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 |
---|---|---|---|---|---|---|---|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-479- 6.35% |
$36.7K - $37.3K
|
7.07K
$547K
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-503- 3.78% |
$38.5K - $39.2K
|
12.8K
$990K
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-509- 6.27% |
$39K - $39.7K
|
7.61K
$589K
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-539- 12.22% |
$41.3K - $42K
|
3.87K
$300K
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-540- 7.77% |
$41.3K - $42.1K
|
6.41K
$496K
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-558- 14.18% |
$42.7K - $43.5K
|
3.38K
$261K
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-607- 20.56% |
$46.5K - $47.3K
|
2.35K
$182K
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-611- 4.88% |
$46.8K - $47.6K
|
11.9K
$922K
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-622- 5.73% |
$47.6K - $48.5K
|
10.2K
$792K
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-625- 7.12% |
$47.9K - $48.7K
|
8.15K
$631K
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-640- 1.16% |
$49K - $49.9K
|
54.7K
$4.23M
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-641- 5.53% |
$49.1K - $49.9K
|
11K
$848K
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-646- 1.88% |
$49.5K - $50.3K
|
33.7K
$2.61M
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-660- 8.62% |
$50.5K - $51.4K
|
7K
$542K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-677- 7.82% |
$51.8K - $52.7K
|
7.98K
$618K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-683- 15.72% |
$52.3K - $53.2K
|
3.66K
$284K
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-724- 9.67% |
$55.4K - $56.4K
|
6.77K
$524K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-729- 6.07% |
$55.8K - $56.8K
|
11.3K
$873K
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-734- 7.77% |
$56.2K - $57.2K
|
8.71K
$674K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-734- 93.62% |
$56.2K - $57.2K
|
50
$3.87K
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-742- 6.67% |
$56.8K - $57.8K
|
10.4K
$804K
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-781- 9.67% |
$59.8K - $60.8K
|
7.3K
$565K
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-797- 0.5% |
$61K - $62.1K
|
160K
$12.4M
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-801- 19.22% |
$61.3K - $62.4K
|
3.37K
$261K
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-806- 1.73% |
$61.7K - $62.8K
|
45.8K
$3.54M
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
SELL
|
- |
-806- 0.46% |
$61.7K - $62.8K
|
176K
$13.6M
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-818- 0.45% |
$62.6K - $63.7K
|
182K
$14.1M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-826- 0.64% |
$63.2K - $64.3K
|
129K
$10M
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-837- 4.03% |
$64.1K - $65.2K
|
19.9K
$1.54M
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-862- 15.41% |
$66K - $67.1K
|
4.73K
$366K
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-875- 24.86% |
$67K - $68.2K
|
2.65K
$205K
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-908- 13.17% |
$69.5K - $70.7K
|
5.99K
$464K
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-923- 0.61% |
$70.7K - $71.9K
|
150K
$11.6M
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-929- 6.24% |
$71.1K - $72.4K
|
13.9K
$1.08M
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-935- 1.79% |
$71.6K - $72.8K
|
51.3K
$3.97M
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-950- 18.72% |
$72.7K - $74K
|
4.13K
$319K
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-952- 21.32% |
$72.9K - $74.2K
|
3.51K
$272K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-969- 0.42% |
$74.2K - $75.5K
|
228K
$17.6M
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1K- 14.16% |
$76.6K - $77.9K
|
6.06K
$469K
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.01K- 20.31% |
$77.2K - $78.5K
|
3.96K
$306K
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.01K- 0.35% |
$77.5K - $78.8K
|
292K
$22.6M
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.06K- 4.95% |
$81.3K - $82.7K
|
20.4K
$1.58M
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.1K- 21.28% |
$84.5K - $86K
|
4.09K
$316K
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.14K- 4.93% |
$87.1K - $88.6K
|
21.9K
$1.7M
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-1.15K- 34.47% |
$87.9K - $89.4K
|
2.18K
$169K
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.25K- 18.81% |
$95.4K - $97.1K
|
5.38K
$416K
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-1.27K- 11.03% |
$97.2K - $98.9K
|
10.2K
$793K
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.27K- 6.12% |
$97.4K - $99.1K
|
19.5K
$1.51M
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-1.28K- 12.44% |
$98K - $99.7K
|
9.01K
$697K
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.29K- 60.33% |
$98.4K - $100K
|
845
$65.4K
|