Latest Institutional Transactions on Ishares Tr (HYG)
This table provides information on the latest institutional transactions involving Ishares Tr (HYG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
15New |
$1.1K - $1.13K
|
15
$1.19K
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.54K- 99.16% |
$113K - $117K
|
13
$1.03K
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
15.8K+ 12.11% |
$1.16M - $1.2M
|
146K
$11.6M
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
14New |
$1.03K - $1.06K
|
14
$1.11K
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-5- 1.23% |
$367 - $378
|
403
$31.9K
|
|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-1.51K- 28.35% |
$111K - $114K
|
3.81K
$302K
|
|
Oct 10, 2023
Q3 2023
|
New England Professional Planning Group Inc.
|
BUY
|
- |
14+ 0.46% |
$1.03K - $1.06K
|
3.04K
$241K
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
BUY
|
- |
3.53KNew |
$259K - $267K
|
3.53K
$280K
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
9+ 0.33% |
$661 - $681
|
2.73K
$217K
|
|
Q2 2023 | |||||||
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
10New |
$736 - $754
|
10
$792
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-12.9K- 79.57% |
$951K - $975K
|
3.32K
$263K
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-621- 67.28% |
$45.7K - $46.8K
|
302
$23.9K
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
535New |
$39.4K - $40.3K
|
535
$42.4K
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.85KNew |
$210K - $215K
|
2.85K
$226K
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
78+ 0.8% |
$5.74K - $5.88K
|
9.88K
$782K
|
|
Aug 14, 2023
Q2 2023
|
Shay Capital LLC
New York, NY |
BUY
|
PUT |
10KNew |
$736K - $754K
|
10K
$792K
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-726K- 99.61% |
$53.4M - $54.8M
|
2.86K
$227K
|
|
Aug 14, 2023
Q2 2023
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
BUY
|
- |
340K+ 50.0% |
$25M - $25.6M
|
1.02M
$80.8M
|
|
Aug 14, 2023
Q2 2023
|
Iii Capital Management
Boca Raton, FL |
BUY
|
PUT |
335KNew |
$24.6M - $25.3M
|
335K
$26.5M
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.88% |
$441 - $453
|
688
$54.5K
|
|
Aug 14, 2023
Q2 2023
|
K2 Principal Fund, L.P.
Toronto, A6 |
SELL
|
PUT |
-119K- 44.2% |
$8.74M - $8.96M
|
150K
$11.9M
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
4+ 1.21% |
$294 - $302
|
334
$26.5K
|
|
Aug 11, 2023
Q2 2023
|
Olympus Peak Asset Management LP
New York, NY |
SELL
|
PUT |
-500K- 33.33% |
$36.8M - $37.7M
|
1M
$79.2M
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-489- 43.01% |
$36K - $36.9K
|
648
$51.3K
|
|
Aug 11, 2023
Q2 2023
|
Berry Street Capital Management LLP
London, X0 |
SELL
|
PUT |
-250K- 66.67% |
$18.4M - $18.9M
|
125K
$9.9M
|
|
Aug 11, 2023
Q2 2023
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
PUT |
787KNew |
$57.9M - $59.4M
|
787K
$62.4M
|
|
Aug 11, 2023
Q2 2023
|
Bain Capital Public Equity, LP
Boston, MA |
BUY
|
PUT |
56KNew |
$4.12M - $4.22M
|
56K
$4.44M
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
37New |
$2.72K - $2.79K
|
37
$2.93K
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
54+ 0.41% |
$3.97K - $4.07K
|
13.2K
$1.05M
|
|
Aug 10, 2023
Q2 2023
|
Opus Investment Management Inc
|
BUY
|
- |
3.73KNew |
$274K - $281K
|
3.73K
$295K
|
|
Aug 10, 2023
Q2 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
PUT |
340K+ 566.67% |
$25M - $25.6M
|
400K
$31.7M
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
3.09KNew |
$227K - $233K
|
3.09K
$245K
|
|
Aug 09, 2023
Q2 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
PUT |
-528K- 26.7% |
$38.8M - $39.8M
|
1.45M
$115M
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.19K- 8.1% |
$87.7K - $89.9K
|
13.5K
$1.07M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
282+ 1.63% |
$20.7K - $21.3K
|
17.6K
$1.4M
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
121+ 3.03% |
$8.9K - $9.13K
|
4.11K
$326K
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
524+ 7.15% |
$38.6K - $39.5K
|
7.85K
$622K
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-56.3K- 86.96% |
$4.14M - $4.25M
|
8.44K
$669K
|
|
Aug 08, 2023
Q2 2023
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
2.35MNew |
$173M - $177M
|
2.35M
$186M
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.34K- 28.31% |
$98.2K - $101K
|
3.38K
$268K
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
11.7KNew |
$858K - $879K
|
11.7K
$924K
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
6.51KNew |
$479K - $491K
|
6.51K
$515K
|
|
Aug 04, 2023
Q2 2023
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-133K- 67.17% |
$9.78M - $10M
|
65K
$5.15M
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.14KNew |
$231K - $237K
|
3.14K
$249K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
36New |
$2.65K - $2.72K
|
36
$2.85K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
13.9K+ 35579.49% |
$1.02M - $1.05M
|
13.9K
$1.1M
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
3.03KNew |
$223K - $229K
|
3.03K
$240K
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
9.31KNew |
$685K - $702K
|
9.31K
$738K
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-7.07K- 58.08% |
$520K - $533K
|
5.1K
$404K
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
5.14KNew |
$378K - $387K
|
5.14K
$407K
|