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 26, 2021
Q1 2021
|
Elm Partners Management LLC
|
SELL
|
- |
-432- 1.93% |
$37K - $37.9K
|
22K
$1.74M
|
|
Apr 20, 2021
Q1 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-458- 0.58% |
$39.3K - $40.2K
|
79.1K
$6.27M
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-459- 5.72% |
$39.4K - $40.3K
|
7.57K
$600K
|
|
May 17, 2021
Q1 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-462- 2.93% |
$39.6K - $40.6K
|
15.3K
$1.21M
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-475- 7.29% |
$40.7K - $41.7K
|
6.04K
$479K
|
|
Apr 29, 2021
Q1 2021
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-495- 6.71% |
$42.4K - $43.5K
|
6.88K
$545K
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-515- 83.33% |
$44.2K - $45.2K
|
103
$8.16K
|
|
May 17, 2021
Q1 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-524- 12.6% |
$44.9K - $46K
|
3.63K
$288K
|
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-537Closed |
$46K - $47.1K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-544- 15.75% |
$46.6K - $47.8K
|
2.91K
$231K
|
|
May 17, 2021
Q1 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-547- 3.26% |
$46.9K - $48K
|
16.2K
$1.29M
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-560Closed |
$48K - $49.2K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-563- 0.68% |
$48.3K - $49.4K
|
82.3K
$6.52M
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-575- 0.51% |
$49.3K - $50.5K
|
112K
$8.91M
|
|
Apr 23, 2021
Q1 2021
|
Flc Capital Advisors
|
SELL
|
- |
-586- 3.98% |
$50.2K - $51.4K
|
14.1K
$1.12M
|
|
May 11, 2021
Q1 2021
|
Hilton Capital Management, LLC
|
SELL
|
- |
-600- 19.38% |
$51.4K - $52.7K
|
2.5K
$198K
|
|
Apr 20, 2021
Q1 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-629- 2.99% |
$53.9K - $55.2K
|
20.4K
$1.62M
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-630Closed |
$54K - $55.3K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-632- 0.79% |
$54.2K - $55.5K
|
79.2K
$6.28M
|
|
May 07, 2021
Q1 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-739- 1.13% |
$63.4K - $64.9K
|
64.5K
$5.11M
|
|
May 11, 2021
Q1 2021
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-768- 3.21% |
$65.8K - $67.4K
|
23.1K
$1.83M
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-768Closed |
$65.8K - $67.4K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-797- 21.05% |
$68.3K - $70K
|
2.99K
$237K
|
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-798- 85.07% |
$68.4K - $70K
|
140
$11.1K
|
|
Apr 14, 2021
Q1 2021
|
Tsfg, LLC
|
SELL
|
- |
-861- 93.18% |
$73.8K - $75.6K
|
63
$4.99K
|
|
Apr 23, 2021
Q1 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-870- 27.4% |
$74.6K - $76.4K
|
2.31K
$183K
|
|
May 13, 2021
Q1 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-931- 6.01% |
$79.8K - $81.7K
|
14.6K
$1.15M
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-962- 5.12% |
$82.5K - $84.4K
|
17.8K
$1.41M
|
|
May 14, 2021
Q1 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-986- 8.16% |
$84.5K - $86.6K
|
11.1K
$879K
|
|
May 12, 2021
Q1 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.02K- 26.94% |
$87.1K - $89.2K
|
2.76K
$218K
|
|
May 18, 2021
Q1 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.02K- 23.13% |
$87.7K - $89.8K
|
3.4K
$269K
|
|
May 10, 2021
Q1 2021
|
Lincoln National Corp
|
SELL
|
- |
-1.04K- 22.93% |
$89.4K - $91.6K
|
3.51K
$278K
|
|
May 10, 2021
Q1 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.05K- 24.68% |
$90K - $92.2K
|
3.2K
$254K
|
|
May 10, 2021
Q1 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.06K- 19.86% |
$91K - $93.2K
|
4.29K
$340K
|
|
May 11, 2021
Q1 2021
|
Aspiriant, LLC
|
SELL
|
- |
-1.07K- 12.11% |
$91.8K - $94K
|
7.77K
$616K
|
|
May 10, 2021
Q1 2021
|
Bank Of The West
|
SELL
|
- |
-1.07K- 13.56% |
$91.8K - $94K
|
6.83K
$541K
|
|
May 07, 2021
Q1 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.12K- 27.79% |
$95.9K - $98.2K
|
2.91K
$230K
|
|
May 13, 2021
Q1 2021
|
Concord Wealth Partners
|
SELL
|
- |
-1.21K- 70.91% |
$104K - $106K
|
496
$39.3K
|
|
May 17, 2021
Q1 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-1.25K- 11.44% |
$107K - $109K
|
9.64K
$764K
|
|
Apr 19, 2021
Q1 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.27K- 6.24% |
$109K - $111K
|
19K
$1.51M
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.29KClosed |
$110K - $113K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.3K- 8.8% |
$111K - $114K
|
13.4K
$1.06M
|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-1.31KClosed |
$112K - $115K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.37KClosed |
$118K - $121K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.39K- 20.0% |
$119K - $122K
|
5.55K
$440K
|
|
Apr 27, 2021
Q1 2021
|
Western Financial Corporation
|
SELL
|
- |
-1.43K- 4.42% |
$123K - $126K
|
31K
$2.46M
|
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.44K- 28.58% |
$123K - $126K
|
3.59K
$285K
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.53KClosed |
$131K - $134K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.54K- 23.1% |
$132K - $135K
|
5.12K
$406K
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-1.56KClosed |
$133K - $137K
|
0
$0
|