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 21, 2021
Q1 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-123- 2.82% |
$10.5K - $10.8K
|
4.24K
$336K
|
|
|
May 11, 2021
Q1 2021
|
Amg National Trust Bank
|
SELL
|
- |
-125- 3.36% |
$10.7K - $11K
|
3.6K
$285K
|
|
|
Apr 26, 2021
Q1 2021
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-125- 2.01% |
$10.7K - $11K
|
6.09K
$482K
|
|
|
Apr 21, 2021
Q1 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-125Closed |
$10.7K - $11K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-126- 3.26% |
$10.8K - $11.1K
|
3.74K
$297K
|
|
|
Apr 20, 2021
Q1 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-132Closed |
$11.3K - $11.6K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-137- 3.18% |
$11.7K - $12K
|
4.18K
$331K
|
|
|
May 10, 2021
Q1 2021
|
Dakota Wealth Management
|
SELL
|
- |
-140- 0.91% |
$12K - $12.3K
|
15.2K
$1.21M
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-140- 3.9% |
$12K - $12.3K
|
3.45K
$273K
|
|
|
May 14, 2021
Q1 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-142- 5.35% |
$12.2K - $12.5K
|
2.51K
$199K
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-142Closed |
$12.2K - $12.5K
|
0
$0
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-142Closed |
$12.2K - $12.5K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-150Closed |
$12.9K - $13.2K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-152- 4.66% |
$13K - $13.3K
|
3.11K
$246K
|
|
|
May 17, 2021
Q1 2021
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-156- 4.6% |
$13.4K - $13.7K
|
3.23K
$256K
|
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-167Closed |
$14.3K - $14.7K
|
0
$0
|
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-170- 0.26% |
$14.6K - $14.9K
|
66K
$5.23M
|
|
|
Apr 23, 2021
Q1 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-180- 2.92% |
$15.4K - $15.8K
|
5.98K
$474K
|
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-199- 54.82% |
$17.1K - $17.5K
|
164
$13K
|
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
SELL
|
- |
-201- 3.62% |
$17.2K - $17.6K
|
5.35K
$424K
|
|
|
May 17, 2021
Q1 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-210- 9.25% |
$18K - $18.4K
|
2.06K
$163K
|
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-236- 0.6% |
$20.2K - $20.7K
|
39.2K
$3.11M
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-239Closed |
$20.5K - $21K
|
0
$0
|
|
|
Nov 07, 2023
Q1 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-243- 4.92% |
$20.8K - $21.3K
|
4.7K
$372K
|
|
|
Apr 05, 2021
Q1 2021
|
Boltwood Capital Management
|
SELL
|
- |
-245- 1.33% |
$21K - $21.5K
|
18.2K
$1.44M
|
|
|
Apr 14, 2021
Q1 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-247Closed |
$21.2K - $21.7K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Jackson Square Capital, LLC
|
SELL
|
- |
-254- 7.98% |
$21.8K - $22.3K
|
2.93K
$232K
|
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-255- 37.78% |
$21.9K - $22.4K
|
420
$33.3K
|
|
|
May 11, 2021
Q1 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-256- 4.57% |
$21.9K - $22.5K
|
5.35K
$424K
|
|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-284- 9.14% |
$24.3K - $24.9K
|
2.82K
$224K
|
|
|
May 14, 2021
Q1 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-296- 0.91% |
$25.4K - $26K
|
32.2K
$2.55M
|
|
|
Apr 12, 2021
Q1 2021
|
E&G Advisors, LP
|
SELL
|
- |
-310- 0.58% |
$26.6K - $27.2K
|
53.1K
$4.21M
|
|
|
May 17, 2021
Q1 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-314- 3.29% |
$26.9K - $27.6K
|
9.24K
$732K
|
|
|
May 10, 2021
Q1 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-315- 1.42% |
$27K - $27.7K
|
21.9K
$1.74M
|
|
|
May 14, 2021
Q1 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-325- 0.95% |
$27.9K - $28.5K
|
34.1K
$2.7M
|
|
|
Apr 12, 2021
Q1 2021
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-327- 4.55% |
$28K - $28.7K
|
6.85K
$543K
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-339Closed |
$29.1K - $29.8K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-350- 13.46% |
$30K - $30.7K
|
2.25K
$178K
|
|
|
May 10, 2021
Q1 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-356- 0.39% |
$30.5K - $31.2K
|
90.5K
$7.17M
|
|
|
May 10, 2021
Q1 2021
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-362- 11.08% |
$31K - $31.8K
|
2.9K
$230K
|
|
|
Apr 26, 2021
Q1 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-368Closed |
$31.5K - $32.3K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-371- 1.84% |
$31.8K - $32.6K
|
19.8K
$1.57M
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-374- 7.73% |
$32.1K - $32.8K
|
4.47K
$354K
|
|
|
May 04, 2021
Q1 2021
|
Claret Asset Management Corp
|
SELL
|
- |
-375- 5.28% |
$32.1K - $32.9K
|
6.73K
$533K
|
|
|
Apr 14, 2021
Q1 2021
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-387- 9.5% |
$33.2K - $34K
|
3.69K
$292K
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-394- 4.32% |
$33.8K - $34.6K
|
8.72K
$691K
|
|
|
May 17, 2021
Q1 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-400- 0.87% |
$34.3K - $35.1K
|
45.6K
$3.61M
|
|
|
Apr 21, 2021
Q1 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-403- 5.98% |
$34.5K - $35.4K
|
6.33K
$502K
|
|
|
May 13, 2021
Q1 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-403- 1.13% |
$34.5K - $35.4K
|
35.2K
$2.79M
|
|
|
Aug 11, 2021
Q1 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-415- 0.37% |
$35.6K - $36.4K
|
111K
$8.78M
|