Purchases and Sales Made in Q2 2023 in Ishares U S ETF Tr Int Rate He (HYGH)
This table provides information about the institutional ownership of Ishares U S ETF Tr Int Rate He (HYGH) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES U S ETF TR INT RATE HE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.05KNew |
$488K - $507K
|
6.05K
$528K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.25K+ 6.21% |
$262K - $272K
|
55.5K
$4.84M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
3.1KNew |
$250K - $260K
|
3.1K
$270K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.08K+ 17.6% |
$248K - $258K
|
20.6K
$1.79M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
3KNew |
$242K - $251K
|
3K
$262K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.9K+ 6.17% |
$234K - $243K
|
49.9K
$4.35M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.86K+ 3.46% |
$150K - $155K
|
55.5K
$4.84M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.45K+ 304.2% |
$117K - $121K
|
1.92K
$168K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.41K+ 2.75% |
$114K - $118K
|
52.7K
$4.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.03K+ 1.15% |
$83.3K - $86.5K
|
90.9K
$7.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
986+ 16.68% |
$79.6K - $82.6K
|
6.9K
$601K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
483+ 5.09% |
$39K - $40.5K
|
9.97K
$869K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
345+ 1.54% |
$27.8K - $28.9K
|
22.7K
$1.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
182New |
$14.7K - $15.2K
|
182
$15.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
108+ 4.7% |
$8.72K - $9.05K
|
2.41K
$210K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-39- 14.89% |
$3.15K - $3.27K
|
223
$19.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-123- 4.64% |
$9.93K - $10.3K
|
2.53K
$220K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-138- 1.57% |
$11.1K - $11.6K
|
8.65K
$754K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-194- 0.61% |
$15.7K - $16.3K
|
31.8K
$2.77M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-307- 3.86% |
$24.8K - $25.7K
|
7.65K
$667K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-457- 0.91% |
$36.9K - $38.3K
|
49.9K
$4.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-827- 0.87% |
$66.7K - $69.3K
|
94.2K
$8.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-2.06K- 30.87% |
$167K - $173K
|
4.62K
$403K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.44K- 38.64% |
$358K - $372K
|
7.05K
$614K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.28K- 8.47% |
$426K - $442K
|
57K
$4.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-6.86K- 57.86% |
$553K - $574K
|
4.99K
$435K
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-11.7K- 60.01% |
$943K - $979K
|
7.79K
$679K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-57.4K- 33.64% |
$4.63M - $4.81M
|
113K
$9.88M
|