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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.74K+ 32.27% |
$195K - $209K
|
11.2K
$888K
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.73K+ 50.53% |
$195K - $208K
|
8.14K
$643K
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
2.72KNew |
$194K - $207K
|
2.72K
$215K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2.62K+ 166.1% |
$186K - $199K
|
4.19K
$331K
|
|
|
Jan 30, 2023
Q4 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.56K+ 14.64% |
$183K - $195K
|
20.1K
$1.58M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.54K+ 17.83% |
$181K - $193K
|
16.8K
$1.33M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
2.5K+ 1.7% |
$178K - $191K
|
150K
$11.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.5K+ 5.35% |
$178K - $190K
|
49.3K
$3.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.44K+ 34.34% |
$173K - $185K
|
9.53K
$752K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.4KNew |
$171K - $183K
|
2.4K
$190K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.35K+ 2.61% |
$167K - $179K
|
92.3K
$7.29M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.35K+ 45.81% |
$167K - $179K
|
7.47K
$590K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.3K+ 34.56% |
$164K - $175K
|
8.94K
$706K
|
|
|
Feb 08, 2023
Q4 2022
|
Sofi Wealth, LLC
|
BUY
|
- |
2.24K+ 6.57% |
$160K - $171K
|
36.4K
$2.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.17K+ 13.22% |
$155K - $165K
|
18.6K
$1.47M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.15K+ 136.16% |
$153K - $164K
|
3.74K
$295K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.12K+ 38.89% |
$151K - $162K
|
7.58K
$598K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
2.12KNew |
$151K - $161K
|
2.12K
$167K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
1.9K+ 3.88% |
$136K - $145K
|
50.9K
$4.02M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.81KNew |
$129K - $137K
|
1.81K
$143K
|
|
|
Jan 11, 2023
Q4 2022
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.8K+ 34.38% |
$128K - $137K
|
7.04K
$555K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.74K+ 61.41% |
$124K - $133K
|
4.58K
$362K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.74K+ 37.83% |
$124K - $133K
|
6.34K
$501K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.71K+ 4.12% |
$122K - $130K
|
43.1K
$3.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.7K+ 33.82% |
$121K - $129K
|
6.73K
$531K
|
|
|
Jan 30, 2023
Q4 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.63K+ 0.71% |
$116K - $124K
|
230K
$18.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.61K+ 1.09% |
$115K - $123K
|
150K
$11.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.59K+ 7.42% |
$113K - $121K
|
23K
$1.81M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.52K+ 46.55% |
$108K - $116K
|
4.78K
$378K
|
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.46K+ 19.64% |
$104K - $111K
|
8.92K
$704K
|
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.46K+ 1.05% |
$104K - $111K
|
141K
$11.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.45K+ 131.96% |
$103K - $110K
|
2.54K
$201K
|
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.43KNew |
$102K - $108K
|
1.43K
$113K
|
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
1.4K+ 21.16% |
$99.7K - $107K
|
8.02K
$633K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.26KNew |
$89.5K - $95.7K
|
1.26K
$99.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1.25K+ 5.39% |
$89K - $95.1K
|
24.4K
$1.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.19KNew |
$84.5K - $90.3K
|
1.19K
$93.6K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.17K+ 96.44% |
$83K - $88.7K
|
2.37K
$187K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.17K+ 96.44% |
$83K - $88.7K
|
2.37K
$187K
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.15K+ 6.4% |
$81.6K - $87.2K
|
19.1K
$1.51M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.12K+ 6.87% |
$79.9K - $85.3K
|
17.4K
$1.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.09K+ 223.52% |
$77.9K - $83.2K
|
1.58K
$125K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.08KNew |
$76.7K - $82K
|
1.08K
$85K
|
|
|
Jan 31, 2023
Q4 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.04K+ 1.52% |
$74.1K - $79.2K
|
69.6K
$5.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.04K+ 0.81% |
$74.1K - $79.2K
|
130K
$10.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.04K+ 13.4% |
$73.8K - $78.8K
|
8.77K
$692K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.02K+ 32.36% |
$72.6K - $77.6K
|
4.17K
$329K
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.01K+ 5.08% |
$72.2K - $77.2K
|
21K
$1.66M
|
|
|
Feb 09, 2023
Q4 2022
|
Bg Investment Services, Inc.
|
BUY
|
- |
1.01K+ 2.91% |
$72K - $76.9K
|
35.7K
$2.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Kepos Capital LP
New York, NY |
BUY
|
- |
1K+ 16.39% |
$71.2K - $76.1K
|
7.1K
$561K
|