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 26, 2021
Q1 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
107+ 16.14% |
$9.17K - $9.39K
|
770
$61K
|
|
|
May 14, 2021
Q1 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
102+ 1.73% |
$8.74K - $8.95K
|
5.99K
$474K
|
|
|
May 17, 2021
Q1 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
96+ 5.75% |
$8.23K - $8.43K
|
1.77K
$140K
|
|
|
Sep 07, 2021
Q1 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
94+ 78.33% |
$8.06K - $8.25K
|
214
$17K
|
|
|
May 12, 2021
Q1 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
92+ 1.3% |
$7.89K - $8.08K
|
7.16K
$567K
|
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
87+ 8.1% |
$7.46K - $7.64K
|
1.16K
$92K
|
|
|
Apr 28, 2021
Q1 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
85New |
$7.29K - $7.46K
|
85
$6.74K
|
|
|
May 17, 2021
Q1 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
74+ 0.21% |
$6.34K - $6.5K
|
35.1K
$2.78M
|
|
|
May 17, 2021
Q1 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
73+ 11.18% |
$6.26K - $6.41K
|
726
$57.5K
|
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
BUY
|
- |
71+ 10.68% |
$6.09K - $6.23K
|
736
$58.3K
|
|
|
May 14, 2021
Q1 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
70New |
$6K - $6.14K
|
70
$5.55K
|
|
|
Apr 21, 2021
Q1 2021
|
Crewe Advisors LLC
|
BUY
|
- |
68+ 35.6% |
$5.83K - $5.97K
|
259
$20.5K
|
|
|
Apr 20, 2021
Q1 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
67+ 2.23% |
$5.74K - $5.88K
|
3.07K
$243K
|
|
|
May 04, 2021
Q1 2021
|
Financial Advantage, Inc.
|
BUY
|
- |
65New |
$5.57K - $5.71K
|
65
$5.15K
|
|
|
May 14, 2021
Q1 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
65+ 36.52% |
$5.57K - $5.71K
|
243
$19.3K
|
|
|
May 17, 2021
Q1 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
61+ 2.51% |
$5.23K - $5.35K
|
2.5K
$198K
|
|
|
Apr 08, 2021
Q1 2021
|
Trust CO
|
BUY
|
- |
60New |
$5.14K - $5.27K
|
60
$4.76K
|
|
|
May 06, 2021
Q1 2021
|
Simmons Bank
|
BUY
|
- |
54+ 0.15% |
$4.63K - $4.74K
|
35.1K
$2.78M
|
|
|
May 07, 2021
Q1 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
53+ 76.81% |
$4.54K - $4.65K
|
122
$9.67K
|
|
|
May 06, 2021
Q1 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
52+ 6.64% |
$4.46K - $4.56K
|
835
$66.2K
|
|
|
Apr 16, 2021
Q1 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
50New |
$4.29K - $4.39K
|
50
$3.96K
|
|
|
May 06, 2021
Q1 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
49+ 1.81% |
$4.2K - $4.3K
|
2.76K
$218K
|
|
|
Apr 27, 2021
Q1 2021
|
Savior LLC
|
BUY
|
- |
48+ 4.79% |
$4.12K - $4.21K
|
1.05K
$83.3K
|
|
|
May 04, 2021
Q1 2021
|
Retirement Group, LLC
|
BUY
|
- |
47+ 1.54% |
$4.03K - $4.13K
|
3.11K
$246K
|
|
|
Apr 28, 2021
Q1 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
42New |
$3.6K - $3.69K
|
42
$3.33K
|
|
|
May 04, 2021
Q1 2021
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
35+ 0.93% |
$3K - $3.07K
|
3.81K
$302K
|
|
|
May 11, 2021
Q1 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
34+ 0.41% |
$2.91K - $2.98K
|
8.24K
$653K
|
|
|
May 14, 2021
Q1 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
31+ 0.35% |
$2.66K - $2.72K
|
8.98K
$711K
|
|
|
Apr 30, 2021
Q1 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
29+ 0.71% |
$2.49K - $2.55K
|
4.1K
$325K
|
|
|
May 12, 2021
Q1 2021
|
Burleson & Company, LLC
|
BUY
|
- |
27+ 0.39% |
$2.31K - $2.37K
|
6.99K
$554K
|
|
|
May 04, 2021
Q1 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
26+ 0.5% |
$2.23K - $2.28K
|
5.19K
$411K
|
|
|
Feb 07, 2022
Q1 2021
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
23+ 0.26% |
$1.97K - $2.02K
|
8.83K
$699K
|
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
BUY
|
- |
22New |
$1.89K - $1.93K
|
22
$1.74K
|
|
|
Apr 21, 2021
Q1 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
21New |
$1.8K - $1.84K
|
21
$1.66K
|
|
|
May 17, 2021
Q1 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
20+ 0.4% |
$1.71K - $1.76K
|
5.03K
$399K
|
|
|
Mar 14, 2023
Q1 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
20+ 0.4% |
$1.71K - $1.76K
|
5.03K
$399K
|
|
|
May 10, 2021
Q1 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
20New |
$1.71K - $1.76K
|
20
$1.59K
|
|
|
Nov 12, 2021
Q1 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
19+ 475.0% |
$1.63K - $1.67K
|
23
$1.82K
|
|
|
Apr 29, 2021
Q1 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
18+ 19.15% |
$1.54K - $1.58K
|
112
$8.88K
|
|
|
May 11, 2021
Q1 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
17+ 0.02% |
$1.46K - $1.49K
|
82.6K
$6.55M
|
|
|
Apr 20, 2021
Q1 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
17+ 0.16% |
$1.46K - $1.49K
|
10.5K
$829K
|
|
|
May 03, 2021
Q1 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
13+ 0.48% |
$1.11K - $1.14K
|
2.7K
$214K
|
|
|
May 17, 2021
Q1 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10+ 0.37% |
$857 - $878
|
2.7K
$214K
|
|
|
May 04, 2021
Q1 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10+ 0.72% |
$857 - $878
|
1.4K
$111K
|
|
|
May 04, 2021
Q1 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
9+ 0.77% |
$772 - $790
|
1.18K
$93.3K
|
|
|
Apr 29, 2021
Q1 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6+ 11.76% |
$514 - $527
|
57
$4.52K
|
|
|
May 13, 2021
Q1 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
5+ 5.68% |
$429 - $439
|
93
$7.37K
|
|
|
May 14, 2021
Q1 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
3+ 3.3% |
$257 - $263
|
94
$7.45K
|
|
|
May 06, 2021
Q1 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3+ 2.33% |
$257 - $263
|
132
$10.5K
|
|
|
May 12, 2021
Q1 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
3+ 0.03% |
$257 - $263
|
10.7K
$852K
|