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 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
13.8KNew |
$984K - $1.05M
|
13.8K
$1.11M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
13.1KNew |
$931K - $995K
|
13.1K
$1.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Jordan Park Group LLC
|
BUY
|
- |
12.9KNew |
$921K - $984K
|
12.9K
$1.04M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12.2K+ 133.4% |
$872K - $931K
|
21.4K
$1.72M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.1K+ 23.14% |
$860K - $919K
|
64.2K
$5.17M
|
|
|
Feb 02, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
11.9KNew |
$850K - $908K
|
11.9K
$960K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
11.8KNew |
$843K - $900K
|
11.8K
$953K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
11.8KNew |
$840K - $897K
|
11.8K
$949K
|
|
|
Feb 14, 2023
Q4 2022
|
Kohlberg Kravis Roberts & Co. L.P.
New York, NY |
BUY
|
- |
11.7KNew |
$832K - $888K
|
11.7K
$940K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
11.3KNew |
$808K - $863K
|
11.3K
$913K
|
|
|
Sep 07, 2023
Q4 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
11.2K+ 60.12% |
$796K - $850K
|
29.8K
$2.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
11.1K+ 172.42% |
$789K - $843K
|
17.5K
$1.41M
|
|
|
Jan 30, 2023
Q4 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
11.1KNew |
$787K - $841K
|
11.1K
$890K
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11KNew |
$786K - $840K
|
11K
$888K
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
11KNew |
$781K - $834K
|
11K
$882K
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
10.4K+ 92.82% |
$742K - $793K
|
21.6K
$1.74M
|
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
10.3K+ 116.24% |
$737K - $787K
|
19.2K
$1.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
10.2KNew |
$730K - $780K
|
10.2K
$825K
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
10.2KNew |
$729K - $779K
|
10.2K
$824K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
10.2K+ 10.95% |
$726K - $776K
|
103K
$8.31M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10K+ 24.68% |
$715K - $764K
|
50.7K
$4.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
9.84K+ 21.56% |
$701K - $749K
|
55.5K
$4.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.83K+ 177.8% |
$701K - $748K
|
15.4K
$1.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
9.71KNew |
$692K - $739K
|
9.71K
$782K
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
9.64K+ 92.71% |
$687K - $734K
|
20K
$1.61M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
9.62K+ 8.96% |
$685K - $732K
|
117K
$9.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9.46K+ 54.43% |
$674K - $720K
|
26.8K
$2.16M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
9.43K+ 33.88% |
$671K - $717K
|
37.2K
$3M
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
9.33KNew |
$665K - $710K
|
9.33K
$751K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
9.04K+ 255.3% |
$644K - $688K
|
12.6K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
8.93K+ 8.64% |
$636K - $680K
|
112K
$9.04M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
8.88K+ 10.34% |
$633K - $676K
|
94.8K
$7.63M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
8.87K+ 2.48% |
$632K - $675K
|
366K
$29.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.85K+ 3.89% |
$631K - $674K
|
236K
$19M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.65K+ 27.42% |
$616K - $658K
|
40.2K
$3.24M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.54K+ 49.46% |
$608K - $650K
|
25.8K
$2.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
8.43K+ 88.56% |
$601K - $642K
|
18K
$1.45M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
8.33K+ 172.5% |
$593K - $634K
|
13.2K
$1.06M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
8.26KNew |
$588K - $628K
|
8.26K
$665K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
8.25KNew |
$588K - $628K
|
8.25K
$664K
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
8.07KNew |
$575K - $614K
|
8.07K
$649K
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
7.82K+ 2.68% |
$557K - $595K
|
300K
$24.1M
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
7.77KNew |
$554K - $592K
|
7.77K
$626K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.66KNew |
$546K - $583K
|
7.66K
$617K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
7.64KNew |
$544K - $581K
|
7.64K
$615K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.4K+ 3.18% |
$527K - $563K
|
240K
$19.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
7.36KNew |
$524K - $560K
|
7.36K
$592K
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
7.3KNew |
$520K - $555K
|
7.3K
$588K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.22KNew |
$514K - $550K
|
7.22K
$581K
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
7.01K+ 10.62% |
$499K - $534K
|
73K
$5.88M
|