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 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
4.05K+ 4.6% |
$297K - $306K
|
92K
$7.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
4.02KNew |
$295K - $304K
|
4.02K
$318K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.97K+ 7.18% |
$292K - $301K
|
59.3K
$4.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.96KNew |
$291K - $300K
|
3.96K
$314K
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.9K+ 4.7% |
$287K - $295K
|
87K
$6.89M
|
|
|
Nov 14, 2023
Q3 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
3.89K+ 37.02% |
$286K - $294K
|
14.4K
$1.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
3.86KNew |
$284K - $292K
|
3.86K
$306K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.83K+ 4.5% |
$282K - $290K
|
89.1K
$7.06M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
3.71KNew |
$273K - $281K
|
3.71K
$294K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
3.59KNew |
$264K - $271K
|
3.59K
$284K
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
BUY
|
- |
3.53KNew |
$259K - $267K
|
3.53K
$280K
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.42KNew |
$251K - $259K
|
3.42K
$271K
|
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
3.28K+ 8.79% |
$241K - $248K
|
40.6K
$3.22M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.25K+ 101.25% |
$239K - $246K
|
6.45K
$511K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.18KNew |
$234K - $241K
|
3.18K
$252K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
3.1K+ 5.05% |
$228K - $234K
|
64.4K
$5.1M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.01KNew |
$221K - $228K
|
3.01K
$239K
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
3.01KNew |
$221K - $227K
|
3.01K
$238K
|
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
3K+ 1.76% |
$220K - $227K
|
173K
$13.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.97KNew |
$218K - $225K
|
2.97K
$236K
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
2.91K+ 34.33% |
$214K - $220K
|
11.4K
$902K
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.88KNew |
$212K - $218K
|
2.88K
$228K
|
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
2.86K+ 2.58% |
$210K - $216K
|
114K
$9.01M
|
|
|
Nov 13, 2023
Q3 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.8K+ 3.4% |
$206K - $212K
|
85.1K
$6.74M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.76KNew |
$203K - $209K
|
2.76K
$219K
|
|
|
Nov 14, 2023
Q3 2023
|
Tfg Asset Management Gp LTD
Grand Cayman, E9 |
BUY
|
- |
2.72K+ 2.96% |
$199K - $205K
|
94.5K
$7.49M
|
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
2.65K+ 7.08% |
$194K - $200K
|
40K
$3.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.54K+ 42.6% |
$186K - $192K
|
8.49K
$673K
|
|
|
Oct 24, 2023
Q3 2023
|
Sofi Wealth, LLC
|
BUY
|
- |
2.5K+ 5.97% |
$184K - $189K
|
44.4K
$3.52M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
BUY
|
- |
2.45K+ 1.1% |
$180K - $185K
|
226K
$17.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.29K+ 8.08% |
$169K - $174K
|
30.7K
$2.43M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.23K+ 759.52% |
$164K - $169K
|
2.53K
$200K
|
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
2.14K+ 30.8% |
$157K - $162K
|
9.1K
$721K
|
|
|
Oct 20, 2023
Q3 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2.13KNew |
$157K - $161K
|
2.13K
$169K
|
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.1K+ 6.42% |
$155K - $159K
|
34.9K
$2.76M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.08K+ 3.32% |
$153K - $157K
|
64.7K
$5.13M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.06K+ 11.15% |
$151K - $155K
|
20.5K
$1.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.03K+ 2.79% |
$149K - $153K
|
74.6K
$5.91M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.02K+ 65.7% |
$149K - $153K
|
5.1K
$404K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.99K+ 6.3% |
$146K - $151K
|
33.6K
$2.67M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.91K+ 17.68% |
$141K - $145K
|
12.7K
$1.01M
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
1.85K+ 9.92% |
$136K - $140K
|
20.4K
$1.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1.84K+ 20.38% |
$135K - $139K
|
10.9K
$861K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.76K+ 10.72% |
$129K - $133K
|
18.1K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.65K+ 16.84% |
$121K - $125K
|
11.4K
$906K
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.64K+ 1.31% |
$121K - $124K
|
126K
$10M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.57K+ 26.36% |
$116K - $119K
|
7.54K
$597K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.43K+ 18.82% |
$105K - $108K
|
9.01K
$714K
|
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
1.4K+ 21.16% |
$103K - $106K
|
8.02K
$635K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.39K+ 6.59% |
$102K - $105K
|
22.5K
$1.78M
|