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 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
82.4K+ 4.79% |
$6.05M - $6.23M
|
1.8M
$143M
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
81.1K+ 239.1% |
$5.96M - $6.14M
|
115K
$9.12M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
72.1K+ 1362.64% |
$5.3M - $5.46M
|
77.4K
$6.13M
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
70.6K+ 40.62% |
$5.18M - $5.34M
|
244K
$19.4M
|
|
Oct 20, 2023
Q3 2023
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
70.1KNew |
$5.15M - $5.3M
|
70.1K
$5.56M
|
|
Nov 14, 2023
Q3 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
67KNew |
$4.92M - $5.07M
|
67K
$5.31M
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
66.5K+ 410.7% |
$4.89M - $5.03M
|
82.7K
$6.55M
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
65.7KNew |
$4.83M - $4.97M
|
65.7K
$5.21M
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
65.4K+ 356.59% |
$4.81M - $4.95M
|
83.8K
$6.64M
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
61.6KNew |
$4.52M - $4.66M
|
61.6K
$4.88M
|
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
52.7K+ 370.76% |
$3.87M - $3.99M
|
66.9K
$5.3M
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
47.2K+ 64.57% |
$3.47M - $3.57M
|
120K
$9.54M
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
46.1K+ 285.72% |
$3.39M - $3.49M
|
62.3K
$4.93M
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
44.7KNew |
$3.29M - $3.38M
|
44.7K
$3.54M
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
44.3K+ 7.91% |
$3.26M - $3.35M
|
605K
$47.9M
|
|
Nov 13, 2023
Q3 2023
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
40KNew |
$2.94M - $3.03M
|
40K
$3.17M
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
39KNew |
$2.87M - $2.95M
|
39K
$3.09M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
38.8K+ 19.77% |
$2.85M - $2.93M
|
235K
$18.6M
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
36.4K+ 980.29% |
$2.67M - $2.75M
|
40.1K
$3.18M
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
33.5KNew |
$2.46M - $2.53M
|
33.5K
$2.65M
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
32.8K+ 93.42% |
$2.41M - $2.48M
|
68K
$5.39M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
31K+ 14.36% |
$2.28M - $2.34M
|
247K
$19.6M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
27.4KNew |
$2.01M - $2.07M
|
27.4K
$2.17M
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
26.9K+ 12.29% |
$1.97M - $2.03M
|
245K
$19.4M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24K+ 47.56% |
$1.76M - $1.81M
|
74.4K
$5.89M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
23.9K+ 8.7% |
$1.76M - $1.81M
|
299K
$23.7M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.6K+ 22.44% |
$1.73M - $1.78M
|
129K
$10.2M
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
22.9KNew |
$1.69M - $1.73M
|
22.9K
$1.82M
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
22.4KNew |
$1.65M - $1.7M
|
22.4K
$1.78M
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
20.5K+ 86.12% |
$1.51M - $1.55M
|
44.3K
$3.51M
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
19.8K+ 6.96% |
$1.46M - $1.5M
|
305K
$24.2M
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
19.3KNew |
$1.42M - $1.46M
|
19.3K
$1.53M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
19.3KNew |
$1.41M - $1.46M
|
19.3K
$1.53M
|
|
Nov 09, 2023
Q3 2023
|
Geisinger Health
Danville, PA |
BUY
|
- |
18K+ 1.67% |
$1.32M - $1.36M
|
1.1M
$87M
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18K+ 55.47% |
$1.32M - $1.36M
|
50.3K
$3.99M
|
|
Nov 08, 2023
Q3 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
17KNew |
$1.25M - $1.29M
|
17K
$1.35M
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
17KNew |
$1.25M - $1.28M
|
17K
$1.34M
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
16.9K+ 289.87% |
$1.24M - $1.28M
|
22.7K
$1.8M
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
16.7K+ 201.11% |
$1.23M - $1.26M
|
25K
$1.98M
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
16.5K+ 2977.66% |
$1.21M - $1.25M
|
17.1K
$1.35M
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
16.5K+ 66.2% |
$1.21M - $1.25M
|
41.5K
$3.29M
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
16K+ 10.65% |
$1.18M - $1.21M
|
166K
$13.2M
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
15.8K+ 12.11% |
$1.16M - $1.2M
|
146K
$11.6M
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
15K+ 53.36% |
$1.1M - $1.13M
|
43.1K
$3.41M
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
14.8K+ 18.51% |
$1.09M - $1.12M
|
94.6K
$7.49M
|
|
Nov 14, 2023
Q3 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
14.4K+ 3.09% |
$1.06M - $1.09M
|
481K
$38.1M
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
14K+ 10.06% |
$1.03M - $1.06M
|
153K
$12.2M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.9K+ 14.53% |
$1.02M - $1.05M
|
110K
$8.71M
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
13.7K+ 6.63% |
$1.01M - $1.04M
|
220K
$17.5M
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
13.6K+ 11.81% |
$1M - $1.03M
|
129K
$10.2M
|