Purchases and Sales Made in Q1 2022 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q1 2022. 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 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-230Closed |
$18.4K - $20K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-233- 4.06% |
$18.6K - $20.3K
|
5.51K
$437K
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-233Closed |
$18.6K - $20.3K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-234- 1.82% |
$18.7K - $20.4K
|
12.6K
$1M
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-235Closed |
$18.8K - $20.4K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-238- 7.74% |
$19K - $20.7K
|
2.84K
$225K
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-264- 6.27% |
$21.1K - $23K
|
3.95K
$313K
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-268- 1.68% |
$21.4K - $23.3K
|
15.7K
$1.25M
|
|
Apr 11, 2022
Q1 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-275- 7.06% |
$22K - $23.9K
|
3.62K
$287K
|
|
May 16, 2022
Q1 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-290- 0.63% |
$23.2K - $25.2K
|
45.4K
$3.6M
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-295- 5.67% |
$23.6K - $25.7K
|
4.91K
$389K
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-309- 88.79% |
$24.7K - $26.9K
|
39
$3.09K
|
|
May 02, 2022
Q1 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-315- 7.73% |
$25.2K - $27.4K
|
3.76K
$298K
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-319- 49.3% |
$25.5K - $27.7K
|
328
$26K
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
SELL
|
- |
-331- 3.91% |
$26.5K - $28.8K
|
8.14K
$645K
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
SELL
|
- |
-350- 7.5% |
$28K - $30.4K
|
4.32K
$342K
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-350- 13.46% |
$28K - $30.4K
|
2.25K
$178K
|
|
Apr 15, 2022
Q1 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-358- 6.44% |
$28.6K - $31.1K
|
5.2K
$412K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-363- 10.96% |
$29K - $31.6K
|
2.95K
$234K
|
|
Apr 28, 2022
Q1 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-369- 20.75% |
$29.5K - $32.1K
|
1.41K
$112K
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-375Closed |
$30K - $32.6K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-385- 13.48% |
$30.8K - $33.5K
|
2.47K
$196K
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-429- 19.78% |
$34.3K - $37.3K
|
1.74K
$138K
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-431- 15.01% |
$34.5K - $37.5K
|
2.44K
$193K
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-443Closed |
$35.4K - $38.5K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-443Closed |
$35.4K - $38.5K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-450- 4.79% |
$36K - $39.1K
|
8.94K
$708K
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-453- 89.88% |
$36.2K - $39.4K
|
51
$4.04K
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-463- 9.75% |
$37K - $40.3K
|
4.29K
$340K
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-513- 7.04% |
$41K - $44.6K
|
6.77K
$537K
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-521- 12.79% |
$41.7K - $45.3K
|
3.55K
$282K
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-525- 84.27% |
$42K - $45.7K
|
98
$7.77K
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-526Closed |
$42.1K - $45.7K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-528- 1.42% |
$42.2K - $45.9K
|
36.6K
$2.9M
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-538- 25.44% |
$43K - $46.8K
|
1.58K
$125K
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-558- 6.43% |
$44.6K - $48.5K
|
8.12K
$643K
|
|
May 05, 2022
Q1 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-560- 6.02% |
$44.8K - $48.7K
|
8.75K
$693K
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-570- 3.75% |
$45.6K - $49.6K
|
14.6K
$1.16M
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-571Closed |
$45.7K - $49.7K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-574- 8.53% |
$45.9K - $49.9K
|
6.15K
$488K
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-580- 39.89% |
$46.4K - $50.4K
|
874
$69.3K
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-586- 14.69% |
$46.9K - $51K
|
3.4K
$270K
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-595- 11.09% |
$47.6K - $51.7K
|
4.77K
$378K
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
SELL
|
- |
-630- 9.46% |
$50.4K - $54.8K
|
6.03K
$478K
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-641- 0.91% |
$51.3K - $55.7K
|
69.5K
$5.51M
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-646- 3.45% |
$51.7K - $56.2K
|
18.1K
$1.43M
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-670- 14.65% |
$53.6K - $58.3K
|
3.9K
$309K
|
|
May 16, 2022
Q1 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-684- 2.42% |
$54.7K - $59.5K
|
27.6K
$2.19M
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-688- 2.61% |
$55K - $59.8K
|
25.6K
$2.03M
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-693- 27.55% |
$55.4K - $60.3K
|
1.82K
$144K
|