.7KNew |
$3.35M - $3.64M
|
46.7K
$3.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Whitford Management LLC
New York, NY |
BUY
|
- |
46.2KNew |
$3.31M - $3.6M
|
46.2K
$3.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
45.4K+ 533.5% |
$3.26M - $3.54M
|
54K
$4.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
44.9K+ 61.15% |
$3.22M - $3.5M
|
118K
$9.42M
|
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
44.8KNew |
$3.21M - $3.49M
|
44.8K
$3.56M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
43.1KNew |
$3.09M - $3.36M
|
43.1K
$3.43M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
42.2KNew |
$3.03M - $3.29M
|
42.2K
$3.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
41K+ 38.5% |
$2.94M - $3.2M
|
148K
$11.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
38.8K+ 32.25% |
$2.79M - $3.03M
|
159K
$12.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
38.5KNew |
$2.77M - $3M
|
38.5K
$3.07M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
38.2K+ 64.35% |
$2.74M - $2.98M
|
97.5K
$7.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
35.1K+ 1.95% |
$2.52M - $2.74M
|
1.84M
$146M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
34.3K+ 1973.3% |
$2.46M - $2.67M
|
36K
$2.87M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
31KNew |
$2.22M - $2.41M
|
31K
$2.46M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
30.8KNew |
$2.21M - $2.4M
|
30.8K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
29.9K+ 3685.47% |
$2.15M - $2.33M
|
30.7K
$2.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
29.7KNew |
$2.13M - $2.31M
|
29.7K
$2.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
29.5KNew |
$2.12M - $2.3M
|
29.5K
$2.35M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
28.7KNew |
$2.06M - $2.23M
|
28.7K
$2.28M
|
|
|
Feb 01, 2024
Q4 2023
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
27.1K+ 140.07% |
$1.94M - $2.11M
|
46.4K
$3.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.8K+ 5.62% |
$1.85M - $2.01M
|
485K
$38.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
25.6K+ 56.66% |
$1.84M - $2M
|
70.9K
$5.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
25.5K+ 701.49% |
$1.83M - $1.99M
|
29.1K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehill Capital Management LLC
New York, NY |
BUY
|
- |
25KNew |
$1.79M - $1.95M
|
25K
$1.99M
|
|
|
May 10, 2024
Q4 2023
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
24.8KNew |
$1.78M - $1.93M
|
24.8K
$1.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
24.8KNew |
$1.78M - $1.93M
|
24.8K
$1.97M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
23.7KNew |
$1.7M - $1.85M
|
23.7K
$1.89M
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
23.4K+ 134.66% |
$1.68M - $1.82M
|
40.7K
$3.24M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
23K+ 7.55% |
$1.65M - $1.79M
|
328K
$26.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
22.6K+ 86.66% |
$1.62M - $1.76M
|
48.7K
$3.88M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
22.5KNew |
$1.61M - $1.75M
|
22.5K
$1.79M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
21.4K+ 651.29% |
$1.54M - $1.67M
|
24.7K
$1.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
20.8K+ 58.65% |
$1.49M - $1.62M
|
56.3K
$4.48M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
20.7K+ 439.98% |
$1.48M - $1.61M
|
25.4K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
20.6KNew |
$1.48M - $1.6M
|
20.6K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
20.5K+ 9.69% |
$1.47M - $1.6M
|
232K
$18.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
20.2K+ 83.08% |
$1.45M - $1.57M
|
44.4K
$3.53M
|
|
|
Jan 29, 2024
Q4 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
19.8KNew |
$1.42M - $1.55M
|
19.8K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
19.5KNew |
$1.4M - $1.52M
|
19.5K
$1.55M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
18.8K+ 78.11% |
$1.35M - $1.46M
|
42.8K
$3.41M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
18.7K+ 62.25% |
$1.34M - $1.45M
|
48.6K
$3.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18.6K+ 7.59% |
$1.34M - $1.45M
|
264K
$21M
|