Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.6K+ 29.62% |
$2.78M - $2.83M
|
147K
$12.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.8K+ 149.83% |
$2.55M - $2.6M
|
51.4K
$4.49M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.8KNew |
$975K - $993K
|
11.8K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
$843K - $859K
|
10.2K
$889K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
7.91K+ 7460.38% |
$655K - $667K
|
8.01K
$700K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.85KNew |
$402K - $409K
|
4.85K
$424K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.63KNew |
$384K - $391K
|
4.63K
$405K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.22K+ 7.59% |
$349K - $356K
|
59.7K
$5.22M
|
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
4.21KNew |
$349K - $355K
|
4.21K
$368K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.07K+ 5.53% |
$255K - $259K
|
58.6K
$5.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.99KNew |
$248K - $253K
|
2.99K
$262K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.9K+ 5.81% |
$241K - $245K
|
52.8K
$4.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.82KNew |
$233K - $238K
|
2.82K
$246K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.31K+ 38.21% |
$192K - $195K
|
8.37K
$731K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.22K+ 4.45% |
$184K - $188K
|
52.1K
$4.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
791+ 17.11% |
$65.6K - $66.7K
|
5.41K
$473K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
775+ 2.44% |
$64.2K - $65.4K
|
32.6K
$2.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
756+ 31.43% |
$62.7K - $63.8K
|
3.16K
$276K
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
662+ 0.73% |
$54.9K - $55.9K
|
91.6K
$8M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
275New |
$22.8K - $23.2K
|
275
$24K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
215+ 0.95% |
$17.8K - $18.1K
|
23K
$2.01M
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
129+ 2.34% |
$10.7K - $10.9K
|
5.64K
$493K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
112+ 1.12% |
$9.28K - $9.45K
|
10.1K
$881K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
11+ 0.35% |
$912 - $928
|
3.11K
$272K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 1.0% |
$82.9 - $84.4
|
101
$8.82K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-123- 2.46% |
$10.2K - $10.4K
|
4.87K
$426K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-170- 1.97% |
$14.1K - $14.3K
|
8.48K
$741K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-228- 50.0% |
$18.9K - $19.2K
|
228
$19.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-313- 0.59% |
$25.9K - $26.4K
|
52.4K
$4.58M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-513- 27.0% |
$42.5K - $43.3K
|
1.39K
$121K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-551- 7.2% |
$45.7K - $46.5K
|
7.1K
$620K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-572- 8.29% |
$47.4K - $48.3K
|
6.33K
$553K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-951- 35.24% |
$78.8K - $80.2K
|
1.75K
$153K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.17K- 7.31% |
$345K - $352K
|
52.8K
$4.61M
|