Purchases and Sales Made in Q2 2021 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 27, 2021
Q2 2021
|
Ade, LLC
|
BUY
|
- |
42New |
$3.64K - $3.7K
|
42
$3.35K
|
|
Jul 20, 2021
Q2 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
41+ 1.0% |
$3.55K - $3.61K
|
4.14K
$330K
|
|
Aug 09, 2021
Q2 2021
|
Telemus Capital, LLC
|
BUY
|
- |
40New |
$3.46K - $3.52K
|
40
$3.19K
|
|
Aug 12, 2021
Q2 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
37+ 0.58% |
$3.2K - $3.26K
|
6.44K
$514K
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
BUY
|
- |
36+ 0.51% |
$3.12K - $3.17K
|
7.03K
$561K
|
|
Aug 16, 2021
Q2 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
33+ 0.64% |
$2.86K - $2.91K
|
5.22K
$417K
|
|
Jul 14, 2021
Q2 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
33+ 0.15% |
$2.86K - $2.91K
|
22.3K
$1.78M
|
|
Feb 07, 2022
Q2 2021
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
32+ 0.36% |
$2.77K - $2.82K
|
8.86K
$707K
|
|
Jul 14, 2021
Q2 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
31+ 3.39% |
$2.68K - $2.73K
|
945
$75.4K
|
|
Jul 15, 2021
Q2 2021
|
City Holding CO
|
BUY
|
- |
30+ 1.81% |
$2.6K - $2.64K
|
1.69K
$135K
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
30+ 15.79% |
$2.6K - $2.64K
|
220
$17.6K
|
|
Jul 23, 2021
Q2 2021
|
Dorsey Wright & Associates
|
BUY
|
- |
26+ 0.16% |
$2.25K - $2.29K
|
16.1K
$1.28M
|
|
Jul 22, 2021
Q2 2021
|
Sierra Capital LLC
|
BUY
|
- |
25+ 0.41% |
$2.17K - $2.2K
|
6.06K
$484K
|
|
Feb 22, 2022
Q2 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
23New |
$1.99K - $2.02K
|
23
$1.84K
|
|
Aug 02, 2021
Q2 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
22+ 0.9% |
$1.91K - $1.94K
|
2.47K
$197K
|
|
Dec 27, 2021
Q2 2021
|
Resolute Advisors LLC
|
BUY
|
- |
20New |
$1.73K - $1.76K
|
20
$1.6K
|
|
Jul 20, 2021
Q2 2021
|
Krilogy Financial LLC
|
BUY
|
- |
20+ 0.86% |
$1.73K - $1.76K
|
2.36K
$188K
|
|
Aug 10, 2021
Q2 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
18+ 19.15% |
$1.56K - $1.58K
|
112
$8.94K
|
|
Aug 02, 2021
Q2 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
15+ 1.07% |
$1.3K - $1.32K
|
1.41K
$113K
|
|
Aug 12, 2021
Q2 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
13+ 0.35% |
$1.13K - $1.14K
|
3.76K
$300K
|
|
Jul 29, 2021
Q2 2021
|
Spc Financial, Inc.
|
BUY
|
- |
13+ 0.52% |
$1.13K - $1.14K
|
2.51K
$201K
|
|
Aug 05, 2021
Q2 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
13+ 1.69% |
$1.13K - $1.14K
|
783
$62.5K
|
|
Aug 09, 2021
Q2 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
12+ 0.89% |
$1.04K - $1.06K
|
1.36K
$108K
|
|
Aug 03, 2021
Q2 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
12+ 1.02% |
$1.04K - $1.06K
|
1.19K
$94.9K
|
|
Jul 15, 2021
Q2 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
9+ 0.32% |
$779 - $792
|
2.83K
$226K
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
BUY
|
- |
8+ 0.28% |
$693 - $704
|
2.83K
$226K
|
|
Jul 30, 2021
Q2 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
7+ 17.5% |
$606 - $616
|
47
$3.75K
|
|
Aug 13, 2021
Q2 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
5+ 0.22% |
$433 - $440
|
2.32K
$185K
|
|
Aug 09, 2021
Q2 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
5+ 0.34% |
$433 - $440
|
1.49K
$119K
|
|
Jul 13, 2021
Q2 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
5+ 0.03% |
$433 - $440
|
16.8K
$1.34M
|
|
Aug 09, 2021
Q2 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
5New |
$433 - $440
|
5
$399
|
|
Aug 02, 2021
Q2 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
3+ 0.03% |
$260 - $264
|
10.7K
$858K
|
|
Jul 26, 2021
Q2 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
3+ 1.18% |
$260 - $264
|
258
$20.6K
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 50.0% |
$173 - $176
|
6
$479
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.07% |
$173 - $176
|
2.82K
$225K
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
2+ 0.03% |
$173 - $176
|
6.04K
$482K
|
|
Aug 09, 2021
Q2 2021
|
Cohen Investment Advisors LLC
|
BUY
|
- |
2+ 0.05% |
$173 - $176
|
4.18K
$333K
|
|
Jul 27, 2021
Q2 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
2+ 0.06% |
$173 - $176
|
3.22K
$257K
|
|
Aug 05, 2021
Q2 2021
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
2+ 6.06% |
$173 - $176
|
35
$2.79K
|
|
Aug 02, 2021
Q2 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2+ 4.76% |
$173 - $176
|
44
$3.51K
|
|
Jul 13, 2021
Q2 2021
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.86% |
$86.6 - $88
|
117
$9.34K
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.61% |
$86.6 - $88
|
165
$13.2K
|
|
Aug 02, 2021
Q2 2021
|
Citizens & Northern Corp
|
BUY
|
- |
1+ 0.01% |
$86.6 - $88
|
6.97K
$556K
|
|
Jul 15, 2021
Q2 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.17% |
$86.6 - $88
|
591
$47.2K
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
SELL
|
- |
-10- 2.3% |
$866 - $880
|
424
$33.8K
|
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-11- 0.53% |
$953 - $968
|
2.05K
$164K
|
|
Aug 10, 2021
Q2 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-16- 6.3% |
$1.39K - $1.41K
|
238
$19K
|
|
Aug 10, 2021
Q2 2021
|
Xml Financial, LLC
|
SELL
|
- |
-16- 0.11% |
$1.39K - $1.41K
|
15.2K
$1.21M
|
|
Aug 10, 2021
Q2 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-17- 18.28% |
$1.47K - $1.5K
|
76
$6.06K
|
|
Nov 12, 2021
Q2 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-19- 82.61% |
$1.65K - $1.67K
|
4
$319
|