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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.38K+ 0.89% |
$102K - $105K
|
157K
$12.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.38K+ 0.89% |
$102K - $105K
|
157K
$12.4M
|
|
|
Oct 13, 2023
Q3 2023
|
David J Yvars Group
|
BUY
|
- |
1.35K+ 5.58% |
$99.4K - $102K
|
25.6K
$2.03M
|
|
|
Oct 31, 2023
Q3 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
1.35K+ 8.02% |
$99.3K - $102K
|
18.2K
$1.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1.32K+ 4.56% |
$97.2K - $100K
|
30.3K
$2.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1.29K+ 4.8% |
$94.7K - $97.5K
|
28.2K
$2.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.28K+ 6.41% |
$94.3K - $97.1K
|
21.3K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.28K+ 25.83% |
$94.1K - $96.8K
|
6.24K
$494K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.17K+ 1.82% |
$86K - $88.5K
|
65.4K
$5.18M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
1.17K+ 32.32% |
$85.8K - $88.4K
|
4.78K
$379K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.16KNew |
$84.9K - $87.4K
|
1.16K
$91.5K
|
|
|
May 17, 2024
Q3 2023
|
Cim, LLC
|
BUY
|
- |
1.06K+ 3.12% |
$78K - $80.3K
|
35.1K
$2.78M
|
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
BUY
|
- |
1.01K+ 1.89% |
$74.5K - $76.7K
|
54.7K
$4.33M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
986+ 1.01% |
$72.5K - $74.6K
|
98.3K
$7.79M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
958+ 1.87% |
$70.4K - $72.5K
|
52.1K
$4.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
957+ 59.33% |
$70.3K - $72.4K
|
2.57K
$204K
|
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
954+ 1.39% |
$70.1K - $72.2K
|
69.6K
$5.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
892+ 8.76% |
$65.5K - $67.5K
|
11.1K
$878K
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
871+ 0.94% |
$64K - $65.9K
|
93.4K
$7.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
841+ 0.99% |
$61.8K - $63.6K
|
85.5K
$6.77M
|
|
|
Oct 20, 2023
Q3 2023
|
Covenant Partners, LLC
|
BUY
|
- |
835+ 2.59% |
$61.4K - $63.2K
|
33K
$2.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
828+ 28.31% |
$60.8K - $62.6K
|
3.75K
$297K
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
814+ 1.41% |
$59.8K - $61.6K
|
58.5K
$4.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
812+ 18.66% |
$59.7K - $61.4K
|
5.16K
$409K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
797+ 3.1% |
$58.6K - $60.3K
|
26.5K
$2.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
794+ 1058.67% |
$58.3K - $60.1K
|
869
$68.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
785+ 1.47% |
$57.7K - $59.4K
|
54.1K
$4.29M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
769+ 8.49% |
$56.5K - $58.2K
|
9.83K
$779K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
769+ 0.28% |
$56.5K - $58.2K
|
274K
$21.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
752+ 1253.33% |
$55.3K - $56.9K
|
812
$64.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
716+ 8.68% |
$52.6K - $54.2K
|
8.96K
$710K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
709+ 5.8% |
$52.1K - $53.6K
|
12.9K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
701+ 19.04% |
$51.5K - $53K
|
4.38K
$347K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
BUY
|
- |
697+ 0.9% |
$51.2K - $52.7K
|
78.3K
$6.2M
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
688+ 8.09% |
$50.6K - $52K
|
9.2K
$729K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
676+ 10.56% |
$49.7K - $51.1K
|
7.08K
$561K
|
|
|
Nov 14, 2023
Q3 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
673+ 3.8% |
$49.5K - $50.9K
|
18.4K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
672+ 3.72% |
$49.4K - $50.8K
|
18.7K
$1.49M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
654New |
$48.1K - $49.5K
|
654
$51.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
653New |
$48K - $49.4K
|
653
$51.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
648+ 22.81% |
$47.6K - $49K
|
3.49K
$277K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
639+ 0.86% |
$47K - $48.3K
|
75K
$5.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
620+ 16.68% |
$45.6K - $46.9K
|
4.34K
$344K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
598New |
$43.9K - $45.2K
|
598
$47.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
598+ 11.38% |
$43.9K - $45.2K
|
5.85K
$464K
|
|
|
Oct 27, 2023
Q3 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
579+ 21.22% |
$42.5K - $43.8K
|
3.31K
$262K
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
571+ 0.39% |
$42K - $43.2K
|
148K
$11.7M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
562+ 8.05% |
$41.3K - $42.5K
|
7.55K
$598K
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
559+ 10.3% |
$41.1K - $42.3K
|
5.99K
$474K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
548+ 3.2% |
$40.3K - $41.5K
|
17.7K
$1.4M
|