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 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-82- 1.24% |
$5.99K - $6.33K
|
6.55K
$521K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-95- 31.56% |
$6.94K - $7.33K
|
206
$16.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Signify Wealth
|
SELL
|
- |
-99- 0.19% |
$7.23K - $7.64K
|
53K
$4.21M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-100- 2.95% |
$7.3K - $7.72K
|
3.3K
$262K
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-100- 1.42% |
$7.3K - $7.72K
|
6.94K
$552K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-100Closed |
$7.3K - $7.72K
|
0
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-105- 1.05% |
$7.67K - $8.11K
|
9.88K
$786K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-106- 2.43% |
$7.74K - $8.18K
|
4.25K
$338K
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-114- 4.01% |
$8.33K - $8.8K
|
2.73K
$217K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-115- 28.82% |
$8.4K - $8.88K
|
284
$22.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-117- 1.9% |
$8.55K - $9.03K
|
6.05K
$482K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-125- 3.18% |
$9.13K - $9.65K
|
3.81K
$303K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-133- 8.18% |
$9.71K - $10.3K
|
1.49K
$119K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-145- 0.86% |
$10.6K - $11.2K
|
16.7K
$1.33M
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-145- 3.86% |
$10.6K - $11.2K
|
3.61K
$287K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-145- 85.29% |
$10.6K - $11.2K
|
25
$1.99K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-175- 3.37% |
$12.8K - $13.5K
|
5.02K
$399K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-193- 4.87% |
$14.1K - $14.9K
|
3.77K
$300K
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-193- 2.01% |
$14.1K - $14.9K
|
9.39K
$747K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-199- 2.27% |
$14.5K - $15.4K
|
8.57K
$682K
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-200- 2.5% |
$14.6K - $15.4K
|
7.81K
$621K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-201- 1.74% |
$14.7K - $15.5K
|
11.4K
$904K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-217- 15.23% |
$15.8K - $16.8K
|
1.21K
$96.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-226- 2.49% |
$16.5K - $17.4K
|
8.85K
$704K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-228- 52.41% |
$16.7K - $17.6K
|
207
$16.5K
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-235- 1.04% |
$17.2K - $18.1K
|
22.5K
$1.79M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-236- 0.03% |
$17.2K - $18.2K
|
729K
$58M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-242- 3.6% |
$17.7K - $18.7K
|
6.48K
$516K
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-242- 5.23% |
$17.7K - $18.7K
|
4.39K
$349K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-247- 19.54% |
$18K - $19.1K
|
1.02K
$80.9K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-251- 7.07% |
$18.3K - $19.4K
|
3.3K
$262K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-252- 0.91% |
$18.4K - $19.5K
|
27.5K
$2.19M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-260- 5.0% |
$19K - $20.1K
|
4.94K
$393K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-270- 0.54% |
$19.7K - $20.8K
|
49.6K
$3.94M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-271- 6.51% |
$19.8K - $20.9K
|
3.89K
$309K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-277- 35.56% |
$20.2K - $21.4K
|
502
$39.9K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-292- 0.93% |
$21.3K - $22.5K
|
31K
$2.47M
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-301- 4.37% |
$22K - $23.2K
|
6.58K
$524K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-315- 2.91% |
$23K - $24.3K
|
10.5K
$836K
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-318- 3.47% |
$23.2K - $24.5K
|
8.85K
$704K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-331- 50.08% |
$24.2K - $25.6K
|
330
$26.3K
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-351- 0.39% |
$25.6K - $27.1K
|
89.5K
$7.12M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-365- 9.29% |
$26.7K - $28.2K
|
3.56K
$284K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-365- 11.69% |
$26.7K - $28.2K
|
2.76K
$219K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-379- 3.21% |
$27.7K - $29.3K
|
11.4K
$908K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-395- 8.62% |
$28.9K - $30.5K
|
4.19K
$333K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-396- 11.13% |
$28.9K - $30.6K
|
3.16K
$251K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-398- 92.56% |
$29.1K - $30.7K
|
32
$2.55K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-400- 5.9% |
$29.2K - $30.9K
|
6.39K
$508K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-404- 4.89% |
$29.5K - $31.2K
|
7.86K
$626K
|