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 09, 2023
Q3 2023
|
Jordan Park Group LLC
|
BUY
|
- |
13.5K+ 16.09% |
$994K - $1.02M
|
97.5K
$7.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
13.2KNew |
$972K - $1M
|
13.2K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
13.2KNew |
$970K - $998K
|
13.2K
$1.05M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.1K+ 56.16% |
$966K - $995K
|
36.6K
$2.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
12.9K+ 389.37% |
$950K - $978K
|
16.3K
$1.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
12.9K+ 72.41% |
$948K - $976K
|
30.7K
$2.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
11.9K+ 5.62% |
$877K - $903K
|
224K
$17.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
11K+ 28.66% |
$808K - $832K
|
49.4K
$3.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
BUY
|
- |
11KNew |
$805K - $829K
|
11K
$868K
|
|
|
Oct 19, 2023
Q3 2023
|
Retireful, LLC
|
BUY
|
- |
10.4KNew |
$766K - $789K
|
10.4K
$826K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.3K+ 51.7% |
$756K - $779K
|
30.2K
$2.39M
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
8.81KNew |
$647K - $666K
|
8.81K
$698K
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.23K+ 27.95% |
$605K - $622K
|
37.7K
$2.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
8.2KNew |
$603K - $620K
|
8.2K
$650K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
8.05KNew |
$591K - $609K
|
8.05K
$638K
|
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
7.27KNew |
$534K - $550K
|
7.27K
$576K
|
|
|
Oct 17, 2023
Q3 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
7.2KNew |
$529K - $545K
|
7.2K
$571K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.02K+ 39.2% |
$516K - $531K
|
24.9K
$1.98M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.97K+ 100.64% |
$512K - $527K
|
13.9K
$1.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
6.96KNew |
$511K - $526K
|
6.96K
$551K
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
6.92KNew |
$508K - $523K
|
6.92K
$548K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
6.8K+ 147.1% |
$500K - $515K
|
11.4K
$906K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
6.73K+ 7.03% |
$495K - $509K
|
102K
$8.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
6.7K+ 99.23% |
$492K - $507K
|
13.5K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
6.54KNew |
$481K - $495K
|
6.54K
$518K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.53K+ 27.86% |
$480K - $494K
|
30K
$2.38M
|
|
|
Nov 03, 2023
Q3 2023
|
Delphi Financial Group, Inc.
|
BUY
|
- |
6.5KNew |
$478K - $492K
|
6.5K
$515K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
6.14KNew |
$451K - $465K
|
6.14K
$487K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5.82K+ 4.52% |
$428K - $441K
|
135K
$10.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
5.8K+ 6.74% |
$426K - $439K
|
91.9K
$7.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
5.8K+ 4.19% |
$426K - $439K
|
144K
$11.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
5.68K+ 13.15% |
$417K - $429K
|
48.8K
$3.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.64K+ 4.61% |
$415K - $427K
|
128K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.6K+ 29.94% |
$412K - $424K
|
24.3K
$1.93M
|
|
|
Nov 06, 2023
Q3 2023
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
5.6K+ 71.55% |
$411K - $423K
|
13.4K
$1.06M
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.58K+ 2.47% |
$410K - $422K
|
232K
$18.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.4K+ 3.31% |
$397K - $409K
|
168K
$13.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.4K+ 15.06% |
$397K - $408K
|
41.2K
$3.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.25K+ 5.18% |
$386K - $397K
|
107K
$8.44M
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5.01K+ 38515.38% |
$368K - $379K
|
5.02K
$398K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.87K+ 51.99% |
$357K - $368K
|
14.2K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
4.77KNew |
$351K - $361K
|
4.77K
$378K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.77K+ 2.01% |
$350K - $360K
|
241K
$19.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
4.73KNew |
$348K - $358K
|
4.73K
$375K
|
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.7KNew |
$345K - $355K
|
4.7K
$372K
|
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4.34KNew |
$319K - $329K
|
4.34K
$344K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.14K+ 41.9% |
$304K - $313K
|
14K
$1.11M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.13K+ 29.86% |
$304K - $313K
|
18K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
4.1K+ 12.09% |
$301K - $310K
|
38K
$3.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.05K+ 3.61% |
$298K - $306K
|
116K
$9.21M
|