Purchases and Sales Made in Q3 2021 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-650- 15.55% |
$56.5K - $57.3K
|
3.53K
$281K
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-650- 38.55% |
$56.5K - $57.3K
|
1.04K
$82.6K
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-652- 1.61% |
$56.7K - $57.5K
|
39.9K
$3.18M
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-652- 14.97% |
$56.7K - $57.5K
|
3.7K
$295K
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-653- 49.13% |
$56.8K - $57.6K
|
676
$53.9K
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-669- 13.06% |
$58.2K - $59K
|
4.45K
$355K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-673- 5.56% |
$58.5K - $59.3K
|
11.4K
$911K
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
SELL
|
- |
-683- 11.79% |
$59.4K - $60.2K
|
5.11K
$407K
|
|
Nov 08, 2021
Q3 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-706- 2.49% |
$61.4K - $62.2K
|
27.6K
$2.2M
|
|
Nov 02, 2021
Q3 2021
|
Hms Capital Management, LLC
|
SELL
|
- |
-729- 1.14% |
$63.4K - $64.3K
|
63.1K
$5.03M
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-742- 4.1% |
$64.5K - $65.4K
|
17.4K
$1.38M
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-750- 33.33% |
$65.2K - $66.1K
|
1.5K
$120K
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-750- 55.43% |
$65.2K - $66.1K
|
603
$48.1K
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-765- 8.69% |
$66.5K - $67.4K
|
8.03K
$640K
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-766- 24.33% |
$66.6K - $67.5K
|
2.38K
$190K
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-767- 0.85% |
$66.7K - $67.6K
|
89.9K
$7.16M
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-786- 5.86% |
$68.4K - $69.3K
|
12.6K
$1.01M
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-814- 0.55% |
$70.8K - $71.7K
|
147K
$11.7M
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-824- 38.5% |
$71.7K - $72.6K
|
1.32K
$105K
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
SELL
|
- |
-850Closed |
$73.9K - $74.9K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-882- 2.41% |
$76.7K - $77.7K
|
35.8K
$2.85M
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-940- 8.82% |
$81.8K - $82.9K
|
9.72K
$775K
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-947- 21.47% |
$82.4K - $83.5K
|
3.46K
$276K
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-953- 13.9% |
$82.9K - $84K
|
5.9K
$471K
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-992- 2.98% |
$86.3K - $87.4K
|
32.3K
$2.58M
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1K- 25.0% |
$87K - $88.1K
|
3K
$239K
|
|
Oct 14, 2021
Q3 2021
|
Elm Partners Management LLC
|
SELL
|
- |
-1.01K- 4.82% |
$87.8K - $88.9K
|
19.9K
$1.59M
|
|
Nov 04, 2021
Q3 2021
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-1.01K- 8.15% |
$87.9K - $89.1K
|
11.4K
$908K
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.03K- 3.99% |
$89.8K - $91K
|
24.8K
$1.98M
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.09K- 13.26% |
$95K - $96.2K
|
7.14K
$569K
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.11K- 12.78% |
$96.6K - $97.9K
|
7.58K
$605K
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.11K- 12.78% |
$96.6K - $97.9K
|
7.58K
$605K
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.15KClosed |
$99.7K - $101K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.21K- 12.7% |
$105K - $106K
|
8.28K
$660K
|
|
Nov 05, 2021
Q3 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.23K- 5.19% |
$107K - $109K
|
22.5K
$1.79M
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-1.29K- 45.67% |
$112K - $114K
|
1.54K
$123K
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.33K- 4.47% |
$116K - $117K
|
28.5K
$2.27M
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-1.34KClosed |
$117K - $118K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.35K- 86.04% |
$117K - $119K
|
219
$17.5K
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.36K- 1.45% |
$119K - $120K
|
92.9K
$7.41M
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-1.41KClosed |
$123K - $125K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-1.46K- 6.11% |
$127K - $129K
|
22.4K
$1.79M
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.47K- 30.45% |
$128K - $130K
|
3.36K
$268K
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.52K- 89.45% |
$132K - $134K
|
179
$14.3K
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.54K- 1.7% |
$134K - $135K
|
88.6K
$7.06M
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.54K- 7.02% |
$134K - $136K
|
20.4K
$1.62M
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.57K- 1.94% |
$136K - $138K
|
79.3K
$6.32M
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.57K- 3.39% |
$137K - $138K
|
44.7K
$3.57M
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
SELL
|
- |
-1.58K- 11.0% |
$138K - $139K
|
12.8K
$1.02M
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
SELL
|
- |
-1.62K- 12.76% |
$141K - $143K
|
11.1K
$884K
|