Purchases and Sales Made in Q2 2024 in Ishares Tr Bb Rated Corporate (HYBB)
This table provides information about the institutional ownership of Ishares Tr Bb Rated Corporate (HYBB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
199K+ 10.98% |
$8.99M - $9.2M
|
2.01M
$92.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
160K+ 5.8% |
$7.23M - $7.4M
|
2.92M
$134M
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
112K+ 13.86% |
$5.04M - $5.16M
|
918K
$42.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
81.7K+ 173.25% |
$3.69M - $3.77M
|
129K
$5.92M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
38.2KNew |
$1.72M - $1.77M
|
38.2K
$1.76M
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
30.1KNew |
$1.36M - $1.39M
|
30.1K
$1.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.9KNew |
$1.13M - $1.15M
|
24.9K
$1.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
21.9K+ 130.3% |
$986K - $1.01M
|
38.6K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
16KNew |
$722K - $739K
|
16K
$735K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
10KNew |
$452K - $463K
|
10K
$461K
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
10KNew |
$452K - $463K
|
10K
$461K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
10KNew |
$452K - $463K
|
10K
$460K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.79K+ 3.78% |
$261K - $267K
|
159K
$7.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
5.37K+ 36.61% |
$242K - $248K
|
20K
$921K
|
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
4.55K+ 100.0% |
$205K - $210K
|
9.1K
$418K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.55KNew |
$205K - $210K
|
4.55K
$209K
|
|
|
Aug 05, 2024
Q2 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
4.37K+ 14.24% |
$197K - $202K
|
35.1K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3.95K+ 775.25% |
$178K - $182K
|
4.46K
$205K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
3.7K+ 14.36% |
$167K - $171K
|
29.4K
$1.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.78K+ 15.94% |
$125K - $128K
|
20.2K
$927K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.13K+ 4.0% |
$96K - $98.3K
|
55.3K
$2.54M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.56K+ 4.96% |
$70.2K - $71.9K
|
32.9K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.53K+ 13.03% |
$69.1K - $70.7K
|
13.3K
$610K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.05KNew |
$47.2K - $48.3K
|
1.05K
$48K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
449New |
$20.3K - $20.7K
|
449
$20.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
413+ 1.15% |
$18.6K - $19.1K
|
36.4K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
293+ 106.55% |
$13.2K - $13.5K
|
568
$26.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.35% |
$45.1 - $46.2
|
290
$13.3K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.35% |
$45.1 - $46.2
|
290
$13.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-235- 0.47% |
$10.6K - $10.9K
|
49.4K
$2.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-300- 7.89% |
$13.5K - $13.9K
|
3.5K
$161K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-450- 2.29% |
$20.3K - $20.8K
|
19.2K
$880K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-741- 3.28% |
$33.4K - $34.2K
|
21.8K
$1M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.64K- 20.74% |
$74.1K - $75.8K
|
6.28K
$288K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.82K- 19.73% |
$172K - $176K
|
15.5K
$714K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-8.12K- 3.65% |
$366K - $375K
|
214K
$9.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.1K- 31.37% |
$860K - $880K
|
41.7K
$1.91M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-44.1K- 64.34% |
$1.99M - $2.04M
|
24.4K
$1.12M
|