Purchases and Sales Made in Q1 2024 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q1 2024. 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 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-120- 2.96% |
$9.19K - $9.35K
|
3.94K
$305K
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-123- 2.11% |
$9.42K - $9.58K
|
5.71K
$442K
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-124- 0.66% |
$9.49K - $9.66K
|
18.5K
$1.44M
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-126- 43.3% |
$9.65K - $9.82K
|
165
$12.8K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-127- 0.28% |
$9.72K - $9.89K
|
44.6K
$3.45M
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-128- 9.06% |
$9.8K - $9.97K
|
1.29K
$99.5K
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-130- 1.25% |
$9.95K - $10.1K
|
10.3K
$796K
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-133- 4.62% |
$10.2K - $10.4K
|
2.75K
$213K
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-143- 39.29% |
$10.9K - $11.1K
|
221
$17.1K
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-146- 3.67% |
$11.2K - $11.4K
|
3.84K
$297K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-152- 2.27% |
$11.6K - $11.8K
|
6.54K
$507K
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-153- 5.94% |
$11.7K - $11.9K
|
2.42K
$188K
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-160- 3.01% |
$12.3K - $12.5K
|
5.15K
$399K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-167- 0.68% |
$12.8K - $13K
|
24.4K
$1.89M
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
SELL
|
- |
-168- 0.66% |
$12.9K - $13.1K
|
25.1K
$1.95M
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-169- 1.14% |
$12.9K - $13.2K
|
14.7K
$1.13M
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-175- 0.75% |
$13.4K - $13.6K
|
23.2K
$1.8M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-183- 2.54% |
$14K - $14.3K
|
7.02K
$543K
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-184- 6.11% |
$14.1K - $14.3K
|
2.83K
$219K
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
SELL
|
- |
-188- 1.35% |
$14.4K - $14.6K
|
13.8K
$1.07M
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-197- 1.32% |
$15.1K - $15.3K
|
14.7K
$1.14M
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-197- 3.77% |
$15.1K - $15.3K
|
5.03K
$390K
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-199- 43.36% |
$15.2K - $15.5K
|
260
$20.1K
|
|
Apr 19, 2024
Q1 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-200- 3.85% |
$15.3K - $15.6K
|
4.99K
$387K
|
|
Apr 22, 2024
Q1 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-208- 7.07% |
$15.9K - $16.2K
|
2.74K
$212K
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-212- 4.66% |
$16.2K - $16.5K
|
4.34K
$336K
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-231- 23.62% |
$17.7K - $18K
|
747
$57.8K
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-235- 3.23% |
$18K - $18.3K
|
7.04K
$545K
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-268- 1.76% |
$20.5K - $20.9K
|
15K
$1.16M
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-280- 9.81% |
$21.4K - $21.8K
|
2.58K
$199K
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-282- 6.39% |
$21.6K - $22K
|
4.13K
$320K
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-285- 0.77% |
$21.8K - $22.2K
|
36.8K
$2.85M
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-342- 5.39% |
$26.2K - $26.6K
|
6K
$465K
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-350- 2.97% |
$26.8K - $27.3K
|
11.4K
$885K
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-355- 11.14% |
$27.2K - $27.7K
|
2.83K
$219K
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-357- 9.2% |
$27.3K - $27.8K
|
3.53K
$273K
|
|
May 10, 2024
Q1 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-358- 0.9% |
$27.4K - $27.9K
|
39.5K
$3.06M
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-361- 11.18% |
$27.6K - $28.1K
|
2.87K
$222K
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-400- 9.76% |
$30.6K - $31.2K
|
3.7K
$286K
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-400- 11.76% |
$30.6K - $31.2K
|
3K
$232K
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
SELL
|
- |
-408- 10.83% |
$31.2K - $31.8K
|
3.36K
$260K
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-413- 0.92% |
$31.6K - $32.2K
|
44.6K
$3.46M
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-415- 7.77% |
$31.8K - $32.3K
|
4.93K
$381K
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-425- 17.97% |
$32.5K - $33.1K
|
1.94K
$150K
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-437- 12.32% |
$33.5K - $34K
|
3.11K
$241K
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-449- 0.55% |
$34.4K - $35K
|
81.6K
$6.32M
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-456- 7.12% |
$34.9K - $35.5K
|
5.95K
$460K
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-462- 13.25% |
$35.4K - $36K
|
3.02K
$234K
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-467- 2.25% |
$35.8K - $36.4K
|
20.3K
$1.57M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-473- 17.33% |
$36.2K - $36.8K
|
2.26K
$175K
|