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
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.27K+ 48.16% |
$304K - $325K
|
13.1K
$1.04M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
4.14K+ 20.55% |
$295K - $315K
|
24.3K
$1.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4.06KNew |
$289K - $309K
|
4.06K
$321K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.05KNew |
$288K - $308K
|
4.05K
$320K
|
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
4K+ 6.55% |
$285K - $304K
|
65K
$5.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
3.99K+ 127.93% |
$284K - $304K
|
7.11K
$561K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.97KNew |
$283K - $302K
|
3.97K
$313K
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
BUY
|
- |
3.96KNew |
$282K - $301K
|
3.96K
$313K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.94K+ 74.33% |
$281K - $300K
|
9.24K
$730K
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
3.89K+ 3.49% |
$277K - $296K
|
115K
$9.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.83KNew |
$273K - $292K
|
3.83K
$303K
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
3.79K+ 35.58% |
$270K - $288K
|
14.4K
$1.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
3.75KNew |
$267K - $285K
|
3.75K
$296K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
3.72KNew |
$265K - $283K
|
3.72K
$294K
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.71KNew |
$264K - $282K
|
3.71K
$293K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
3.7KNew |
$263K - $281K
|
3.7K
$292K
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.67KNew |
$261K - $279K
|
3.67K
$290K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
3.62KNew |
$258K - $275K
|
3.62K
$286K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.62K+ 33.35% |
$258K - $275K
|
14.5K
$1.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
3.58K+ 44.49% |
$255K - $273K
|
11.6K
$919K
|
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
3.58KNew |
$255K - $272K
|
3.58K
$283K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3.55KNew |
$253K - $270K
|
3.55K
$280K
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.51KNew |
$250K - $267K
|
3.51K
$277K
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.51KNew |
$250K - $267K
|
3.51K
$277K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
3.47K+ 34.31% |
$247K - $264K
|
13.6K
$1.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.41K+ 234.34% |
$243K - $259K
|
4.86K
$384K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.4KNew |
$242K - $258K
|
3.4K
$268K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.37KNew |
$240K - $257K
|
3.37K
$266K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.32K+ 5.9% |
$237K - $253K
|
59.7K
$4.71M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.3KNew |
$235K - $251K
|
3.3K
$260K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.28K+ 273.67% |
$234K - $250K
|
4.48K
$354K
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
3.19KNew |
$227K - $243K
|
3.19K
$252K
|
|
|
Feb 14, 2023
Q4 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
3.19K+ 47.31% |
$227K - $243K
|
9.93K
$784K
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
3.17KNew |
$226K - $242K
|
3.17K
$251K
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
3.15KNew |
$224K - $240K
|
3.15K
$249K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
3.15KNew |
$224K - $240K
|
3.15K
$249K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.15KNew |
$224K - $240K
|
3.15K
$249K
|
|
|
Feb 14, 2023
Q4 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
3.13K+ 6.9% |
$223K - $238K
|
48.4K
$3.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
3.12KNew |
$222K - $237K
|
3.12K
$246K
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.03KNew |
$216K - $230K
|
3.03K
$239K
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
2.92K+ 3.77% |
$208K - $223K
|
80.5K
$6.35M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.9KNew |
$207K - $221K
|
2.9K
$229K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.9KNew |
$206K - $221K
|
2.9K
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.84K+ 44.61% |
$202K - $216K
|
9.2K
$726K
|
|
|
Jan 24, 2023
Q4 2022
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
2.82K+ 55.13% |
$201K - $215K
|
7.93K
$626K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.8K+ 32.53% |
$199K - $213K
|
11.4K
$900K
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.79KNew |
$199K - $212K
|
2.79K
$220K
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.77K+ 5.64% |
$198K - $211K
|
51.9K
$4.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
2.75KNew |
$196K - $209K
|
2.75K
$217K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.75KNew |
$196K - $209K
|
2.75K
$217K
|