Purchases and Sales Made in Q3 2022 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q3 2022. 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 14, 2022
Q3 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
300New |
$21.3K - $23.7K
|
300
$23.9K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
294New |
$20.9K - $23.2K
|
294
$23.4K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
294+ 89.91% |
$20.9K - $23.2K
|
621
$49.4K
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
BUY
|
- |
278+ 1.82% |
$19.8K - $21.9K
|
15.5K
$1.23M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
266+ 5.84% |
$18.9K - $21K
|
4.82K
$383K
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
265+ 1.66% |
$18.8K - $20.9K
|
16.2K
$1.29M
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
246+ 585.71% |
$17.5K - $19.4K
|
288
$22.9K
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
228+ 0.51% |
$16.2K - $18K
|
44.8K
$3.57M
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
225+ 1.17% |
$16K - $17.8K
|
19.5K
$1.55M
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
219+ 7.39% |
$15.6K - $17.3K
|
3.18K
$253K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
214New |
$15.2K - $16.9K
|
214
$17K
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
185+ 3.68% |
$13.2K - $14.6K
|
5.21K
$414K
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
175+ 3.48% |
$12.4K - $13.8K
|
5.2K
$414K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
173+ 3.56% |
$12.3K - $13.7K
|
5.03K
$400K
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
172+ 1.32% |
$12.2K - $13.6K
|
13.2K
$1.05M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
169+ 3.39% |
$12K - $13.3K
|
5.15K
$410K
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
166+ 4.9% |
$11.8K - $13.1K
|
3.56K
$283K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
154New |
$11K - $12.2K
|
154
$12.3K
|
|
Oct 18, 2022
Q3 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
151+ 3.93% |
$10.7K - $11.9K
|
3.99K
$318K
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
150New |
$10.7K - $11.8K
|
150
$11.9K
|
|
Oct 21, 2022
Q3 2022
|
Patron Partners, LLC
|
BUY
|
- |
145+ 5.29% |
$10.3K - $11.4K
|
2.89K
$230K
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
132+ 10.35% |
$9.39K - $10.4K
|
1.41K
$112K
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
130+ 31.71% |
$9.25K - $10.3K
|
540
$43K
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
129New |
$9.18K - $10.2K
|
129
$10.3K
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
120+ 4.41% |
$8.54K - $9.47K
|
2.84K
$226K
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
115+ 0.09% |
$8.18K - $9.08K
|
125K
$9.95M
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
105+ 8.97% |
$7.47K - $8.29K
|
1.28K
$102K
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
105New |
$7.47K - $8.29K
|
105
$8.35K
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
103New |
$7.33K - $8.13K
|
103
$8.19K
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
101+ 0.47% |
$7.18K - $7.97K
|
21.4K
$1.7M
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
87+ 1.18% |
$6.19K - $6.87K
|
7.48K
$595K
|
|
Nov 14, 2022
Q3 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
84+ 2.33% |
$5.97K - $6.63K
|
3.69K
$294K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
81+ 0.57% |
$5.76K - $6.39K
|
14.3K
$1.13M
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
76+ 58.91% |
$5.41K - $6K
|
205
$16.3K
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
75+ 0.97% |
$5.33K - $5.92K
|
7.84K
$623K
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
73+ 1.38% |
$5.19K - $5.76K
|
5.38K
$428K
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
69+ 1.13% |
$4.91K - $5.45K
|
6.15K
$489K
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
BUY
|
- |
69New |
$4.91K - $5.45K
|
69
$5.49K
|
|
Nov 09, 2022
Q3 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
68+ 1.1% |
$4.84K - $5.37K
|
6.26K
$498K
|
|
Nov 08, 2022
Q3 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
65+ 0.8% |
$4.62K - $5.13K
|
8.24K
$655K
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
60+ 1.32% |
$4.27K - $4.74K
|
4.6K
$366K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
57+ 107.55% |
$4.05K - $4.5K
|
110
$8.75K
|
|
Nov 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
55+ 1.04% |
$3.91K - $4.34K
|
5.33K
$424K
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
50New |
$3.56K - $3.95K
|
50
$3.98K
|
|
Oct 25, 2022
Q3 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
50+ 0.62% |
$3.56K - $3.95K
|
8.13K
$647K
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
50+ 1.37% |
$3.56K - $3.95K
|
3.7K
$294K
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
48+ 3.1% |
$3.41K - $3.79K
|
1.6K
$127K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
48+ 3.79% |
$3.41K - $3.79K
|
1.32K
$105K
|
|
Oct 04, 2022
Q3 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
45+ 1.23% |
$3.2K - $3.55K
|
3.7K
$294K
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
45+ 1.33% |
$3.2K - $3.55K
|
3.44K
$273K
|