Purchases and Sales Made in Q4 2021 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
3.45KNew |
$295K - $302K
|
3.45K
$275K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.45K+ 313.64% |
$295K - $302K
|
4.55K
$362K
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
3.43KNew |
$293K - $300K
|
3.43K
$273K
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
3.38K+ 51.35% |
$289K - $296K
|
9.97K
$793K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.37K+ 123.46% |
$288K - $295K
|
6.1K
$485K
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.29K+ 19.11% |
$281K - $288K
|
20.5K
$1.63M
|
|
|
Apr 13, 2022
Q4 2021
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
3.28KNew |
$280K - $287K
|
3.28K
$261K
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3.21KNew |
$274K - $281K
|
3.21K
$256K
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
3.17K+ 4.0% |
$271K - $277K
|
82.5K
$6.56M
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
BUY
|
- |
3.12K+ 174.53% |
$267K - $273K
|
4.91K
$391K
|
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
BUY
|
- |
3.1K+ 3.62% |
$265K - $271K
|
88.8K
$7.06M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
3.1K+ 131.98% |
$265K - $271K
|
5.45K
$433K
|
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
3.09KNew |
$264K - $271K
|
3.09K
$246K
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
3.08KNew |
$263K - $270K
|
3.08K
$245K
|
|
|
Feb 09, 2022
Q4 2021
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
3.07K+ 42.21% |
$262K - $269K
|
10.3K
$823K
|
|
|
Jan 25, 2022
Q4 2021
|
Sterling Investment Advisors LLC
|
BUY
|
- |
3.05K+ 5.45% |
$260K - $267K
|
59K
$4.69M
|
|
|
Feb 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.01K+ 6.63% |
$257K - $264K
|
48.4K
$3.85M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.99K+ 11.26% |
$256K - $262K
|
29.6K
$2.35M
|
|
|
Jan 24, 2022
Q4 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
2.98K+ 19.28% |
$255K - $261K
|
18.5K
$1.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.98K+ 53.43% |
$254K - $261K
|
8.56K
$681K
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.93KNew |
$250K - $257K
|
2.93K
$233K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
2.93K+ 21.83% |
$250K - $257K
|
16.4K
$1.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.91KNew |
$249K - $255K
|
2.91K
$232K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.91K+ 62.16% |
$249K - $255K
|
7.59K
$604K
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.9KNew |
$248K - $254K
|
2.9K
$231K
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.89KNew |
$247K - $253K
|
2.89K
$230K
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.75KNew |
$235K - $241K
|
2.75K
$219K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.74K+ 11.21% |
$234K - $240K
|
27.2K
$2.16M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
2.68KNew |
$229K - $235K
|
2.68K
$214K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
2.65K+ 7.83% |
$226K - $232K
|
36.5K
$2.9M
|
|
|
Jan 14, 2022
Q4 2021
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.61K+ 2.93% |
$223K - $229K
|
91.7K
$7.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.58K+ 4.15% |
$220K - $226K
|
64.8K
$5.15M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.55K+ 7.13% |
$218K - $223K
|
38.3K
$3.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.55KNew |
$218K - $223K
|
2.55K
$203K
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.48KNew |
$212K - $217K
|
2.48K
$197K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.48K+ 378.17% |
$211K - $217K
|
3.13K
$249K
|
|
|
Jan 18, 2022
Q4 2021
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.47KNew |
$211K - $216K
|
2.47K
$197K
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
2.45KNew |
$209K - $214K
|
2.45K
$195K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.44KNew |
$208K - $213K
|
2.44K
$194K
|
|
|
Feb 14, 2022
Q4 2021
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2.43KNew |
$207K - $212K
|
2.43K
$193K
|
|
|
Jan 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
2.42KNew |
$206K - $211K
|
2.42K
$192K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
2.4KNew |
$205K - $210K
|
2.4K
$191K
|
|
|
Jan 14, 2022
Q4 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.39K+ 12.08% |
$204K - $209K
|
22.2K
$1.77M
|
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.39KNew |
$204K - $209K
|
2.39K
$190K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.36K+ 9.42% |
$201K - $206K
|
27.4K
$2.18M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.36KNew |
$201K - $206K
|
2.36K
$187K
|
|
|
Feb 03, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.35K+ 19.88% |
$200K - $205K
|
14.1K
$1.12M
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.34KNew |
$199K - $204K
|
2.34K
$186K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
2.3KNew |
$197K - $202K
|
2.3K
$183K
|
|
|
Jan 31, 2022
Q4 2021
|
Howard Capital Management Inc.
|
BUY
|
- |
2.29K+ 6.9% |
$196K - $201K
|
35.5K
$2.82M
|