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 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5K+ 67.48% |
$400K - $435K
|
12.4K
$986K
|
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.98K+ 27.85% |
$398K - $433K
|
22.9K
$1.82M
|
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4.97K+ 5.76% |
$397K - $432K
|
91.3K
$7.25M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
4.83K+ 79.3% |
$387K - $420K
|
10.9K
$868K
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.76KNew |
$381K - $414K
|
4.76K
$378K
|
|
|
May 10, 2022
Q1 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
4.76KNew |
$380K - $414K
|
4.76K
$377K
|
|
|
May 13, 2022
Q1 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
4.58KNew |
$366K - $398K
|
4.58K
$364K
|
|
|
Apr 20, 2022
Q1 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4.58K+ 7.16% |
$366K - $398K
|
68.5K
$5.44M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.52K+ 14.05% |
$362K - $393K
|
36.7K
$2.91M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.3K+ 36.67% |
$344K - $374K
|
16K
$1.27M
|
|
|
Apr 13, 2022
Q1 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
4.29KNew |
$343K - $373K
|
4.29K
$341K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.25K+ 14.37% |
$340K - $370K
|
33.8K
$2.69M
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
4.23KNew |
$338K - $368K
|
4.23K
$336K
|
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
4.16K+ 7.05% |
$332K - $361K
|
63.1K
$5.01M
|
|
|
May 16, 2022
Q1 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.13KNew |
$330K - $359K
|
4.13K
$328K
|
|
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
4.11K+ 51.61% |
$329K - $358K
|
12.1K
$960K
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.11KNew |
$329K - $357K
|
4.11K
$326K
|
|
|
Jun 20, 2023
Q1 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
4.1K+ 8.51% |
$328K - $357K
|
52.3K
$4.15M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.94KNew |
$315K - $342K
|
3.94K
$312K
|
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
BUY
|
- |
3.93K+ 113.3% |
$314K - $342K
|
7.39K
$587K
|
|
|
May 12, 2022
Q1 2022
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
3.78K+ 195.7% |
$302K - $328K
|
5.7K
$453K
|
|
|
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
3.77KNew |
$302K - $328K
|
3.77K
$299K
|
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.72K+ 23.61% |
$297K - $323K
|
19.5K
$1.55M
|
|
|
Apr 14, 2022
Q1 2022
|
Sterling Investment Advisors LLC
|
BUY
|
- |
3.7K+ 6.28% |
$296K - $322K
|
62.7K
$4.97M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.65K+ 8.93% |
$292K - $318K
|
44.6K
$3.54M
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.61K+ 11.61% |
$289K - $314K
|
34.7K
$2.76M
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
3.47K+ 25.36% |
$278K - $302K
|
17.2K
$1.36M
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.46K+ 1.9% |
$277K - $301K
|
185K
$14.7M
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.46KNew |
$276K - $300K
|
3.46K
$274K
|
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
3.44K+ 39.15% |
$275K - $299K
|
12.2K
$970K
|
|
|
May 10, 2022
Q1 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
3.42K+ 83.62% |
$273K - $297K
|
7.51K
$596K
|
|
|
Apr 13, 2022
Q1 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
3.3KNew |
$264K - $287K
|
3.3K
$262K
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.28K+ 63.93% |
$262K - $285K
|
8.42K
$668K
|
|
|
May 12, 2022
Q1 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
3.25KNew |
$260K - $283K
|
3.25K
$258K
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
3.23K+ 23.32% |
$259K - $281K
|
17.1K
$1.36M
|
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.12K+ 133.99% |
$249K - $271K
|
5.45K
$432K
|
|
|
May 16, 2022
Q1 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
3.1K+ 100.71% |
$248K - $270K
|
6.18K
$491K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.06KNew |
$245K - $266K
|
3.06K
$243K
|
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.01K+ 7.71% |
$241K - $262K
|
42.1K
$3.34M
|
|
|
May 10, 2022
Q1 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
2.99K+ 1.52% |
$239K - $260K
|
199K
$15.8M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.95K+ 15.75% |
$236K - $256K
|
21.7K
$1.72M
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.89KNew |
$231K - $252K
|
2.89K
$230K
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.87KNew |
$230K - $250K
|
2.87K
$228K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.86K+ 6.75% |
$229K - $249K
|
45.3K
$3.59M
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
2.86K+ 64.88% |
$229K - $249K
|
7.27K
$577K
|
|
|
May 02, 2022
Q1 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.84KNew |
$227K - $247K
|
2.84K
$226K
|
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.81K+ 7.75% |
$225K - $245K
|
39.1K
$3.11M
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.7KNew |
$216K - $234K
|
2.7K
$214K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.7KNew |
$216K - $234K
|
2.7K
$214K
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.63K+ 11.08% |
$210K - $229K
|
26.4K
$2.09M
|