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 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
18.4KNew |
$1.32M - $1.43M
|
18.4K
$1.45M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
18.2KNew |
$1.31M - $1.42M
|
18.2K
$1.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
18.1KNew |
$1.3M - $1.41M
|
18.1K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
17.6KNew |
$1.26M - $1.37M
|
17.6K
$1.39M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16.9KNew |
$1.21M - $1.31M
|
16.9K
$1.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
16.9KNew |
$1.21M - $1.31M
|
16.9K
$1.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
16.8K+ 9.62% |
$1.2M - $1.31M
|
191K
$15.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
16.7K+ 26.87% |
$1.2M - $1.3M
|
79K
$6.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
16.3KNew |
$1.17M - $1.27M
|
16.3K
$1.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
15.9KNew |
$1.14M - $1.24M
|
15.9K
$1.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
15.8KNew |
$1.13M - $1.23M
|
15.8K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
15KNew |
$1.08M - $1.17M
|
15K
$1.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
14.8KNew |
$1.06M - $1.16M
|
14.8K
$1.17M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
14.7KNew |
$1.05M - $1.14M
|
14.7K
$1.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
14.6KNew |
$1.05M - $1.14M
|
14.6K
$1.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
14.5K+ 22.47% |
$1.04M - $1.13M
|
79.3K
$6.25M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
14.3K+ 35.0% |
$1.03M - $1.11M
|
55.2K
$4.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
14.1K+ 21.12% |
$1.01M - $1.1M
|
81.1K
$6.39M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
14.1K+ 77.73% |
$1.01M - $1.1M
|
32.2K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
14KNew |
$1M - $1.09M
|
14K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
13.8KNew |
$994K - $1.08M
|
13.8K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
13.7K+ 2526.84% |
$987K - $1.07M
|
14.3K
$1.13M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
13.3KNew |
$956K - $1.04M
|
13.3K
$1.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Florin Court Capital LLP
|
BUY
|
- |
13.2KNew |
$947K - $1.03M
|
13.2K
$1.04M
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
13.1KNew |
$943K - $1.02M
|
13.1K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
12.6KNew |
$901K - $979K
|
12.6K
$990K
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
12.5KNew |
$895K - $972K
|
12.5K
$983K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.4K+ 384.53% |
$888K - $965K
|
15.6K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.1K+ 29.29% |
$867K - $941K
|
53.3K
$4.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12KNew |
$859K - $933K
|
12K
$943K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
11.9K+ 27.52% |
$851K - $924K
|
54.9K
$4.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
11.7K+ 16.69% |
$840K - $912K
|
81.8K
$6.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11.6KNew |
$832K - $903K
|
11.6K
$914K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.5K+ 46.26% |
$827K - $898K
|
36.4K
$2.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
11.5K+ 1.9% |
$824K - $895K
|
616K
$48.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
11.2K+ 2.83% |
$806K - $876K
|
408K
$32.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Western Asset Management Company, LLC
Pasadena, CA |
BUY
|
- |
11.2KNew |
$804K - $873K
|
11.2K
$883K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.6KNew |
$761K - $826K
|
10.6K
$835K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10.5K+ 141.9% |
$755K - $820K
|
17.9K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
10.4KNew |
$747K - $811K
|
10.4K
$821K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.1K+ 5.99% |
$724K - $786K
|
179K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
10KNew |
$718K - $779K
|
10K
$788K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
10KNew |
$718K - $779K
|
10K
$788K
|
|
|
Feb 14, 2024
Q4 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
9.93K+ 166.45% |
$713K - $774K
|
15.9K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.69K+ 115.51% |
$696K - $756K
|
18.1K
$1.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
9.28KNew |
$666K - $723K
|
9.28K
$732K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
9.24KNew |
$663K - $720K
|
9.24K
$728K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
9.2KNew |
$661K - $717K
|
9.2K
$725K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
9.17K+ 13.95% |
$658K - $715K
|
74.9K
$5.91M
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
8.7KNew |
$624K - $678K
|
8.7K
$686K
|