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 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
220+ 178.86% |
$16.1K - $17K
|
343
$27.2K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
217New |
$15.8K - $16.8K
|
217
$17.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
214New |
$15.6K - $16.5K
|
214
$17K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
207+ 0.44% |
$15.1K - $16K
|
46.8K
$3.71M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
204+ 7.04% |
$14.9K - $15.7K
|
3.1K
$246K
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
204+ 0.62% |
$14.9K - $15.7K
|
33.2K
$2.63M
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
200+ 38.02% |
$14.6K - $15.4K
|
726
$57.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
195+ 11.66% |
$14.2K - $15.1K
|
1.87K
$148K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
193+ 3.45% |
$14.1K - $14.9K
|
5.8K
$459K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
175New |
$12.8K - $13.5K
|
175
$13.9K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
170+ 28.19% |
$12.4K - $13.1K
|
773
$61.3K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
165New |
$12.1K - $12.7K
|
165
$13.1K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
149New |
$10.9K - $11.5K
|
149
$11.8K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
130New |
$9.5K - $10K
|
130
$10.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
129New |
$9.42K - $9.96K
|
129
$10.2K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
127+ 3.45% |
$9.28K - $9.8K
|
3.81K
$302K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
126+ 0.29% |
$9.2K - $9.73K
|
44K
$3.49M
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
121+ 0.93% |
$8.84K - $9.34K
|
13.2K
$1.05M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
121New |
$8.84K - $9.34K
|
121
$9.59K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
121+ 3.6% |
$8.84K - $9.34K
|
3.48K
$276K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
115+ 0.85% |
$8.4K - $8.88K
|
13.6K
$1.08M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
110+ 4.33% |
$8.03K - $8.49K
|
2.65K
$210K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$7.3K - $7.72K
|
100
$7.93K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
100New |
$7.3K - $7.72K
|
100
$7.93K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
94+ 2.52% |
$6.87K - $7.26K
|
3.83K
$304K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
92+ 0.01% |
$6.72K - $7.1K
|
770K
$61M
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
89+ 0.9% |
$6.5K - $6.87K
|
9.97K
$790K
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
89+ 3.24% |
$6.5K - $6.87K
|
2.84K
$225K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
81+ 1.07% |
$5.92K - $6.25K
|
7.66K
$607K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
78+ 2.73% |
$5.7K - $6.02K
|
2.93K
$232K
|
|
|
May 04, 2023
Q1 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
77+ 0.47% |
$5.62K - $5.94K
|
16.5K
$1.31M
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
77+ 2.63% |
$5.62K - $5.94K
|
3.01K
$238K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
72+ 1.7% |
$5.26K - $5.56K
|
4.32K
$342K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
70+ 1.39% |
$5.11K - $5.4K
|
5.1K
$404K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
64New |
$4.67K - $4.94K
|
64
$5.07K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
61New |
$4.46K - $4.71K
|
61
$4.83K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
55New |
$4.02K - $4.25K
|
55
$4.36K
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
54+ 15.47% |
$3.94K - $4.17K
|
403
$31.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
52+ 8.65% |
$3.8K - $4.01K
|
653
$51.8K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
51+ 1.09% |
$3.73K - $3.94K
|
4.73K
$375K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
50+ 6.81% |
$3.65K - $3.86K
|
784
$62.1K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
46New |
$3.36K - $3.55K
|
46
$3.65K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
44New |
$3.21K - $3.4K
|
44
$3.49K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
42+ 0.79% |
$3.07K - $3.24K
|
5.39K
$427K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
39New |
$2.85K - $3.01K
|
39
$3.09K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
39+ 0.24% |
$2.85K - $3.01K
|
16.5K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
39+ 0.81% |
$2.85K - $3.01K
|
4.85K
$385K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
38+ 1.09% |
$2.78K - $2.93K
|
3.54K
$280K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
37+ 1.6% |
$2.7K - $2.86K
|
2.35K
$186K
|
|
|
May 11, 2023
Q1 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
37+ 0.41% |
$2.7K - $2.86K
|
9.14K
$724K
|