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
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
285+ 5.73% |
$24.8K - $25.1K
|
5.26K
$420K
|
|
|
Oct 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
284+ 9.08% |
$24.7K - $25K
|
3.41K
$272K
|
|
|
Nov 04, 2021
Q3 2021
|
Citizens & Northern Corp
|
BUY
|
- |
284+ 4.08% |
$24.7K - $25K
|
7.25K
$579K
|
|
|
Nov 15, 2021
Q3 2021
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
270+ 1.27% |
$23.5K - $23.8K
|
21.6K
$1.72M
|
|
|
Nov 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
241+ 0.53% |
$21K - $21.2K
|
45.4K
$3.62M
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
234+ 3.72% |
$20.4K - $20.6K
|
6.52K
$520K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
233+ 1.99% |
$20.3K - $20.5K
|
11.9K
$952K
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
232New |
$20.2K - $20.4K
|
232
$18.5K
|
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
230+ 48.52% |
$20K - $20.3K
|
704
$56.2K
|
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
BUY
|
- |
219+ 53.94% |
$19K - $19.3K
|
625
$49.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
216+ 2.15% |
$18.8K - $19K
|
10.2K
$818K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
214+ 1.26% |
$18.6K - $18.9K
|
17.2K
$1.37M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
213+ 8.47% |
$18.5K - $18.8K
|
2.73K
$218K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
205+ 3.49% |
$17.8K - $18.1K
|
6.08K
$486K
|
|
|
Nov 10, 2021
Q3 2021
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
199+ 0.87% |
$17.3K - $17.5K
|
23.1K
$1.85M
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
195+ 1.13% |
$17K - $17.2K
|
17.5K
$1.39M
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
193+ 32.6% |
$16.8K - $17K
|
785
$62.7K
|
|
|
Oct 19, 2021
Q3 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
192+ 1.9% |
$16.7K - $16.9K
|
10.3K
$820K
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
190+ 1.63% |
$16.5K - $16.7K
|
11.9K
$947K
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
166+ 1.15% |
$14.4K - $14.6K
|
14.6K
$1.17M
|
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
163+ 2.53% |
$14.2K - $14.4K
|
6.6K
$527K
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
159New |
$13.8K - $14K
|
159
$12.7K
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
148+ 0.94% |
$12.9K - $13K
|
15.9K
$1.27M
|
|
|
Nov 08, 2021
Q3 2021
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
144+ 0.8% |
$12.5K - $12.7K
|
18.2K
$1.46M
|
|
|
Oct 28, 2021
Q3 2021
|
Cohen Investment Advisors LLC
|
BUY
|
- |
138+ 3.3% |
$12K - $12.2K
|
4.32K
$345K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
136+ 4.83% |
$11.8K - $12K
|
2.95K
$236K
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
130+ 4.52% |
$11.3K - $11.5K
|
3K
$240K
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
BUY
|
- |
130+ 0.47% |
$11.3K - $11.5K
|
28K
$2.23M
|
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
121+ 4.93% |
$10.5K - $10.7K
|
2.58K
$206K
|
|
|
Oct 14, 2021
Q3 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
118+ 0.8% |
$10.3K - $10.4K
|
14.8K
$1.18M
|
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
110+ 73.33% |
$9.57K - $9.7K
|
260
$20.8K
|
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
110+ 4.6% |
$9.57K - $9.7K
|
2.5K
$200K
|
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
BUY
|
- |
108+ 4.3% |
$9.39K - $9.52K
|
2.62K
$209K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
101New |
$8.78K - $8.9K
|
101
$8.06K
|
|
|
Nov 05, 2021
Q3 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
95+ 77.87% |
$8.26K - $8.37K
|
217
$17.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
81+ 1.07% |
$7.05K - $7.14K
|
7.66K
$612K
|
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
81+ 1.36% |
$7.05K - $7.14K
|
6.06K
$484K
|
|
|
Nov 02, 2021
Q3 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
65+ 0.31% |
$5.65K - $5.73K
|
20.7K
$1.66M
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
61New |
$5.31K - $5.38K
|
61
$4.87K
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
54+ 2.16% |
$4.7K - $4.76K
|
2.55K
$204K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
51+ 3.07% |
$4.44K - $4.5K
|
1.71K
$137K
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
47+ 0.79% |
$4.09K - $4.14K
|
5.99K
$478K
|
|
|
Nov 04, 2021
Q3 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
46+ 0.88% |
$4K - $4.05K
|
5.27K
$421K
|
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
46+ 1.43% |
$4K - $4.05K
|
3.27K
$261K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
41+ 0.99% |
$3.57K - $3.61K
|
4.18K
$334K
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
36+ 1.13% |
$3.13K - $3.17K
|
3.22K
$257K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
31+ 0.98% |
$2.7K - $2.73K
|
3.19K
$255K
|
|
|
Feb 07, 2022
Q3 2021
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
31+ 0.35% |
$2.7K - $2.73K
|
8.89K
$710K
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
27New |
$2.35K - $2.38K
|
27
$2.16K
|
|
|
Nov 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
23+ 17.42% |
$2K - $2.03K
|
155
$12.4K
|