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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
6.94K+ 17.0% |
$495K - $528K
|
47.8K
$3.77M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
6.92KNew |
$493K - $527K
|
6.92K
$547K
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
6.86KNew |
$489K - $522K
|
6.86K
$542K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
6.75KNew |
$481K - $514K
|
6.75K
$533K
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6.59K+ 1.97% |
$469K - $501K
|
342K
$27M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
6.57K+ 101.75% |
$468K - $500K
|
13K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
6.54KNew |
$466K - $498K
|
6.54K
$517K
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
6.51K+ 7.13% |
$464K - $495K
|
97.8K
$7.72M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.45K+ 56.15% |
$459K - $491K
|
17.9K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
6.29K+ 82.24% |
$448K - $479K
|
13.9K
$1.1M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.24K+ 48.06% |
$445K - $475K
|
19.2K
$1.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
6.24KNew |
$444K - $475K
|
6.24K
$492K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.17KNew |
$440K - $470K
|
6.17K
$487K
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
6.15KNew |
$438K - $468K
|
6.15K
$486K
|
|
|
Feb 14, 2023
Q4 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
6.15KNew |
$438K - $468K
|
6.15K
$486K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.14K+ 1309.81% |
$438K - $468K
|
6.61K
$522K
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
6.11K+ 21.29% |
$435K - $465K
|
34.8K
$2.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
6KNew |
$427K - $457K
|
6K
$474K
|
|
|
Jan 26, 2023
Q4 2022
|
Elm Partners Management LLC
|
BUY
|
- |
5.9K+ 79.71% |
$420K - $449K
|
13.3K
$1.05M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.87KNew |
$418K - $447K
|
5.87K
$464K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.85K+ 36.89% |
$416K - $445K
|
21.7K
$1.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.57K+ 63.39% |
$396K - $424K
|
14.3K
$1.13M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.55KNew |
$396K - $423K
|
5.55K
$438K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.46KNew |
$389K - $415K
|
5.46K
$431K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.44K+ 38.34% |
$387K - $414K
|
19.6K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
5.42KNew |
$386K - $412K
|
5.42K
$428K
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
5.36KNew |
$381K - $408K
|
5.36K
$423K
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.32K+ 79.04% |
$379K - $405K
|
12.1K
$952K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
5.31K+ 23.22% |
$378K - $404K
|
28.2K
$2.23M
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
5.24K+ 23.95% |
$373K - $399K
|
27.1K
$2.14M
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
5.21K+ 20.35% |
$371K - $397K
|
30.8K
$2.43M
|
|
|
Jan 20, 2023
Q4 2022
|
Florin Court Capital LLP
|
BUY
|
- |
5.2KNew |
$370K - $396K
|
5.2K
$411K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5.18K+ 39861.54% |
$369K - $394K
|
5.2K
$410K
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
5.18KNew |
$369K - $394K
|
5.18K
$409K
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
5.17KNew |
$368K - $393K
|
5.17K
$408K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.1KNew |
$363K - $388K
|
5.1K
$403K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5K+ 14.06% |
$356K - $380K
|
40.6K
$3.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.94K+ 26.65% |
$352K - $376K
|
23.5K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.91K+ 23.16% |
$350K - $374K
|
26.1K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
4.85KNew |
$345K - $369K
|
4.85K
$383K
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
4.81KNew |
$343K - $366K
|
4.81K
$380K
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
BUY
|
- |
4.77K+ 2.77% |
$340K - $363K
|
177K
$14M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
4.76KNew |
$339K - $362K
|
4.76K
$376K
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
4.61KNew |
$328K - $351K
|
4.61K
$364K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.5KNew |
$320K - $342K
|
4.5K
$355K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
4.44K+ 92.74% |
$317K - $338K
|
9.24K
$729K
|
|
|
Jan 31, 2023
Q4 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
4.4KNew |
$314K - $335K
|
4.4K
$348K
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
4.35KNew |
$310K - $331K
|
4.35K
$343K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.34KNew |
$309K - $330K
|
4.34K
$343K
|
|
|
Feb 07, 2023
Q4 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
4.29K+ 4.11% |
$306K - $326K
|
109K
$8.58M
|