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 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3+ 1.91% |
$220 - $227
|
160
$12.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.11% |
$220 - $227
|
2.85K
$226K
|
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
3+ 0.04% |
$220 - $227
|
8.52K
$675K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2+ 0.12% |
$147 - $151
|
1.7K
$134K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.33% |
$147 - $151
|
608
$48.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 7.69% |
$73.5 - $75.7
|
14
$1.11K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 6.25% |
$73.5 - $75.7
|
17
$1.35K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1+ 0.02% |
$73.5 - $75.7
|
4.24K
$336K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1- 0.01% |
$73.5 - $75.7
|
8.24K
$653K
|
|
|
Oct 27, 2023
Q3 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-3- 0.07% |
$220 - $227
|
4.36K
$345K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-5- 1.23% |
$367 - $378
|
403
$31.9K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-5- 0.05% |
$367 - $378
|
9.93K
$787K
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-5- 0.03% |
$367 - $378
|
19.6K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-6- 6.82% |
$441 - $454
|
82
$6.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-6- 0.17% |
$441 - $454
|
3.6K
$285K
|
|
|
Oct 12, 2023
Q3 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-10- -0.0% |
$735 - $757
|
233K
$18.4M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-10Closed |
$735 - $757
|
0
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10- 0.3% |
$735 - $757
|
3.34K
$265K
|
|
|
Oct 25, 2023
Q3 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-11- 0.35% |
$808 - $832
|
3.12K
$247K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-14- 0.01% |
$1.03K - $1.06K
|
151K
$12M
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-18- 48.65% |
$1.32K - $1.36K
|
19
$1.51K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-22- 52.38% |
$1.62K - $1.66K
|
20
$1.59K
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-27- 0.33% |
$1.98K - $2.04K
|
8.27K
$656K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-29- 2.29% |
$2.13K - $2.19K
|
1.24K
$98.2K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-32- 1.97% |
$2.35K - $2.42K
|
1.59K
$126K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-35- 0.83% |
$2.57K - $2.65K
|
4.18K
$331K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-36- 0.3% |
$2.65K - $2.72K
|
12K
$955K
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-37- 0.49% |
$2.72K - $2.8K
|
7.55K
$599K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-40- 18.18% |
$2.94K - $3.03K
|
180
$14.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-40- 0.12% |
$2.94K - $3.03K
|
34.4K
$2.72M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-45- 3.39% |
$3.31K - $3.4K
|
1.28K
$102K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-45- 5.43% |
$3.31K - $3.4K
|
784
$62.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-49- 1.16% |
$3.6K - $3.71K
|
4.17K
$330K
|
|
|
Nov 14, 2023
Q3 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-50- 0.41% |
$3.67K - $3.78K
|
12.2K
$967K
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-50- 1.9% |
$3.67K - $3.78K
|
2.58K
$204K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-53- 1.34% |
$3.89K - $4.01K
|
3.9K
$309K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-55- 0.75% |
$4.04K - $4.16K
|
7.24K
$574K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-55- 0.17% |
$4.04K - $4.16K
|
32.6K
$2.59M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-65- 23.21% |
$4.78K - $4.92K
|
215
$17K
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-67- 0.93% |
$4.92K - $5.07K
|
7.16K
$567K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-67- 41.61% |
$4.92K - $5.07K
|
94
$7.45K
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-70- 2.34% |
$5.14K - $5.3K
|
2.92K
$231K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-79- 1.96% |
$5.8K - $5.98K
|
3.96K
$314K
|
|
|
Nov 13, 2023
Q3 2023
|
Allie Family Office LLC
|
SELL
|
- |
-85- 0.25% |
$6.25K - $6.43K
|
33.3K
$2.64M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-94- 20.04% |
$6.91K - $7.11K
|
375
$29.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-97- 39.43% |
$7.13K - $7.34K
|
149
$11.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-99- 9.19% |
$7.27K - $7.49K
|
978
$77.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-100- 19.05% |
$7.35K - $7.57K
|
425
$33.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-100- 11.61% |
$7.35K - $7.57K
|
761
$60.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-100- 3.69% |
$7.35K - $7.57K
|
2.61K
$207K
|