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 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
20+ 333.33% |
$1.74K - $1.76K
|
26
$2.07K
|
|
|
Nov 10, 2021
Q3 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
20+ 0.21% |
$1.74K - $1.76K
|
9.56K
$761K
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
18+ 0.64% |
$1.57K - $1.59K
|
2.85K
$227K
|
|
|
Oct 19, 2021
Q3 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
14+ 0.01% |
$1.22K - $1.23K
|
144K
$11.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
13+ 0.92% |
$1.13K - $1.15K
|
1.43K
$113K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
13+ 1.66% |
$1.13K - $1.15K
|
796
$63.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
12+ 0.85% |
$1.04K - $1.06K
|
1.42K
$113K
|
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
11+ 0.93% |
$957 - $970
|
1.2K
$95.5K
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
10+ 0.36% |
$870 - $881
|
2.79K
$222K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
9+ 1.08% |
$783 - $793
|
844
$67.1K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9+ 0.2% |
$783 - $793
|
4.54K
$361K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
5New |
$435 - $441
|
5
$398
|
|
|
Nov 12, 2021
Q3 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.27% |
$348 - $353
|
1.5K
$119K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
4+ 0.45% |
$348 - $353
|
899
$71.5K
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
4+ 3.57% |
$348 - $353
|
116
$9.23K
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3+ 0.1% |
$261 - $264
|
2.99K
$238K
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3+ 0.04% |
$261 - $264
|
7.34K
$584K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.34% |
$174 - $176
|
593
$47.2K
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
2+ 0.78% |
$174 - $176
|
260
$20.7K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
2New |
$174 - $176
|
2
$159
|
|
|
Oct 20, 2021
Q3 2021
|
Astor Investment Management LLC
|
BUY
|
- |
1+ 0.67% |
$87 - $88.1
|
151
$12K
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
BUY
|
- |
1+ 0.01% |
$87 - $88.1
|
7.91K
$629K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.11% |
$87 - $88.1
|
946
$75.3K
|
|
|
Oct 22, 2021
Q3 2021
|
Ade, LLC
|
BUY
|
- |
1+ 2.38% |
$87 - $88.1
|
43
$3.42K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1New |
$87 - $88.1
|
1
$79.6
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1+ 0.0% |
$87 - $88.1
|
22.6K
$1.8M
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.61% |
$87 - $88.1
|
166
$13.2K
|
|
|
Oct 01, 2021
Q3 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-1- 0.03% |
$87 - $88.1
|
3.63K
$289K
|
|
|
Nov 05, 2021
Q3 2021
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 2.86% |
$87 - $88.1
|
34
$2.71K
|
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-1- -0.0% |
$87 - $88.1
|
23.1K
$1.84M
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-1- 0.17% |
$87 - $88.1
|
601
$47.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-3- 0.37% |
$261 - $264
|
805
$64K
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-4- 3.42% |
$348 - $353
|
113
$8.99K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-4Closed |
$348 - $353
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-5- 0.41% |
$435 - $441
|
1.2K
$95.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 0.76% |
$435 - $441
|
655
$52.1K
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-7- 14.89% |
$609 - $617
|
40
$3.18K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-10Closed |
$870 - $881
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-11- 0.21% |
$957 - $970
|
5.22K
$415K
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-16- 0.07% |
$1.39K - $1.41K
|
24.3K
$1.93M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-16- 3.69% |
$1.39K - $1.41K
|
418
$33.3K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-17- 0.05% |
$1.48K - $1.5K
|
34.7K
$2.76M
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-18- 0.05% |
$1.57K - $1.59K
|
35.2K
$2.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-18- 0.25% |
$1.57K - $1.59K
|
7.06K
$562K
|
|
|
Nov 15, 2021
Q3 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-20- 0.21% |
$1.74K - $1.76K
|
9.71K
$772K
|
|
|
Nov 15, 2021
Q3 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-20Closed |
$1.74K - $1.76K
|
0
$0
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-23Closed |
$2K - $2.03K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-23- 0.25% |
$2K - $2.03K
|
9.28K
$738K
|
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-25- 0.67% |
$2.17K - $2.2K
|
3.73K
$297K
|
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-27Closed |
$2.35K - $2.38K
|
0
$0
|