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 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.75K- 4.55% |
$125K - $133K
|
36.7K
$2.9M
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.78K- 11.59% |
$127K - $136K
|
13.6K
$1.07M
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.87K- 19.0% |
$133K - $143K
|
7.98K
$630K
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-1.87K- 33.5% |
$134K - $143K
|
3.72K
$294K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.9K- 5.17% |
$136K - $145K
|
35K
$2.76M
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.94K- 34.36% |
$138K - $148K
|
3.71K
$293K
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.02K- 1.83% |
$144K - $154K
|
108K
$8.55M
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.04K- 22.03% |
$146K - $156K
|
7.23K
$571K
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.06K- 11.12% |
$147K - $157K
|
16.4K
$1.3M
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.13K- 9.78% |
$152K - $162K
|
19.7K
$1.55M
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-2.21K- 31.32% |
$157K - $168K
|
4.84K
$382K
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-2.23K- 88.14% |
$159K - $170K
|
300
$23.7K
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-2.24K- 19.34% |
$159K - $170K
|
9.33K
$737K
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.25K- 20.48% |
$160K - $171K
|
8.72K
$688K
|
|
Jan 13, 2023
Q4 2022
|
Wealth Cmt
|
SELL
|
- |
-2.3K- 7.96% |
$164K - $175K
|
26.6K
$2.1M
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-2.41K- 81.36% |
$172K - $184K
|
553
$43.7K
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.45K- 39.12% |
$175K - $187K
|
3.82K
$301K
|
|
Jan 31, 2023
Q4 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-2.46K- 5.86% |
$175K - $187K
|
39.5K
$3.12M
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.47K- 12.08% |
$176K - $188K
|
18K
$1.42M
|
|
Jan 17, 2023
Q4 2022
|
David J Yvars Group
|
SELL
|
- |
-2.49K- 9.72% |
$178K - $190K
|
23.2K
$1.83M
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.52K- 19.0% |
$180K - $192K
|
10.8K
$850K
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-2.59K- 48.18% |
$185K - $197K
|
2.79K
$220K
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.6K- 4.96% |
$185K - $198K
|
49.8K
$3.93M
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-2.61K- 2.28% |
$186K - $199K
|
112K
$8.86M
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.62K- 48.21% |
$187K - $200K
|
2.82K
$222K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.69K- 18.85% |
$191K - $205K
|
11.6K
$913K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.75KClosed |
$196K - $209K
|
0
$0
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.76K- 19.11% |
$197K - $210K
|
11.7K
$923K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.78K- 12.76% |
$198K - $212K
|
19K
$1.5M
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.91K- 43.66% |
$207K - $222K
|
3.76K
$297K
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.1K- 5.71% |
$220K - $236K
|
51.1K
$4.03M
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.11K- 3.9% |
$221K - $236K
|
76.5K
$6.04M
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-3.54K- 1.97% |
$252K - $270K
|
176K
$13.9M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-3.56K- 53.18% |
$254K - $271K
|
3.14K
$248K
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-3.67K- 7.93% |
$262K - $279K
|
42.6K
$3.37M
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-3.7K- 45.99% |
$264K - $282K
|
4.35K
$343K
|
|
Jan 25, 2023
Q4 2022
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-3.7K- 10.24% |
$264K - $282K
|
32.5K
$2.56M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-4.1K- 50.17% |
$292K - $312K
|
4.08K
$322K
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-4.19K- 17.99% |
$299K - $319K
|
19.1K
$1.51M
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-4.21K- 12.38% |
$300K - $320K
|
29.8K
$2.35M
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-4.22K- 11.87% |
$300K - $321K
|
31.3K
$2.47M
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.43K- 10.03% |
$316K - $337K
|
39.8K
$3.14M
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.51K- 4.76% |
$321K - $343K
|
90.2K
$7.12M
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-4.56K- 19.45% |
$325K - $347K
|
18.9K
$1.49M
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.65K- 37.35% |
$331K - $354K
|
7.8K
$616K
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-4.86K- 3.62% |
$346K - $370K
|
129K
$10.2M
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.91K- 32.96% |
$350K - $374K
|
9.99K
$789K
|
|
Jan 18, 2023
Q4 2022
|
Signify Wealth
|
SELL
|
- |
-4.94K- 8.52% |
$352K - $376K
|
53.1K
$4.19M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-4.97K- 38.33% |
$354K - $378K
|
8K
$631K
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5.02K- 3.76% |
$358K - $382K
|
129K
$10.1M
|