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 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.29K- 43.79% |
$98.5K - $100K
|
1.65K
$128K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.29K- 5.79% |
$98.7K - $100K
|
21K
$1.63M
|
|
May 08, 2024
Q1 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.29K- 13.37% |
$99.1K - $101K
|
8.38K
$649K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.33K- 16.41% |
$101K - $103K
|
6.75K
$523K
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.42K- 29.01% |
$108K - $110K
|
3.46K
$268K
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.42K- 16.69% |
$108K - $110K
|
7.07K
$547K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.44K- 12.19% |
$110K - $112K
|
10.4K
$802K
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-1.45K- 15.71% |
$111K - $113K
|
7.76K
$601K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.47K- 19.5% |
$112K - $114K
|
6.05K
$468K
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.49K- 10.54% |
$114K - $116K
|
12.6K
$979K
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.51K- 29.2% |
$116K - $118K
|
3.67K
$284K
|
|
May 15, 2024
Q1 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-1.53K- 8.46% |
$117K - $119K
|
16.6K
$1.28M
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-1.67K- 18.36% |
$128K - $130K
|
7.43K
$575K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.74K- 2.75% |
$133K - $136K
|
61.5K
$4.76M
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.77K- 4.91% |
$135K - $138K
|
34.3K
$2.65M
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.78K- 36.86% |
$136K - $138K
|
3.04K
$236K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.81K- 17.64% |
$139K - $141K
|
8.45K
$654K
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.91K- 42.31% |
$146K - $149K
|
2.61K
$202K
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.96K- 4.03% |
$150K - $153K
|
46.7K
$3.61M
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.97K- 1.91% |
$151K - $154K
|
101K
$7.84M
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.97K- 10.73% |
$151K - $154K
|
16.4K
$1.27M
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.98K- 27.93% |
$152K - $154K
|
5.11K
$395K
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-2.07K- 22.4% |
$158K - $161K
|
7.16K
$554K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.08K- 53.44% |
$159K - $162K
|
1.81K
$140K
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-2.09K- 27.42% |
$160K - $163K
|
5.54K
$429K
|
|
May 02, 2024
Q1 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-2.14K- 10.28% |
$164K - $166K
|
18.6K
$1.44M
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.24K- 14.94% |
$171K - $174K
|
12.7K
$986K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.32K- 3.63% |
$178K - $181K
|
61.7K
$4.78M
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.5K- 91.27% |
$191K - $195K
|
239
$18.5K
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-2.59K- 6.56% |
$199K - $202K
|
36.9K
$2.86M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.63K- 68.04% |
$201K - $205K
|
1.24K
$95.6K
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.7K- 17.3% |
$207K - $210K
|
12.9K
$999K
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-2.7K- 50.16% |
$207K - $210K
|
2.68K
$208K
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.71K- 2.06% |
$208K - $211K
|
129K
$9.99M
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.81K- 5.36% |
$215K - $219K
|
49.5K
$3.84M
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-2.81K- 7.13% |
$215K - $219K
|
36.6K
$2.83M
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-2.81K- 7.27% |
$215K - $219K
|
35.9K
$2.78M
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-2.81K- 37.48% |
$215K - $219K
|
4.69K
$363K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.83K- 2.71% |
$217K - $221K
|
102K
$7.87M
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.85K- 5.16% |
$218K - $222K
|
52.3K
$4.05M
|
|
May 10, 2024
Q1 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-2.91K- 20.18% |
$222K - $226K
|
11.5K
$890K
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-2.96K- 45.89% |
$226K - $230K
|
3.49K
$270K
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.97K- 27.99% |
$227K - $231K
|
7.63K
$591K
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.99K- 14.56% |
$229K - $233K
|
17.6K
$1.36M
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.04K- 25.83% |
$233K - $237K
|
8.73K
$676K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.07K- 53.26% |
$235K - $239K
|
2.7K
$209K
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.19K- 3.27% |
$244K - $248K
|
94.3K
$7.3M
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.2K- 27.62% |
$245K - $249K
|
8.39K
$650K
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.28K- 0.3% |
$251K - $256K
|
1.08M
$83.3M
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-3.31K- 38.15% |
$254K - $258K
|
5.37K
$416K
|