Purchases and Sales Made in Q4 2022 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
345+ 3.73% |
$24.6K - $26.3K
|
9.58K
$757K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
328+ 25.71% |
$23.4K - $25K
|
1.6K
$127K
|
|
|
Feb 13, 2023
Q4 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
320+ 1.14% |
$22.8K - $24.4K
|
28.4K
$2.25M
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
310New |
$22.1K - $23.6K
|
310
$24.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
300+ 7.69% |
$21.4K - $22.8K
|
4.2K
$332K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
299+ 0.5% |
$21.3K - $22.8K
|
59.6K
$4.71M
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
BUY
|
- |
280+ 405.8% |
$19.9K - $21.3K
|
349
$27.6K
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
275+ 1.41% |
$19.6K - $20.9K
|
19.8K
$1.56M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
274+ 2.07% |
$19.5K - $20.9K
|
13.5K
$1.07M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
266+ 18.91% |
$18.9K - $20.2K
|
1.67K
$132K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
258+ 49.52% |
$18.4K - $19.6K
|
779
$61.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
250+ 3.75% |
$17.8K - $19K
|
6.92K
$547K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
248New |
$17.7K - $18.9K
|
248
$19.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
247New |
$17.6K - $18.8K
|
247
$19.5K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
237+ 6.41% |
$16.9K - $18K
|
3.94K
$311K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
230+ 5.25% |
$16.4K - $17.5K
|
4.61K
$364K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
224+ 4.17% |
$16K - $17K
|
5.6K
$442K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
222+ 4.4% |
$15.8K - $16.9K
|
5.26K
$416K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
214New |
$15.2K - $16.3K
|
214
$16.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
200New |
$14.2K - $15.2K
|
200
$15.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
199New |
$14.2K - $15.1K
|
199
$15.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
175+ 67.31% |
$12.5K - $13.3K
|
435
$34.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
171+ 4.81% |
$12.2K - $13K
|
3.72K
$294K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
155New |
$11K - $11.8K
|
155
$12.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
150New |
$10.7K - $11.4K
|
150
$11.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
149+ 4.5% |
$10.6K - $11.3K
|
3.46K
$273K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
121+ 2.4% |
$8.62K - $9.21K
|
5.16K
$407K
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
110+ 3.52% |
$7.84K - $8.37K
|
3.23K
$255K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
103+ 71.03% |
$7.34K - $7.84K
|
248
$19.6K
|
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
100New |
$7.12K - $7.61K
|
100
$7.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
100New |
$7.12K - $7.61K
|
100
$7.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
98+ 4900.0% |
$6.98K - $7.46K
|
100
$7.9K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
92New |
$6.55K - $7K
|
92
$7.26K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
91+ 1.93% |
$6.48K - $6.93K
|
4.82K
$380K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
85+ 1.85% |
$6.06K - $6.47K
|
4.68K
$370K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
85New |
$6.06K - $6.47K
|
85
$6.71K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
84New |
$5.98K - $6.39K
|
84
$6.63K
|
|
|
Feb 08, 2023
Q4 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
81+ 0.62% |
$5.77K - $6.16K
|
13.1K
$1.03M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
74+ 2.23% |
$5.27K - $5.63K
|
3.4K
$268K
|
|
|
Jan 11, 2023
Q4 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
70+ 0.28% |
$4.99K - $5.33K
|
25K
$1.98M
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
70+ 1.48% |
$4.99K - $5.33K
|
4.8K
$379K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
64+ 1.86% |
$4.56K - $4.87K
|
3.5K
$276K
|
|
|
Feb 14, 2023
Q4 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
63+ 0.7% |
$4.49K - $4.79K
|
9.1K
$719K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
57+ 1.18% |
$4.06K - $4.34K
|
4.87K
$385K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
56New |
$3.99K - $4.26K
|
56
$4.42K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
55+ 1.16% |
$3.92K - $4.19K
|
4.82K
$380K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
49+ 0.24% |
$3.49K - $3.73K
|
20.2K
$1.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
45+ 0.57% |
$3.21K - $3.42K
|
7.88K
$622K
|
|
|
Jan 13, 2023
Q4 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
39+ 1.31% |
$2.78K - $2.97K
|
3.02K
$239K
|
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
34New |
$2.42K - $2.59K
|
34
$2.68K
|