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 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-5.07K- 5.41% |
$361K - $386K
|
88.5K
$6.99M
|
|
|
Nov 16, 2023
Q4 2022
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-5.09KClosed |
$362K - $387K
|
0
$0
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-5.18K- 5.49% |
$369K - $394K
|
89.2K
$7.04M
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-5.29K- 3.31% |
$377K - $403K
|
155K
$12.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-5.6K- 1.38% |
$399K - $426K
|
400K
$31.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Pacific Asset Management LLC
|
SELL
|
- |
-5.66K- 27.07% |
$403K - $430K
|
15.2K
$1.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5.68K- 29.1% |
$404K - $432K
|
13.8K
$1.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-5.76K- 3.29% |
$410K - $438K
|
170K
$13.4M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.95K- 35.76% |
$424K - $453K
|
10.7K
$844K
|
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-5.99K- 65.04% |
$427K - $456K
|
3.22K
$254K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.99K- 60.4% |
$427K - $456K
|
3.93K
$310K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.05K- 29.78% |
$431K - $460K
|
14.3K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-6.05K- 33.91% |
$431K - $461K
|
11.8K
$931K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.07K- 55.26% |
$432K - $462K
|
4.91K
$388K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-6.26K- 26.0% |
$446K - $477K
|
17.8K
$1.41M
|
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-6.34K- 17.87% |
$451K - $482K
|
29.1K
$2.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Darrow Company, Inc.
|
SELL
|
- |
-6.97K- 7.87% |
$497K - $531K
|
81.6K
$6.44M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.1K- 6.49% |
$506K - $541K
|
102K
$8.08M
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-7.12K- 13.66% |
$507K - $542K
|
45K
$3.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-7.35K- 34.72% |
$524K - $559K
|
13.8K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-7.4K- 9.59% |
$527K - $563K
|
69.8K
$5.51M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.5K- 27.72% |
$534K - $570K
|
19.5K
$1.54M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-7.82K- 7.46% |
$557K - $595K
|
96.9K
$7.65M
|
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
SELL
|
- |
-9.2K- 8.1% |
$655K - $700K
|
104K
$8.24M
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-9.39K- 99.47% |
$669K - $714K
|
50
$3.95K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-9.41K- 44.61% |
$670K - $716K
|
11.7K
$922K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.69K- 12.3% |
$690K - $737K
|
69K
$5.45M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-10K- 11.53% |
$715K - $763K
|
76.9K
$6.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-10.4K- 10.33% |
$738K - $788K
|
89.9K
$7.1M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11K- 14.85% |
$782K - $835K
|
62.9K
$4.97M
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-11.4K- 83.66% |
$814K - $869K
|
2.23K
$176K
|
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-12.2K- 4.94% |
$870K - $929K
|
235K
$18.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Amarillo National Bank
|
SELL
|
- |
-12.3K- 8.68% |
$878K - $938K
|
130K
$10.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-12.7K- 43.74% |
$908K - $970K
|
16.4K
$1.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-13.3K- 8.78% |
$950K - $1.01M
|
138K
$10.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-13.4K- 23.32% |
$951K - $1.02M
|
43.9K
$3.47M
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-13.9K- 60.56% |
$993K - $1.06M
|
9.07K
$716K
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-14.8K- 1.89% |
$1.05M - $1.13M
|
770K
$60.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-15.2K- 3.34% |
$1.08M - $1.16M
|
439K
$34.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-15.4K- 18.82% |
$1.1M - $1.17M
|
66.6K
$5.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-15.5K- 35.78% |
$1.1M - $1.18M
|
27.8K
$2.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-15.8K- 16.68% |
$1.12M - $1.2M
|
78.8K
$6.22M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-17.7K- 20.55% |
$1.26M - $1.35M
|
68.4K
$5.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-18K- 74.04% |
$1.28M - $1.37M
|
6.3K
$497K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-18.2K- 20.91% |
$1.3M - $1.39M
|
68.9K
$5.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-19.5K- 28.87% |
$1.39M - $1.49M
|
48.1K
$3.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-21K- 39.94% |
$1.5M - $1.6M
|
31.6K
$2.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-22.7K- 83.85% |
$1.62M - $1.73M
|
4.37K
$345K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.1K- 13.92% |
$1.64M - $1.76M
|
143K
$11.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-23.1K- 54.45% |
$1.65M - $1.76M
|
19.3K
$1.53M
|