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 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
213+ 1.25% |
$17K - $18.5K
|
17.3K
$1.38M
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
210+ 5.64% |
$16.8K - $18.3K
|
3.93K
$314K
|
|
|
May 16, 2022
Q1 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
195+ 0.92% |
$15.6K - $17K
|
21.4K
$1.71M
|
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
174+ 2.74% |
$13.9K - $15.1K
|
6.53K
$521K
|
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
170+ 2.14% |
$13.6K - $14.8K
|
8.12K
$649K
|
|
|
May 11, 2022
Q1 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
165+ 1.6% |
$13.2K - $14.4K
|
10.5K
$839K
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
162+ 4.4% |
$13K - $14.1K
|
3.84K
$307K
|
|
|
May 09, 2022
Q1 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
152+ 0.08% |
$12.2K - $13.2K
|
189K
$15.1M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
151+ 6.39% |
$12.1K - $13.1K
|
2.51K
$201K
|
|
|
May 10, 2022
Q1 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
150+ 0.14% |
$12K - $13K
|
110K
$8.77M
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
140+ 0.41% |
$11.2K - $12.2K
|
34.6K
$2.76M
|
|
|
Apr 14, 2022
Q1 2022
|
Schwab Charitable Fund
|
BUY
|
- |
130+ 3.95% |
$10.4K - $11.3K
|
3.42K
$273K
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
127+ 1.36% |
$10.2K - $11K
|
9.43K
$753K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
125+ 86.21% |
$10K - $10.9K
|
270
$21.6K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
120+ 12.31% |
$9.6K - $10.4K
|
1.1K
$87.4K
|
|
|
May 09, 2022
Q1 2022
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
112+ 0.61% |
$8.96K - $9.74K
|
18.5K
$1.48M
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
110+ 78.57% |
$8.8K - $9.57K
|
250
$20K
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
108+ 1.0% |
$8.64K - $9.39K
|
10.9K
$872K
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
106+ 4.0% |
$8.48K - $9.22K
|
2.76K
$220K
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
103+ 0.9% |
$8.24K - $8.96K
|
11.5K
$921K
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
94+ 0.73% |
$7.52K - $8.18K
|
12.9K
$1.03M
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
92+ 1.04% |
$7.36K - $8K
|
8.91K
$711K
|
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
85+ 3.08% |
$6.8K - $7.39K
|
2.85K
$227K
|
|
|
May 11, 2022
Q1 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
85+ 1.05% |
$6.8K - $7.39K
|
8.22K
$656K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
80+ 129.03% |
$6.4K - $6.96K
|
142
$11.3K
|
|
|
May 02, 2022
Q1 2022
|
Slow Capital, Inc.
|
BUY
|
- |
80+ 1.87% |
$6.4K - $6.96K
|
4.35K
$347K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
79New |
$6.32K - $6.87K
|
79
$6.31K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
78+ 3.3% |
$6.24K - $6.78K
|
2.44K
$195K
|
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
75+ 2.6% |
$6K - $6.52K
|
2.96K
$236K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
75+ 5.06% |
$6K - $6.52K
|
1.56K
$124K
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
75+ 1.26% |
$6K - $6.52K
|
6.03K
$481K
|
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
BUY
|
- |
73+ 1.41% |
$5.84K - $6.35K
|
5.25K
$419K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
55New |
$4.4K - $4.78K
|
55
$4.39K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
48New |
$3.84K - $4.17K
|
48
$3.83K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
46+ 1.49% |
$3.68K - $4K
|
3.13K
$250K
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
BUY
|
- |
45New |
$3.6K - $3.91K
|
45
$3.59K
|
|
|
May 05, 2022
Q1 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
45New |
$3.6K - $3.91K
|
45
$3.59K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
42New |
$3.36K - $3.65K
|
42
$3.35K
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
37+ 0.64% |
$2.96K - $3.22K
|
5.84K
$466K
|
|
|
Apr 28, 2022
Q1 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
25+ 0.28% |
$2K - $2.17K
|
8.96K
$715K
|
|
|
Apr 13, 2022
Q1 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
24+ 0.73% |
$1.92K - $2.09K
|
3.3K
$263K
|
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
23+ 0.47% |
$1.84K - $2K
|
4.93K
$394K
|
|
|
Apr 29, 2022
Q1 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
21+ 0.87% |
$1.68K - $1.83K
|
2.45K
$195K
|
|
|
May 13, 2022
Q1 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
20+ 0.21% |
$1.6K - $1.74K
|
9.53K
$761K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
19New |
$1.52K - $1.65K
|
19
$1.52K
|
|
|
May 16, 2022
Q1 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
19+ 0.76% |
$1.52K - $1.65K
|
2.52K
$201K
|
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
17+ 0.16% |
$1.36K - $1.48K
|
10.7K
$856K
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
14New |
$1.12K - $1.22K
|
14
$1.12K
|
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
12New |
$960 - $1.04K
|
12
$958
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
11+ 0.6% |
$880 - $957
|
1.85K
$147K
|