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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
14.4KNew |
$1.23M - $1.26M
|
14.4K
$1.14M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.3K+ 107.21% |
$1.22M - $1.25M
|
27.6K
$2.17M
|
|
|
Jan 27, 2022
Q4 2021
|
Leeward Financial Partners, LLC
|
BUY
|
- |
14.1KNew |
$1.2M - $1.23M
|
14.1K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Hite Hedge Asset Management LLC
Quincy, MA |
BUY
|
- |
14K+ 28.93% |
$1.2M - $1.23M
|
62.6K
$4.93M
|
|
|
Feb 03, 2022
Q4 2021
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
13.9K+ 14.45% |
$1.18M - $1.21M
|
110K
$8.65M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
13.8K+ 14.86% |
$1.18M - $1.21M
|
107K
$8.43M
|
|
|
Feb 08, 2022
Q4 2021
|
Abrdn PLC
|
BUY
|
- |
11.9K+ 0.92% |
$1.02M - $1.04M
|
1.31M
$103M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11.8K+ 137.54% |
$1.01M - $1.04M
|
20.5K
$1.61M
|
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
BUY
|
- |
11.7K+ 70.4% |
$999K - $1.02M
|
28.3K
$2.23M
|
|
|
Feb 10, 2022
Q4 2021
|
Prudent Man Advisors, LLC
|
BUY
|
- |
11.6K+ 6.53% |
$988K - $1.01M
|
189K
$14.9M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
11K+ 10.51% |
$943K - $966K
|
116K
$9.15M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.9K+ 10.44% |
$931K - $954K
|
115K
$9.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
10.9K+ 1.3% |
$928K - $951K
|
846K
$66.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10.7K+ 6.27% |
$917K - $940K
|
182K
$14.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
10.6K+ 3.63% |
$904K - $927K
|
303K
$23.8M
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.2K+ 219.38% |
$869K - $891K
|
14.8K
$1.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9.99K+ 1.48% |
$853K - $874K
|
687K
$54.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.77K+ 11.7% |
$834K - $855K
|
93.2K
$7.35M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.41K+ 407.89% |
$804K - $824K
|
11.7K
$924K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
9.37K+ 340.64% |
$800K - $820K
|
12.1K
$955K
|
|
|
Jan 26, 2022
Q4 2021
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
9.26KNew |
$791K - $810K
|
9.26K
$730K
|
|
|
Feb 25, 2022
Q4 2021
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
9.23K+ 44.84% |
$788K - $807K
|
29.8K
$2.35M
|
|
|
Jan 04, 2022
Q4 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
8.97KNew |
$766K - $785K
|
8.97K
$707K
|
|
|
Aug 05, 2022
Q4 2021
|
Gds Wealth Management
|
BUY
|
- |
8.8KNew |
$752K - $770K
|
8.8K
$694K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8.8KNew |
$751K - $770K
|
8.8K
$694K
|
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
8.72KNew |
$745K - $763K
|
8.72K
$687K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.41K+ 4.56% |
$718K - $736K
|
193K
$15.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
8.33K+ 11.12% |
$711K - $729K
|
83.2K
$6.56M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8.28K+ 136.15% |
$707K - $725K
|
14.4K
$1.13M
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
8.27K+ 10.31% |
$706K - $723K
|
88.4K
$6.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.24K+ 7.33% |
$703K - $721K
|
121K
$9.51M
|
|
|
Feb 03, 2022
Q4 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
8.2K+ 7.7% |
$700K - $718K
|
115K
$9.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.04K+ 22.29% |
$686K - $703K
|
44.1K
$3.48M
|
|
|
Jan 26, 2022
Q4 2021
|
Twele Capital Management, Inc.
|
BUY
|
- |
7.79K+ 3.39% |
$665K - $682K
|
237K
$18.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
7.67K+ 8.51% |
$655K - $671K
|
97.8K
$7.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
7.44K+ 16.47% |
$635K - $651K
|
52.6K
$4.15M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7.23K+ 106.08% |
$617K - $632K
|
14K
$1.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.23KNew |
$617K - $632K
|
7.23K
$569K
|
|
|
Feb 04, 2022
Q4 2021
|
Barden Capital Management, Inc.
|
BUY
|
- |
7.01KNew |
$598K - $613K
|
7.01K
$552K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7K+ 13.47% |
$598K - $613K
|
59K
$4.65M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
6.94KNew |
$592K - $607K
|
6.94K
$546K
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
6.85K+ 12.04% |
$585K - $599K
|
63.7K
$5.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
6.69K+ 7.91% |
$571K - $585K
|
91.3K
$7.19M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.61K+ 56.22% |
$564K - $579K
|
18.4K
$1.45M
|
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
6.52K+ 0.89% |
$557K - $570K
|
735K
$57.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.43KNew |
$549K - $563K
|
6.43K
$507K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
6.41K+ 2.98% |
$547K - $560K
|
222K
$17.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
6.38KNew |
$544K - $558K
|
6.38K
$502K
|
|
|
Dec 11, 2023
Q4 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
6.29K+ 32.94% |
$537K - $550K
|
25.4K
$2M
|
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
6.23K+ 189.6% |
$532K - $545K
|
9.52K
$750K
|