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 12, 2023
Q1 2023
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-3.89K- 37.95% |
$284K - $300K
|
6.36K
$504K
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-3.89K- 48.23% |
$284K - $300K
|
4.18K
$331K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.94K- 21.19% |
$288K - $304K
|
14.7K
$1.16M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.12K- 4.02% |
$301K - $318K
|
98.2K
$7.78M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-4.14K- 3.69% |
$302K - $320K
|
108K
$8.56M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.46K- 29.98% |
$325K - $344K
|
10.4K
$825K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.63K- 23.96% |
$338K - $358K
|
14.7K
$1.17M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.68K- 37.22% |
$342K - $362K
|
7.9K
$626K
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-4.72K- 28.97% |
$344K - $364K
|
11.6K
$917K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.85K- 10.06% |
$354K - $374K
|
43.4K
$3.44M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5K- 49.21% |
$365K - $386K
|
5.16K
$409K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-5.12K- 2.66% |
$374K - $395K
|
187K
$14.8M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.23K- 3.33% |
$382K - $404K
|
152K
$12M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-5.56K- 50.73% |
$406K - $429K
|
5.4K
$428K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-5.9K- 6.09% |
$431K - $456K
|
91K
$7.21M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5.95K- 16.2% |
$435K - $459K
|
30.8K
$2.44M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-6.77K- 42.46% |
$495K - $523K
|
9.18K
$727K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.87K- 31.73% |
$502K - $530K
|
14.8K
$1.17M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-6.88K- 9.99% |
$502K - $531K
|
62K
$4.91M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-7.04K- 50.51% |
$514K - $544K
|
6.9K
$547K
|
|
|
Apr 25, 2023
Q1 2023
|
Pacific Asset Management LLC
|
SELL
|
- |
-7.17K- 47.08% |
$524K - $554K
|
8.07K
$639K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-7.37K- 22.16% |
$538K - $569K
|
25.9K
$2.05M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.48K- 1.82% |
$546K - $577K
|
404K
$32M
|
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-7.55K- 10.44% |
$551K - $583K
|
64.8K
$5.13M
|
|
|
May 15, 2023
Q1 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-7.69K- 18.03% |
$561K - $593K
|
34.9K
$2.77M
|
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-7.73K- 21.43% |
$565K - $597K
|
28.3K
$2.25M
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-7.89K- 78.44% |
$576K - $609K
|
2.17K
$172K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-8.07K- 45.72% |
$589K - $623K
|
9.58K
$759K
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-8.41K- 18.69% |
$614K - $649K
|
36.6K
$2.9M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-8.42K- 64.08% |
$615K - $650K
|
4.72K
$374K
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-8.65K- 45.28% |
$632K - $668K
|
10.5K
$828K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.72K- 60.76% |
$637K - $673K
|
5.63K
$446K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-8.75K- 8.33% |
$639K - $676K
|
96.3K
$7.64M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.93K- 9.67% |
$652K - $689K
|
83.4K
$6.61M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.97K- 24.11% |
$655K - $692K
|
28.2K
$2.24M
|
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
SELL
|
- |
-9.14K- 31.45% |
$668K - $706K
|
19.9K
$1.58M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-9.23K- 99.9% |
$674K - $712K
|
9
$713
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-9.46K- 51.54% |
$691K - $730K
|
8.9K
$705K
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-9.5K- 19.19% |
$694K - $733K
|
40K
$3.17M
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-9.88K- 51.37% |
$722K - $763K
|
9.36K
$741K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.7K- 43.89% |
$778K - $822K
|
13.6K
$1.08M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-10.9K- 72.1% |
$796K - $841K
|
4.22K
$334K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-11.1K- 9.39% |
$811K - $857K
|
107K
$8.49M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.1K- 29.05% |
$813K - $859K
|
27.2K
$2.15M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-11.5K- 10.81% |
$841K - $889K
|
95K
$7.53M
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-11.6K- 2.88% |
$848K - $896K
|
391K
$31M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-12.2K- 30.24% |
$888K - $938K
|
28K
$2.22M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-12.5K- 81.47% |
$911K - $963K
|
2.84K
$225K
|
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-12.6K- 68.46% |
$919K - $972K
|
5.8K
$460K
|
|
|
Apr 13, 2023
Q1 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-12.7K- 70.96% |
$926K - $979K
|
5.19K
$411K
|