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
|
Cim, LLC
|
BUY
|
- |
990+ 3.04% |
$70.5K - $75.3K
|
33.5K
$2.65M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
965+ 5.44% |
$68.7K - $73.4K
|
18.7K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
953New |
$67.9K - $72.5K
|
953
$75.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
924+ 7.1% |
$65.8K - $70.3K
|
13.9K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
920+ 3.07% |
$65.5K - $70K
|
30.9K
$2.44M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
886New |
$63.1K - $67.4K
|
886
$70K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
873New |
$62.2K - $66.4K
|
873
$68.9K
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
854+ 9.86% |
$60.8K - $65K
|
9.51K
$751K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
828+ 386.92% |
$59K - $63K
|
1.04K
$82.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
817+ 7.85% |
$58.2K - $62.2K
|
11.2K
$886K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
800New |
$57K - $60.9K
|
800
$63.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
796+ 8.76% |
$56.7K - $60.6K
|
9.88K
$780K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
771+ 19.18% |
$54.9K - $58.7K
|
4.79K
$378K
|
|
|
Jan 30, 2023
Q4 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
771+ 19.3% |
$54.9K - $58.7K
|
4.77K
$376K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
750New |
$53.4K - $57.1K
|
750
$59.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
749+ 21.18% |
$53.4K - $57K
|
4.29K
$338K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
738+ 4.13% |
$52.6K - $56.2K
|
18.6K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
708+ 329.3% |
$50.4K - $53.9K
|
923
$72.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
675New |
$48.1K - $51.4K
|
675
$53.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
672New |
$47.9K - $51.1K
|
672
$53.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
648+ 3.19% |
$46.2K - $49.3K
|
21K
$1.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
634+ 3.92% |
$45.2K - $48.3K
|
16.8K
$1.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
632+ 3.79% |
$45K - $48.1K
|
17.3K
$1.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
613+ 15.21% |
$43.7K - $46.7K
|
4.64K
$367K
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
609+ 9.74% |
$43.4K - $46.4K
|
6.86K
$542K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
600+ 102.92% |
$42.7K - $45.7K
|
1.18K
$93.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
593+ 2.11% |
$42.2K - $45.1K
|
28.7K
$2.27M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
576New |
$41K - $43.8K
|
576
$45.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
569+ 7.39% |
$40.5K - $43.3K
|
8.27K
$653K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
566+ 3.12% |
$40.3K - $43.1K
|
18.7K
$1.48M
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
550+ 8.82% |
$39.2K - $41.9K
|
6.79K
$536K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
515+ 2.67% |
$36.7K - $39.2K
|
19.8K
$1.56M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
508+ 1.17% |
$36.2K - $38.7K
|
43.8K
$3.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
500New |
$35.6K - $38.1K
|
500
$39.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
500New |
$35.6K - $38.1K
|
500
$39.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
495New |
$35.3K - $37.7K
|
495
$39.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
482+ 926.92% |
$34.3K - $36.7K
|
534
$42.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
480New |
$34.2K - $36.5K
|
480
$37.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
473+ 6757.14% |
$33.7K - $36K
|
480
$37.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
457+ 4.71% |
$32.6K - $34.8K
|
10.2K
$802K
|
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
450+ 12.18% |
$32.1K - $34.2K
|
4.14K
$327K
|
|
|
Feb 10, 2023
Q4 2022
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
450+ 1.4% |
$32.1K - $34.2K
|
32.6K
$2.57M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
406New |
$28.9K - $30.9K
|
406
$32.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
403New |
$28.7K - $30.7K
|
403
$31.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
383+ 1.53% |
$27.3K - $29.2K
|
25.5K
$2.01M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
375New |
$26.7K - $28.5K
|
375
$29.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
373+ 1.88% |
$26.6K - $28.4K
|
20.2K
$1.59M
|
|
|
Jan 26, 2023
Q4 2022
|
Sterling Investment Advisors LLC
|
BUY
|
- |
371+ 0.61% |
$26.4K - $28.2K
|
60.8K
$4.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
364+ 1.89% |
$25.9K - $27.7K
|
19.7K
$1.55M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
352New |
$25.1K - $26.8K
|
352
$27.8K
|