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 11, 2021
Q1 2021
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
4.85K+ 36.74% |
$416K - $426K
|
18K
$1.43M
|
|
|
May 14, 2021
Q1 2021
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
4.75K+ 1.97% |
$407K - $417K
|
245K
$19.4M
|
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.72K+ 10.13% |
$404K - $414K
|
51.3K
$4.07M
|
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.69K+ 31.89% |
$402K - $412K
|
19.4K
$1.54M
|
|
|
Apr 13, 2021
Q1 2021
|
Norway Savings Bank
|
BUY
|
- |
4.51K+ 14.57% |
$387K - $396K
|
35.5K
$2.81M
|
|
|
Apr 12, 2021
Q1 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
4.45KNew |
$381K - $390K
|
4.45K
$352K
|
|
|
Apr 27, 2021
Q1 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
4.42K+ 18.32% |
$379K - $388K
|
28.5K
$2.26M
|
|
|
May 17, 2021
Q1 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.38KNew |
$375K - $384K
|
4.38K
$347K
|
|
|
May 11, 2021
Q1 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
4.19KNew |
$359K - $368K
|
4.19K
$332K
|
|
|
Apr 28, 2021
Q1 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
4.11K+ 9.81% |
$353K - $361K
|
46.1K
$3.65M
|
|
|
Apr 20, 2021
Q1 2021
|
Twele Capital Management, Inc.
|
BUY
|
- |
4.09K+ 1.87% |
$351K - $359K
|
223K
$17.7M
|
|
|
May 04, 2021
Q1 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
4.01K+ 33.08% |
$344K - $352K
|
16.1K
$1.28M
|
|
|
May 11, 2021
Q1 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4KNew |
$343K - $351K
|
4K
$317K
|
|
|
May 10, 2021
Q1 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.98KNew |
$341K - $349K
|
3.98K
$315K
|
|
|
May 03, 2021
Q1 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.94K+ 13.6% |
$338K - $346K
|
32.9K
$2.61M
|
|
|
Aug 16, 2021
Q1 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
3.93K+ 6.07% |
$336K - $345K
|
68.6K
$5.44M
|
|
|
May 21, 2021
Q1 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3.9K+ 9.43% |
$334K - $342K
|
45.2K
$3.59M
|
|
|
Apr 20, 2021
Q1 2021
|
In Track Investment Management Inc
|
BUY
|
- |
3.8KNew |
$326K - $334K
|
3.8K
$301K
|
|
|
Apr 20, 2021
Q1 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.76KNew |
$322K - $330K
|
3.76K
$298K
|
|
|
May 10, 2021
Q1 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.71KNew |
$318K - $325K
|
3.71K
$294K
|
|
|
Apr 12, 2021
Q1 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
3.64K+ 0.73% |
$312K - $319K
|
504K
$40M
|
|
|
Apr 14, 2021
Q1 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.59K+ 36.02% |
$308K - $315K
|
13.6K
$1.07M
|
|
|
May 07, 2021
Q1 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.59K+ 25.95% |
$308K - $315K
|
17.4K
$1.38M
|
|
|
May 13, 2021
Q1 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.57K+ 8.92% |
$306K - $313K
|
43.6K
$3.45M
|
|
|
May 11, 2021
Q1 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3.47K+ 15.04% |
$297K - $304K
|
26.5K
$2.1M
|
|
|
Apr 29, 2021
Q1 2021
|
Vigilare Wealth Management
|
BUY
|
- |
3.44KNew |
$295K - $302K
|
3.44K
$273K
|
|
|
Apr 20, 2021
Q1 2021
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
3.42K+ 40.53% |
$293K - $300K
|
11.8K
$939K
|
|
|
Apr 19, 2021
Q1 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.4K+ 153.29% |
$292K - $299K
|
5.62K
$446K
|
|
|
Apr 26, 2021
Q1 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.33K+ 16.88% |
$286K - $293K
|
23.1K
$1.83M
|
|
|
May 03, 2021
Q1 2021
|
Nkcfo LLC
|
BUY
|
- |
3.3KNew |
$283K - $290K
|
3.3K
$262K
|
|
|
May 13, 2021
Q1 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
3.3K+ 38.07% |
$283K - $290K
|
12K
$948K
|
|
|
May 07, 2021
Q1 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3.25KNew |
$279K - $285K
|
3.25K
$258K
|
|
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.24K+ 1.16% |
$278K - $284K
|
282K
$22.3M
|
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.14K+ 5.12% |
$269K - $275K
|
64.4K
$5.11M
|
|
|
May 14, 2021
Q1 2021
|
Fiducient Advisors LLC
|
BUY
|
- |
3.14KNew |
$269K - $275K
|
3.14K
$248K
|
|
|
May 13, 2021
Q1 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
2.91K+ 92.88% |
$249K - $255K
|
6.04K
$479K
|
|
|
Apr 28, 2021
Q1 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.79K+ 115.26% |
$239K - $245K
|
5.21K
$412K
|
|
|
Apr 19, 2021
Q1 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2.74KNew |
$235K - $240K
|
2.74K
$217K
|
|
|
May 12, 2021
Q1 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
2.73K+ 7.1% |
$234K - $240K
|
41.2K
$3.27M
|
|
|
Apr 28, 2021
Q1 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.73K+ 4.91% |
$234K - $239K
|
58.2K
$4.61M
|
|
|
Apr 22, 2021
Q1 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
2.73KNew |
$234K - $239K
|
2.73K
$216K
|
|
|
May 14, 2021
Q1 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.65KNew |
$227K - $233K
|
2.65K
$210K
|
|
|
May 03, 2021
Q1 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
2.65KNew |
$227K - $232K
|
2.65K
$210K
|
|
|
Apr 29, 2021
Q1 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.63K+ 29.3% |
$225K - $231K
|
11.6K
$918K
|
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.59K+ 11.3% |
$222K - $227K
|
25.5K
$2.02M
|
|
|
Apr 27, 2021
Q1 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
2.58K+ 59.07% |
$221K - $226K
|
6.94K
$550K
|
|
|
Apr 22, 2021
Q1 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.51K+ 12.14% |
$215K - $220K
|
23.2K
$1.84M
|
|
|
May 06, 2021
Q1 2021
|
Nationwide Asset Management LLC
|
BUY
|
- |
2.5K+ 166.67% |
$214K - $219K
|
4K
$317K
|
|
|
Apr 15, 2021
Q1 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.49K+ 18.48% |
$213K - $218K
|
16K
$1.26M
|
|
|
May 14, 2021
Q1 2021
|
Mackay Shields LLC
|
BUY
|
- |
2.48K+ 1.95% |
$212K - $217K
|
129K
$10.3M
|