Purchases and Sales Made in Q1 2024 in Ishares Tr Bb Rated Corporate (HYBB)
This table provides information about the institutional ownership of Ishares Tr Bb Rated Corporate (HYBB) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR BB RATED CORPORATE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
741K+ 36.63% |
$33.8M - $34.3M
|
2.76M
$127M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
559K+ 44.52% |
$25.5M - $25.9M
|
1.81M
$83.3M
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
314K+ 63.77% |
$14.3M - $14.6M
|
807K
$37.1M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
42.2KNew |
$1.92M - $1.96M
|
42.2K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.3K+ 99.53% |
$1.38M - $1.4M
|
60.7K
$2.79M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
25.7K+ 20.19% |
$1.17M - $1.19M
|
153K
$7.04M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
19.8K+ 66.5% |
$904K - $919K
|
49.7K
$2.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
16.8KNew |
$765K - $777K
|
16.8K
$770K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.4K+ 44.78% |
$749K - $762K
|
53.2K
$2.44M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
15.5K+ 75.42% |
$705K - $716K
|
36K
$1.65M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.9K+ 90.66% |
$680K - $691K
|
31.4K
$1.44M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.4KNew |
$609K - $620K
|
13.4K
$614K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
9.78K+ 76.41% |
$446K - $453K
|
22.6K
$1.04M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
8.6KNew |
$392K - $398K
|
8.6K
$395K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.92KNew |
$361K - $367K
|
7.92K
$364K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.53K+ 19.0% |
$343K - $349K
|
47.2K
$2.17M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.42K+ 12.15% |
$338K - $344K
|
68.5K
$3.15M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.98KNew |
$227K - $230K
|
4.98K
$229K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.46K+ 32.8% |
$112K - $114K
|
9.94K
$457K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.47K+ 11.09% |
$66.8K - $67.9K
|
14.7K
$674K
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.31K+ 5.36% |
$59.7K - $60.7K
|
25.7K
$1.18M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
600+ 5.04% |
$27.3K - $27.8K
|
12.5K
$575K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
516+ 2.7% |
$23.5K - $23.9K
|
19.6K
$901K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
500+ 11.11% |
$22.8K - $23.2K
|
5K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
374+ 3.29% |
$17K - $17.3K
|
11.7K
$540K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
338+ 1.98% |
$15.4K - $15.7K
|
17.4K
$800K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
279New |
$12.7K - $12.9K
|
279
$12.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10New |
$456 - $463
|
10
$459
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.34% |
$45.6 - $46.3
|
289
$13.3K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.33K- 7.46% |
$60.5K - $61.5K
|
16.5K
$756K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.07K- 88.25% |
$94.1K - $95.7K
|
275
$12.6K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.02K- 17.18% |
$183K - $186K
|
19.4K
$890K
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-4.55K- 50.0% |
$207K - $211K
|
4.55K
$209K
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-97.8K- 30.52% |
$4.46M - $4.53M
|
222K
$10.2M
|