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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
32+ 5.52% |
$2.28K - $2.44K
|
612
$48.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
32New |
$2.28K - $2.44K
|
32
$2.53K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
30+ 1.88% |
$2.14K - $2.28K
|
1.63K
$128K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
29New |
$2.07K - $2.21K
|
29
$2.29K
|
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
23+ 0.61% |
$1.64K - $1.75K
|
3.81K
$301K
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
23+ 0.71% |
$1.64K - $1.75K
|
3.26K
$257K
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
22+ 0.67% |
$1.57K - $1.67K
|
3.31K
$261K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
20+ 10.53% |
$1.42K - $1.52K
|
210
$16.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
16New |
$1.14K - $1.22K
|
16
$1.26K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
15+ 5.7% |
$1.07K - $1.14K
|
278
$22K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
14New |
$997 - $1.07K
|
14
$1.11K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
13+ 2.01% |
$926 - $989
|
661
$52.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13+ 11.82% |
$926 - $989
|
123
$9.71K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
12New |
$855 - $913
|
12
$948
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
11+ 2.29% |
$784 - $837
|
491
$38.8K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
10New |
$712 - $761
|
10
$790
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10+ 1.81% |
$712 - $761
|
563
$44.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 1.69% |
$712 - $761
|
601
$47.5K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 1.98% |
$427 - $457
|
309
$24.4K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
4New |
$285 - $304
|
4
$316
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.41% |
$214 - $228
|
734
$58K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.5% |
$214 - $228
|
602
$47.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
3+ 0.09% |
$214 - $228
|
3.19K
$252K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3New |
$214 - $228
|
3
$237
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1+ 0.0% |
$71.2 - $76.1
|
26.7K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1- 0.01% |
$71.2 - $76.1
|
7.48K
$590K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3- 0.57% |
$214 - $228
|
524
$41.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-8- -0.0% |
$570 - $609
|
726K
$57.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-11- 9.91% |
$784 - $837
|
100
$7.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-16- 0.57% |
$1.14K - $1.22K
|
2.79K
$220K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-18- 0.42% |
$1.28K - $1.37K
|
4.32K
$341K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-25- 0.57% |
$1.78K - $1.9K
|
4.34K
$343K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-30- 2.28% |
$2.14K - $2.28K
|
1.29K
$101K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-31- 1.07% |
$2.21K - $2.36K
|
2.86K
$225K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-32- 7.55% |
$2.28K - $2.44K
|
392
$31K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-33- 1.04% |
$2.35K - $2.51K
|
3.15K
$249K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-34- 0.95% |
$2.42K - $2.59K
|
3.56K
$281K
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-37- 0.53% |
$2.64K - $2.82K
|
6.88K
$543K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-40- 0.54% |
$2.85K - $3.04K
|
7.32K
$578K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-42- 0.78% |
$2.99K - $3.2K
|
5.35K
$422K
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
SELL
|
- |
-45- 10.82% |
$3.21K - $3.42K
|
371
$29.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-50- 1.4% |
$3.56K - $3.81K
|
3.52K
$278K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-50- 1.58% |
$3.56K - $3.81K
|
3.12K
$247K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-50- 1.35% |
$3.56K - $3.81K
|
3.65K
$288K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-50- 3.57% |
$3.56K - $3.81K
|
1.35K
$107K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-61- 0.66% |
$4.35K - $4.64K
|
9.24K
$729K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-68- 2.34% |
$4.84K - $5.18K
|
2.84K
$225K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-72- 14.81% |
$5.13K - $5.48K
|
414
$32.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-75- 4.81% |
$5.34K - $5.71K
|
1.48K
$117K
|
|
|
Feb 09, 2023
Q4 2022
|
Allie Family Office LLC
|
SELL
|
- |
-75- 0.23% |
$5.34K - $5.71K
|
32.8K
$2.59M
|