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 |
---|---|---|---|---|---|---|---|
Aug 11, 2021
Q2 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-611Closed |
$52.9K - $53.8K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-616- 3.0% |
$53.4K - $54.2K
|
19.9K
$1.59M
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
SELL
|
- |
-624- 98.42% |
$54K - $54.9K
|
10
$798
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-633- 12.48% |
$54.8K - $55.7K
|
4.44K
$354K
|
|
Jul 29, 2021
Q2 2021
|
Banco Santander, S.A.
|
SELL
|
- |
-656- 0.83% |
$56.8K - $57.8K
|
78.6K
$6.27M
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-659- 56.76% |
$57.1K - $58K
|
502
$40.1K
|
|
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-693- 27.55% |
$60K - $61K
|
1.82K
$145K
|
|
Jul 15, 2021
Q2 2021
|
Telos Capital Management, Inc.
|
SELL
|
- |
-725- 0.5% |
$62.8K - $63.8K
|
144K
$11.5M
|
|
Aug 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-727- 85.23% |
$63K - $64K
|
126
$10.1K
|
|
Aug 16, 2021
Q2 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-738- 11.16% |
$63.9K - $65K
|
5.87K
$469K
|
|
Aug 12, 2021
Q2 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-820- 94.8% |
$71K - $72.2K
|
45
$3.59K
|
|
Aug 16, 2021
Q2 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-825- 8.15% |
$71.5K - $72.6K
|
9.3K
$742K
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-837- 1.44% |
$72.5K - $73.7K
|
57.4K
$4.58M
|
|
Jul 30, 2021
Q2 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-840- 28.89% |
$72.8K - $74K
|
2.07K
$165K
|
|
Jul 20, 2021
Q2 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-848- 12.69% |
$73.4K - $74.7K
|
5.84K
$466K
|
|
Aug 02, 2021
Q2 2021
|
Dakota Wealth Management
|
SELL
|
- |
-852- 5.59% |
$73.8K - $75K
|
14.4K
$1.15M
|
|
Aug 06, 2021
Q2 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-861- 12.48% |
$74.6K - $75.8K
|
6.04K
$482K
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-883- 15.45% |
$76.5K - $77.7K
|
4.83K
$386K
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-986- 44.98% |
$85.4K - $86.8K
|
1.21K
$96.2K
|
|
Aug 02, 2021
Q2 2021
|
Element Wealth, LLC
|
SELL
|
- |
-997Closed |
$86.4K - $87.8K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Elm Partners Management LLC
|
SELL
|
- |
-1.02K- 4.65% |
$88.3K - $89.8K
|
20.9K
$1.67M
|
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.03KClosed |
$89.5K - $90.9K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Cypress Capital Group
|
SELL
|
- |
-1.05K- 11.36% |
$90.5K - $92K
|
8.15K
$650K
|
|
Aug 11, 2021
Q2 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.08K- 1.13% |
$93.2K - $94.7K
|
94.3K
$7.53M
|
|
Aug 16, 2021
Q2 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.08K- 97.3% |
$93.6K - $95.2K
|
30
$2.39K
|
|
Aug 12, 2021
Q2 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.19K- 8.12% |
$103K - $105K
|
13.5K
$1.07M
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
SELL
|
- |
-1.22K- 27.44% |
$105K - $107K
|
3.22K
$257K
|
|
Aug 03, 2021
Q2 2021
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.26K- 92.67% |
$109K - $111K
|
100
$7.98K
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.29K- 21.55% |
$111K - $113K
|
4.68K
$374K
|
|
Jul 26, 2021
Q2 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.3K- 2.08% |
$113K - $115K
|
61.5K
$4.91M
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.36K- 18.94% |
$118K - $119K
|
5.81K
$464K
|
|
Jul 30, 2021
Q2 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.36K- 23.78% |
$118K - $120K
|
4.36K
$348K
|
|
Aug 13, 2021
Q2 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.37K- 50.7% |
$118K - $120K
|
1.33K
$106K
|
|
Jul 15, 2021
Q2 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.41K- 19.71% |
$122K - $124K
|
5.73K
$457K
|
|
Aug 12, 2021
Q2 2021
|
Flc Capital Advisors
|
SELL
|
- |
-1.42K- 10.06% |
$123K - $125K
|
12.7K
$1.01M
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.56K- 13.83% |
$135K - $138K
|
9.73K
$777K
|
|
Aug 10, 2021
Q2 2021
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-1.56K- 21.47% |
$135K - $138K
|
5.72K
$457K
|
|
Aug 10, 2021
Q2 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.64K- 18.31% |
$142K - $145K
|
7.33K
$585K
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.66K- 17.97% |
$144K - $146K
|
7.58K
$605K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.74KClosed |
$151K - $153K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.85K- 5.22% |
$160K - $163K
|
33.6K
$2.68M
|
|
Aug 03, 2021
Q2 2021
|
1 St Source Bank
|
SELL
|
- |
-1.98K- 12.73% |
$172K - $175K
|
13.6K
$1.09M
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.08K- 39.9% |
$180K - $183K
|
3.13K
$250K
|
|
Aug 09, 2021
Q2 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.08K- 55.09% |
$180K - $183K
|
1.7K
$135K
|
|
Aug 09, 2021
Q2 2021
|
Claret Asset Management Corp
|
SELL
|
- |
-2.22K- 32.94% |
$192K - $195K
|
4.51K
$360K
|
|
Jul 30, 2021
Q2 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.31KClosed |
$200K - $203K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.33K- 8.23% |
$202K - $205K
|
26K
$2.07M
|
|
Jul 29, 2021
Q2 2021
|
Petix & Botte CO
|
SELL
|
- |
-2.34K- 50.63% |
$202K - $206K
|
2.28K
$182K
|
|
Jul 19, 2021
Q2 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.38KClosed |
$206K - $210K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-2.39K- 45.32% |
$207K - $211K
|
2.89K
$230K
|