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 14, 2022
Q4 2021
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
2+ 0.01% |
$171 - $175
|
21.5K
$1.71M
|
|
|
Feb 04, 2022
Q4 2021
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 2.94% |
$85.4 - $87.5
|
35
$2.78K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
1New |
$85.4 - $87.5
|
1
$79.6
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.64% |
$85.4 - $87.5
|
62
$4.93K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.08% |
$85.4 - $87.5
|
1.32K
$105K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1+ 0.0% |
$85.4 - $87.5
|
22.6K
$1.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1+ 0.02% |
$85.4 - $87.5
|
5.46K
$434K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1- 0.06% |
$85.4 - $87.5
|
1.71K
$136K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$85.4 - $87.5
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-3- 0.04% |
$256 - $263
|
6.97K
$554K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-5Closed |
$427 - $438
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.17% |
$427 - $438
|
3K
$239K
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-6- 0.26% |
$512 - $525
|
2.31K
$184K
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-7- 0.19% |
$598 - $613
|
3.72K
$296K
|
|
|
Feb 08, 2022
Q4 2021
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-10- 0.33% |
$854 - $875
|
3K
$239K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-11Closed |
$939 - $963
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-14- 0.84% |
$1.2K - $1.23K
|
1.66K
$132K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-18- 35.29% |
$1.54K - $1.58K
|
33
$2.63K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-23- 12.85% |
$1.96K - $2.01K
|
156
$12.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-23- 0.65% |
$1.96K - $2.01K
|
3.51K
$279K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-24- 0.46% |
$2.05K - $2.1K
|
5.2K
$414K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-24- 4.0% |
$2.05K - $2.1K
|
576
$45.8K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-25- 4.73% |
$2.13K - $2.19K
|
504
$40.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-25- 5.63% |
$2.13K - $2.19K
|
419
$33.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-30- 13.64% |
$2.56K - $2.63K
|
190
$15.1K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-35- 7.13% |
$2.99K - $3.06K
|
456
$36.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-35- 0.44% |
$2.99K - $3.06K
|
7.95K
$633K
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-43Closed |
$3.67K - $3.76K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-44Closed |
$3.76K - $3.85K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-45- 0.45% |
$3.84K - $3.94K
|
10K
$799K
|
|
|
Jan 03, 2022
Q4 2021
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-47- 0.17% |
$4.01K - $4.11K
|
28.2K
$2.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-48- 21.92% |
$4.1K - $4.2K
|
171
$13.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-50- 0.52% |
$4.27K - $4.38K
|
9.51K
$757K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-50- 19.46% |
$4.27K - $4.38K
|
207
$16.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-51- 8.44% |
$4.35K - $4.46K
|
553
$44K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-56- 11.52% |
$4.78K - $4.9K
|
430
$34.2K
|
|
|
Jan 27, 2022
Q4 2021
|
Emfo, LLC
|
SELL
|
- |
-58- 36.48% |
$4.95K - $5.08K
|
101
$8.04K
|
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-60- 1.8% |
$5.12K - $5.25K
|
3.27K
$260K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-61- 0.59% |
$5.21K - $5.34K
|
10.2K
$813K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-61- 0.87% |
$5.21K - $5.34K
|
6.98K
$555K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-63- 50.0% |
$5.38K - $5.51K
|
63
$5.01K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-66- 0.21% |
$5.63K - $5.78K
|
30.9K
$2.46M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-70- 1.17% |
$5.98K - $6.13K
|
5.92K
$471K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-75- 3.23% |
$6.4K - $6.56K
|
2.25K
$179K
|
|
|
Feb 14, 2022
Q4 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-75- 0.16% |
$6.4K - $6.56K
|
45.7K
$3.64M
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-79- 0.46% |
$6.74K - $6.91K
|
17.1K
$1.36M
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-81- 1.49% |
$6.91K - $7.09K
|
5.37K
$427K
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-85Closed |
$7.26K - $7.44K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-91- 3.07% |
$7.77K - $7.96K
|
2.87K
$228K
|