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 |
---|---|---|---|---|---|---|---|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
3.06KNew |
$267K - $270K
|
3.06K
$244K
|
|
Nov 15, 2021
Q3 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
3.04K+ 20.25% |
$264K - $268K
|
18K
$1.44M
|
|
Nov 12, 2021
Q3 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
3K+ 1.23% |
$261K - $264K
|
246K
$19.6M
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
BUY
|
- |
2.93K+ 5.43% |
$255K - $258K
|
56.9K
$4.53M
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.87K+ 37.81% |
$250K - $253K
|
10.5K
$835K
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.86K+ 3.31% |
$249K - $252K
|
89.3K
$7.12M
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.83K+ 36.08% |
$246K - $249K
|
10.7K
$851K
|
|
Nov 12, 2021
Q3 2021
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.83K+ 15.93% |
$246K - $249K
|
20.6K
$1.64M
|
|
Oct 27, 2021
Q3 2021
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
2.81KNew |
$244K - $247K
|
2.81K
$224K
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.79KNew |
$242K - $246K
|
2.79K
$222K
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.77KNew |
$241K - $244K
|
2.77K
$221K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.74K+ 2.43% |
$238K - $241K
|
116K
$9.21M
|
|
Oct 26, 2021
Q3 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.72K+ 8.25% |
$237K - $240K
|
35.7K
$2.85M
|
|
Oct 12, 2021
Q3 2021
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.72K+ 3.51% |
$236K - $239K
|
80.2K
$6.39M
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.7KNew |
$234K - $238K
|
2.7K
$215K
|
|
Nov 12, 2021
Q3 2021
|
Life Pro Asset Management
|
BUY
|
- |
2.65K+ 3.32% |
$230K - $233K
|
82.2K
$6.56M
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
2.63K+ 9.98% |
$229K - $232K
|
29K
$2.31M
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.62KNew |
$228K - $231K
|
2.62K
$209K
|
|
Nov 09, 2021
Q3 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
2.6K+ 68.75% |
$226K - $229K
|
6.38K
$509K
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.59KNew |
$225K - $228K
|
2.59K
$206K
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.59K+ 1.22% |
$225K - $228K
|
215K
$17.2M
|
|
Nov 01, 2021
Q3 2021
|
Advisory Services & Investments, LLC
|
BUY
|
- |
2.54K+ 4.93% |
$221K - $224K
|
54.1K
$4.31M
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.51K+ 26.93% |
$218K - $221K
|
11.8K
$944K
|
|
Oct 14, 2021
Q3 2021
|
Schwab Charitable Fund
|
BUY
|
- |
2.49KNew |
$216K - $219K
|
2.49K
$198K
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.48KNew |
$216K - $218K
|
2.48K
$198K
|
|
Nov 02, 2021
Q3 2021
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
2.47KNew |
$214K - $217K
|
2.47K
$197K
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.44K+ 3.78% |
$212K - $215K
|
66.9K
$5.34M
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
2.43K+ 6.02% |
$211K - $214K
|
42.8K
$3.41M
|
|
Oct 14, 2021
Q3 2021
|
Hnp Capital LLC
|
BUY
|
- |
2.41KNew |
$210K - $213K
|
2.41K
$192K
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
BUY
|
- |
2.39K+ 15.18% |
$208K - $211K
|
18.2K
$1.45M
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
2.35KNew |
$204K - $207K
|
2.35K
$187K
|
|
Nov 02, 2021
Q3 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.35K+ 7.02% |
$204K - $207K
|
35.8K
$2.85M
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
BUY
|
- |
2.33K+ 1.6% |
$202K - $205K
|
148K
$11.8M
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.32K+ 15.43% |
$202K - $204K
|
17.4K
$1.38M
|
|
Oct 18, 2021
Q3 2021
|
David J Yvars Group
|
BUY
|
- |
2.3K+ 7.47% |
$200K - $202K
|
33.1K
$2.64M
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
2.28K+ 29.28% |
$198K - $201K
|
10.1K
$801K
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.25K+ 16.3% |
$196K - $198K
|
16.1K
$1.28M
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.18K+ 1.21% |
$190K - $192K
|
183K
$14.6M
|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
2.15K+ 3.77% |
$187K - $190K
|
59.2K
$4.72M
|
|
Nov 12, 2021
Q3 2021
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
2.1K+ 1.11% |
$183K - $185K
|
191K
$15.2M
|
|
Jan 28, 2022
Q3 2021
|
Newport Capital Group, LLC
|
BUY
|
- |
1.97K+ 13.96% |
$171K - $173K
|
16.1K
$1.28M
|
|
Nov 12, 2021
Q3 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.94K+ 6.25% |
$168K - $171K
|
32.9K
$2.62M
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.89K+ 449.52% |
$164K - $166K
|
2.31K
$184K
|
|
Oct 18, 2021
Q3 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.89K+ 10.52% |
$164K - $166K
|
19.8K
$1.58M
|
|
Nov 15, 2021
Q3 2021
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
1.87K+ 1.96% |
$163K - $165K
|
97.1K
$7.74M
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.83K+ 9.4% |
$159K - $161K
|
21.2K
$1.69M
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.82K+ 8.17% |
$158K - $160K
|
24K
$1.92M
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.81K+ 1.87% |
$157K - $160K
|
98.8K
$7.87M
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1.75K+ 13.08% |
$152K - $154K
|
15.1K
$1.21M
|
|
Oct 20, 2021
Q3 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
1.75K+ 6.77% |
$152K - $154K
|
27.5K
$2.19M
|