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
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-12.8K- 10.44% |
$934K - $988K
|
110K
$8.7M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-13.9K- 46.81% |
$1.02M - $1.07M
|
15.8K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-14.3K- 19.35% |
$1.04M - $1.1M
|
59.4K
$4.71M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.4K- 36.81% |
$1.05M - $1.11M
|
24.7K
$1.96M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-14.5K- 63.13% |
$1.06M - $1.12M
|
8.47K
$671K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-15.1K- 90.37% |
$1.1M - $1.17M
|
1.61K
$128K
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-15.7K- 24.07% |
$1.14M - $1.21M
|
49.4K
$3.92M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-16K- 75.67% |
$1.17M - $1.23M
|
5.14K
$408K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16.1K- 62.58% |
$1.17M - $1.24M
|
9.62K
$762K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-16.2K- 68.91% |
$1.18M - $1.25M
|
7.29K
$578K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-16.8K- 75.4% |
$1.22M - $1.29M
|
5.47K
$433K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
SELL
|
- |
-17.3K- 27.09% |
$1.26M - $1.33M
|
46.5K
$3.68M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-17.3K- 56.21% |
$1.26M - $1.33M
|
13.5K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-17.5K- 69.68% |
$1.28M - $1.35M
|
7.63K
$604K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-17.8K- 18.54% |
$1.3M - $1.37M
|
78.2K
$6.2M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18.8K- 72.9% |
$1.37M - $1.45M
|
6.99K
$554K
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
SELL
|
- |
-18.9K- 56.95% |
$1.38M - $1.46M
|
14.3K
$1.13M
|
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-19K- 35.57% |
$1.39M - $1.47M
|
34.4K
$2.73M
|
|
|
Apr 17, 2023
Q1 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-19.1K- 40.72% |
$1.4M - $1.48M
|
27.8K
$2.21M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-19.7K- 96.89% |
$1.44M - $1.52M
|
631
$50K
|
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-19.7K- 28.11% |
$1.44M - $1.52M
|
50.4K
$3.99M
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-20K- 15.46% |
$1.46M - $1.55M
|
109K
$8.68M
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-20.9K- 64.5% |
$1.53M - $1.62M
|
11.5K
$913K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.2K- 15.21% |
$1.55M - $1.64M
|
118K
$9.37M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-21.3K- 44.48% |
$1.55M - $1.64M
|
26.5K
$2.1M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-21.3K- 44.48% |
$1.55M - $1.64M
|
26.5K
$2.1M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-21.6K- 96.66% |
$1.58M - $1.67M
|
749
$59.4K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-21.9K- 27.09% |
$1.6M - $1.69M
|
59K
$4.68M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-22.1K- 21.4% |
$1.61M - $1.71M
|
81.2K
$6.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-23.3K- 5.35% |
$1.7M - $1.8M
|
412K
$32.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-26K- 88.01% |
$1.9M - $2.01M
|
3.54K
$280K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-29.5K- 68.54% |
$2.16M - $2.28M
|
13.6K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-30K- 61.47% |
$2.19M - $2.32M
|
18.8K
$1.49M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-30.7K- 99.51% |
$2.24M - $2.37M
|
151
$12K
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-30.9K- 77.42% |
$2.25M - $2.38M
|
9.01K
$714K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-31.5K- 46.85% |
$2.3M - $2.43M
|
35.8K
$2.84M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-31.8K- 55.04% |
$2.32M - $2.45M
|
26K
$2.06M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-34.2K- 81.95% |
$2.5M - $2.64M
|
7.53K
$597K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-34.5K- 54.06% |
$2.52M - $2.67M
|
29.4K
$2.33M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-34.9K- 99.67% |
$2.55M - $2.69M
|
117
$9.27K
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-35.5K- 6.03% |
$2.6M - $2.74M
|
554K
$43.9M
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-36.4KClosed |
$2.66M - $2.81M
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-36.4K- 82.81% |
$2.66M - $2.81M
|
7.56K
$599K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-37.4K- 90.3% |
$2.73M - $2.89M
|
4.02K
$319K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-37.4K- 90.3% |
$2.73M - $2.89M
|
4.02K
$319K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-37.6K- 16.65% |
$2.75M - $2.91M
|
188K
$14.9M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-37.7K- 22.69% |
$2.75M - $2.91M
|
128K
$10.2M
|
|
|
May 12, 2023
Q1 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-39K- 86.67% |
$2.85M - $3.01M
|
6K
$476K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-45.8K- 71.32% |
$3.35M - $3.54M
|
18.4K
$1.46M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-46.2K- 56.63% |
$3.37M - $3.57M
|
35.4K
$2.8M
|