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 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-3.34K- 11.56% |
$256K - $260K
|
25.6K
$1.98M
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.54K- 21.23% |
$271K - $276K
|
13.2K
$1.02M
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3.55K- 21.1% |
$272K - $277K
|
13.3K
$1.03M
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-3.82K- 9.38% |
$292K - $298K
|
36.9K
$2.86M
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-3.85K- 5.44% |
$294K - $300K
|
66.8K
$5.17M
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.91K- 61.02% |
$299K - $305K
|
2.5K
$193K
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.91K- 17.57% |
$299K - $305K
|
18.4K
$1.42M
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-4.01K- 4.35% |
$307K - $312K
|
88.1K
$6.82M
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-4.07K- 1.5% |
$312K - $317K
|
267K
$20.6M
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-4.18K- 1.55% |
$320K - $325K
|
265K
$20.5M
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-4.19K- 55.0% |
$321K - $327K
|
3.43K
$266K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.23K- 15.6% |
$324K - $329K
|
22.9K
$1.77M
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-4.28K- 18.65% |
$327K - $333K
|
18.7K
$1.44M
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4.35K- 99.7% |
$333K - $339K
|
13
$1.01K
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-4.45K- 56.27% |
$341K - $346K
|
3.46K
$268K
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.68K- 10.73% |
$359K - $365K
|
39K
$3.02M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.77K- 17.29% |
$365K - $372K
|
22.8K
$1.77M
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-4.78K- 30.36% |
$366K - $373K
|
11K
$849K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.08K- 26.52% |
$389K - $395K
|
14.1K
$1.09M
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-5.11K- 10.16% |
$392K - $398K
|
45.2K
$3.5M
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.2K- 3.04% |
$398K - $405K
|
165K
$12.8M
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-5.35K- 56.83% |
$410K - $417K
|
4.07K
$315K
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-5.38K- 1.7% |
$412K - $419K
|
311K
$24.1M
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-5.66K- 12.13% |
$434K - $441K
|
41K
$3.18M
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-5.77K- 15.83% |
$442K - $449K
|
30.7K
$2.37M
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-5.79K- 4.15% |
$443K - $451K
|
134K
$10.3M
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-5.91K- 6.09% |
$452K - $460K
|
91.1K
$7.05M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-6.04K- 7.64% |
$463K - $471K
|
73.1K
$5.66M
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-6.15K- 6.6% |
$471K - $479K
|
87.1K
$6.74M
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-6.3K- 18.82% |
$483K - $491K
|
27.2K
$2.11M
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-6.68K- 5.29% |
$511K - $520K
|
120K
$9.26M
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.7K- 50.61% |
$513K - $522K
|
6.54K
$507K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.97K- 88.18% |
$534K - $543K
|
934
$72.3K
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-7.08K- 17.92% |
$542K - $552K
|
32.4K
$2.51M
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-7.25K- 3.12% |
$555K - $565K
|
225K
$17.4M
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-7.41K- 50.45% |
$567K - $577K
|
7.28K
$563K
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7.58K- 45.74% |
$580K - $590K
|
8.99K
$696K
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-7.73K- 45.83% |
$592K - $602K
|
9.14K
$707K
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-7.9K- 20.49% |
$605K - $615K
|
30.6K
$2.37M
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.93K- 26.71% |
$607K - $618K
|
21.8K
$1.68M
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-7.95K- 75.32% |
$608K - $619K
|
2.6K
$202K
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-7.95K- 54.22% |
$609K - $619K
|
6.71K
$520K
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-8K- 57.14% |
$613K - $623K
|
6K
$465K
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-8.24K- 54.86% |
$631K - $642K
|
6.78K
$525K
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-8.29K- 26.55% |
$635K - $646K
|
22.9K
$1.78M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.41K- 12.35% |
$644K - $655K
|
59.7K
$4.62M
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-8.64K- 42.46% |
$661K - $673K
|
11.7K
$906K
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-9.34K- 74.38% |
$715K - $728K
|
3.22K
$249K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.38K- 7.68% |
$718K - $731K
|
113K
$8.73M
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-9.46K- 43.16% |
$725K - $737K
|
12.5K
$965K
|