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 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
214New |
$15.4K - $16.7K
|
214
$16.9K
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
210+ 5.6% |
$15.1K - $16.4K
|
3.96K
$312K
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
207+ 0.16% |
$14.9K - $16.1K
|
126K
$9.96M
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
BUY
|
- |
200+ 7.38% |
$14.4K - $15.6K
|
2.91K
$229K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
199New |
$14.3K - $15.5K
|
199
$15.7K
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
192+ 0.49% |
$13.8K - $15K
|
39.5K
$3.12M
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
188+ 3.21% |
$13.5K - $14.7K
|
6.04K
$476K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
187+ 64.48% |
$13.4K - $14.6K
|
477
$37.6K
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
180New |
$12.9K - $14K
|
180
$14.2K
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
172+ 1.62% |
$12.3K - $13.4K
|
10.8K
$850K
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
171+ 4.03% |
$12.3K - $13.3K
|
4.41K
$348K
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
167+ 1.29% |
$12K - $13K
|
13.1K
$1.03M
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
166+ 5.99% |
$11.9K - $12.9K
|
2.94K
$232K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
149New |
$10.7K - $11.6K
|
149
$11.7K
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
142New |
$10.2K - $11.1K
|
142
$11.2K
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
131+ 2.0% |
$9.4K - $10.2K
|
6.67K
$526K
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
131+ 5.02% |
$9.4K - $10.2K
|
2.74K
$216K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
129+ 2.0% |
$9.26K - $10.1K
|
6.58K
$519K
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
123+ 208.47% |
$8.83K - $9.59K
|
182
$14.3K
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
123+ 1.35% |
$8.83K - $9.59K
|
9.22K
$727K
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
95+ 1.08% |
$6.82K - $7.4K
|
8.9K
$702K
|
|
Feb 14, 2024
Q4 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
71+ 0.77% |
$5.1K - $5.53K
|
9.31K
$734K
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
70+ 0.14% |
$5.02K - $5.46K
|
48.8K
$3.85M
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
69+ 1.41% |
$4.95K - $5.38K
|
4.97K
$392K
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
66+ 1.15% |
$4.74K - $5.14K
|
5.79K
$456K
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
64+ 0.43% |
$4.59K - $4.99K
|
14.9K
$1.18M
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
BUY
|
- |
63+ 0.72% |
$4.52K - $4.91K
|
8.81K
$695K
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
63+ 1.89% |
$4.52K - $4.91K
|
3.4K
$268K
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
61+ 1.04% |
$4.38K - $4.75K
|
5.95K
$469K
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
58+ 0.38% |
$4.16K - $4.52K
|
15.4K
$1.21M
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
56+ 7.36% |
$4.02K - $4.36K
|
817
$64.4K
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
51+ 1.22% |
$3.66K - $3.97K
|
4.23K
$334K
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
51+ 2.28% |
$3.66K - $3.97K
|
2.29K
$180K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
45+ 180.0% |
$3.23K - $3.51K
|
70
$5.52K
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
43+ 0.96% |
$3.09K - $3.35K
|
4.53K
$357K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
41+ 21.58% |
$2.94K - $3.2K
|
231
$18.2K
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
40+ 117.65% |
$2.87K - $3.12K
|
74
$5.83K
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
39+ 36.45% |
$2.8K - $3.04K
|
146
$11.5K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
37+ 0.87% |
$2.66K - $2.88K
|
4.3K
$339K
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
37+ 1.06% |
$2.66K - $2.88K
|
3.52K
$277K
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
34+ 0.78% |
$2.44K - $2.65K
|
4.42K
$348K
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
33+ 0.69% |
$2.37K - $2.57K
|
4.81K
$379K
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
32+ 0.18% |
$2.3K - $2.49K
|
17.7K
$1.4M
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
32+ 2.01% |
$2.3K - $2.49K
|
1.63K
$128K
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
32+ 2.01% |
$2.3K - $2.49K
|
1.63K
$128K
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
30+ 0.14% |
$2.15K - $2.34K
|
20.8K
$1.64M
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
28+ 16.57% |
$2.01K - $2.18K
|
197
$15.5K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
28+ 1.1% |
$2.01K - $2.18K
|
2.58K
$203K
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
26+ 0.79% |
$1.87K - $2.03K
|
3.33K
$263K
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
23+ 0.01% |
$1.65K - $1.79K
|
226K
$17.8M
|