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 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
209K+ 551.95% |
$14.9M - $15.9M
|
247K
$19.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
208K+ 12.59% |
$14.8M - $15.8M
|
1.86M
$147M
|
|
|
Feb 13, 2023
Q4 2022
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
208K+ 5133.21% |
$14.8M - $15.8M
|
212K
$16.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
206KNew |
$14.7M - $15.7M
|
206K
$16.3M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
190K+ 358.56% |
$13.5M - $14.4M
|
243K
$19.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
186K+ 115.6% |
$13.3M - $14.2M
|
348K
$27.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
184K+ 1223.95% |
$13.1M - $14M
|
199K
$15.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
172K+ 186.12% |
$12.2M - $13.1M
|
264K
$20.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
170K+ 40.18% |
$12.1M - $12.9M
|
592K
$46.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Ing Groep Nv
|
BUY
|
- |
159KNew |
$11.4M - $12.1M
|
159K
$12.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
144KNew |
$10.2M - $10.9M
|
144K
$11.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
135KNew |
$9.61M - $10.3M
|
135K
$10.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
128KNew |
$9.12M - $9.74M
|
128K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
126K+ 1015.35% |
$8.96M - $9.57M
|
138K
$10.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
124K+ 99.07% |
$8.84M - $9.44M
|
249K
$19.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
120K+ 454.94% |
$8.56M - $9.15M
|
147K
$11.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
116KNew |
$8.27M - $8.84M
|
116K
$9.17M
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
114KNew |
$8.12M - $8.68M
|
114K
$9.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
- |
113K+ 385.2% |
$8.08M - $8.63M
|
143K
$11.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
112K+ 998.06% |
$8M - $8.54M
|
123K
$9.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
112K+ 206.38% |
$7.97M - $8.51M
|
166K
$13.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
109K+ 731.78% |
$7.78M - $8.31M
|
124K
$9.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
106K+ 830.24% |
$7.52M - $8.03M
|
118K
$9.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Tfg Asset Management Gp LTD
Grand Cayman, E9 |
BUY
|
- |
101KNew |
$7.19M - $7.68M
|
101K
$7.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Bain Capital Credit, LP
Boston, MA |
BUY
|
- |
101KNew |
$7.16M - $7.65M
|
101K
$7.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
100KNew |
$7.12M - $7.61M
|
100K
$7.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
100KNew |
$7.12M - $7.61M
|
100K
$7.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
98.7KNew |
$7.03M - $7.51M
|
98.7K
$7.79M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
97.9K+ 1199.56% |
$6.98M - $7.45M
|
106K
$8.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
97.8KNew |
$6.97M - $7.44M
|
97.8K
$7.72M
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
95.9K+ 715.49% |
$6.83M - $7.3M
|
109K
$8.63M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
92.6KNew |
$6.59M - $7.04M
|
92.6K
$7.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
91.4K+ 384.88% |
$6.51M - $6.96M
|
115K
$9.09M
|
|
|
Jan 24, 2023
Q4 2022
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
90.8KNew |
$6.47M - $6.91M
|
90.8K
$7.17M
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
87KNew |
$6.2M - $6.62M
|
87K
$6.87M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
85.2K+ 428.69% |
$6.07M - $6.49M
|
105K
$8.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
83.8K+ 1137.06% |
$5.97M - $6.38M
|
91.1K
$7.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
83.2K+ 41.64% |
$5.93M - $6.33M
|
283K
$22.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
79.7K+ 99.96% |
$5.68M - $6.06M
|
159K
$12.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
76.9KNew |
$5.48M - $5.85M
|
76.9K
$6.07M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
76.4K+ 310.23% |
$5.44M - $5.81M
|
101K
$7.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
75.8K+ 66.66% |
$5.4M - $5.77M
|
190K
$15M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
75.7K+ 343.48% |
$5.39M - $5.76M
|
97.8K
$7.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
72.3KNew |
$5.15M - $5.5M
|
72.3K
$5.71M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
71.2K+ 686.89% |
$5.07M - $5.42M
|
81.6K
$6.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
70.8K+ 65.59% |
$5.04M - $5.39M
|
179K
$14.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
67K+ 23277.43% |
$4.78M - $5.1M
|
67.3K
$5.32M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
66.3K+ 48.45% |
$4.72M - $5.04M
|
203K
$16M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
66.2K+ 419.49% |
$4.72M - $5.04M
|
82K
$6.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
65.8K+ 761.35% |
$4.69M - $5.01M
|
74.4K
$5.87M
|