Purchases and Sales Made in Q4 2023 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.2K- 9.98% |
$732K - $795K
|
92K
$7.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.2K- 73.05% |
$735K - $798K
|
3.78K
$298K
|
|
|
Feb 01, 2024
Q4 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-10.4K- 33.38% |
$747K - $811K
|
20.8K
$1.64M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-10.4K- 3.19% |
$749K - $813K
|
316K
$24.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-11.3K- 4.0% |
$810K - $880K
|
271K
$21.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.5K- 3.47% |
$822K - $893K
|
319K
$25.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-11.6K- 23.95% |
$829K - $900K
|
36.7K
$2.89M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-11.6K- 23.95% |
$829K - $900K
|
36.7K
$2.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-11.9K- 25.9% |
$852K - $925K
|
34K
$2.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11.9K- 9.28% |
$853K - $926K
|
116K
$9.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-12.1K- 8.39% |
$870K - $944K
|
132K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-12.1K- 21.24% |
$872K - $947K
|
45K
$3.55M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-12.8K- 46.54% |
$916K - $995K
|
14.7K
$1.16M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-13.5K- 48.28% |
$966K - $1.05M
|
14.4K
$1.14M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-13.5K- 71.3% |
$969K - $1.05M
|
5.44K
$428K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-15K- 6.16% |
$1.08M - $1.17M
|
229K
$18M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-15.7K- 25.16% |
$1.12M - $1.22M
|
46.6K
$3.67M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-15.7K- 51.14% |
$1.13M - $1.22M
|
15K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16.2K- 11.7% |
$1.16M - $1.26M
|
122K
$9.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-16.5K- 96.81% |
$1.19M - $1.29M
|
545
$42.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-16.9K- 74.35% |
$1.21M - $1.32M
|
5.83K
$460K
|
|
|
Feb 13, 2024
Q4 2023
|
Myda Advisors LLC
Inwood, NY |
SELL
|
- |
-17K- 25.37% |
$1.22M - $1.32M
|
50K
$3.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-17K- 68.32% |
$1.22M - $1.33M
|
7.9K
$623K
|
|
|
Feb 12, 2024
Q4 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-18.4K- 37.22% |
$1.32M - $1.43M
|
31K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-18.4K- 11.37% |
$1.32M - $1.43M
|
143K
$11.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18.7K- 40.35% |
$1.34M - $1.45M
|
27.6K
$2.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-18.8K- 32.55% |
$1.35M - $1.46M
|
39K
$3.07M
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-19.6K- 47.23% |
$1.41M - $1.53M
|
21.9K
$1.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-20.2K- 17.73% |
$1.45M - $1.57M
|
93.5K
$7.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-20.6K- 19.49% |
$1.48M - $1.6M
|
84.9K
$6.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-20.8K- 24.79% |
$1.5M - $1.62M
|
63.2K
$4.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-21.7K- 96.02% |
$1.56M - $1.69M
|
900
$70.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-22.3K- 9.25% |
$1.6M - $1.74M
|
219K
$17.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-23.2K- 9.86% |
$1.66M - $1.81M
|
212K
$16.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-23.4K- 15.75% |
$1.68M - $1.82M
|
125K
$9.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-23.8K- 57.38% |
$1.71M - $1.85M
|
17.7K
$1.39M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-24.3K- 87.27% |
$1.75M - $1.9M
|
3.55K
$280K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-24.6K- 81.74% |
$1.76M - $1.92M
|
5.49K
$433K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-26.1K- 1.78% |
$1.88M - $2.04M
|
1.44M
$114M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-27.2K- 36.85% |
$1.95M - $2.12M
|
46.6K
$3.67M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-27.5K- 84.27% |
$1.97M - $2.14M
|
5.14K
$405K
|
|
|
Feb 09, 2024
Q4 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-27.8K- 59.28% |
$2M - $2.17M
|
19.1K
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Geisinger Health
Danville, PA |
SELL
|
- |
-28.8K- 2.63% |
$2.07M - $2.25M
|
1.07M
$84.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-28.9K- 21.87% |
$2.08M - $2.25M
|
103K
$8.14M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-29KClosed |
$2.08M - $2.26M
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-31.4K- 13.51% |
$2.25M - $2.45M
|
201K
$15.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-32.3K- 39.54% |
$2.32M - $2.52M
|
49.4K
$3.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-34.5K- 50.78% |
$2.48M - $2.69M
|
33.5K
$2.64M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-34.6K- 88.64% |
$2.48M - $2.69M
|
4.43K
$349K
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-34.6K- 41.28% |
$2.48M - $2.7M
|
49.2K
$3.88M
|