Purchases and Sales Made in Q4 2021 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
BUY
|
- |
78+ 2.78% |
$6.66K - $6.83K
|
2.88K
$230K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
77+ 2.38% |
$6.57K - $6.74K
|
3.31K
$264K
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
BUY
|
- |
67+ 1.31% |
$5.72K - $5.86K
|
5.18K
$413K
|
|
|
Jan 21, 2022
Q4 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
64+ 0.14% |
$5.46K - $5.6K
|
47.1K
$3.75M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
63+ 0.33% |
$5.38K - $5.51K
|
19.2K
$1.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
63+ 1.2% |
$5.38K - $5.51K
|
5.33K
$425K
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
55New |
$4.7K - $4.81K
|
55
$4.38K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
54New |
$4.61K - $4.73K
|
54
$4.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
53New |
$4.52K - $4.64K
|
53
$4.23K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
48+ 0.42% |
$4.1K - $4.2K
|
11.4K
$911K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
46New |
$3.93K - $4.03K
|
46
$3.67K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
46+ 7.65% |
$3.93K - $4.03K
|
647
$51.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
46+ 2.27% |
$3.93K - $4.03K
|
2.07K
$165K
|
|
|
Feb 10, 2022
Q4 2021
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
43+ 0.16% |
$3.67K - $3.76K
|
27.1K
$2.16M
|
|
|
Feb 07, 2022
Q4 2021
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
42+ 0.47% |
$3.59K - $3.68K
|
8.93K
$712K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
39New |
$3.33K - $3.41K
|
39
$3.11K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
38New |
$3.24K - $3.33K
|
38
$3.03K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
37+ 0.82% |
$3.16K - $3.24K
|
4.57K
$365K
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
33New |
$2.82K - $2.89K
|
33
$2.63K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
32+ 0.53% |
$2.73K - $2.8K
|
6.09K
$486K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
31New |
$2.65K - $2.71K
|
31
$2.47K
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
31+ 0.3% |
$2.65K - $2.71K
|
10.5K
$838K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
30New |
$2.56K - $2.63K
|
30
$2.39K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
29+ 0.31% |
$2.48K - $2.54K
|
9.31K
$742K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
23+ 2.89% |
$1.96K - $2.01K
|
819
$65.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
18+ 0.7% |
$1.54K - $1.58K
|
2.6K
$207K
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
18New |
$1.54K - $1.58K
|
18
$1.43K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
18+ 5.45% |
$1.54K - $1.58K
|
348
$27.7K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
17+ 0.11% |
$1.45K - $1.49K
|
14.8K
$1.18M
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
16+ 0.61% |
$1.37K - $1.4K
|
2.64K
$210K
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
16+ 1.33% |
$1.37K - $1.4K
|
1.22K
$96.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16+ 0.22% |
$1.37K - $1.4K
|
7.29K
$581K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
16New |
$1.37K - $1.4K
|
16
$1.28K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
15+ 1.02% |
$1.28K - $1.31K
|
1.48K
$118K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
13New |
$1.11K - $1.14K
|
13
$1.04K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
12+ 0.84% |
$1.02K - $1.05K
|
1.43K
$114K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10+ 1.18% |
$854 - $875
|
854
$68.1K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 6.19% |
$598 - $613
|
120
$9.57K
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
7+ 0.47% |
$598 - $613
|
1.5K
$120K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
7+ 0.51% |
$598 - $613
|
1.38K
$110K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
7+ 0.25% |
$598 - $613
|
2.86K
$228K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6+ 0.23% |
$512 - $525
|
2.65K
$211K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
4+ 1.54% |
$341 - $350
|
264
$21K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 15.38% |
$341 - $350
|
30
$2.39K
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3+ 0.04% |
$256 - $263
|
7.34K
$585K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 1.81% |
$256 - $263
|
169
$13.5K
|
|
|
Jan 25, 2022
Q4 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$171 - $175
|
6.73K
$536K
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
2+ 0.23% |
$171 - $175
|
860
$68.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.34% |
$171 - $175
|
595
$47.4K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$171 - $175
|
2.39K
$190K
|