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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
88+ 2.71% |
$6.47K - $6.66K
|
3.34K
$265K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
87+ 1.12% |
$6.39K - $6.58K
|
7.89K
$625K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
80+ 170.21% |
$5.88K - $6.05K
|
127
$10.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
77+ 0.51% |
$5.66K - $5.83K
|
15.3K
$1.21M
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
71New |
$5.22K - $5.37K
|
71
$5.63K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
69+ 0.17% |
$5.07K - $5.22K
|
39.8K
$3.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
68+ 0.1% |
$5K - $5.14K
|
70.8K
$5.61M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
65New |
$4.78K - $4.92K
|
65
$5.15K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
59+ 453.85% |
$4.34K - $4.46K
|
72
$5.71K
|
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
58+ 0.8% |
$4.26K - $4.39K
|
7.28K
$577K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
56+ 1.26% |
$4.11K - $4.24K
|
4.49K
$356K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
55+ 10.3% |
$4.04K - $4.16K
|
589
$46.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
55+ 1.13% |
$4.04K - $4.16K
|
4.9K
$388K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
54+ 1.51% |
$3.97K - $4.09K
|
3.64K
$288K
|
|
|
Nov 01, 2023
Q3 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
53+ 0.58% |
$3.89K - $4.01K
|
9.24K
$732K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
50New |
$3.67K - $3.78K
|
50
$3.96K
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
BUY
|
- |
49+ 0.56% |
$3.6K - $3.71K
|
8.75K
$693K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
45+ 7.48% |
$3.31K - $3.4K
|
647
$51.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
43New |
$3.16K - $3.25K
|
43
$3.41K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
41+ 0.43% |
$3.01K - $3.1K
|
9.64K
$764K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
41+ 0.98% |
$3.01K - $3.1K
|
4.23K
$335K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35+ 0.05% |
$2.57K - $2.65K
|
74.4K
$5.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
34+ 1.35% |
$2.5K - $2.57K
|
2.55K
$202K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
34New |
$2.5K - $2.57K
|
34
$2.69K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
30+ 0.76% |
$2.2K - $2.27K
|
3.96K
$314K
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
26+ 0.75% |
$1.91K - $1.97K
|
3.48K
$276K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
26+ 23.64% |
$1.91K - $1.97K
|
136
$10.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
25+ 8.04% |
$1.84K - $1.89K
|
336
$26.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
24+ 0.55% |
$1.76K - $1.82K
|
4.38K
$347K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
24+ 1.53% |
$1.76K - $1.82K
|
1.59K
$126K
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
19+ 0.58% |
$1.4K - $1.44K
|
3.3K
$262K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
16New |
$1.18K - $1.21K
|
16
$1.27K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
15+ 3.2% |
$1.1K - $1.13K
|
484
$38.4K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
15+ 3.41% |
$1.1K - $1.13K
|
455
$36.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
15New |
$1.1K - $1.13K
|
15
$1.19K
|
|
|
Oct 10, 2023
Q3 2023
|
New England Professional Planning Group Inc.
|
BUY
|
- |
14+ 0.46% |
$1.03K - $1.06K
|
3.04K
$241K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
14New |
$1.03K - $1.06K
|
14
$1.11K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
13New |
$955 - $983
|
13
$1.03K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 1.62% |
$808 - $832
|
688
$54.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
10+ 1.46% |
$735 - $757
|
697
$55.2K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
9+ 1.79% |
$661 - $681
|
511
$40.5K
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
9+ 0.33% |
$661 - $681
|
2.73K
$217K
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
9+ 13.64% |
$661 - $681
|
75
$5.94K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
6+ 1.32% |
$441 - $454
|
462
$36.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6+ 0.1% |
$441 - $454
|
6.05K
$479K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4+ 1.87% |
$294 - $303
|
218
$17.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4+ 0.05% |
$294 - $303
|
7.97K
$631K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
3+ 0.08% |
$220 - $227
|
3.65K
$289K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3+ 0.63% |
$220 - $227
|
479
$38K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
3+ 0.09% |
$220 - $227
|
3.2K
$254K
|