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 |
---|---|---|---|---|---|---|---|
May 14, 2021
Q1 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.6K- 40.75% |
$137K - $140K
|
2.32K
$187K
|
|
May 17, 2021
Q1 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.68K- 98.71% |
$144K - $147K
|
22
$1.77K
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.7K- 29.25% |
$146K - $149K
|
4.11K
$330K
|
|
Apr 14, 2021
Q1 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.83K- 5.03% |
$157K - $161K
|
34.6K
$2.78M
|
|
May 14, 2021
Q1 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.83K- 14.07% |
$157K - $161K
|
11.2K
$898K
|
|
May 17, 2021
Q1 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.87K- 20.12% |
$160K - $164K
|
7.42K
$596K
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.88KClosed |
$161K - $165K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.93K- 9.72% |
$165K - $169K
|
17.9K
$1.44M
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.96K- 21.5% |
$168K - $172K
|
7.17K
$576K
|
|
May 07, 2021
Q1 2021
|
Keybank National Association
|
SELL
|
- |
-2.02K- 1.26% |
$173K - $178K
|
159K
$12.7M
|
|
May 10, 2021
Q1 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.08K- 15.46% |
$178K - $182K
|
11.4K
$913K
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.12K- 5.02% |
$182K - $186K
|
40.2K
$3.23M
|
|
May 17, 2021
Q1 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.14K- 30.85% |
$183K - $188K
|
4.8K
$385K
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-2.22K- 48.14% |
$190K - $195K
|
2.39K
$192K
|
|
May 21, 2021
Q1 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.25K- 37.01% |
$193K - $198K
|
3.83K
$308K
|
|
Apr 08, 2021
Q1 2021
|
Nbt Bank N A
|
SELL
|
- |
-2.26K- 10.3% |
$193K - $198K
|
19.6K
$1.58M
|
|
May 17, 2021
Q1 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.38K- 34.14% |
$204K - $209K
|
4.59K
$368K
|
|
May 18, 2021
Q1 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.4K- 6.33% |
$205K - $210K
|
35.4K
$2.85M
|
|
Apr 29, 2021
Q1 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.51K- 8.1% |
$215K - $220K
|
28.4K
$2.29M
|
|
May 03, 2021
Q1 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.52KClosed |
$216K - $221K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.59K- 30.93% |
$222K - $228K
|
5.79K
$465K
|
|
May 17, 2021
Q1 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.68K- 53.22% |
$229K - $235K
|
2.35K
$189K
|
|
May 17, 2021
Q1 2021
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-2.72K- 61.12% |
$233K - $238K
|
1.73K
$139K
|
|
May 17, 2021
Q1 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-2.73K- 21.26% |
$234K - $240K
|
10.1K
$813K
|
|
May 13, 2021
Q1 2021
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-2.8K- 7.78% |
$240K - $246K
|
33.2K
$2.67M
|
|
May 13, 2021
Q1 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-2.97K- 11.84% |
$254K - $260K
|
22.1K
$1.77M
|
|
Apr 19, 2021
Q1 2021
|
Aspireon Wealth Advisors
|
SELL
|
- |
-3KClosed |
$257K - $263K
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Washington Trust Bank
|
SELL
|
- |
-3.08KClosed |
$264K - $270K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Belvedere Trading LLC
|
SELL
|
- |
-3.1K- 3.17% |
$266K - $272K
|
94.7K
$7.61M
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
SELL
|
- |
-3.32K- 0.38% |
$284K - $291K
|
861K
$69.2M
|
|
Jan 08, 2024
Q1 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.32K- 5.92% |
$284K - $291K
|
52.8K
$4.24M
|
|
Apr 26, 2021
Q1 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.33KClosed |
$286K - $292K
|
0
$0
|
|
Apr 09, 2021
Q1 2021
|
Financial Services Advisory Inc
|
SELL
|
- |
-3.39K- 1.14% |
$290K - $297K
|
294K
$23.6M
|
|
May 06, 2021
Q1 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-3.41K- 4.11% |
$293K - $300K
|
79.6K
$6.4M
|
|
May 17, 2021
Q1 2021
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-3.44K- 16.6% |
$295K - $302K
|
17.3K
$1.39M
|
|
Apr 20, 2021
Q1 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-3.55KClosed |
$304K - $311K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.67KClosed |
$315K - $322K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Mcia Inc
|
SELL
|
- |
-3.73KClosed |
$319K - $327K
|
0
$0
|
|
Apr 13, 2021
Q1 2021
|
Golden Green, Inc.
|
SELL
|
- |
-3.77KClosed |
$323K - $330K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.8KClosed |
$325K - $333K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.81K- 23.3% |
$327K - $334K
|
12.5K
$1.01M
|
|
Apr 28, 2021
Q1 2021
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.9K- 29.01% |
$334K - $342K
|
9.55K
$767K
|
|
Apr 30, 2021
Q1 2021
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-3.95K- 3.5% |
$338K - $346K
|
109K
$8.74M
|
|
Sep 13, 2023
Q1 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-4K- 37.7% |
$343K - $351K
|
6.61K
$531K
|
|
May 07, 2021
Q1 2021
|
1 St Source Bank
|
SELL
|
- |
-4.07K- 20.68% |
$348K - $357K
|
15.6K
$1.25M
|
|
Mar 07, 2024
Q1 2021
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-4.07K- 39.22% |
$349K - $357K
|
6.31K
$507K
|
|
May 17, 2021
Q1 2021
|
Sws Partners
|
SELL
|
- |
-4.14KClosed |
$355K - $364K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-4.19K- 2.15% |
$359K - $368K
|
191K
$15.3M
|
|
Jun 28, 2022
Q1 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-4.35K- 36.35% |
$373K - $382K
|
7.62K
$612K
|
|
May 04, 2021
Q1 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.42K- 28.29% |
$379K - $388K
|
11.2K
$900K
|