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
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
8.69KNew |
$624K - $677K
|
8.69K
$690K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.59K+ 270.5% |
$617K - $670K
|
11.8K
$934K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.44KNew |
$606K - $658K
|
8.44K
$670K
|
|
|
Jan 25, 2024
Q4 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
8.39K+ 91.19% |
$602K - $654K
|
17.6K
$1.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8.26KNew |
$593K - $644K
|
8.26K
$656K
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
8.08KNew |
$580K - $630K
|
8.08K
$641K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.87KNew |
$565K - $613K
|
7.87K
$625K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
7.64K+ 105.44% |
$548K - $595K
|
14.9K
$1.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
7.63KNew |
$548K - $595K
|
7.63K
$606K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7.61K+ 806.57% |
$547K - $593K
|
8.56K
$679K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.59KNew |
$545K - $592K
|
7.59K
$603K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.57KNew |
$544K - $590K
|
7.57K
$601K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
7.42K+ 8.76% |
$532K - $578K
|
92.1K
$7.31M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
BUY
|
- |
7.22K+ 11.73% |
$518K - $563K
|
68.8K
$5.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.16K+ 24.51% |
$514K - $558K
|
36.4K
$2.89M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
7.08K+ 23.32% |
$508K - $552K
|
37.4K
$2.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
7.06KNew |
$507K - $550K
|
7.06K
$560K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6.97K+ 13.85% |
$500K - $543K
|
57.3K
$4.55M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.91K+ 135.55% |
$496K - $538K
|
12K
$953K
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
6.9KNew |
$495K - $538K
|
6.9K
$548K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.79K+ 18.41% |
$487K - $529K
|
43.6K
$3.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.62K+ 34.37% |
$475K - $516K
|
25.9K
$2.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.62K+ 37.4% |
$475K - $516K
|
24.3K
$1.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6.48KNew |
$465K - $505K
|
6.48K
$515K
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
6.32K+ 45.02% |
$453K - $492K
|
20.3K
$1.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
6.23K+ 22.13% |
$447K - $486K
|
34.4K
$2.73M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
6.17K+ 77.41% |
$443K - $481K
|
14.1K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
5.99KNew |
$430K - $467K
|
5.99K
$476K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
5.97K+ 7.1% |
$428K - $465K
|
90K
$7.14M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.91K+ 1186.75% |
$424K - $461K
|
6.41K
$509K
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
BUY
|
- |
5.85K+ 2.51% |
$420K - $456K
|
238K
$18.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
5.83K+ 5.04% |
$418K - $454K
|
121K
$9.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.8K+ 27.2% |
$416K - $452K
|
27.1K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.76KNew |
$413K - $449K
|
5.76K
$457K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5.46K+ 4.05% |
$392K - $425K
|
140K
$11.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
5.38KNew |
$386K - $420K
|
5.38K
$427K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
5.32KNew |
$382K - $414K
|
5.32K
$422K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
5.3K+ 4.38% |
$380K - $413K
|
126K
$10M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.26K+ 36.99% |
$378K - $410K
|
19.5K
$1.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Ocean Capital Management, LLC
|
BUY
|
- |
5.19KNew |
$373K - $405K
|
5.19K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.1KNew |
$366K - $398K
|
5.1K
$405K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
5.04KNew |
$362K - $393K
|
5.04K
$400K
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.88KNew |
$350K - $380K
|
4.88K
$387K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.87K+ 83.3% |
$350K - $380K
|
10.7K
$851K
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
4.85KNew |
$348K - $378K
|
4.85K
$385K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.77K+ 17.44% |
$342K - $372K
|
32.1K
$2.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
4.63K+ 11.56% |
$332K - $361K
|
44.7K
$3.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
4.52KNew |
$324K - $352K
|
4.52K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.52K+ 30.45% |
$324K - $352K
|
19.3K
$1.54M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.42KNew |
$317K - $345K
|
4.42K
$351K
|