Purchases and Sales Made in Q3 2022 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
43New |
$3.06K - $3.39K
|
43
$3.43K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
36+ 1.16% |
$2.56K - $2.84K
|
3.15K
$251K
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
34New |
$2.42K - $2.68K
|
34
$2.71K
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
25+ 0.05% |
$1.78K - $1.97K
|
46.8K
$3.74M
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
20+ 0.3% |
$1.42K - $1.58K
|
6.64K
$530K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16+ 0.01% |
$1.14K - $1.26K
|
136K
$10.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
16+ 0.5% |
$1.14K - $1.26K
|
3.23K
$258K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
13+ 0.29% |
$925 - $1.03K
|
4.55K
$363K
|
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
12+ 0.37% |
$854 - $947
|
3.28K
$262K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
10New |
$711 - $789
|
10
$798
|
|
|
Oct 17, 2022
Q3 2022
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
9+ 0.02% |
$640 - $710
|
51.2K
$4.09M
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
8+ 0.19% |
$569 - $632
|
4.28K
$341K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 1.34% |
$285 - $316
|
303
$24.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.15% |
$142 - $158
|
1.32K
$105K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.34% |
$142 - $158
|
599
$47.8K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.56% |
$142 - $158
|
358
$28.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 1.16% |
$142 - $158
|
174
$13.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 1.4% |
$142 - $158
|
145
$11.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
2New |
$142 - $158
|
2
$160
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1New |
$71.1 - $78.9
|
1
$79.8
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-2- 0.04% |
$142 - $158
|
5.39K
$430K
|
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-3- 0.01% |
$213 - $237
|
24.3K
$1.94M
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-4- 0.07% |
$285 - $316
|
5.51K
$440K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-6- 0.13% |
$427 - $474
|
4.79K
$383K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7- 3.17% |
$498 - $553
|
214
$17.1K
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-16- 0.19% |
$1.14K - $1.26K
|
8.48K
$677K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-18- 0.42% |
$1.28K - $1.42K
|
4.32K
$345K
|
|
|
Nov 08, 2022
Q3 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-31- 0.96% |
$2.21K - $2.45K
|
3.19K
$255K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-33- 0.24% |
$2.35K - $2.61K
|
13.9K
$1.11M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-34- 2.98% |
$2.42K - $2.68K
|
1.11K
$88.3K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-34- 11.37% |
$2.42K - $2.68K
|
265
$21.2K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-36- 0.76% |
$2.56K - $2.84K
|
4.73K
$377K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-36- 23.08% |
$2.56K - $2.84K
|
120
$9.58K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-45- 0.13% |
$3.2K - $3.55K
|
35.5K
$2.84M
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-48- 2.96% |
$3.41K - $3.79K
|
1.57K
$126K
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-49- 0.92% |
$3.49K - $3.87K
|
5.29K
$422K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-51- 5.86% |
$3.63K - $4.03K
|
820
$65.5K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-51- 1.58% |
$3.63K - $4.03K
|
3.17K
$253K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-56- 3.89% |
$3.98K - $4.42K
|
1.38K
$110K
|
|
|
Nov 08, 2022
Q3 2022
|
Barden Capital Management, Inc.
|
SELL
|
- |
-70- 0.75% |
$4.98K - $5.53K
|
9.24K
$738K
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-70- 1.45% |
$4.98K - $5.53K
|
4.75K
$379K
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-77- 2.31% |
$5.48K - $6.08K
|
3.26K
$261K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-78- 1.16% |
$5.55K - $6.16K
|
6.67K
$533K
|
|
|
Oct 03, 2022
Q3 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-80- 2.21% |
$5.69K - $6.32K
|
3.53K
$282K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-86- 0.39% |
$6.12K - $6.79K
|
22K
$1.76M
|
|
|
Nov 01, 2022
Q3 2022
|
Allie Family Office LLC
|
SELL
|
- |
-90- 0.27% |
$6.4K - $7.1K
|
32.8K
$2.62M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-91- 1.43% |
$6.47K - $7.18K
|
6.27K
$500K
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-117- 3.55% |
$8.32K - $9.24K
|
3.18K
$254K
|