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 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
30.9KNew |
$2.2M - $2.35M
|
30.9K
$2.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
30.6K+ 291.55% |
$2.18M - $2.33M
|
41.1K
$3.31M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
30.4K+ 274.74% |
$2.17M - $2.31M
|
41.5K
$3.34M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
29.5KNew |
$2.1M - $2.25M
|
29.5K
$2.38M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
29.5K+ 7.26% |
$2.1M - $2.24M
|
435K
$35M
|
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
29.1KNew |
$2.08M - $2.22M
|
29.1K
$2.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
25.9KNew |
$1.84M - $1.97M
|
25.9K
$2.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
25.7K+ 53.71% |
$1.83M - $1.96M
|
73.6K
$5.93M
|
|
|
Feb 01, 2023
Q4 2022
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
24.6KNew |
$1.76M - $1.88M
|
24.6K
$1.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
24.2K+ 68.72% |
$1.73M - $1.84M
|
59.5K
$4.79M
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
23.9K+ 458.93% |
$1.7M - $1.82M
|
29.1K
$2.34M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.8K+ 20.57% |
$1.69M - $1.81M
|
139K
$11.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
23.6K+ 11.68% |
$1.68M - $1.8M
|
226K
$18.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
21.7KNew |
$1.54M - $1.65M
|
21.7K
$1.74M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
21.3K+ 251.25% |
$1.51M - $1.62M
|
29.7K
$2.39M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
21.1KNew |
$1.51M - $1.61M
|
21.1K
$1.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
21.1K+ 45.67% |
$1.5M - $1.61M
|
67.3K
$5.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
20.7KNew |
$1.47M - $1.57M
|
20.7K
$1.67M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
20.3KNew |
$1.45M - $1.55M
|
20.3K
$1.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
20.3K+ 72.5% |
$1.44M - $1.54M
|
48.2K
$3.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
20KNew |
$1.43M - $1.52M
|
20K
$1.61M
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
19.9KNew |
$1.42M - $1.51M
|
19.9K
$1.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
19.8KNew |
$1.41M - $1.5M
|
19.8K
$1.59M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19.3K+ 611.95% |
$1.37M - $1.47M
|
22.4K
$1.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
18.9K+ 577.35% |
$1.35M - $1.44M
|
22.2K
$1.79M
|
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
18.6KNew |
$1.33M - $1.42M
|
18.6K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
18.4KNew |
$1.31M - $1.4M
|
18.4K
$1.48M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
18.3K+ 422.91% |
$1.3M - $1.39M
|
22.6K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
18K+ 44.25% |
$1.28M - $1.37M
|
58.5K
$4.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
17.9KNew |
$1.27M - $1.36M
|
17.9K
$1.44M
|
|
|
Apr 27, 2023
Q4 2022
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
17.8KNew |
$1.27M - $1.36M
|
17.8K
$1.44M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
17.6KNew |
$1.26M - $1.34M
|
17.6K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
17.6KNew |
$1.25M - $1.34M
|
17.6K
$1.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
17.1KNew |
$1.22M - $1.3M
|
17.1K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17.1K+ 84.69% |
$1.22M - $1.3M
|
37.2K
$3M
|
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
16.9KNew |
$1.2M - $1.29M
|
16.9K
$1.36M
|
|
|
Jun 20, 2024
Q4 2022
|
Abrdn PLC
|
BUY
|
- |
16.8K+ 75.69% |
$1.19M - $1.28M
|
38.9K
$3.13M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
BUY
|
- |
16.4K+ 34.7% |
$1.17M - $1.25M
|
63.7K
$5.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
16.3K+ 52.55% |
$1.16M - $1.24M
|
47.2K
$3.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
16.1KNew |
$1.15M - $1.22M
|
16.1K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
16.1K+ 16.94% |
$1.14M - $1.22M
|
111K
$8.92M
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
16KNew |
$1.14M - $1.21M
|
16K
$1.28M
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
15.5K+ 15.07% |
$1.11M - $1.18M
|
119K
$9.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
15.4K+ 1141.68% |
$1.09M - $1.17M
|
16.7K
$1.35M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
15.2KNew |
$1.08M - $1.16M
|
15.2K
$1.22M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
15.1KNew |
$1.08M - $1.15M
|
15.1K
$1.22M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15.1K+ 141.99% |
$1.07M - $1.15M
|
25.7K
$2.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15K+ 8.43% |
$1.07M - $1.14M
|
192K
$15.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
14.8K+ 7.28% |
$1.05M - $1.13M
|
218K
$17.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
13.8KNew |
$985K - $1.05M
|
13.8K
$1.11M
|