Purchases and Sales Made in Q1 2023 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
91K+ 2093.01% |
$6.65M - $7.03M
|
95.4K
$7.59M
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
89.3K+ 42.15% |
$6.53M - $6.9M
|
301K
$24M
|
|
|
May 11, 2023
Q1 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
83K+ 72.17% |
$6.06M - $6.41M
|
198K
$15.8M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
82.6K+ 571.24% |
$6.04M - $6.38M
|
97.1K
$7.73M
|
|
|
May 12, 2023
Q1 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
80.3KNew |
$5.87M - $6.2M
|
80.3K
$6.39M
|
|
|
Apr 25, 2023
Q1 2023
|
Strategic Equity Management
|
BUY
|
- |
78.3KNew |
$5.72M - $6.05M
|
78.3K
$6.23M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
77.7K+ 1594.05% |
$5.67M - $6M
|
82.6K
$6.57M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
76.7K+ 166.85% |
$5.6M - $5.92M
|
123K
$9.76M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
73K+ 1530.48% |
$5.33M - $5.64M
|
77.8K
$6.19M
|
|
|
May 15, 2023
Q1 2023
|
Protective Life Corp
Birmingham, AL |
BUY
|
- |
70K+ 47.66% |
$5.11M - $5.4M
|
217K
$17.3M
|
|
|
May 10, 2023
Q1 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
67K+ 199.54% |
$4.89M - $5.17M
|
101K
$8M
|
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
66.2K+ 402.15% |
$4.83M - $5.11M
|
82.6K
$6.57M
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
61.6K+ 158.34% |
$4.5M - $4.75M
|
100K
$7.99M
|
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
61.6K+ 158.34% |
$4.5M - $4.75M
|
100K
$7.99M
|
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
55.8KNew |
$4.07M - $4.31M
|
55.8K
$4.44M
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
BUY
|
- |
54.1K+ 272.07% |
$3.95M - $4.18M
|
74K
$5.89M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
51.8KNew |
$3.78M - $4M
|
51.8K
$4.12M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
50.1K+ 193.44% |
$3.66M - $3.87M
|
76K
$6.04M
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
48.2KNew |
$3.52M - $3.72M
|
48.2K
$3.83M
|
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
43.2K+ 148.33% |
$3.16M - $3.34M
|
72.4K
$5.76M
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
38.9K+ 143.44% |
$2.84M - $3M
|
66K
$5.25M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
37.2K+ 800.37% |
$2.71M - $2.87M
|
41.8K
$3.33M
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
BUY
|
- |
37K+ 28.5% |
$2.7M - $2.85M
|
167K
$13.3M
|
|
|
May 03, 2023
Q1 2023
|
Florin Court Capital LLP
|
BUY
|
- |
33K+ 634.62% |
$2.41M - $2.55M
|
38.2K
$3.04M
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
29.8KNew |
$2.17M - $2.3M
|
29.8K
$2.37M
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
29KNew |
$2.12M - $2.24M
|
29K
$2.31M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
27.6K+ 74.03% |
$2.01M - $2.13M
|
64.8K
$5.16M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
27.6K+ 140.15% |
$2.01M - $2.13M
|
47.2K
$3.76M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
27.5K+ 537.5% |
$2.01M - $2.13M
|
32.7K
$2.6M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.7K+ 2.4% |
$1.88M - $1.98M
|
1.1M
$87.3M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
25K+ 22.28% |
$1.83M - $1.93M
|
137K
$10.9M
|
|
|
May 15, 2023
Q1 2023
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
25KNew |
$1.83M - $1.93M
|
25K
$1.99M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
24.4K+ 598.45% |
$1.78M - $1.88M
|
28.5K
$2.26M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
24.4K+ 585.0% |
$1.78M - $1.88M
|
28.6K
$2.27M
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
24K+ 33.34% |
$1.76M - $1.86M
|
96.1K
$7.65M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
23.7KNew |
$1.73M - $1.83M
|
23.7K
$1.89M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
23.3K+ 9.69% |
$1.7M - $1.8M
|
263K
$20.9M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
23.2KNew |
$1.69M - $1.79M
|
23.2K
$1.85M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
23KNew |
$1.68M - $1.78M
|
23K
$1.83M
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
22.6KNew |
$1.65M - $1.74M
|
22.6K
$1.79M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
21.9K+ 394.54% |
$1.6M - $1.69M
|
27.5K
$2.18M
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
20.9K+ 17.65% |
$1.53M - $1.62M
|
140K
$11.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
19.3K+ 60.98% |
$1.41M - $1.49M
|
50.9K
$4.05M
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
BUY
|
- |
17K+ 97.33% |
$1.24M - $1.32M
|
34.5K
$2.75M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
17K+ 17010.0% |
$1.24M - $1.31M
|
17.1K
$1.36M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
16.9K+ 6.95% |
$1.23M - $1.3M
|
260K
$20.6M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
15.9K+ 22.8% |
$1.16M - $1.23M
|
85.7K
$6.82M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
15.8K+ 6621.43% |
$1.15M - $1.22M
|
16K
$1.27M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
15.7KNew |
$1.15M - $1.21M
|
15.7K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
15.7K+ 2.15% |
$1.15M - $1.21M
|
746K
$59.3M
|