Purchases and Sales Made in Q4 2023 in Ishares Tr Bb Rated Corporate (HYBB)
This table provides information about the institutional ownership of Ishares Tr Bb Rated Corporate (HYBB) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
432K+ 27.19% |
$18.5M - $20M
|
2.02M
$94.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
226K+ 21.91% |
$9.65M - $10.4M
|
1.26M
$58.5M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
97.8K+ 43.93% |
$4.18M - $4.51M
|
320K
$14.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
33.2K+ 35.24% |
$1.42M - $1.53M
|
127K
$5.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
28K+ 241.22% |
$1.2M - $1.29M
|
39.6K
$1.85M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
19.1KNew |
$817K - $882K
|
19.1K
$890K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.8KNew |
$761K - $821K
|
17.8K
$829K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
17.8KNew |
$760K - $820K
|
17.8K
$829K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.6K+ 116.28% |
$538K - $581K
|
23.4K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10KNew |
$430K - $464K
|
10K
$468K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
9.1KNew |
$389K - $420K
|
9.1K
$424K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.49KNew |
$320K - $346K
|
7.49K
$349K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.17K+ 20.21% |
$264K - $285K
|
36.7K
$1.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
5.15KNew |
$220K - $238K
|
5.15K
$240K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.73K+ 8.39% |
$202K - $218K
|
61.1K
$2.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
4.5KNew |
$193K - $208K
|
4.5K
$210K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.8KNew |
$163K - $175K
|
3.8K
$177K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
2.77K+ 26.54% |
$119K - $128K
|
13.2K
$616K
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2.27K+ 24.94% |
$97.1K - $105K
|
11.4K
$530K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.2KNew |
$94.1K - $102K
|
2.2K
$103K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.46KNew |
$62.6K - $67.5K
|
1.46K
$68.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
465New |
$19.9K - $21.5K
|
465
$21.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
410+ 2157.89% |
$17.5K - $18.9K
|
429
$20K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
383+ 14.03% |
$16.4K - $17.7K
|
3.11K
$145K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
260+ 1.55% |
$11.1K - $12K
|
17.1K
$796K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
232+ 1.14% |
$9.92K - $10.7K
|
20.5K
$956K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
149New |
$6.37K - $6.88K
|
149
$6.95K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.34% |
$42.8 - $46.2
|
289
$13.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-94- 0.73% |
$4.02K - $4.34K
|
12.8K
$596K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2K- 14.38% |
$85.6K - $92.3K
|
11.9K
$555K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.08K- 47.07% |
$89K - $96.1K
|
2.34K
$109K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-3.81K- 1.17% |
$163K - $176K
|
320K
$14.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.96K- 13.97% |
$170K - $183K
|
24.4K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.52K- 13.16% |
$193K - $209K
|
29.8K
$1.39M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-184K- 24.12% |
$7.86M - $8.49M
|
578K
$27M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-413K- 93.14% |
$17.7M - $19.1M
|
30.4K
$1.42M
|