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 10, 2021
Q1 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.47KNew |
$212K - $217K
|
2.47K
$196K
|
|
|
Apr 29, 2021
Q1 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.45KNew |
$210K - $215K
|
2.45K
$194K
|
|
|
Apr 22, 2021
Q1 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
2.45KNew |
$210K - $215K
|
2.45K
$194K
|
|
|
May 14, 2021
Q1 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.4K+ 38.55% |
$206K - $211K
|
8.64K
$684K
|
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.39K+ 34.87% |
$205K - $209K
|
9.23K
$731K
|
|
|
Apr 27, 2021
Q1 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.38KNew |
$204K - $209K
|
2.38K
$189K
|
|
|
May 10, 2021
Q1 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.37KNew |
$203K - $208K
|
2.37K
$188K
|
|
|
Apr 12, 2021
Q1 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.36K+ 49.53% |
$203K - $207K
|
7.13K
$565K
|
|
|
May 04, 2021
Q1 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.35K+ 12.91% |
$202K - $207K
|
20.6K
$1.63M
|
|
|
Apr 21, 2021
Q1 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.35K+ 11.02% |
$201K - $206K
|
23.6K
$1.87M
|
|
|
Apr 19, 2021
Q1 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
2.34K+ 6.92% |
$201K - $206K
|
36.2K
$2.87M
|
|
|
Apr 05, 2021
Q1 2021
|
Fc Advisory LLC
|
BUY
|
- |
2.34K+ 3.26% |
$201K - $205K
|
74.1K
$5.87M
|
|
|
Apr 29, 2021
Q1 2021
|
Petix & Botte CO
|
BUY
|
- |
2.3K+ 99.57% |
$197K - $202K
|
4.62K
$366K
|
|
|
May 17, 2021
Q1 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.3KNew |
$197K - $202K
|
2.3K
$182K
|
|
|
Apr 01, 2021
Q1 2021
|
Ferguson Shapiro LLC
|
BUY
|
- |
2.26K+ 3.59% |
$194K - $199K
|
65.4K
$5.18M
|
|
|
Apr 27, 2021
Q1 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.25K+ 6.15% |
$193K - $198K
|
38.9K
$3.08M
|
|
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
2.22K+ 78.03% |
$191K - $195K
|
5.07K
$402K
|
|
|
May 05, 2021
Q1 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
2.2K+ 4.46% |
$189K - $193K
|
51.6K
$4.09M
|
|
|
May 14, 2021
Q1 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.2K+ 1831.67% |
$188K - $193K
|
2.32K
$184K
|
|
|
May 03, 2021
Q1 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
2.18K+ 13.92% |
$187K - $191K
|
17.8K
$1.41M
|
|
|
Apr 14, 2021
Q1 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.15K+ 8.24% |
$184K - $189K
|
28.3K
$2.24M
|
|
|
May 14, 2021
Q1 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.07K+ 16.38% |
$177K - $181K
|
14.7K
$1.16M
|
|
|
Dec 11, 2023
Q1 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.05K+ 26.87% |
$176K - $180K
|
9.68K
$767K
|
|
|
May 17, 2021
Q1 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.05K+ 60.74% |
$175K - $180K
|
5.42K
$429K
|
|
|
May 17, 2021
Q1 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.98K+ 49.54% |
$170K - $174K
|
5.97K
$473K
|
|
|
May 05, 2021
Q1 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.96K+ 141.38% |
$168K - $172K
|
3.35K
$265K
|
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
1.94K+ 13.36% |
$166K - $170K
|
16.4K
$1.3M
|
|
|
May 17, 2021
Q1 2021
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
1.88K+ 36.05% |
$161K - $165K
|
7.1K
$562K
|
|
|
May 14, 2021
Q1 2021
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.88K+ 72.07% |
$161K - $165K
|
4.48K
$355K
|
|
|
May 13, 2021
Q1 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.84K+ 8.57% |
$158K - $162K
|
23.3K
$1.85M
|
|
|
Apr 28, 2021
Q1 2021
|
Center For Asset Management LLC
|
BUY
|
- |
1.83K+ 14.7% |
$157K - $161K
|
14.3K
$1.13M
|
|
|
Apr 08, 2021
Q1 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.75K+ 1.93% |
$150K - $154K
|
92.7K
$7.34M
|
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.74KNew |
$149K - $153K
|
1.74K
$138K
|
|
|
May 13, 2021
Q1 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.71K+ 46.7% |
$147K - $150K
|
5.37K
$426K
|
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.71K+ 4.45% |
$146K - $150K
|
40.1K
$3.18M
|
|
|
May 14, 2021
Q1 2021
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
1.69K+ 30.09% |
$144K - $148K
|
7.29K
$577K
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.67K+ 3.57% |
$143K - $146K
|
48.3K
$3.83M
|
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.66KNew |
$142K - $146K
|
1.66K
$131K
|
|
|
May 14, 2021
Q1 2021
|
Hancock Whitney Corp
|
BUY
|
- |
1.56K+ 6.18% |
$134K - $137K
|
26.8K
$2.12M
|
|
|
May 24, 2021
Q1 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.56K+ 6.83% |
$134K - $137K
|
24.4K
$1.93M
|
|
|
May 17, 2021
Q1 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.52K+ 9.55% |
$131K - $134K
|
17.5K
$1.39M
|
|
|
Apr 09, 2021
Q1 2021
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
1.5K+ 48.13% |
$128K - $131K
|
4.6K
$365K
|
|
|
Apr 20, 2021
Q1 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.49K+ 25.36% |
$127K - $131K
|
7.35K
$582K
|
|
|
Apr 19, 2021
Q1 2021
|
David J Yvars Group
|
BUY
|
- |
1.48K+ 6.04% |
$127K - $130K
|
26K
$2.06M
|
|
|
Apr 15, 2021
Q1 2021
|
Umb Bank, N.A.
|
BUY
|
- |
1.48K+ 13.44% |
$127K - $130K
|
12.5K
$991K
|
|
|
Apr 19, 2021
Q1 2021
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.45K+ 2.79% |
$124K - $127K
|
53.5K
$4.24M
|
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.43K+ 30.44% |
$122K - $125K
|
6.12K
$485K
|
|
|
May 10, 2021
Q1 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.4K+ 59.52% |
$120K - $123K
|
3.75K
$297K
|
|
|
Apr 27, 2021
Q1 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.39K+ 17.67% |
$119K - $122K
|
9.23K
$731K
|
|
|
May 11, 2021
Q1 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
1.27K+ 27.57% |
$109K - $111K
|
5.86K
$464K
|