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 28, 2022
Q3 2022
|
Community Bank, N.A.
|
SELL
|
- |
-120- 2.47% |
$8.54K - $9.47K
|
4.74K
$378K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-127- 2.5% |
$9.03K - $10K
|
4.96K
$396K
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-132- 3.87% |
$9.39K - $10.4K
|
3.28K
$262K
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-138- 1.24% |
$9.82K - $10.9K
|
11K
$875K
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-141- 42.73% |
$10K - $11.1K
|
189
$15.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-145- 8.32% |
$10.3K - $11.4K
|
1.6K
$128K
|
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-145- 2.92% |
$10.3K - $11.4K
|
4.83K
$385K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-149- 4.82% |
$10.6K - $11.8K
|
2.95K
$235K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-157- 1.49% |
$11.2K - $12.4K
|
10.4K
$831K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-165- 4.22% |
$11.7K - $13K
|
3.75K
$299K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
SELL
|
- |
-173- 0.36% |
$12.3K - $13.7K
|
47.3K
$3.78M
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-181- 1.0% |
$12.9K - $14.3K
|
17.8K
$1.43M
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-184- 4.71% |
$13.1K - $14.5K
|
3.73K
$297K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-190- 12.54% |
$13.5K - $15K
|
1.33K
$106K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-199- 1.32% |
$14.2K - $15.7K
|
14.8K
$1.18M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-200- 21.48% |
$14.2K - $15.8K
|
731
$58.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-218- 0.4% |
$15.5K - $17.2K
|
54.2K
$4.33M
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
SELL
|
- |
-219- 6.29% |
$15.6K - $17.3K
|
3.26K
$260K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-220- 11.43% |
$15.6K - $17.4K
|
1.7K
$136K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
SELL
|
- |
-225- 5.73% |
$16K - $17.8K
|
3.7K
$295K
|
|
|
Nov 14, 2022
Q3 2022
|
Peoples Bank
|
SELL
|
- |
-235- 3.61% |
$16.7K - $18.6K
|
6.28K
$501K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-240- 0.21% |
$17.1K - $18.9K
|
116K
$9.23M
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-244- 22.06% |
$17.4K - $19.3K
|
862
$68.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-247- 2.2% |
$17.6K - $19.5K
|
11K
$877K
|
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-250- 2.96% |
$17.8K - $19.7K
|
8.19K
$653K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-250- 1.97% |
$17.8K - $19.7K
|
12.5K
$994K
|
|
|
Oct 17, 2022
Q3 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-264- 1.12% |
$18.8K - $20.8K
|
23.3K
$1.86M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-274- 6.26% |
$19.5K - $21.6K
|
4.1K
$327K
|
|
|
Oct 20, 2022
Q3 2022
|
Gds Wealth Management
|
SELL
|
- |
-307- 4.36% |
$21.8K - $24.2K
|
6.73K
$537K
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-308- 6.3% |
$21.9K - $24.3K
|
4.58K
$366K
|
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-310- 5.39% |
$22.1K - $24.5K
|
5.44K
$434K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-313- 7.32% |
$22.3K - $24.7K
|
3.96K
$316K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-327- 60.33% |
$23.3K - $25.8K
|
215
$17.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-336- 1.98% |
$23.9K - $26.5K
|
16.7K
$1.33M
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-345- 39.47% |
$24.5K - $27.2K
|
529
$42.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-348- 89.69% |
$24.8K - $27.5K
|
40
$3.19K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-357- 2.13% |
$25.4K - $28.2K
|
16.4K
$1.31M
|
|
|
Oct 24, 2022
Q3 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-358- 7.61% |
$25.5K - $28.3K
|
4.35K
$347K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-376- 2.25% |
$26.7K - $29.7K
|
16.3K
$1.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-400- 4.66% |
$28.5K - $31.6K
|
8.19K
$653K
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-418- 1.48% |
$29.7K - $33K
|
27.8K
$2.22M
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-447- 0.19% |
$31.8K - $35.3K
|
229K
$18.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-457- 0.94% |
$32.5K - $36.1K
|
47.9K
$3.82M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-485- 47.92% |
$34.5K - $38.3K
|
527
$42.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-493- 19.45% |
$35.1K - $38.9K
|
2.04K
$163K
|
|
|
Oct 20, 2022
Q3 2022
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-506- 18.49% |
$36K - $39.9K
|
2.23K
$178K
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-509- 4.91% |
$36.2K - $40.2K
|
9.86K
$787K
|
|
|
Oct 11, 2022
Q3 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-511- 14.93% |
$36.3K - $40.3K
|
2.91K
$232K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-520- 6.6% |
$37K - $41K
|
7.36K
$588K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-529- 52.12% |
$37.6K - $41.8K
|
486
$38.8K
|