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 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-108- 4.86% |
$7.94K - $8.17K
|
2.12K
$168K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-112- 10.77% |
$8.23K - $8.47K
|
928
$73.5K
|
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-116- 0.02% |
$8.52K - $8.78K
|
770K
$61M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-117- 3.55% |
$8.6K - $8.85K
|
3.18K
$252K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-127- 2.71% |
$9.33K - $9.61K
|
4.56K
$362K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-132- 1.58% |
$9.7K - $9.99K
|
8.23K
$652K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-132- 85.16% |
$9.7K - $9.99K
|
23
$1.82K
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-133- 1.53% |
$9.77K - $10.1K
|
8.58K
$680K
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-133- 1.23% |
$9.77K - $10.1K
|
10.6K
$844K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-133- 2.21% |
$9.77K - $10.1K
|
5.89K
$467K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-135- 0.9% |
$9.92K - $10.2K
|
14.8K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-135- 3.43% |
$9.92K - $10.2K
|
3.8K
$301K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-135- 2.06% |
$9.92K - $10.2K
|
6.41K
$508K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-135- 1.86% |
$9.92K - $10.2K
|
7.11K
$563K
|
|
|
Oct 23, 2023
Q3 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-145- 2.06% |
$10.7K - $11K
|
6.9K
$547K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-145- 3.63% |
$10.7K - $11K
|
3.85K
$305K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-154- 10.24% |
$11.3K - $11.7K
|
1.35K
$107K
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-155- 2.05% |
$11.4K - $11.7K
|
7.4K
$586K
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-164- 2.3% |
$12.1K - $12.4K
|
6.97K
$552K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-165- 5.09% |
$12.1K - $12.5K
|
3.08K
$244K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-167- 4.62% |
$12.3K - $12.6K
|
3.45K
$273K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-173- 5.11% |
$12.7K - $13.1K
|
3.21K
$254K
|
|
|
Oct 16, 2023
Q3 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-174- 2.64% |
$12.8K - $13.2K
|
6.42K
$509K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-179- 2.38% |
$13.2K - $13.5K
|
7.35K
$582K
|
|
|
Oct 23, 2023
Q3 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-185- 0.96% |
$13.6K - $14K
|
19.1K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-188- 2.19% |
$13.8K - $14.2K
|
8.39K
$665K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-191- 17.88% |
$14K - $14.4K
|
877
$69.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-200- 6.24% |
$14.7K - $15.1K
|
3.01K
$238K
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-215- 4.71% |
$15.8K - $16.3K
|
4.35K
$344K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-228- 0.18% |
$16.8K - $17.2K
|
126K
$9.99M
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-235- 4.71% |
$17.3K - $17.8K
|
4.76K
$377K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-235- 1.41% |
$17.3K - $17.8K
|
16.4K
$1.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-240- 43.48% |
$17.6K - $18.2K
|
312
$24.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-241- 1.3% |
$17.7K - $18.2K
|
18.3K
$1.45M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-247- 6.9% |
$18.1K - $18.7K
|
3.33K
$264K
|
|
|
Oct 30, 2023
Q3 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-250- 3.09% |
$18.4K - $18.9K
|
7.84K
$621K
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-255- 2.95% |
$18.7K - $19.3K
|
8.39K
$665K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-256- 5.67% |
$18.8K - $19.4K
|
4.26K
$338K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-265- 5.41% |
$19.5K - $20K
|
4.63K
$367K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-270- 7.81% |
$19.8K - $20.4K
|
3.19K
$253K
|
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-272- 4.06% |
$20K - $20.6K
|
6.43K
$509K
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-300- 6.54% |
$22K - $22.7K
|
4.29K
$340K
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
SELL
|
- |
-303- 6.08% |
$22.3K - $22.9K
|
4.68K
$371K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-310- 4.58% |
$22.8K - $23.5K
|
6.45K
$511K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-316- 0.03% |
$23.2K - $23.9K
|
933K
$74M
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-323- 0.67% |
$23.7K - $24.4K
|
48.2K
$3.82M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-323- 0.67% |
$23.7K - $24.4K
|
48.2K
$3.82M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-329- 39.26% |
$24.2K - $24.9K
|
509
$40.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-334- 1.68% |
$24.5K - $25.3K
|
19.6K
$1.55M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-355- 6.25% |
$26.1K - $26.9K
|
5.33K
$422K
|