Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
663KNew |
$54.2M - $56.5M
|
663K
$57.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
69.8KNew |
$5.71M - $5.94M
|
69.8K
$6.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
22.6KNew |
$1.85M - $1.93M
|
22.6K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
20.9KNew |
$1.71M - $1.78M
|
20.9K
$1.82M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
17KNew |
$1.39M - $1.45M
|
17K
$1.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.6K+ 41.66% |
$1.11M - $1.16M
|
46.2K
$4.02M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
11.5KNew |
$941K - $979K
|
11.5K
$1M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.5KNew |
$941K - $979K
|
11.5K
$1M
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
5.59K+ 10.66% |
$457K - $476K
|
58K
$5.05M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
4.36K+ 7.44% |
$357K - $372K
|
63K
$5.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
3.93KNew |
$321K - $334K
|
3.93K
$342K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.6KNew |
$212K - $221K
|
2.6K
$226K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.57KNew |
$210K - $219K
|
2.57K
$224K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.42K+ 4.57% |
$198K - $206K
|
55.3K
$4.81M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.96K+ 3.29% |
$161K - $167K
|
61.7K
$5.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.35K+ 27.65% |
$110K - $115K
|
6.22K
$541K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.25K+ 12.36% |
$102K - $106K
|
11.3K
$986K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.02K+ 12.24% |
$83.8K - $87.2K
|
9.39K
$817K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
201New |
$16.4K - $17.1K
|
201
$17.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
120New |
$9.81K - $10.2K
|
120
$10.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10New |
$818 - $852
|
10
$871
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 2.97% |
$245 - $255
|
104
$9.05K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2+ 0.29% |
$164 - $170
|
688
$59.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-7- 50.0% |
$573 - $596
|
7
$609
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32- 4.44% |
$2.62K - $2.72K
|
688
$59.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-72- 24.24% |
$5.89K - $6.13K
|
225
$19.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-79- 1.25% |
$6.46K - $6.73K
|
6.25K
$544K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-153- 2.15% |
$12.5K - $13K
|
6.95K
$605K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-304- 21.92% |
$24.9K - $25.9K
|
1.08K
$94.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-312- 5.76% |
$25.5K - $26.6K
|
5.1K
$444K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-533- 17.12% |
$43.6K - $45.4K
|
2.58K
$225K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.12K- 63.9% |
$91.4K - $95.1K
|
631
$54.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.8K- 23.07% |
$147K - $153K
|
5.99K
$522K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.81K- 57.39% |
$148K - $154K
|
1.35K
$117K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.46K- 29.03% |
$201K - $210K
|
6.02K
$524K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.68K- 12.65% |
$546K - $569K
|
46.1K
$4.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-11.9K- 13.03% |
$976K - $1.02M
|
79.6K
$6.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.8K- 42.5% |
$1.79M - $1.86M
|
29.5K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-27.6K- 29.31% |
$2.26M - $2.35M
|
66.6K
$5.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-120K- 81.72% |
$9.82M - $10.2M
|
26.8K
$2.34M
|