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 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
547+ 1.4% |
$47.4K - $48.2K
|
39.7K
$3.17M
|
|
Feb 11, 2022
Q2 2021
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
532+ 2.39% |
$46.1K - $46.8K
|
22.8K
$1.82M
|
|
Jul 26, 2021
Q2 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
526New |
$45.6K - $46.3K
|
526
$42K
|
|
Aug 12, 2021
Q2 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
516+ 5.04% |
$44.7K - $45.4K
|
10.8K
$858K
|
|
Aug 13, 2021
Q2 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
508+ 19.17% |
$44K - $44.7K
|
3.16K
$252K
|
|
Aug 16, 2021
Q2 2021
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
499+ 5.19% |
$43.2K - $43.9K
|
10.1K
$808K
|
|
Aug 11, 2021
Q2 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
496+ 13.19% |
$43K - $43.7K
|
4.26K
$340K
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
478+ 7.23% |
$41.4K - $42.1K
|
7.09K
$566K
|
|
Jul 16, 2021
Q2 2021
|
Central Bank & Trust CO
|
BUY
|
- |
456+ 0.58% |
$39.5K - $40.1K
|
79.6K
$6.35M
|
|
Aug 11, 2021
Q2 2021
|
J.Safra Asset Management Corp
|
BUY
|
- |
451+ 10.07% |
$39.1K - $39.7K
|
4.93K
$393K
|
|
Aug 06, 2021
Q2 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
448+ 0.97% |
$38.8K - $39.4K
|
46.5K
$3.71M
|
|
Aug 02, 2021
Q2 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
428+ 12.75% |
$37.1K - $37.7K
|
3.79K
$302K
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
427+ 1.07% |
$37K - $37.6K
|
40.5K
$3.23M
|
|
Jul 13, 2021
Q2 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
426+ 426.0% |
$36.9K - $37.5K
|
526
$42K
|
|
Aug 13, 2021
Q2 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
424+ 13.11% |
$36.7K - $37.3K
|
3.66K
$292K
|
|
Aug 13, 2021
Q2 2021
|
M&T Bank Corp
|
BUY
|
- |
424+ 0.47% |
$36.7K - $37.3K
|
90.6K
$7.23M
|
|
Mar 11, 2024
Q2 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
415+ 2.27% |
$35.9K - $36.5K
|
18.7K
$1.49M
|
|
Jul 07, 2021
Q2 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
405+ 2.52% |
$35.1K - $35.7K
|
16.5K
$1.31M
|
|
Aug 04, 2021
Q2 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
382+ 1.5% |
$33.1K - $33.6K
|
25.8K
$2.06M
|
|
Jul 14, 2021
Q2 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
379+ 2.27% |
$32.8K - $33.4K
|
17.1K
$1.37M
|
|
Aug 12, 2021
Q2 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
358+ 2.44% |
$31K - $31.5K
|
15K
$1.2M
|
|
Aug 12, 2021
Q2 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
358+ 511.43% |
$31K - $31.5K
|
428
$34.2K
|
|
Jul 26, 2021
Q2 2021
|
Wealthpoint, LLC
|
BUY
|
- |
356+ 2.31% |
$30.8K - $31.3K
|
15.8K
$1.26M
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Counsel, Inc
|
BUY
|
- |
350+ 15.56% |
$30.3K - $30.8K
|
2.6K
$207K
|
|
Sep 01, 2021
Q2 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
334+ 2.95% |
$28.9K - $29.4K
|
11.7K
$931K
|
|
Aug 10, 2021
Q2 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
334+ 8.58% |
$28.9K - $29.4K
|
4.23K
$337K
|
|
Aug 16, 2021
Q2 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
333+ 22.61% |
$28.8K - $29.3K
|
1.81K
$144K
|
|
Jul 28, 2021
Q2 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
331+ 11.04% |
$28.7K - $29.1K
|
3.33K
$266K
|
|
Aug 05, 2021
Q2 2021
|
Archer Investment Corp
|
BUY
|
- |
328+ 546.67% |
$28.4K - $28.9K
|
388
$31K
|
|
Aug 13, 2021
Q2 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
323+ 3.38% |
$28K - $28.4K
|
9.88K
$789K
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
321+ 19.68% |
$27.8K - $28.3K
|
1.95K
$156K
|
|
Jul 21, 2021
Q2 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
309+ 5.04% |
$26.8K - $27.2K
|
6.44K
$514K
|
|
Jul 20, 2021
Q2 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
307+ 0.77% |
$26.6K - $27K
|
40.3K
$3.22M
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
293+ 41.92% |
$25.4K - $25.8K
|
992
$79.2K
|
|
Jul 09, 2021
Q2 2021
|
Savior LLC
|
BUY
|
- |
293+ 27.88% |
$25.4K - $25.8K
|
1.34K
$107K
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
293+ 0.63% |
$25.4K - $25.8K
|
47.1K
$3.76M
|
|
Aug 05, 2021
Q2 2021
|
Simmons Bank
|
BUY
|
- |
284+ 0.81% |
$24.6K - $25K
|
35.4K
$2.82M
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
BUY
|
- |
283+ 11.83% |
$24.5K - $24.9K
|
2.68K
$213K
|
|
Aug 17, 2021
Q2 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
277+ 1.71% |
$24K - $24.4K
|
16.5K
$1.32M
|
|
Aug 05, 2021
Q2 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
258+ 3.91% |
$22.3K - $22.7K
|
6.86K
$547K
|
|
Aug 09, 2021
Q2 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
257+ 3.89% |
$22.3K - $22.6K
|
6.87K
$548K
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
256+ 0.64% |
$22.2K - $22.5K
|
40.3K
$3.21M
|
|
Jul 21, 2021
Q2 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
244+ 5.75% |
$21.1K - $21.5K
|
4.49K
$358K
|
|
Aug 04, 2021
Q2 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
230+ 94.26% |
$19.9K - $20.2K
|
474
$37.8K
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
226+ 2.64% |
$19.6K - $19.9K
|
8.8K
$702K
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
220+ 102.8% |
$19.1K - $19.4K
|
434
$34.6K
|
|
Aug 04, 2021
Q2 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
220New |
$19.1K - $19.4K
|
220
$17.6K
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
219+ 6.25% |
$19K - $19.3K
|
3.72K
$297K
|
|
Aug 12, 2021
Q2 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
218+ 1.86% |
$18.9K - $19.2K
|
11.9K
$951K
|
|
Sep 10, 2024
Q2 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
207+ 1.08% |
$17.9K - $18.2K
|
19.4K
$1.55M
|