Purchases and Sales Made in Q1 2024 in Ishares U S ETF Tr Int Rate He (HYGH)
This table provides information about the institutional ownership of Ishares U S ETF Tr Int Rate He (HYGH) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES U S ETF TR INT RATE HE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
77.4KNew |
$6.48M - $6.63M
|
77.4K
$6.73M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
44.7KNew |
$3.74M - $3.83M
|
44.7K
$3.89M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
35.1K+ 563.73% |
$2.93M - $3.01M
|
41.3K
$3.59M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
33.3K+ 1292.27% |
$2.78M - $2.85M
|
35.8K
$3.12M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
32.2KNew |
$2.7M - $2.76M
|
32.2K
$2.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
23.4KNew |
$1.96M - $2M
|
23.4K
$2.03M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
22.4KNew |
$1.87M - $1.92M
|
22.4K
$1.95M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.7K+ 173.58% |
$1.65M - $1.69M
|
31K
$2.7M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.2K+ 35.19% |
$1.36M - $1.39M
|
62.4K
$5.43M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
15.7K+ 24.96% |
$1.32M - $1.35M
|
78.7K
$6.85M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.7KNew |
$1.15M - $1.17M
|
13.7K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.3KNew |
$1.03M - $1.05M
|
12.3K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.1K+ 15.18% |
$847K - $867K
|
76.7K
$6.68M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
7.06KNew |
$591K - $606K
|
7.06K
$615K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.8KNew |
$569K - $583K
|
6.8K
$592K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.35K+ 9.67% |
$447K - $458K
|
60.6K
$5.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.2K+ 11.26% |
$435K - $445K
|
51.3K
$4.47M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.28KNew |
$358K - $367K
|
4.28K
$373K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.34KNew |
$279K - $286K
|
3.34K
$290K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.46KNew |
$206K - $211K
|
2.46K
$214K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.45KNew |
$205K - $210K
|
2.45K
$213K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.34KNew |
$196K - $200K
|
2.34K
$203K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.1K+ 11.7% |
$92K - $94.2K
|
10.5K
$913K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.05K+ 3.57% |
$88.1K - $90.3K
|
30.6K
$2.66M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
973+ 15.58% |
$81.4K - $83.4K
|
7.22K
$629K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
942New |
$78.8K - $80.8K
|
942
$82K
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
926+ 1.16% |
$77.5K - $79.4K
|
80.6K
$7.01M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
351+ 73.74% |
$29.4K - $30.1K
|
827
$72K
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
129+ 3.29% |
$10.8K - $11.1K
|
4.05K
$353K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
50New |
$4.19K - $4.29K
|
50
$4.35K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
34New |
$2.85K - $2.91K
|
34
$2.96K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 4.39% |
$837 - $857
|
238
$20.7K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
3+ 42.86% |
$251 - $257
|
10
$871
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 1.67% |
$167 - $171
|
122
$10.6K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2+ 0.29% |
$167 - $171
|
688
$59.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 1.92% |
$167 - $171
|
106
$9.23K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-70- 2.71% |
$5.86K - $6K
|
2.51K
$218K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-75- 5.57% |
$6.28K - $6.43K
|
1.27K
$111K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-191- 2.75% |
$16K - $16.4K
|
6.76K
$588K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-322- 6.31% |
$27K - $27.6K
|
4.78K
$416K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-447- 3.89% |
$37.4K - $38.3K
|
11.1K
$962K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-511- 0.88% |
$42.8K - $43.8K
|
57.5K
$5.01M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-630- 99.84% |
$52.7K - $54K
|
1
$87.1
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-641- 5.57% |
$53.7K - $55K
|
10.9K
$945K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-815- 13.54% |
$68.2K - $69.9K
|
5.2K
$453K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.3K- 26.8% |
$109K - $111K
|
3.55K
$309K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.44K- 53.13% |
$121K - $124K
|
1.27K
$111K
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-2.29K- 38.28% |
$192K - $197K
|
3.7K
$322K
|