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 06, 2022
Q1 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-3KClosed |
$240K - $261K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3KClosed |
$240K - $261K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-3.02K- 11.22% |
$241K - $262K
|
23.9K
$1.89M
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.04KClosed |
$243K - $265K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-3.06KClosed |
$245K - $266K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-3.09KClosed |
$247K - $269K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Imc Chicago, LLC
|
SELL
|
- |
-3.15K- 11.12% |
$252K - $274K
|
25.2K
$2M
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.17K- 12.36% |
$254K - $276K
|
22.5K
$1.78M
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.22K- 13.24% |
$257K - $280K
|
21.1K
$1.67M
|
|
|
May 18, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.23K- 17.87% |
$259K - $281K
|
14.9K
$1.18M
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-3.25KClosed |
$260K - $283K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-3.32KClosed |
$266K - $289K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.34K- 9.68% |
$267K - $290K
|
31.1K
$2.47M
|
|
|
Apr 27, 2022
Q1 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-3.44K- 2.17% |
$275K - $299K
|
155K
$12.3M
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.51K- 47.83% |
$281K - $305K
|
3.83K
$303K
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.52KClosed |
$281K - $306K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.53K- 27.65% |
$283K - $307K
|
9.24K
$733K
|
|
|
May 16, 2022
Q1 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-3.55K- 10.39% |
$284K - $308K
|
30.6K
$2.43M
|
|
|
May 06, 2022
Q1 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-3.56K- 38.52% |
$285K - $310K
|
5.69K
$451K
|
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-3.57K- 16.87% |
$285K - $310K
|
17.6K
$1.39M
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.58K- 94.28% |
$286K - $311K
|
217
$17.2K
|
|
|
May 16, 2022
Q1 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-3.59KClosed |
$287K - $312K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3.61KClosed |
$288K - $314K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.62K- 25.78% |
$289K - $315K
|
10.4K
$826K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.69K- 9.18% |
$295K - $320K
|
36.5K
$2.89M
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-3.73KClosed |
$298K - $324K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-3.76KClosed |
$301K - $327K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.8KClosed |
$304K - $331K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-3.91K- 49.94% |
$313K - $340K
|
3.92K
$311K
|
|
|
May 11, 2022
Q1 2022
|
Aspireon Wealth Advisors
|
SELL
|
- |
-3.93K- 20.09% |
$314K - $341K
|
15.6K
$1.24M
|
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-3.99KClosed |
$319K - $347K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
SELL
|
- |
-4.25KClosed |
$340K - $370K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.3K- 15.61% |
$344K - $374K
|
23.3K
$1.84M
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.3KClosed |
$344K - $374K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-4.39KClosed |
$351K - $382K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.39K- 62.89% |
$351K - $382K
|
2.59K
$205K
|
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-4.47KClosed |
$357K - $389K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.56K- 2.02% |
$365K - $396K
|
221K
$17.5M
|
|
|
May 12, 2022
Q1 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-4.64KClosed |
$371K - $404K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-4.71KClosed |
$377K - $410K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-4.86K- 3.62% |
$389K - $423K
|
129K
$10.3M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.88K- 5.36% |
$390K - $424K
|
86.1K
$6.82M
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-4.93K- 8.4% |
$394K - $429K
|
53.7K
$4.26M
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.93KClosed |
$394K - $429K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-4.99K- 39.84% |
$399K - $434K
|
7.54K
$597K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5K- 24.45% |
$400K - $435K
|
15.5K
$1.22M
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-5.01K- 7.37% |
$400K - $435K
|
62.9K
$4.99M
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-5.18KClosed |
$414K - $450K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-5.3K- 13.15% |
$423K - $461K
|
35K
$2.77M
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.42KClosed |
$433K - $471K
|
0
$0
|