Purchases and Sales Made in Q2 2022 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
361+ 1.69% |
$26.4K - $29.8K
|
21.8K
$1.74M
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
356New |
$26K - $29.4K
|
356
$28.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
349+ 52.4% |
$25.5K - $28.8K
|
1.02K
$81K
|
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
333+ 4.71% |
$24.3K - $27.5K
|
7.4K
$591K
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
BUY
|
- |
310+ 9.28% |
$22.7K - $25.6K
|
3.65K
$291K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
303+ 33.48% |
$22.1K - $25K
|
1.21K
$96.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
303+ 33.48% |
$22.1K - $25K
|
1.21K
$96.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
277New |
$20.2K - $22.9K
|
277
$22.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
270+ 6.89% |
$19.7K - $22.3K
|
4.19K
$334K
|
|
|
Jul 18, 2022
Q2 2022
|
Elm Partners Management LLC
|
BUY
|
- |
261+ 3.08% |
$19.1K - $21.6K
|
8.73K
$697K
|
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
257+ 1.35% |
$18.8K - $21.2K
|
19.3K
$1.54M
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
BUY
|
- |
257+ 4.5% |
$18.8K - $21.2K
|
5.97K
$477K
|
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
236+ 6.73% |
$17.3K - $19.5K
|
3.74K
$299K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
223+ 0.36% |
$16.3K - $18.4K
|
62.6K
$5M
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
216New |
$15.8K - $17.8K
|
216
$17.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
210+ 4.4% |
$15.4K - $17.3K
|
4.98K
$398K
|
|
|
Aug 03, 2022
Q2 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
207+ 0.72% |
$15.1K - $17.1K
|
28.9K
$2.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
205+ 0.56% |
$15K - $16.9K
|
36.9K
$2.95M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
203+ 8.83% |
$14.8K - $16.8K
|
2.5K
$200K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
200+ 1.27% |
$14.6K - $16.5K
|
15.9K
$1.27M
|
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
200New |
$14.6K - $16.5K
|
200
$16K
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
183+ 0.38% |
$13.4K - $15.1K
|
48.4K
$3.87M
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
182+ 16.65% |
$13.3K - $15K
|
1.28K
$102K
|
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
173+ 2.23% |
$12.6K - $14.3K
|
7.92K
$632K
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
BUY
|
- |
170+ 3.63% |
$12.4K - $14K
|
4.86K
$388K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
BUY
|
- |
160+ 3.45% |
$11.7K - $13.2K
|
4.8K
$383K
|
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
155+ 1.2% |
$11.3K - $12.8K
|
13.1K
$1.04M
|
|
|
Aug 05, 2022
Q2 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
155+ 2.67% |
$11.3K - $12.8K
|
5.97K
$476K
|
|
|
Jul 21, 2022
Q2 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
150+ 2.47% |
$11K - $12.4K
|
6.24K
$498K
|
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
126+ 2.6% |
$9.21K - $10.4K
|
4.97K
$397K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
BUY
|
- |
105+ 2.43% |
$7.68K - $8.67K
|
4.42K
$353K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
97+ 40.08% |
$7.09K - $8.01K
|
339
$27.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
85New |
$6.21K - $7.02K
|
85
$6.79K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
84+ 33.6% |
$6.14K - $6.94K
|
334
$26.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
81+ 37.33% |
$5.92K - $6.69K
|
298
$23.8K
|
|
|
Aug 03, 2022
Q2 2022
|
Renasant Bank
|
BUY
|
- |
71+ 1.35% |
$5.19K - $5.86K
|
5.32K
$425K
|
|
|
Jul 13, 2022
Q2 2022
|
Insight Wealth Partners, LLC
|
BUY
|
- |
60+ 0.12% |
$4.39K - $4.95K
|
49.7K
$3.97M
|
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
BUY
|
- |
58+ 0.12% |
$4.24K - $4.79K
|
47K
$3.75M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
55New |
$4.02K - $4.54K
|
55
$4.39K
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
55+ 0.91% |
$4.02K - $4.54K
|
6.08K
$485K
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
54+ 1.2% |
$3.95K - $4.46K
|
4.54K
$362K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
51New |
$3.73K - $4.21K
|
51
$4.07K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
46+ 10.93% |
$3.36K - $3.8K
|
467
$37.3K
|
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
46New |
$3.36K - $3.8K
|
46
$3.67K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
42New |
$3.07K - $3.47K
|
42
$3.35K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
40+ 1.19% |
$2.92K - $3.3K
|
3.39K
$271K
|
|
|
Aug 04, 2022
Q2 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
39+ 0.44% |
$2.85K - $3.22K
|
9K
$718K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
32+ 0.71% |
$2.34K - $2.64K
|
4.54K
$362K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
30+ 5.41% |
$2.19K - $2.48K
|
585
$46.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
30+ 1.19% |
$2.19K - $2.48K
|
2.55K
$204K
|