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
|
Wedbush Securities Inc
|
BUY
|
- |
260+ 4.34% |
$22.2K - $22.8K
|
6.26K
$498K
|
|
|
Feb 14, 2022
Q4 2021
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
260+ 1.2% |
$22.2K - $22.8K
|
21.9K
$1.74M
|
|
|
Feb 15, 2022
Q4 2021
|
Covenant Partners, LLC
|
BUY
|
- |
256+ 2.47% |
$21.9K - $22.4K
|
10.6K
$845K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
253New |
$21.6K - $22.1K
|
253
$20.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
250New |
$21.3K - $21.9K
|
250
$19.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
244+ 0.3% |
$20.8K - $21.4K
|
81.9K
$6.52M
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
236+ 24.95% |
$20.1K - $20.7K
|
1.18K
$94K
|
|
|
Feb 11, 2022
Q4 2021
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
235New |
$20.1K - $20.6K
|
235
$18.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
233New |
$19.9K - $20.4K
|
233
$18.5K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
232+ 25.36% |
$19.8K - $20.3K
|
1.15K
$91.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
229+ 1.08% |
$19.5K - $20K
|
21.4K
$1.7M
|
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
BUY
|
- |
220+ 1.21% |
$18.8K - $19.3K
|
18.5K
$1.47M
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
218+ 105.83% |
$18.6K - $19.1K
|
424
$33.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
217+ 5.46% |
$18.5K - $19K
|
4.19K
$333K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
217+ 0.32% |
$18.5K - $19K
|
67.2K
$5.34M
|
|
|
Jan 19, 2022
Q4 2021
|
Western Financial Corporation
|
BUY
|
- |
216+ 1.02% |
$18.4K - $18.9K
|
21.5K
$1.71M
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
214+ 8.71% |
$18.3K - $18.7K
|
2.67K
$213K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
213+ 23.69% |
$18.2K - $18.6K
|
1.11K
$88.5K
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
205+ 14.27% |
$17.5K - $17.9K
|
1.64K
$131K
|
|
|
Jan 24, 2022
Q4 2021
|
Citizens & Northern Corp
|
BUY
|
- |
201+ 2.77% |
$17.2K - $17.6K
|
7.45K
$593K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
200New |
$17.1K - $17.5K
|
200
$15.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
200New |
$17.1K - $17.5K
|
200
$15.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
199+ 1.09% |
$17K - $17.4K
|
18.4K
$1.47M
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
196New |
$16.7K - $17.2K
|
196
$15.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
194+ 1.23% |
$16.6K - $17K
|
16K
$1.27M
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
193New |
$16.5K - $16.9K
|
193
$15.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
188+ 2.66% |
$16K - $16.5K
|
7.25K
$577K
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
183+ 1.45% |
$15.6K - $16K
|
12.8K
$1.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
171+ 4.27% |
$14.6K - $15K
|
4.18K
$332K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
169New |
$14.4K - $14.8K
|
169
$13.4K
|
|
|
Jan 20, 2022
Q4 2021
|
Astor Investment Management LLC
|
BUY
|
- |
148+ 98.01% |
$12.6K - $13K
|
299
$23.8K
|
|
|
Jan 20, 2022
Q4 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
148+ 5.31% |
$12.6K - $13K
|
2.94K
$234K
|
|
|
Feb 01, 2022
Q4 2021
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
148+ 4.66% |
$12.6K - $13K
|
3.32K
$264K
|
|
|
Sep 07, 2023
Q4 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
144+ 0.51% |
$12.3K - $12.6K
|
28.2K
$2.24M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
135New |
$11.5K - $11.8K
|
135
$10.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
125New |
$10.7K - $10.9K
|
125
$9.95K
|
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
125+ 4.04% |
$10.7K - $10.9K
|
3.22K
$256K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
125+ 86.21% |
$10.7K - $10.9K
|
270
$21.5K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
115+ 11.1% |
$9.82K - $10.1K
|
1.15K
$91.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
111New |
$9.48K - $9.71K
|
111
$8.83K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
110+ 0.5% |
$9.39K - $9.63K
|
22.1K
$1.76M
|
|
|
Jan 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
104+ 2.62% |
$8.88K - $9.1K
|
4.07K
$324K
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
101+ 3.92% |
$8.62K - $8.84K
|
2.68K
$213K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
95+ 7.91% |
$8.11K - $8.31K
|
1.3K
$103K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
95+ 3.22% |
$8.11K - $8.31K
|
3.05K
$242K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
91+ 6.39% |
$7.77K - $7.96K
|
1.52K
$121K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
89+ 2.37% |
$7.6K - $7.79K
|
3.84K
$306K
|
|
|
Jan 27, 2022
Q4 2021
|
Dorsey Wright & Associates
|
BUY
|
- |
85+ 0.54% |
$7.26K - $7.44K
|
15.9K
$1.27M
|
|
|
Jan 28, 2022
Q4 2021
|
Newport Capital Group, LLC
|
BUY
|
- |
81+ 0.5% |
$6.91K - $7.09K
|
16.1K
$1.28M
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
79+ 2.13% |
$6.74K - $6.91K
|
3.8K
$302K
|