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
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
23K+ 16.65% |
$1.97M - $2.02M
|
161K
$12.9M
|
|
Apr 23, 2021
Q1 2021
|
Conning Inc.
|
BUY
|
- |
23K+ 21.19% |
$1.97M - $2.02M
|
132K
$10.6M
|
|
Apr 29, 2021
Q1 2021
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
23K+ 10.9% |
$1.97M - $2.02M
|
234K
$18.8M
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO
|
BUY
|
- |
22.9K+ 193.15% |
$1.96M - $2.01M
|
34.7K
$2.79M
|
|
Apr 14, 2021
Q1 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
22K+ 35.51% |
$1.88M - $1.93M
|
83.8K
$6.73M
|
|
May 17, 2021
Q1 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
19.7KNew |
$1.69M - $1.73M
|
19.7K
$1.58M
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
19.6K+ 25.49% |
$1.68M - $1.72M
|
96.3K
$7.74M
|
|
May 17, 2021
Q1 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
19.3KNew |
$1.66M - $1.7M
|
19.3K
$1.55M
|
|
May 12, 2021
Q1 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
18.5K+ 44.69% |
$1.59M - $1.63M
|
60K
$4.82M
|
|
Apr 15, 2021
Q1 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
18.5K+ 438.37% |
$1.59M - $1.63M
|
22.8K
$1.83M
|
|
Mar 11, 2024
Q1 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
18.3KNew |
$1.56M - $1.6M
|
18.3K
$1.47M
|
|
May 03, 2021
Q1 2021
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
18.2KNew |
$1.56M - $1.6M
|
18.2K
$1.47M
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
BUY
|
- |
18K+ 78.87% |
$1.55M - $1.58M
|
40.9K
$3.28M
|
|
Apr 19, 2021
Q1 2021
|
Peoples Bank
|
BUY
|
- |
18KNew |
$1.54M - $1.58M
|
18K
$1.45M
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
17.9K+ 13.82% |
$1.54M - $1.57M
|
148K
$11.9M
|
|
May 04, 2021
Q1 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
17.8K+ 13.05% |
$1.53M - $1.56M
|
154K
$12.4M
|
|
May 07, 2021
Q1 2021
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
17.7K+ 100.86% |
$1.51M - $1.55M
|
35.2K
$2.82M
|
|
May 17, 2021
Q1 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
16.9K+ 7.87% |
$1.45M - $1.48M
|
231K
$18.6M
|
|
Apr 14, 2021
Q1 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
16.9K+ 54.6% |
$1.45M - $1.48M
|
47.7K
$3.84M
|
|
Apr 28, 2021
Q1 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
16.3K+ 12.68% |
$1.4M - $1.43M
|
145K
$11.7M
|
|
Apr 16, 2021
Q1 2021
|
Brookstone Capital Management
|
BUY
|
- |
16.1K+ 9.16% |
$1.38M - $1.42M
|
192K
$15.5M
|
|
Apr 20, 2021
Q1 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
15.9K+ 55.44% |
$1.36M - $1.39M
|
44.5K
$3.57M
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.7K+ 19.95% |
$1.35M - $1.38M
|
94.4K
$7.58M
|
|
May 03, 2021
Q1 2021
|
Avestar Capital, LLC
|
BUY
|
- |
15.6K+ 30.1% |
$1.34M - $1.37M
|
67.4K
$5.42M
|
|
Apr 12, 2021
Q1 2021
|
Kwmg, LLC
|
BUY
|
- |
15.6K+ 12.41% |
$1.34M - $1.37M
|
141K
$11.4M
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
15.4K+ 40.54% |
$1.32M - $1.35M
|
53.4K
$4.29M
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
15.2K+ 34.08% |
$1.31M - $1.34M
|
59.9K
$4.81M
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
BUY
|
- |
15.1K+ 3.87% |
$1.29M - $1.33M
|
406K
$32.6M
|
|
May 18, 2021
Q1 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
15.1K+ 114.19% |
$1.29M - $1.32M
|
28.3K
$2.27M
|
|
Apr 13, 2021
Q1 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
14.6K+ 12.21% |
$1.25M - $1.28M
|
134K
$10.8M
|
|
Apr 28, 2021
Q1 2021
|
Manning & Napier Group, LLC
|
BUY
|
- |
14K+ 15.45% |
$1.2M - $1.22M
|
104K
$8.38M
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
13.7K+ 55.64% |
$1.18M - $1.2M
|
38.4K
$3.09M
|
|
May 06, 2021
Q1 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
13.3K+ 368.99% |
$1.14M - $1.17M
|
16.9K
$1.36M
|
|
Apr 29, 2021
Q1 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
12.9K+ 6.02% |
$1.1M - $1.13M
|
226K
$18.2M
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.6K+ 171.36% |
$1.08M - $1.1M
|
19.9K
$1.6M
|
|
May 12, 2021
Q1 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11.8K+ 14.01% |
$1.01M - $1.04M
|
96.2K
$7.73M
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
11.7K+ 4.53% |
$1M - $1.03M
|
270K
$21.7M
|
|
Apr 29, 2021
Q1 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
11.7KNew |
$1M - $1.03M
|
11.7K
$940K
|
|
May 14, 2021
Q1 2021
|
Glazer Capital, LLC
New York, NY |
BUY
|
- |
11.6K+ 166.27% |
$993K - $1.02M
|
18.5K
$1.49M
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.5K+ 24.34% |
$983K - $1.01M
|
58.6K
$4.71M
|
|
Apr 29, 2021
Q1 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
11.3K+ 39.52% |
$972K - $995K
|
40K
$3.22M
|
|
Apr 28, 2021
Q1 2021
|
Life Pro Asset Management
|
BUY
|
- |
11.1K+ 17.46% |
$955K - $978K
|
74.9K
$6.02M
|
|
May 03, 2021
Q1 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
10.8K+ 12.71% |
$922K - $944K
|
95.4K
$7.67M
|
|
May 17, 2021
Q1 2021
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
10.5KNew |
$896K - $918K
|
10.5K
$840K
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.4K+ 18.36% |
$893K - $914K
|
67.2K
$5.4M
|
|
Apr 28, 2022
Q1 2021
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
10KNew |
$857K - $878K
|
10K
$804K
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
9.76KNew |
$836K - $856K
|
9.76K
$784K
|
|
May 14, 2021
Q1 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
9.73K+ 88.11% |
$834K - $854K
|
20.8K
$1.67M
|
|
Apr 23, 2021
Q1 2021
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
9.66K+ 13.7% |
$828K - $848K
|
80.1K
$6.44M
|
|
May 17, 2021
Q1 2021
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
9.48K+ 13.32% |
$813K - $832K
|
80.7K
$6.48M
|