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 |
---|---|---|---|---|---|---|---|
Apr 27, 2021
Q1 2021
|
Wealthpoint, LLC
|
BUY
|
- |
450+ 3.01% |
$38.6K - $39.5K
|
15.4K
$1.24M
|
|
May 13, 2021
Q1 2021
|
Ckw Financial Group
|
BUY
|
- |
450+ 167.29% |
$38.6K - $39.5K
|
719
$57.8K
|
|
Apr 22, 2021
Q1 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
409+ 1.64% |
$35.1K - $35.9K
|
25.4K
$2.04M
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
402+ 56.78% |
$34.5K - $35.3K
|
1.11K
$89.2K
|
|
Apr 30, 2021
Q1 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
383+ 8.52% |
$32.8K - $33.6K
|
4.88K
$392K
|
|
May 14, 2021
Q1 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
382New |
$32.7K - $33.5K
|
382
$30.7K
|
|
May 17, 2021
Q1 2021
|
Renasant Bank
|
BUY
|
- |
373+ 6.99% |
$32K - $32.7K
|
5.71K
$459K
|
|
Apr 22, 2021
Q1 2021
|
James Investment Research Inc
|
BUY
|
- |
350+ 70.0% |
$30K - $30.7K
|
850
$68.3K
|
|
Apr 16, 2021
Q1 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
350New |
$30K - $30.7K
|
350
$28.1K
|
|
May 14, 2021
Q1 2021
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
345+ 5.22% |
$29.6K - $30.3K
|
6.96K
$559K
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
345New |
$29.6K - $30.3K
|
345
$27.7K
|
|
May 04, 2021
Q1 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
342+ 10.15% |
$29.3K - $30K
|
3.71K
$298K
|
|
Jul 17, 2024
Q1 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
331+ 501.52% |
$28.4K - $29.1K
|
397
$31.9K
|
|
May 11, 2021
Q1 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
326+ 9.49% |
$27.9K - $28.6K
|
3.76K
$302K
|
|
May 11, 2021
Q1 2021
|
Covenant Partners, LLC
|
BUY
|
- |
324+ 3.46% |
$27.8K - $28.4K
|
9.69K
$778K
|
|
May 17, 2021
Q1 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
317New |
$27.2K - $27.8K
|
317
$25.5K
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
302+ 11.21% |
$25.9K - $26.5K
|
3K
$241K
|
|
May 14, 2021
Q1 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
301+ 4.93% |
$25.8K - $26.4K
|
6.41K
$515K
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
294+ 0.34% |
$25.2K - $25.8K
|
86.6K
$6.96M
|
|
May 17, 2021
Q1 2021
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
260+ 0.97% |
$22.3K - $22.8K
|
27.1K
$2.17M
|
|
May 17, 2021
Q1 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
259+ 10.19% |
$22.2K - $22.7K
|
2.8K
$225K
|
|
Apr 27, 2021
Q1 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
256+ 3.07% |
$21.9K - $22.5K
|
8.61K
$692K
|
|
May 12, 2021
Q1 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
250+ 6.73% |
$21.4K - $21.9K
|
3.97K
$319K
|
|
May 14, 2021
Q1 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
249+ 3.64% |
$21.3K - $21.9K
|
7.09K
$569K
|
|
Apr 22, 2021
Q1 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
244+ 4.14% |
$20.9K - $21.4K
|
6.13K
$493K
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
BUY
|
- |
238+ 5.67% |
$20.4K - $20.9K
|
4.44K
$357K
|
|
May 07, 2021
Q1 2021
|
Brighton Jones LLC
|
BUY
|
- |
237+ 3.48% |
$20.3K - $20.8K
|
7.04K
$566K
|
|
May 14, 2021
Q1 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
235+ 5.34% |
$20.1K - $20.6K
|
4.64K
$372K
|
|
May 12, 2021
Q1 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
225+ 5.06% |
$19.3K - $19.8K
|
4.67K
$376K
|
|
May 05, 2021
Q1 2021
|
Slow Capital, Inc.
|
BUY
|
- |
225+ 1.02% |
$19.3K - $19.8K
|
22.3K
$1.79M
|
|
Apr 29, 2021
Q1 2021
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
220+ 1.05% |
$18.9K - $19.3K
|
21.2K
$1.71M
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
218+ 3.96% |
$18.7K - $19.1K
|
5.72K
$459K
|
|
May 05, 2021
Q1 2021
|
Blue Fin Capital, Inc.
|
BUY
|
- |
217+ 0.31% |
$18.6K - $19K
|
70.5K
$5.67M
|
|
Apr 28, 2021
Q1 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
194+ 2.06% |
$16.6K - $17K
|
9.6K
$771K
|
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
193+ 23.54% |
$16.5K - $16.9K
|
1.01K
$81.4K
|
|
Apr 09, 2021
Q1 2021
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
183New |
$15.7K - $16.1K
|
183
$14.7K
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
175+ 2.72% |
$15K - $15.4K
|
6.61K
$531K
|
|
May 13, 2021
Q1 2021
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
171+ 0.88% |
$14.7K - $15K
|
19.7K
$1.58M
|
|
Apr 26, 2021
Q1 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
166+ 6.72% |
$14.2K - $14.6K
|
2.64K
$212K
|
|
Apr 29, 2021
Q1 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
152+ 0.92% |
$13K - $13.3K
|
16.7K
$1.34M
|
|
May 03, 2021
Q1 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
150+ 4.9% |
$12.9K - $13.2K
|
3.21K
$258K
|
|
May 03, 2021
Q1 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
150+ 34.09% |
$12.9K - $13.2K
|
590
$47.4K
|
|
May 10, 2021
Q1 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
150New |
$12.9K - $13.2K
|
150
$12.1K
|
|
May 11, 2021
Q1 2021
|
Citizens & Northern Corp
|
BUY
|
- |
137+ 2.01% |
$11.7K - $12K
|
6.97K
$560K
|
|
May 06, 2021
Q1 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
136+ 3.41% |
$11.7K - $11.9K
|
4.12K
$331K
|
|
May 13, 2021
Q1 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
133+ 14.78% |
$11.4K - $11.7K
|
1.03K
$83K
|
|
Apr 28, 2021
Q1 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
130+ 0.7% |
$11.1K - $11.4K
|
18.7K
$1.5M
|
|
May 06, 2021
Q1 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
112+ 0.55% |
$9.6K - $9.83K
|
20.5K
$1.65M
|
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
112+ 19.08% |
$9.6K - $9.83K
|
699
$56.2K
|
|
Apr 26, 2021
Q1 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
107+ 16.14% |
$9.17K - $9.39K
|
770
$61.9K
|