Purchases and Sales Made in Q1 2023 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-1.4K- 17.47% |
$102K - $108K
|
6.62K
$524K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.42K- 37.2% |
$104K - $110K
|
2.4K
$190K
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.42K- 20.73% |
$104K - $110K
|
5.44K
$431K
|
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.44K- 23.33% |
$105K - $111K
|
4.72K
$374K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.47K- 11.65% |
$107K - $113K
|
11.1K
$881K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-1.48K- 9.57% |
$108K - $114K
|
14K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.51K- 4.32% |
$110K - $117K
|
33.4K
$2.65M
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.52K- 14.84% |
$111K - $117K
|
8.72K
$691K
|
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.56K- 5.5% |
$114K - $121K
|
26.9K
$2.13M
|
|
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
SELL
|
- |
-1.57K- 4.41% |
$115K - $121K
|
34.1K
$2.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.59K- 10.11% |
$116K - $123K
|
14.1K
$1.12M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.61K- 1.04% |
$118K - $124K
|
153K
$12.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.76K- 18.5% |
$129K - $136K
|
7.75K
$614K
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.79K- 6.0% |
$130K - $138K
|
28K
$2.22M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.95K- 10.84% |
$142K - $150K
|
16K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.95K- 16.75% |
$142K - $150K
|
9.69K
$768K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.96K- 23.74% |
$143K - $151K
|
6.3K
$499K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.11K- 2.75% |
$154K - $163K
|
74.4K
$5.89M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.11K- 43.47% |
$154K - $163K
|
2.75K
$218K
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-2.17K- 15.68% |
$158K - $167K
|
11.7K
$924K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.32K- 4.53% |
$169K - $179K
|
48.8K
$3.87M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.41K- 11.26% |
$176K - $186K
|
19K
$1.51M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.44K- 25.56% |
$178K - $188K
|
7.09K
$562K
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-2.47K- 4.76% |
$181K - $191K
|
49.5K
$3.92M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.51K- 4.98% |
$183K - $193K
|
47.8K
$3.79M
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-2.62K- 5.58% |
$191K - $202K
|
44.3K
$3.51M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.62K- 2.6% |
$192K - $203K
|
98.4K
$7.79M
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.67K- 14.88% |
$195K - $206K
|
15.3K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-2.77K- 45.04% |
$202K - $214K
|
3.38K
$268K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.82K- 10.15% |
$206K - $218K
|
25K
$1.98M
|
|
|
May 18, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-2.86K- 19.34% |
$209K - $221K
|
11.9K
$945K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.97K- 42.87% |
$217K - $229K
|
3.96K
$314K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3K- 6.24% |
$219K - $232K
|
45.1K
$3.58M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-3.06K- 3.43% |
$223K - $236K
|
86.1K
$6.82M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.06K- 42.3% |
$224K - $236K
|
4.17K
$331K
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-3.06K- 20.11% |
$224K - $236K
|
12.2K
$964K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-3.07K- 1.24% |
$224K - $237K
|
244K
$19.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.08K- 1.09% |
$225K - $237K
|
280K
$22.2M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.16K- 27.04% |
$231K - $244K
|
8.52K
$675K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.17K- 1.68% |
$232K - $245K
|
185K
$14.7M
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-3.21K- 2.29% |
$235K - $248K
|
137K
$10.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-3.22K- 93.36% |
$235K - $249K
|
229
$18.1K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.34K- 44.68% |
$244K - $258K
|
4.14K
$328K
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-3.44K- 20.08% |
$251K - $265K
|
13.7K
$1.08M
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.47K- 28.78% |
$254K - $268K
|
8.59K
$681K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.49K- 16.07% |
$255K - $269K
|
18.2K
$1.44M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.7K- 18.93% |
$270K - $286K
|
15.8K
$1.26M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.74K- 38.01% |
$273K - $289K
|
6.1K
$483K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.74K- 20.02% |
$273K - $289K
|
15K
$1.18M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3.77K- 24.79% |
$275K - $291K
|
11.4K
$906K
|