Purchases and Sales Made in Q1 2024 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q1 2024. 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 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
14.2K+ 4.31% |
$1.09M - $1.11M
|
344K
$27.3M
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
14KNew |
$1.07M - $1.09M
|
14K
$1.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
13.8KNew |
$1.06M - $1.08M
|
13.8K
$1.1M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
13.8K+ 17.49% |
$1.06M - $1.08M
|
92.8K
$7.38M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
13.5KNew |
$1.03M - $1.05M
|
13.5K
$1.07M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.2K+ 13.12% |
$1.01M - $1.03M
|
114K
$9.08M
|
|
|
May 02, 2024
Q1 2024
|
Florin Court Capital LLP
|
BUY
|
- |
13.2K+ 100.0% |
$1.01M - $1.03M
|
26.4K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
13.1K+ 326.23% |
$1M - $1.02M
|
17.1K
$1.36M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
12.9KNew |
$988K - $1M
|
12.9K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
12.9K+ 5.64% |
$986K - $1M
|
241K
$19.2M
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
12.8KNew |
$979K - $996K
|
12.8K
$1.02M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
12.8K+ 10.34% |
$977K - $994K
|
136K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
- |
12.4K+ 20.59% |
$951K - $968K
|
72.8K
$5.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
12.3KNew |
$941K - $957K
|
12.3K
$977K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.2KNew |
$934K - $951K
|
12.2K
$971K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
12.1K+ 158.84% |
$924K - $940K
|
19.7K
$1.56M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
12K+ 9.52% |
$920K - $936K
|
138K
$11M
|
|
|
May 06, 2024
Q1 2024
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
BUY
|
- |
12K+ 30.0% |
$919K - $935K
|
52K
$4.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
11.7K+ 57.65% |
$898K - $914K
|
32.1K
$2.55M
|
|
|
May 15, 2024
Q1 2024
|
Geisinger Health
Danville, PA |
BUY
|
- |
11.1K+ 1.04% |
$851K - $866K
|
1.08M
$85.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
11K+ 4.69% |
$844K - $859K
|
246K
$19.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
10.4K+ 34.77% |
$798K - $812K
|
40.4K
$3.21M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
10.4K+ 4.58% |
$793K - $807K
|
236K
$18.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.96K+ 595.39% |
$762K - $775K
|
11.6K
$925K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.85K+ 7.69% |
$754K - $767K
|
138K
$11M
|
|
|
Nov 13, 2024
Q1 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
9.65KNew |
$739K - $752K
|
9.65K
$768K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
9.26K+ 151.34% |
$709K - $721K
|
15.4K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
9.17K+ 51.05% |
$702K - $715K
|
27.1K
$2.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.12KNew |
$698K - $710K
|
9.12K
$725K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
8.94KNew |
$684K - $696K
|
8.94K
$711K
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
8.8K+ 10.19% |
$674K - $686K
|
95.2K
$7.57M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8.78K+ 36.13% |
$672K - $684K
|
33.1K
$2.63M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.71K+ 48.17% |
$667K - $679K
|
26.8K
$2.13M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
8.35K+ 2.59% |
$639K - $650K
|
331K
$26.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
8.18K+ 184.62% |
$626K - $637K
|
12.6K
$1M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8KNew |
$613K - $623K
|
8K
$637K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
7.97K+ 59.85% |
$610K - $621K
|
21.3K
$1.69M
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
7.97K+ 4.66% |
$610K - $621K
|
179K
$14.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
7.68K+ 5.48% |
$588K - $598K
|
148K
$11.8M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.49K+ 2.35% |
$574K - $584K
|
326K
$25.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.37K+ 93.65% |
$564K - $574K
|
15.2K
$1.21M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
7.36K+ 32.92% |
$563K - $573K
|
29.7K
$2.36M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.35K+ 7.3% |
$563K - $572K
|
108K
$8.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
7.34K+ 3.25% |
$562K - $571K
|
233K
$18.5M
|
|
|
May 15, 2024
Q1 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
7.27KNew |
$556K - $566K
|
7.27K
$578K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
7.26KNew |
$556K - $566K
|
7.26K
$578K
|
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
7.26K+ 17.49% |
$556K - $566K
|
48.8K
$3.88M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
7.15KNew |
$548K - $557K
|
7.15K
$569K
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
7.04K+ 14.31% |
$539K - $549K
|
56.2K
$4.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
7KNew |
$536K - $545K
|
7K
$557K
|