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 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
972+ 0.98% |
$69.8K - $75.8K
|
101K
$7.99M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
971New |
$69.7K - $75.7K
|
971
$77.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
965+ 2.56% |
$69.3K - $75.2K
|
38.7K
$3.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
931+ 16.9% |
$66.8K - $72.6K
|
6.44K
$511K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
878+ 164.11% |
$63K - $68.4K
|
1.41K
$112K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
763+ 56.52% |
$54.8K - $59.5K
|
2.11K
$168K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
760New |
$54.6K - $59.2K
|
760
$60.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
720+ 21.84% |
$51.7K - $56.1K
|
4.02K
$319K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
700+ 1.76% |
$50.2K - $54.6K
|
40.5K
$3.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
682+ 29.28% |
$49K - $53.2K
|
3.01K
$239K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
BUY
|
- |
668+ 8.8% |
$47.9K - $52.1K
|
8.26K
$656K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
575+ 2.56% |
$41.3K - $44.8K
|
23.1K
$1.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
574+ 5.21% |
$41.2K - $44.7K
|
11.6K
$921K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
570New |
$40.9K - $44.4K
|
570
$45.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
558+ 13.02% |
$40.1K - $43.5K
|
4.84K
$384K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
526+ 13150.0% |
$37.8K - $41K
|
530
$42.1K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
505New |
$36.2K - $39.4K
|
505
$40.1K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
502New |
$36K - $39.1K
|
502
$39.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
500New |
$35.9K - $39K
|
500
$39.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
490New |
$35.2K - $38.2K
|
490
$38.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
485+ 356.62% |
$34.8K - $37.8K
|
621
$49.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
485+ 18.87% |
$34.8K - $37.8K
|
3.06K
$243K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
451+ 6.98% |
$32.4K - $35.2K
|
6.91K
$549K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
446+ 3.62% |
$32K - $34.8K
|
12.8K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
BUY
|
- |
442+ 8.05% |
$31.7K - $34.4K
|
5.93K
$471K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
436+ 63.84% |
$31.3K - $34K
|
1.12K
$88.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
436+ 6.78% |
$31.3K - $34K
|
6.86K
$545K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
431+ 2.54% |
$30.9K - $33.6K
|
17.4K
$1.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
423+ 5.91% |
$30.4K - $33K
|
7.58K
$602K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
422+ 5.96% |
$30.3K - $32.9K
|
7.5K
$596K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
412+ 4.17% |
$29.6K - $32.1K
|
10.3K
$817K
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
409+ 8.56% |
$29.4K - $31.9K
|
5.19K
$412K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
408+ 6.54% |
$29.3K - $31.8K
|
6.64K
$527K
|
|
|
Feb 05, 2024
Q4 2023
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
399+ 13.56% |
$28.6K - $31.1K
|
3.34K
$265K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
391+ 8.57% |
$28.1K - $30.5K
|
4.96K
$393K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
370+ 0.04% |
$26.6K - $28.8K
|
934K
$74.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
351New |
$25.2K - $27.4K
|
351
$27.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
335+ 1.29% |
$24K - $26.1K
|
26.4K
$2.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
332+ 1.81% |
$23.8K - $25.9K
|
18.7K
$1.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
332+ 10.34% |
$23.8K - $25.9K
|
3.54K
$281K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
330New |
$23.7K - $25.7K
|
330
$26.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
312New |
$22.4K - $24.3K
|
312
$24.8K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
301New |
$21.6K - $23.5K
|
301
$23.9K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
288+ 1.18% |
$20.7K - $22.4K
|
24.6K
$1.95M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
269+ 21.71% |
$19.3K - $21K
|
1.51K
$120K
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
265+ 1.34% |
$19K - $20.7K
|
20K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
236New |
$16.9K - $18.4K
|
236
$18.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
234New |
$16.8K - $18.2K
|
234
$18.6K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
227+ 5.74% |
$16.3K - $17.7K
|
4.18K
$332K
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
215+ 2.96% |
$15.4K - $16.8K
|
7.49K
$595K
|