Purchases and Sales Made in Q3 2021 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-27Closed |
$2.35K - $2.38K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-38- 5.65% |
$3.31K - $3.35K
|
635
$50K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-39- 2.28% |
$3.39K - $3.44K
|
1.67K
$132K
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-40- 0.22% |
$3.48K - $3.53K
|
18.3K
$1.44M
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-44- 0.62% |
$3.83K - $3.88K
|
7.04K
$555K
|
|
|
Oct 18, 2021
Q3 2021
|
First Financial Corp
|
SELL
|
- |
-47Closed |
$4.09K - $4.14K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-52- 50.49% |
$4.52K - $4.58K
|
51
$4.02K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-53- 7.82% |
$4.61K - $4.67K
|
625
$49.3K
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-55- 14.44% |
$4.78K - $4.85K
|
326
$25.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-59- 1.46% |
$5.13K - $5.2K
|
3.97K
$313K
|
|
|
Nov 04, 2021
Q3 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-60- 0.5% |
$5.22K - $5.29K
|
12K
$948K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-61- 2.98% |
$5.31K - $5.38K
|
1.99K
$157K
|
|
|
Nov 05, 2021
Q3 2021
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-65- 1.71% |
$5.65K - $5.73K
|
3.75K
$295K
|
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-66Closed |
$5.74K - $5.82K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-71- 0.15% |
$6.18K - $6.26K
|
47K
$3.7M
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-71- 1.52% |
$6.18K - $6.26K
|
4.59K
$362K
|
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-73- 32.44% |
$6.35K - $6.43K
|
152
$12K
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-75Closed |
$6.52K - $6.61K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-79- 2.41% |
$6.87K - $6.96K
|
3.2K
$252K
|
|
|
Oct 18, 2021
Q3 2021
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-79- 1.16% |
$6.87K - $6.96K
|
6.73K
$530K
|
|
|
Nov 09, 2021
Q3 2021
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-92- 2.26% |
$8K - $8.11K
|
3.97K
$313K
|
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
SELL
|
- |
-100- 3.86% |
$8.7K - $8.81K
|
2.49K
$196K
|
|
|
Oct 21, 2021
Q3 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-108- 0.47% |
$9.39K - $9.52K
|
22.9K
$1.8M
|
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
SELL
|
- |
-110Closed |
$9.57K - $9.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-111- 0.45% |
$9.65K - $9.78K
|
24.4K
$1.92M
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-117- 20.86% |
$10.2K - $10.3K
|
444
$35K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-118- 26.34% |
$10.3K - $10.4K
|
330
$26K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-119- 0.18% |
$10.4K - $10.5K
|
65.8K
$5.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-120- 3.67% |
$10.4K - $10.6K
|
3.15K
$248K
|
|
|
Nov 02, 2021
Q3 2021
|
Black Diamond Financial, LLC
|
SELL
|
- |
-121- 3.76% |
$10.5K - $10.7K
|
3.09K
$244K
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-122Closed |
$10.6K - $10.8K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-129- 94.16% |
$11.2K - $11.4K
|
8
$630
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
SELL
|
- |
-131Closed |
$11.4K - $11.5K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-140- 2.19% |
$12.2K - $12.3K
|
6.26K
$493K
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-140Closed |
$12.2K - $12.3K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-140- 1.78% |
$12.2K - $12.3K
|
7.74K
$610K
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-149- 4.08% |
$13K - $13.1K
|
3.51K
$276K
|
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-150- 2.49% |
$13K - $13.2K
|
5.87K
$462K
|
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
SELL
|
- |
-150- 0.84% |
$13K - $13.2K
|
17.7K
$1.4M
|
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-158- 5.42% |
$13.7K - $13.9K
|
2.76K
$217K
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-165- 5.72% |
$14.4K - $14.5K
|
2.72K
$214K
|
|
|
Nov 03, 2021
Q3 2021
|
Copperwynd Financial, LLC
|
SELL
|
- |
-169- 6.65% |
$14.7K - $14.9K
|
2.37K
$187K
|
|
|
Nov 09, 2021
Q3 2021
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-179- 0.19% |
$15.6K - $15.8K
|
93.1K
$7.34M
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
SELL
|
- |
-185- 5.18% |
$16.1K - $16.3K
|
3.39K
$267K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-189- 34.94% |
$16.4K - $16.7K
|
352
$27.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-192- 0.48% |
$16.7K - $16.9K
|
39.5K
$3.12M
|
|
|
Oct 13, 2021
Q3 2021
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-196- 5.55% |
$17K - $17.3K
|
3.33K
$263K
|
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-197- 2.34% |
$17.1K - $17.4K
|
8.23K
$649K
|
|
|
Oct 22, 2021
Q3 2021
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-199- 4.95% |
$17.3K - $17.5K
|
3.82K
$301K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-199- 0.79% |
$17.3K - $17.5K
|
25K
$1.97M
|