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 10, 2022
Q1 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.07K+ 2.21% |
$85.6K - $93.1K
|
49.5K
$3.93M
|
|
|
Apr 19, 2022
Q1 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
1.04K+ 2.11% |
$83.1K - $90.4K
|
50.3K
$3.99M
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.04K+ 89.79% |
$83K - $90.3K
|
2.19K
$174K
|
|
|
May 12, 2022
Q1 2022
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
1.02K+ 6.43% |
$81.5K - $88.6K
|
16.9K
$1.34M
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
988+ 5.73% |
$79K - $85.9K
|
18.2K
$1.45M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
905New |
$72.4K - $78.7K
|
905
$71.8K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
894+ 47.43% |
$71.5K - $77.8K
|
2.78K
$221K
|
|
|
May 09, 2022
Q1 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
818+ 59.4% |
$65.4K - $71.1K
|
2.2K
$174K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
814+ 141.32% |
$65.1K - $70.8K
|
1.39K
$110K
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
813+ 13.38% |
$65K - $70.7K
|
6.89K
$547K
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
786+ 22.12% |
$62.9K - $68.4K
|
4.34K
$345K
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
767+ 26.43% |
$61.3K - $66.7K
|
3.67K
$291K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
756New |
$60.5K - $65.7K
|
756
$60K
|
|
|
Apr 29, 2022
Q1 2022
|
Bg Investment Services, Inc.
|
BUY
|
- |
756+ 2.01% |
$60.5K - $65.7K
|
38.3K
$3.04M
|
|
|
May 11, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
745+ 5.27% |
$59.6K - $64.8K
|
14.9K
$1.18M
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
729New |
$58.3K - $63.4K
|
729
$57.9K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
686+ 12.99% |
$54.9K - $59.7K
|
5.97K
$474K
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
680New |
$54.4K - $59.1K
|
680
$54K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
658+ 7.97% |
$52.6K - $57.2K
|
8.92K
$708K
|
|
|
Apr 11, 2022
Q1 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
648+ 1.33% |
$51.8K - $56.4K
|
49.4K
$3.92M
|
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
BUY
|
- |
644+ 6.56% |
$51.5K - $56K
|
10.5K
$831K
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
631+ 0.99% |
$50.5K - $54.9K
|
64.4K
$5.11M
|
|
|
Apr 19, 2022
Q1 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
603+ 0.54% |
$48.2K - $52.4K
|
112K
$8.92M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
596New |
$47.7K - $51.8K
|
596
$47.3K
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
BUY
|
- |
587+ 3.35% |
$46.9K - $51.1K
|
18.1K
$1.44M
|
|
|
May 11, 2022
Q1 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
576+ 2.16% |
$46.1K - $50.1K
|
27.3K
$2.17M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
534+ 151.7% |
$42.7K - $46.4K
|
886
$70.3K
|
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
530+ 8.11% |
$42.4K - $46.1K
|
7.07K
$561K
|
|
|
Apr 21, 2022
Q1 2022
|
David J Yvars Group
|
BUY
|
- |
518+ 1.47% |
$41.4K - $45.1K
|
35.7K
$2.84M
|
|
|
Apr 27, 2022
Q1 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
500+ 6.28% |
$40K - $43.5K
|
8.46K
$672K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
493+ 5.47% |
$39.4K - $42.9K
|
9.51K
$755K
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
492+ 2.51% |
$39.3K - $42.8K
|
20.1K
$1.59M
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
433+ 8.3% |
$34.6K - $37.7K
|
5.65K
$449K
|
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
410New |
$32.8K - $35.7K
|
410
$32.5K
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
388+ 4.53% |
$31K - $33.7K
|
8.95K
$710K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
368+ 0.62% |
$29.4K - $32K
|
59.6K
$4.73M
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
345+ 0.51% |
$27.6K - $30K
|
67.5K
$5.36M
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
318+ 116.06% |
$25.4K - $27.7K
|
592
$47K
|
|
|
Apr 28, 2022
Q1 2022
|
Ckw Financial Group
|
BUY
|
- |
316+ 24.14% |
$25.3K - $27.5K
|
1.63K
$129K
|
|
|
May 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
313+ 0.22% |
$25K - $27.2K
|
143K
$11.3M
|
|
|
Apr 13, 2022
Q1 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
294+ 1.55% |
$23.5K - $25.6K
|
19.3K
$1.53M
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
274+ 33.46% |
$21.9K - $23.8K
|
1.09K
$86.8K
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
273+ 2.48% |
$21.8K - $23.7K
|
11.3K
$896K
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
267+ 0.77% |
$21.4K - $23.2K
|
35.2K
$2.79M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
261+ 4.61% |
$20.9K - $22.7K
|
5.92K
$470K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
260New |
$20.8K - $22.6K
|
260
$20.6K
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
250+ 8.65% |
$20K - $21.7K
|
3.14K
$249K
|
|
|
May 16, 2022
Q1 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
240+ 3.54% |
$19.2K - $20.9K
|
7.03K
$558K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
237+ 0.86% |
$19K - $20.6K
|
27.6K
$2.19M
|
|
|
May 12, 2022
Q1 2022
|
Citizens & Northern Corp
|
BUY
|
- |
234+ 3.14% |
$18.7K - $20.4K
|
7.69K
$610K
|