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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
2.5K+ 12.21% |
$179K - $194K
|
22.9K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.3K+ 30.55% |
$165K - $179K
|
9.84K
$781K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2.27K+ 2443.01% |
$163K - $177K
|
2.37K
$188K
|
|
|
Feb 23, 2024
Q4 2023
|
Cim, LLC
|
BUY
|
- |
2.14K+ 6.38% |
$154K - $167K
|
35.6K
$2.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.12K+ 61.43% |
$152K - $165K
|
5.57K
$442K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
2.09K+ 2.24% |
$150K - $163K
|
95.5K
$7.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.99K+ 66.99% |
$143K - $155K
|
4.96K
$394K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.98KNew |
$142K - $154K
|
1.98K
$157K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.97K+ 3.77% |
$141K - $153K
|
54K
$4.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.92K+ 49.75% |
$138K - $149K
|
5.77K
$458K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
1.89K+ 14.78% |
$136K - $147K
|
14.7K
$1.17M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
1.86K+ 19.74% |
$133K - $145K
|
11.3K
$894K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.77K+ 4.11% |
$127K - $138K
|
44.7K
$3.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.73K+ 4.58% |
$124K - $135K
|
39.4K
$3.13M
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
1.69K+ 17.92% |
$121K - $132K
|
11.1K
$883K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
1.66K+ 52.31% |
$119K - $130K
|
4.85K
$385K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.66K+ 8.05% |
$119K - $129K
|
22.3K
$1.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.65K+ 44.55% |
$118K - $128K
|
5.34K
$424K
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.57K+ 4.51% |
$113K - $123K
|
36.4K
$2.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.57K+ 1.24% |
$113K - $122K
|
128K
$10.2M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.55KNew |
$111K - $121K
|
1.55K
$123K
|
|
|
Feb 02, 2024
Q4 2023
|
Darrow Company, Inc.
|
BUY
|
- |
1.55K+ 1.56% |
$111K - $121K
|
101K
$7.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.5K+ 4.46% |
$108K - $117K
|
35.1K
$2.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1.5KNew |
$108K - $117K
|
1.5K
$119K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.48K+ 40.32% |
$106K - $115K
|
5.14K
$408K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1.47KNew |
$105K - $114K
|
1.47K
$116K
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.46K+ 48.54% |
$105K - $114K
|
4.47K
$354K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.45K+ 31.17% |
$104K - $113K
|
6.12K
$486K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.42K+ 1.11% |
$102K - $111K
|
130K
$10.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.38K+ 3.37% |
$99.1K - $108K
|
42.4K
$3.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.31K+ 1.43% |
$94K - $102K
|
93.2K
$7.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.31K+ 47.55% |
$93.9K - $102K
|
4.06K
$322K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.3K+ 14.47% |
$93.6K - $102K
|
10.3K
$819K
|
|
|
Feb 01, 2024
Q4 2023
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
1.29K+ 39.65% |
$92.7K - $101K
|
4.55K
$361K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.27K+ 4.14% |
$91.2K - $99K
|
32K
$2.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
1.21K+ 5.13% |
$87K - $94.5K
|
24.8K
$1.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.2K+ 14.61% |
$86.4K - $93.8K
|
9.44K
$750K
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 2.22% |
$86.1K - $93.5K
|
55.3K
$4.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.18K+ 1.58% |
$84.8K - $92K
|
75.8K
$6.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.16K+ 30.46% |
$83K - $90.2K
|
4.96K
$393K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.15KNew |
$82.3K - $89.4K
|
1.15K
$91.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.13KNew |
$81.1K - $88.1K
|
1.13K
$89.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
BUY
|
- |
1.11K+ 0.49% |
$79.5K - $86.3K
|
225K
$17.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.07K+ 4.28% |
$76.9K - $83.6K
|
26.1K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.06KNew |
$75.8K - $82.3K
|
1.06K
$83.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
1.05K+ 33.46% |
$75K - $81.4K
|
4.17K
$331K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.03KNew |
$73.9K - $80.2K
|
1.03K
$81.7K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1K+ 267.47% |
$72K - $78.2K
|
1.38K
$109K
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
987+ 1.16% |
$70.8K - $76.9K
|
86.1K
$6.83M
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
975+ 84.42% |
$70K - $76K
|
2.13K
$169K
|