Purchases and Sales Made in Q1 2022 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.62K+ 12.05% |
$210K - $228K
|
24.4K
$1.94M
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
BUY
|
- |
2.61K+ 90.64% |
$209K - $227K
|
5.5K
$438K
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.59K+ 108.19% |
$207K - $225K
|
4.98K
$397K
|
|
|
Apr 15, 2022
Q1 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.55K+ 11.49% |
$204K - $222K
|
24.8K
$1.97M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.54K+ 1765.28% |
$203K - $221K
|
2.69K
$214K
|
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.51K+ 77.66% |
$201K - $219K
|
5.75K
$458K
|
|
|
May 10, 2022
Q1 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
2.5KNew |
$200K - $217K
|
2.5K
$199K
|
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
2.5KNew |
$200K - $217K
|
2.5K
$199K
|
|
|
May 04, 2022
Q1 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
2.5KNew |
$200K - $217K
|
2.5K
$199K
|
|
|
May 12, 2022
Q1 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
2.49K+ 24.97% |
$199K - $217K
|
12.5K
$993K
|
|
|
May 16, 2022
Q1 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.49K+ 4.86% |
$199K - $216K
|
53.6K
$4.27M
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
2.38K+ 30.03% |
$190K - $207K
|
10.3K
$820K
|
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
BUY
|
- |
2.34K+ 5.24% |
$187K - $203K
|
46.9K
$3.74M
|
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.33K+ 5.39% |
$186K - $202K
|
45.5K
$3.62M
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.29K+ 5.52% |
$183K - $199K
|
43.8K
$3.49M
|
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.29K+ 19.29% |
$183K - $199K
|
14.1K
$1.13M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.24K+ 57.37% |
$179K - $195K
|
6.15K
$490K
|
|
|
Apr 28, 2022
Q1 2022
|
Single Point Partners, LLC
|
BUY
|
- |
2.24K+ 3.61% |
$179K - $194K
|
64.1K
$5.11M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.16K+ 3.34% |
$173K - $188K
|
66.9K
$5.33M
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.12K+ 55.5% |
$170K - $185K
|
5.95K
$474K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
2.03K+ 48.66% |
$163K - $177K
|
6.21K
$495K
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
2.03K+ 84.38% |
$162K - $176K
|
4.43K
$353K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
1.97KNew |
$157K - $171K
|
1.97K
$157K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
1.95KNew |
$156K - $169K
|
1.95K
$155K
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.93K+ 51.73% |
$154K - $167K
|
5.65K
$450K
|
|
|
Apr 25, 2022
Q1 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
1.86K+ 6.94% |
$149K - $162K
|
28.7K
$2.28M
|
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.85K+ 57.7% |
$148K - $161K
|
5.07K
$404K
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.83K+ 120.98% |
$147K - $160K
|
3.35K
$267K
|
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
1.75K+ 1.31% |
$140K - $152K
|
136K
$10.8M
|
|
|
May 12, 2022
Q1 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.73K+ 12.31% |
$138K - $150K
|
15.8K
$1.26M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.72K+ 73.16% |
$138K - $150K
|
4.08K
$325K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.67K+ 13.91% |
$134K - $145K
|
13.7K
$1.09M
|
|
|
May 09, 2022
Q1 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.66K+ 2.46% |
$132K - $144K
|
68.8K
$5.48M
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.64K+ 4.19% |
$131K - $143K
|
40.8K
$3.25M
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.64K+ 11.04% |
$131K - $142K
|
16.5K
$1.31M
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.57K+ 8.62% |
$126K - $137K
|
19.8K
$1.58M
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.46K+ 98.99% |
$117K - $127K
|
2.94K
$234K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.43KNew |
$115K - $125K
|
1.43K
$114K
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
1.4K+ 44.73% |
$112K - $122K
|
4.53K
$361K
|
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
1.37K+ 39.42% |
$110K - $119K
|
4.85K
$386K
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
1.32K+ 1.7% |
$106K - $115K
|
79K
$6.29M
|
|
|
May 06, 2022
Q1 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.29K+ 18.46% |
$103K - $113K
|
8.3K
$661K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.27K+ 6.81% |
$101K - $110K
|
19.9K
$1.58M
|
|
|
May 16, 2022
Q1 2022
|
New Legacy Group, LLC
|
BUY
|
- |
1.2K+ 3.39% |
$96K - $104K
|
36.6K
$2.92M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.18K+ 3800.0% |
$94.2K - $102K
|
1.21K
$96.3K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.16K+ 0.9% |
$92.7K - $101K
|
130K
$10.4M
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
BUY
|
- |
1.12K+ 7.34% |
$89.2K - $97.1K
|
16.3K
$1.3M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.08K+ 3.17% |
$86.1K - $93.7K
|
35K
$2.79M
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.08K+ 14.16% |
$86K - $93.5K
|
8.67K
$690K
|
|
|
May 10, 2022
Q1 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.07K+ 2.21% |
$85.6K - $93.1K
|
49.5K
$3.94M
|