Purchases and Sales Made in Q2 2023 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.03KNew |
$370K - $379K
|
5.03K
$400K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.98K+ 4.64% |
$366K - $375K
|
112K
$8.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.94KNew |
$363K - $372K
|
4.94K
$393K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
4.93KNew |
$363K - $372K
|
4.93K
$392K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.92K+ 5.11% |
$362K - $371K
|
101K
$8.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.88K+ 18.23% |
$359K - $368K
|
31.7K
$2.52M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.81KNew |
$354K - $363K
|
4.81K
$382K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.81K+ 60.85% |
$354K - $362K
|
12.7K
$1.01M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.55K+ 16.34% |
$335K - $343K
|
32.4K
$2.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
4.47K+ 6.29% |
$329K - $337K
|
75.5K
$6.01M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.46K+ 37.39% |
$328K - $336K
|
16.4K
$1.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
4.44KNew |
$326K - $335K
|
4.44K
$353K
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
4.41K+ 38.87% |
$324K - $332K
|
15.7K
$1.25M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4.39K+ 696.04% |
$323K - $331K
|
5.02K
$400K
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
4.35KNew |
$320K - $328K
|
4.35K
$346K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.27KNew |
$314K - $322K
|
4.27K
$340K
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
4.24K+ 2.19% |
$312K - $320K
|
198K
$15.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Twele Capital Management, Inc.
|
BUY
|
- |
4.09K+ 1.79% |
$301K - $309K
|
233K
$18.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.03KNew |
$297K - $304K
|
4.03K
$321K
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
3.95K+ 1.45% |
$291K - $298K
|
277K
$22M
|
|
|
Jul 21, 2023
Q2 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
3.9K+ 136.03% |
$287K - $294K
|
6.77K
$539K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3.9KNew |
$287K - $294K
|
3.9K
$310K
|
|
|
Aug 10, 2023
Q2 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
3.8K+ 53.52% |
$280K - $287K
|
10.9K
$867K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.76K+ 25.16% |
$277K - $284K
|
18.7K
$1.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Opus Investment Management Inc
|
BUY
|
- |
3.73KNew |
$274K - $281K
|
3.73K
$296K
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.72KNew |
$274K - $281K
|
3.72K
$296K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.72K+ 5.74% |
$273K - $280K
|
68.5K
$5.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.68KNew |
$271K - $278K
|
3.68K
$293K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.63K+ 1.96% |
$267K - $274K
|
189K
$15M
|
|
|
Aug 14, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
3.63KNew |
$267K - $273K
|
3.63K
$288K
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.52KNew |
$259K - $265K
|
3.52K
$280K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.42K+ 2.25% |
$252K - $258K
|
155K
$12.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.42K+ 2.25% |
$252K - $258K
|
155K
$12.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.38K+ 75.45% |
$248K - $255K
|
7.85K
$624K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.3KNew |
$243K - $249K
|
3.3K
$263K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.29K+ 7.86% |
$242K - $248K
|
45.1K
$3.59M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
3.25KNew |
$239K - $245K
|
3.25K
$259K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.24KNew |
$238K - $244K
|
3.24K
$257K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.18KNew |
$234K - $240K
|
3.18K
$253K
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.14K+ 12.71% |
$231K - $237K
|
27.9K
$2.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.14KNew |
$231K - $237K
|
3.14K
$250K
|
|
|
Jul 20, 2023
Q2 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
3.13KNew |
$230K - $236K
|
3.13K
$249K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.12K+ 66.02% |
$229K - $235K
|
7.83K
$623K
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
3.09KNew |
$227K - $233K
|
3.09K
$246K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
3.03KNew |
$223K - $229K
|
3.03K
$241K
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.03K+ 52.24% |
$223K - $229K
|
8.83K
$703K
|
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.03K+ 52.24% |
$223K - $229K
|
8.83K
$703K
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
3.01K+ 11.56% |
$221K - $227K
|
29K
$2.31M
|
|
|
Aug 03, 2023
Q2 2023
|
Sofi Wealth, LLC
|
BUY
|
- |
2.98K+ 7.66% |
$219K - $225K
|
41.9K
$3.34M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.98KNew |
$219K - $225K
|
2.98K
$237K
|