Purchases and Sales Made in Q1 2021 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q1 2021. 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 |
---|---|---|---|---|---|---|---|
Apr 20, 2021
Q1 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
2+ 0.79% |
$171 - $176
|
255
$20.5K
|
|
May 20, 2021
Q1 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1+ 0.0% |
$85.7 - $87.8
|
22.6K
$1.82M
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$85.7 - $87.8
|
2.16K
$174K
|
|
Apr 14, 2021
Q1 2021
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.87% |
$85.7 - $87.8
|
116
$9.32K
|
|
May 14, 2021
Q1 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1- 0.02% |
$85.7 - $87.8
|
4.05K
$325K
|
|
Apr 09, 2021
Q1 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1- 0.34% |
$85.7 - $87.8
|
291
$23.4K
|
|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-1Closed |
$85.7 - $87.8
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 0.11% |
$85.7 - $87.8
|
914
$73.4K
|
|
May 14, 2021
Q1 2021
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-2- 5.71% |
$171 - $176
|
33
$2.65K
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
SELL
|
- |
-3- 0.36% |
$257 - $263
|
823
$66.1K
|
|
Aug 13, 2024
Q1 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-6- 2.54% |
$514 - $527
|
230
$18.5K
|
|
May 04, 2021
Q1 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-8Closed |
$686 - $702
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Xml Financial, LLC
|
SELL
|
- |
-10- 0.07% |
$857 - $878
|
15.2K
$1.22M
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10- 0.14% |
$857 - $878
|
6.95K
$558K
|
|
May 03, 2021
Q1 2021
|
Sonata Capital Group Inc
|
SELL
|
- |
-11- 0.11% |
$943 - $966
|
9.89K
$794K
|
|
May 10, 2021
Q1 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-12- 0.39% |
$1.03K - $1.05K
|
3.1K
$249K
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-12Closed |
$1.03K - $1.05K
|
0
$0
|
|
Apr 07, 2021
Q1 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-13- 0.1% |
$1.11K - $1.14K
|
13.6K
$1.09M
|
|
May 10, 2021
Q1 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-17- 0.25% |
$1.46K - $1.49K
|
6.9K
$555K
|
|
May 04, 2021
Q1 2021
|
Community Bank, N.A.
|
SELL
|
- |
-18- 1.22% |
$1.54K - $1.58K
|
1.46K
$117K
|
|
May 17, 2021
Q1 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-20- 0.03% |
$1.71K - $1.76K
|
67.1K
$5.39M
|
|
May 13, 2021
Q1 2021
|
Goal Vest Advisory LLC
|
SELL
|
- |
-25Closed |
$2.14K - $2.19K
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-29- 1.15% |
$2.49K - $2.55K
|
2.5K
$201K
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-33- 1.4% |
$2.83K - $2.9K
|
2.33K
$187K
|
|
Apr 23, 2021
Q1 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-35- 1.07% |
$3K - $3.07K
|
3.24K
$261K
|
|
May 14, 2021
Q1 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-35- 0.77% |
$3K - $3.07K
|
4.53K
$364K
|
|
May 17, 2021
Q1 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-36- 4.44% |
$3.09K - $3.16K
|
774
$62.2K
|
|
Apr 15, 2021
Q1 2021
|
City Holding CO
|
SELL
|
- |
-40- 2.36% |
$3.43K - $3.51K
|
1.66K
$133K
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-40Closed |
$3.43K - $3.51K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-41Closed |
$3.51K - $3.6K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-47- 1.38% |
$4.03K - $4.13K
|
3.36K
$270K
|
|
May 06, 2021
Q1 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-47- 92.16% |
$4.03K - $4.13K
|
4
$321
|
|
May 06, 2021
Q1 2021
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-50- 3.1% |
$4.29K - $4.39K
|
1.56K
$125K
|
|
May 12, 2021
Q1 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-55- 0.41% |
$4.72K - $4.83K
|
13.3K
$1.07M
|
|
May 04, 2021
Q1 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-56- 1.05% |
$4.8K - $4.92K
|
5.27K
$423K
|
|
May 17, 2021
Q1 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-58- 1.65% |
$4.97K - $5.09K
|
3.45K
$277K
|
|
May 11, 2021
Q1 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-62- 1.21% |
$5.32K - $5.44K
|
5.07K
$408K
|
|
May 06, 2021
Q1 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-72- 2.21% |
$6.17K - $6.32K
|
3.18K
$256K
|
|
Apr 21, 2021
Q1 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-73Closed |
$6.26K - $6.41K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-77- 23.26% |
$6.6K - $6.76K
|
254
$20.4K
|
|
Apr 26, 2021
Q1 2021
|
Wealth Cmt
|
SELL
|
- |
-87- 0.26% |
$7.46K - $7.64K
|
33.2K
$2.67M
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-90- 38.3% |
$7.72K - $7.9K
|
145
$11.7K
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-95Closed |
$8.14K - $8.34K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-96- 2.15% |
$8.23K - $8.43K
|
4.37K
$351K
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-96- 0.84% |
$8.23K - $8.43K
|
11.3K
$908K
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-103- 0.35% |
$8.83K - $9.04K
|
29.6K
$2.38M
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-105Closed |
$9K - $9.22K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-112- 0.81% |
$9.6K - $9.83K
|
13.6K
$1.1M
|
|
May 14, 2021
Q1 2021
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-115Closed |
$9.86K - $10.1K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-123- 2.82% |
$10.5K - $10.8K
|
4.24K
$341K
|