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 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-80- 0.76% |
$5.7K - $6.09K
|
10.5K
$827K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-83- 69.17% |
$5.91K - $6.32K
|
37
$2.92K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-90- 25.14% |
$6.41K - $6.85K
|
268
$21.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-92- 1.29% |
$6.55K - $7K
|
7.04K
$556K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 37.04% |
$7.12K - $7.61K
|
170
$13.4K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-103- 3.25% |
$7.34K - $7.84K
|
3.07K
$242K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-103- 1.53% |
$7.34K - $7.84K
|
6.63K
$523K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-106- 61.99% |
$7.55K - $8.07K
|
65
$5.13K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-117- 2.74% |
$8.34K - $8.9K
|
4.16K
$328K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-127- 3.34% |
$9.05K - $9.67K
|
3.68K
$290K
|
|
|
Feb 08, 2023
Q4 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-135- 3.26% |
$9.62K - $10.3K
|
4K
$316K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-145- 0.73% |
$10.3K - $11K
|
19.8K
$1.57M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-150- 54.95% |
$10.7K - $11.4K
|
123
$9.71K
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-150- 3.39% |
$10.7K - $11.4K
|
4.27K
$337K
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-156- 0.33% |
$11.1K - $11.9K
|
46.6K
$3.68M
|
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-175- 1.71% |
$12.5K - $13.3K
|
10.1K
$794K
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-185- 3.55% |
$13.2K - $14.1K
|
5.02K
$397K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-195- 2.91% |
$13.9K - $14.8K
|
6.51K
$514K
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-196- 7.46% |
$14K - $14.9K
|
2.43K
$192K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-199- 0.71% |
$14.2K - $15.1K
|
27.7K
$2.19M
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-204- 4.31% |
$14.5K - $15.5K
|
4.53K
$358K
|
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-222- 2.3% |
$15.8K - $16.9K
|
9.44K
$745K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-228- 4.98% |
$16.2K - $17.4K
|
4.35K
$344K
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-228- 2.77% |
$16.2K - $17.4K
|
8.01K
$632K
|
|
|
Jan 26, 2023
Q4 2022
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-229- 10.27% |
$16.3K - $17.4K
|
2K
$158K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-231- 3.93% |
$16.5K - $17.6K
|
5.65K
$446K
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-240Closed |
$17.1K - $18.3K
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-248- 11.36% |
$17.7K - $18.9K
|
1.94K
$153K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-250- 40.26% |
$17.8K - $19K
|
371
$29.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-250- 7.86% |
$17.8K - $19K
|
2.93K
$231K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-262- 16.66% |
$18.7K - $19.9K
|
1.31K
$104K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-274- 20.68% |
$19.5K - $20.9K
|
1.05K
$83K
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-277- 3.99% |
$19.7K - $21.1K
|
6.67K
$527K
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
SELL
|
- |
-290- 8.89% |
$20.7K - $22.1K
|
2.97K
$235K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-291- 62.31% |
$20.7K - $22.1K
|
176
$13.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-300- 0.61% |
$21.4K - $22.8K
|
48.9K
$3.86M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-307- 1.27% |
$21.9K - $23.4K
|
23.9K
$1.88M
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-350- 4.28% |
$24.9K - $26.6K
|
7.84K
$619K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-356- 3.19% |
$25.4K - $27.1K
|
10.8K
$854K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-360- 0.53% |
$25.6K - $27.4K
|
67.5K
$5.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-372- 0.11% |
$26.5K - $28.3K
|
325K
$25.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-377- 1.63% |
$26.9K - $28.7K
|
22.7K
$1.79M
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-379- 2.43% |
$27K - $28.8K
|
15.2K
$1.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-389- 7.06% |
$27.7K - $29.6K
|
5.12K
$405K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-391- 10.43% |
$27.9K - $29.8K
|
3.36K
$265K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-409- 1.47% |
$29.1K - $31.1K
|
27.5K
$2.17M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-413- 8.69% |
$29.4K - $31.4K
|
4.34K
$343K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-417- 9.41% |
$29.7K - $31.7K
|
4.02K
$317K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-419- 9.42% |
$29.8K - $31.9K
|
4.03K
$318K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-448- 7.28% |
$31.9K - $34.1K
|
5.7K
$450K
|