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 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
712+ 6.23% |
$61.9K - $62.8K
|
12.1K
$969K
|
|
|
Nov 10, 2021
Q3 2021
|
Thornburg Investment Management Inc
|
BUY
|
- |
700+ 2.1% |
$60.9K - $61.7K
|
34K
$2.72M
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
686+ 2.47% |
$59.7K - $60.5K
|
28.4K
$2.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Covenant Partners, LLC
|
BUY
|
- |
676+ 6.98% |
$58.8K - $59.6K
|
10.4K
$827K
|
|
|
Oct 18, 2021
Q3 2021
|
Crew Capital Management, Ltd.
|
BUY
|
- |
675+ 2.1% |
$58.7K - $59.5K
|
32.8K
$2.62M
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
673+ 3.19% |
$58.5K - $59.3K
|
21.8K
$1.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
672+ 3.13% |
$58.5K - $59.2K
|
22.1K
$1.77M
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
652+ 7.6% |
$56.7K - $57.5K
|
9.23K
$737K
|
|
|
Oct 22, 2021
Q3 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
645+ 27.26% |
$56.1K - $56.9K
|
3.01K
$240K
|
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
644New |
$56K - $56.8K
|
644
$51.4K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
641+ 15.93% |
$55.8K - $56.5K
|
4.67K
$373K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
629+ 6.86% |
$54.7K - $55.4K
|
9.8K
$783K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
628+ 5.84% |
$54.6K - $55.4K
|
11.4K
$909K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
614+ 14.39% |
$53.4K - $54.1K
|
4.88K
$390K
|
|
|
Nov 15, 2021
Q3 2021
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
591+ 8.1% |
$51.4K - $52.1K
|
7.89K
$630K
|
|
|
Nov 15, 2021
Q3 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
590+ 1.05% |
$51.3K - $52K
|
56.9K
$4.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
BUY
|
- |
590+ 82.06% |
$51.3K - $52K
|
1.31K
$105K
|
|
|
Nov 08, 2021
Q3 2021
|
Cim, LLC
|
BUY
|
- |
575+ 1.54% |
$50K - $50.7K
|
37.9K
$3.02M
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
550+ 17.14% |
$47.8K - $48.5K
|
3.76K
$300K
|
|
|
Oct 13, 2021
Q3 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
545+ 2.83% |
$47.4K - $48K
|
19.8K
$1.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
527+ 8.18% |
$45.8K - $46.4K
|
6.97K
$557K
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
520+ 2.68% |
$45.2K - $45.8K
|
19.9K
$1.59M
|
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
516+ 12.2% |
$44.9K - $45.5K
|
4.74K
$379K
|
|
|
Nov 15, 2021
Q3 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
509+ 3.48% |
$44.3K - $44.9K
|
15.1K
$1.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Ovata Capital Management LTD
|
BUY
|
- |
500New |
$43.5K - $44.1K
|
500
$39.9K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
479+ 4.02% |
$41.7K - $42.2K
|
12.4K
$989K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
470+ 8.09% |
$40.9K - $41.4K
|
6.28K
$501K
|
|
|
Oct 20, 2021
Q3 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
468+ 16.6% |
$40.7K - $41.2K
|
3.29K
$263K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
443+ 0.72% |
$38.5K - $39K
|
62.2K
$4.96M
|
|
|
Nov 02, 2021
Q3 2021
|
Sierra Capital LLC
|
BUY
|
- |
432+ 7.13% |
$37.6K - $38.1K
|
6.49K
$518K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
431+ 1.41% |
$37.5K - $38K
|
30.9K
$2.47M
|
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
418+ 12.3% |
$36.4K - $36.8K
|
3.82K
$305K
|
|
|
Nov 09, 2021
Q3 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
414+ 17.94% |
$36K - $36.5K
|
2.72K
$217K
|
|
|
Nov 10, 2021
Q3 2021
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
387+ 2.31% |
$33.7K - $34.1K
|
17.1K
$1.37M
|
|
|
Nov 16, 2021
Q3 2021
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
373+ 3.69% |
$32.4K - $32.9K
|
10.5K
$838K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
361+ 7.85% |
$31.4K - $31.8K
|
4.96K
$396K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
359+ 7.38% |
$31.2K - $31.6K
|
5.22K
$417K
|
|
|
Nov 15, 2021
Q3 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
350+ 0.77% |
$30.4K - $30.8K
|
45.8K
$3.66M
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
342+ 3.68% |
$29.7K - $30.1K
|
9.64K
$770K
|
|
|
Nov 09, 2021
Q3 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
342+ 6.33% |
$29.7K - $30.1K
|
5.74K
$459K
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
BUY
|
- |
330+ 22.6% |
$28.7K - $29.1K
|
1.79K
$143K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
321+ 1.71% |
$27.9K - $28.3K
|
19.1K
$1.53M
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
319+ 2.06% |
$27.7K - $28.1K
|
15.8K
$1.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
309New |
$26.9K - $27.2K
|
309
$24.7K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
305+ 7.91% |
$26.5K - $26.9K
|
4.16K
$332K
|
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
BUY
|
- |
300+ 750.0% |
$26.1K - $26.4K
|
340
$27.1K
|
|
|
Oct 14, 2021
Q3 2021
|
Riverview Trust CO
|
BUY
|
- |
300New |
$26.1K - $26.4K
|
300
$24K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
293+ 552.83% |
$25.5K - $25.8K
|
346
$27.6K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
292+ 9.77% |
$25.4K - $25.7K
|
3.28K
$262K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
286+ 16.44% |
$24.9K - $25.2K
|
2.03K
$162K
|