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
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.64K- 2.56% |
$738K - $751K
|
366K
$28.2M
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-9.88K- 68.52% |
$757K - $770K
|
4.54K
$349K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.3K- 4.13% |
$785K - $799K
|
238K
$18.3M
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-10.5K- 0.72% |
$807K - $821K
|
1.46M
$112M
|
|
May 10, 2024
Q1 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-10.6K- 4.74% |
$815K - $829K
|
214K
$16.5M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.7K- 11.64% |
$820K - $834K
|
81.3K
$6.26M
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11.1K- 62.09% |
$853K - $868K
|
6.8K
$523K
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-11.2K- 15.87% |
$861K - $876K
|
59.6K
$4.59M
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-11.3K- 15.78% |
$865K - $880K
|
60.3K
$4.64M
|
|
Apr 29, 2024
Q1 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-11.6K- 31.83% |
$888K - $904K
|
24.8K
$1.91M
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-11.6K- 79.45% |
$890K - $906K
|
3.01K
$231K
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-13.4K- 23.73% |
$1.02M - $1.04M
|
43K
$3.3M
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-13.9K- 4.38% |
$1.06M - $1.08M
|
303K
$23.3M
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-14.3K- 39.69% |
$1.1M - $1.11M
|
21.7K
$1.67M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-14.3K- 75.36% |
$1.1M - $1.12M
|
4.68K
$360K
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.4K- 4.84% |
$1.18M - $1.2M
|
303K
$23.3M
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-16.1K- 12.85% |
$1.23M - $1.25M
|
109K
$8.39M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-17.3K- 14.9% |
$1.32M - $1.35M
|
98.8K
$7.6M
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-17.8K- 3.12% |
$1.37M - $1.39M
|
554K
$42.6M
|
|
May 06, 2024
Q1 2024
|
Pacific Asset Management LLC
|
SELL
|
- |
-18.9K- 2.18% |
$1.45M - $1.47M
|
848K
$65.2M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-19K- 39.61% |
$1.46M - $1.48M
|
29K
$2.23M
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-20.4K- 20.33% |
$1.56M - $1.59M
|
80.1K
$6.16M
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-20.9K- 71.66% |
$1.6M - $1.63M
|
8.25K
$635K
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-23.4K- 19.79% |
$1.79M - $1.82M
|
94.9K
$7.3M
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-26.2K- 64.6% |
$2.01M - $2.04M
|
14.4K
$1.1M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-26.8KClosed |
$2.05M - $2.09M
|
0
$0
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-28K- 43.15% |
$2.15M - $2.18M
|
36.9K
$2.84M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-29.8K- 6.14% |
$2.28M - $2.32M
|
455K
$35M
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-29.8K- 3.58% |
$2.28M - $2.32M
|
804K
$61.9M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30K- 9.3% |
$2.3M - $2.34M
|
292K
$22.5M
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-30.4K- 88.55% |
$2.33M - $2.37M
|
3.93K
$302K
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-31.6K- 16.45% |
$2.42M - $2.46M
|
161K
$12.4M
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-31.8K- 92.27% |
$2.43M - $2.47M
|
2.66K
$205K
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-34K- 69.87% |
$2.61M - $2.65M
|
14.7K
$1.13M
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-34.1K- 50.18% |
$2.61M - $2.66M
|
33.9K
$2.61M
|
|
May 01, 2024
Q1 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-36.7K- 72.01% |
$2.81M - $2.86M
|
14.3K
$1.1M
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-36.8K- 23.1% |
$2.82M - $2.87M
|
122K
$9.42M
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-38.6K- 40.71% |
$2.96M - $3.01M
|
56.2K
$4.33M
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-43.5K- 56.92% |
$3.33M - $3.39M
|
32.9K
$2.53M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-44.1K- 31.14% |
$3.38M - $3.44M
|
97.6K
$7.51M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-47.4K- 53.55% |
$3.63M - $3.69M
|
41.1K
$3.16M
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-47.9K- 88.81% |
$3.67M - $3.73M
|
6.04K
$465K
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-49.8K- 8.08% |
$3.81M - $3.88M
|
566K
$43.6M
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-51.3K- 84.79% |
$3.93M - $4M
|
9.2K
$708K
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-51.5K- 69.66% |
$3.94M - $4.01M
|
22.4K
$1.72M
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-51.5K- 38.81% |
$3.95M - $4.01M
|
81.2K
$6.25M
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-51.8K- 16.32% |
$3.97M - $4.03M
|
265K
$20.4M
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-52.3K- 76.04% |
$4.01M - $4.08M
|
16.5K
$1.27M
|
|
Apr 30, 2024
Q1 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-53.1K- 2.21% |
$4.07M - $4.14M
|
2.35M
$181M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-55.6K- 79.96% |
$4.26M - $4.33M
|
13.9K
$1.07M
|