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 12, 2021
Q1 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.25K+ 10.28% |
$107K - $110K
|
13.4K
$1.06M
|
|
|
Apr 26, 2021
Q1 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.24K+ 4.22% |
$107K - $109K
|
30.8K
$2.44M
|
|
|
May 17, 2021
Q1 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.22K+ 7.91% |
$105K - $107K
|
16.7K
$1.32M
|
|
|
Jul 08, 2021
Q1 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.21K+ 45.24% |
$104K - $106K
|
3.89K
$309K
|
|
|
May 05, 2021
Q1 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
1.18K+ 1.68% |
$102K - $104K
|
71.5K
$5.67M
|
|
|
Apr 27, 2021
Q1 2021
|
Dorsey Wright & Associates
|
BUY
|
- |
1.17K+ 7.88% |
$100K - $103K
|
16K
$1.27M
|
|
|
May 10, 2021
Q1 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.17K+ 12.7% |
$100K - $103K
|
10.4K
$823K
|
|
|
May 07, 2021
Q1 2021
|
Webster Bank, N. A.
|
BUY
|
- |
1.13K+ 7.17% |
$97K - $99.4K
|
16.9K
$1.34M
|
|
|
Apr 16, 2021
Q1 2021
|
Millburn Ridgefield Corp
|
BUY
|
- |
1.12K+ 28.36% |
$96.4K - $98.7K
|
5.09K
$403K
|
|
|
May 13, 2021
Q1 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.12K+ 6.58% |
$96.3K - $98.6K
|
18.2K
$1.44M
|
|
|
May 13, 2021
Q1 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.11KNew |
$95.2K - $97.5K
|
1.11K
$88K
|
|
|
Apr 19, 2021
Q1 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.1K+ 101.1% |
$94.5K - $96.7K
|
2.19K
$174K
|
|
|
May 13, 2021
Q1 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.04K+ 18.71% |
$88.7K - $90.9K
|
6.57K
$520K
|
|
|
May 07, 2021
Q1 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
966+ 67.41% |
$82.8K - $84.8K
|
2.4K
$190K
|
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
954+ 1.75% |
$81.8K - $83.7K
|
55.4K
$4.39M
|
|
|
May 12, 2021
Q1 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
931+ 10.79% |
$79.8K - $81.7K
|
9.56K
$757K
|
|
|
Apr 19, 2021
Q1 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
927+ 1.5% |
$79.5K - $81.4K
|
62.7K
$4.97M
|
|
|
May 13, 2021
Q1 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
923+ 2.01% |
$79.1K - $81K
|
46.8K
$3.71M
|
|
|
May 05, 2021
Q1 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
890+ 13.59% |
$76.3K - $78.1K
|
7.44K
$590K
|
|
|
Apr 30, 2021
Q1 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
884+ 25.11% |
$75.8K - $77.6K
|
4.4K
$349K
|
|
|
Jul 16, 2021
Q1 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
877New |
$75.2K - $77K
|
877
$69.5K
|
|
|
May 14, 2021
Q1 2021
|
West Branch Capital LLC
|
BUY
|
- |
871+ 18.13% |
$74.7K - $76.5K
|
5.67K
$450K
|
|
|
May 13, 2021
Q1 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
865New |
$74.2K - $75.9K
|
865
$68.6K
|
|
|
May 14, 2021
Q1 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
848+ 132.71% |
$72.7K - $74.4K
|
1.49K
$118K
|
|
|
May 04, 2021
Q1 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
834+ 16.35% |
$71.5K - $73.2K
|
5.93K
$470K
|
|
|
May 13, 2021
Q1 2021
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
807+ 0.4% |
$69.2K - $70.8K
|
201K
$15.9M
|
|
|
May 12, 2021
Q1 2021
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
805+ 1.22% |
$69K - $70.7K
|
66.9K
$5.3M
|
|
|
May 10, 2021
Q1 2021
|
New England Professional Planning Group Inc.
|
BUY
|
- |
805+ 29.87% |
$69K - $70.7K
|
3.5K
$277K
|
|
|
May 15, 2024
Q1 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
799+ 451.41% |
$68.5K - $70.1K
|
976
$77.3K
|
|
|
Apr 19, 2021
Q1 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
790+ 30.07% |
$67.7K - $69.3K
|
3.42K
$271K
|
|
|
May 04, 2021
Q1 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
786+ 1.28% |
$67.4K - $69K
|
62.3K
$4.93M
|
|
|
May 13, 2021
Q1 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
757+ 4.37% |
$64.9K - $66.4K
|
18.1K
$1.43M
|
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
746+ 79.45% |
$64K - $65.5K
|
1.69K
$134K
|
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
730+ 17.79% |
$62.6K - $64.1K
|
4.83K
$383K
|
|
|
May 14, 2021
Q1 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
726+ 34.79% |
$62.2K - $63.7K
|
2.81K
$223K
|
|
|
Apr 29, 2021
Q1 2021
|
Chatham Capital Group, Inc.
|
BUY
|
- |
715+ 0.7% |
$61.3K - $62.8K
|
104K
$8.2M
|
|
|
May 06, 2021
Q1 2021
|
Noesis Capital Mangement Corp
|
BUY
|
- |
700+ 6.22% |
$60K - $61.4K
|
12K
$948K
|
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
676New |
$58K - $59.3K
|
676
$53.6K
|
|
|
Apr 06, 2021
Q1 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
642+ 4.17% |
$55K - $56.4K
|
16K
$1.27M
|
|
|
May 03, 2021
Q1 2021
|
Ellevest, Inc.
|
BUY
|
- |
634New |
$54.4K - $55.7K
|
634
$50.2K
|
|
|
May 12, 2021
Q1 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
633+ 0.57% |
$54.3K - $55.6K
|
111K
$8.82M
|
|
|
May 03, 2021
Q1 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
611New |
$52.4K - $53.6K
|
611
$48.4K
|
|
|
Sep 10, 2024
Q1 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
610+ 3.28% |
$52.3K - $53.5K
|
19.2K
$1.52M
|
|
|
Apr 26, 2021
Q1 2021
|
Wedbush Securities Inc
|
BUY
|
- |
592+ 9.53% |
$50.8K - $52K
|
6.81K
$539K
|
|
|
Apr 20, 2021
Q1 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
562+ 23.72% |
$48.2K - $49.3K
|
2.93K
$232K
|
|
|
Apr 27, 2021
Q1 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
520+ 2.39% |
$44.6K - $45.6K
|
22.2K
$1.76M
|
|
|
May 11, 2021
Q1 2021
|
Cim, LLC
|
BUY
|
- |
511+ 1.41% |
$43.8K - $44.9K
|
36.7K
$2.91M
|
|
|
Apr 14, 2021
Q1 2021
|
Cypress Capital Group
|
BUY
|
- |
495+ 5.69% |
$42.4K - $43.5K
|
9.2K
$729K
|
|
|
May 05, 2021
Q1 2021
|
Adviser Investments LLC
|
BUY
|
- |
488+ 0.17% |
$41.8K - $42.8K
|
287K
$22.8M
|
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
467+ 46.65% |
$40K - $41K
|
1.47K
$116K
|