Purchases and Sales Made in Q3 2023 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-360- 4.84% |
$26.5K - $27.2K
|
7.09K
$561K
|
|
|
Oct 19, 2023
Q3 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-367- 11.93% |
$27K - $27.8K
|
2.71K
$215K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-370- 7.06% |
$27.2K - $28K
|
4.87K
$386K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-391- 1.59% |
$28.7K - $29.6K
|
24.3K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-396- 22.49% |
$29.1K - $30K
|
1.37K
$108K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-408- 0.4% |
$30K - $30.9K
|
102K
$8.1M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-417- 5.32% |
$30.6K - $31.5K
|
7.42K
$588K
|
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-419- 4.26% |
$30.8K - $31.7K
|
9.42K
$747K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-432- 13.59% |
$31.7K - $32.7K
|
2.75K
$218K
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-440- 3.43% |
$32.3K - $33.3K
|
12.4K
$983K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-464- 5.02% |
$34.1K - $35.1K
|
8.78K
$696K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-465- 46.09% |
$34.2K - $35.2K
|
544
$43.1K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-467- 2.62% |
$34.3K - $35.3K
|
17.4K
$1.38M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-472- 5.53% |
$34.7K - $35.7K
|
8.06K
$639K
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-479- 0.59% |
$35.2K - $36.2K
|
80.4K
$6.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-493- 47.96% |
$36.2K - $37.3K
|
535
$42.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-496- 4.31% |
$36.4K - $37.5K
|
11K
$874K
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-499- 5.04% |
$36.7K - $37.7K
|
9.4K
$745K
|
|
|
Oct 30, 2023
Q3 2023
|
Amarillo National Bank
|
SELL
|
- |
-514- 0.29% |
$37.8K - $38.9K
|
177K
$14M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-527- 5.16% |
$38.7K - $39.9K
|
9.68K
$767K
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-550- 7.02% |
$40.4K - $41.6K
|
7.29K
$577K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-554- 5.02% |
$40.7K - $41.9K
|
10.5K
$831K
|
|
|
Oct 26, 2023
Q3 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-561- 1.21% |
$41.2K - $42.4K
|
45.8K
$3.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-580- 9.64% |
$42.6K - $43.9K
|
5.44K
$431K
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-583- 3.19% |
$42.8K - $44.1K
|
17.7K
$1.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-588- 10.6% |
$43.2K - $44.5K
|
4.96K
$393K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-598- 5.42% |
$43.9K - $45.2K
|
10.4K
$827K
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-601- 7.04% |
$44.2K - $45.5K
|
7.94K
$629K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-618- 6.43% |
$45.4K - $46.8K
|
8.99K
$712K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-625- 2.04% |
$45.9K - $47.3K
|
30.1K
$2.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-650- 17.69% |
$47.8K - $49.2K
|
3.03K
$240K
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-650- 8.3% |
$47.8K - $49.2K
|
7.18K
$569K
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-653- 9.18% |
$48K - $49.4K
|
6.46K
$512K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-663- 8.6% |
$48.7K - $50.2K
|
7.05K
$559K
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-680- 0.82% |
$50K - $51.4K
|
81.8K
$6.48M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-682- 1.43% |
$50.1K - $51.6K
|
47K
$3.73M
|
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-691- 16.46% |
$50.8K - $52.3K
|
3.51K
$278K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-708- 7.05% |
$52K - $53.6K
|
9.33K
$739K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-713- 14.18% |
$52.4K - $53.9K
|
4.32K
$342K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-749- 11.17% |
$55K - $56.7K
|
5.95K
$472K
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-750- 20.15% |
$55.1K - $56.7K
|
2.97K
$236K
|
|
|
Nov 14, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-752- 92.61% |
$55.3K - $56.9K
|
60
$4.76K
|
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-758- 3.85% |
$55.7K - $57.3K
|
18.9K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-774- 48.8% |
$56.9K - $58.6K
|
812
$64.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-783- 2.55% |
$57.5K - $59.2K
|
29.9K
$2.37M
|
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-795- 3.05% |
$58.4K - $60.1K
|
25.3K
$2M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-806- 0.93% |
$59.2K - $61K
|
85.7K
$6.79M
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-809- 5.85% |
$59.4K - $61.2K
|
13K
$1.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-811- 0.3% |
$59.6K - $61.4K
|
270K
$21.4M
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-826- 1.82% |
$60.7K - $62.5K
|
44.6K
$3.54M
|