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 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
35+ 0.62% |
$2.56K - $2.7K
|
5.68K
$450K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
33+ 0.37% |
$2.41K - $2.55K
|
8.97K
$711K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
31+ 0.74% |
$2.26K - $2.39K
|
4.22K
$335K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
30+ 2.53% |
$2.19K - $2.32K
|
1.22K
$96.4K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
30+ 2.85% |
$2.19K - $2.32K
|
1.08K
$85.7K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
27+ 2.06% |
$1.97K - $2.08K
|
1.34K
$106K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
26+ 0.02% |
$1.9K - $2.01K
|
110K
$8.74M
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
19+ 0.18% |
$1.39K - $1.47K
|
10.8K
$854K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
15+ 0.2% |
$1.1K - $1.16K
|
7.37K
$584K
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
13+ 0.4% |
$950 - $1K
|
3.27K
$259K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
12+ 16.0% |
$876 - $926
|
87
$6.89K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
10New |
$730 - $772
|
10
$793
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
7+ 1.04% |
$511 - $540
|
679
$53.8K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 1.04% |
$511 - $540
|
682
$54K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6New |
$438 - $463
|
6
$476
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
5+ 0.82% |
$365 - $386
|
617
$48.9K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5+ 0.12% |
$365 - $386
|
4.16K
$330K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
3+ 0.1% |
$219 - $232
|
3.15K
$250K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
3+ 1.12% |
$219 - $232
|
271
$21.5K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3New |
$219 - $232
|
3
$238
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.97% |
$219 - $232
|
312
$24.7K
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
2+ 0.06% |
$146 - $154
|
3.2K
$253K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 2.7% |
$146 - $154
|
76
$6.02K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.17% |
$73 - $77.2
|
603
$47.8K
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1- 0.03% |
$73 - $77.2
|
3.31K
$262K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 1.1% |
$73 - $77.2
|
90
$7.13K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2- 0.1% |
$146 - $154
|
1.93K
$153K
|
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-3- 0.01% |
$219 - $232
|
20K
$1.59M
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-3- 0.02% |
$219 - $232
|
13.8K
$1.09M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-7- 0.17% |
$511 - $540
|
4.02K
$319K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-9- 2.43% |
$657 - $695
|
362
$28.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-11- 2.24% |
$803 - $849
|
480
$38K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-12- 35.29% |
$876 - $926
|
22
$1.74K
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-21- 0.58% |
$1.53K - $1.62K
|
3.6K
$285K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-25- 0.62% |
$1.83K - $1.93K
|
3.99K
$316K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-28- 0.32% |
$2.05K - $2.16K
|
8.69K
$689K
|
|
|
Apr 26, 2023
Q1 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-40- 0.49% |
$2.92K - $3.09K
|
8.09K
$641K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-44- 2.74% |
$3.21K - $3.4K
|
1.56K
$124K
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-45- 0.93% |
$3.29K - $3.47K
|
4.8K
$380K
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-46- 0.05% |
$3.36K - $3.55K
|
88.5K
$7.01M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-49- 58.33% |
$3.58K - $3.78K
|
35
$2.77K
|
|
|
May 08, 2023
Q1 2023
|
Allie Family Office LLC
|
SELL
|
- |
-50- 0.15% |
$3.65K - $3.86K
|
32.7K
$2.59M
|
|
|
May 09, 2023
Q1 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-50- 1.79% |
$3.65K - $3.86K
|
2.74K
$217K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-52- 0.53% |
$3.8K - $4.01K
|
9.74K
$771K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-55- 19.78% |
$4.02K - $4.25K
|
223
$17.7K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-60- 16.0% |
$4.38K - $4.63K
|
315
$25K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-60- 0.92% |
$4.38K - $4.63K
|
6.45K
$511K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-67- 0.38% |
$4.89K - $5.17K
|
17.8K
$1.41M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-71- 2.31% |
$5.19K - $5.48K
|
3K
$238K
|
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-73- 2.66% |
$5.33K - $5.64K
|
2.68K
$212K
|