Purchases and Sales Made in Q2 2023 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-2.86K- 12.66% |
$210K - $215K
|
19.7K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.9K- 2.95% |
$213K - $219K
|
95.2K
$7.56M
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2.95K- 2.3% |
$217K - $222K
|
126K
$9.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.97K- 8.89% |
$219K - $224K
|
30.5K
$2.42M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3K- 26.43% |
$221K - $227K
|
8.36K
$664K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.02K- 49.5% |
$222K - $227K
|
3.08K
$244K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.06K- 16.62% |
$225K - $231K
|
15.4K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.1K- 14.73% |
$228K - $233K
|
17.9K
$1.42M
|
|
|
Jul 19, 2023
Q2 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-3.21K- 22.25% |
$236K - $242K
|
11.2K
$890K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3.3K- 2.49% |
$243K - $249K
|
129K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-3.36K- 28.79% |
$247K - $253K
|
8.3K
$659K
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-3.47K- 38.97% |
$255K - $261K
|
5.43K
$431K
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-3.5K- 0.65% |
$257K - $264K
|
537K
$42.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.68K- 10.7% |
$270K - $277K
|
30.7K
$2.44M
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-4K- 4.6% |
$294K - $302K
|
83.1K
$6.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-4.04K- 53.61% |
$297K - $304K
|
3.49K
$278K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.05K- 2.15% |
$298K - $306K
|
184K
$14.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.07K- 28.23% |
$300K - $307K
|
10.4K
$823K
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-4.1K- 6.25% |
$302K - $309K
|
61.5K
$4.88M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4.28K- 46.57% |
$315K - $322K
|
4.9K
$390K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-4.31K- 21.59% |
$317K - $325K
|
15.7K
$1.24M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.32K- 50.47% |
$318K - $326K
|
4.24K
$337K
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
SELL
|
- |
-4.36K- 12.62% |
$321K - $329K
|
30.2K
$2.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-4.52K- 4.97% |
$333K - $341K
|
86.5K
$6.87M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-4.69K- 23.39% |
$345K - $353K
|
15.4K
$1.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-4.73K- 3.93% |
$348K - $356K
|
115K
$9.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.81K- 8.04% |
$354K - $363K
|
55K
$4.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-4.85K- 0.71% |
$357K - $366K
|
676K
$53.7M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-5.14KClosed |
$378K - $388K
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-5.17K- 7.97% |
$380K - $390K
|
59.6K
$4.74M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.18K- 61.12% |
$381K - $390K
|
3.29K
$262K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.25K- 4.93% |
$386K - $396K
|
101K
$8.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-5.43K- 9.74% |
$400K - $410K
|
50.3K
$4M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-5.61K- 32.79% |
$413K - $423K
|
11.5K
$914K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-5.67K- 76.99% |
$417K - $428K
|
1.7K
$135K
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-5.9K- 41.31% |
$434K - $445K
|
8.38K
$666K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-6.04K- 1.47% |
$445K - $456K
|
406K
$32.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-6.17K- 15.21% |
$454K - $465K
|
34.4K
$2.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-6.37K- 25.54% |
$469K - $481K
|
18.6K
$1.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-6.39K- 56.33% |
$470K - $482K
|
4.95K
$393K
|
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-6.58K- 7.96% |
$484K - $496K
|
76K
$6.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.71K- 2.4% |
$494K - $506K
|
273K
$21.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.89K- 8.8% |
$507K - $519K
|
71.4K
$5.67M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-6.96K- 36.28% |
$512K - $525K
|
12.2K
$971K
|
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-6.96K- 15.73% |
$512K - $525K
|
37.3K
$2.96M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.05K- 1.75% |
$519K - $532K
|
396K
$31.5M
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-7.07K- 58.08% |
$520K - $533K
|
5.1K
$405K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.17K- 31.34% |
$527K - $541K
|
15.7K
$1.25M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-7.31K- 1.01% |
$537K - $551K
|
717K
$57M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-7.33K- 3.0% |
$539K - $553K
|
237K
$18.8M
|