Purchases and Sales Made in Q2 2022 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
10.2K+ 41.0% |
$742K - $838K
|
34.9K
$2.77M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 22.6% |
$739K - $835K
|
54.8K
$4.35M
|
|
|
Aug 09, 2022
Q2 2022
|
Gemsstock Ltd.
London, X0 |
BUY
|
- |
9.57KNew |
$699K - $790K
|
9.57K
$759K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.42K+ 9.6% |
$688K - $777K
|
108K
$8.54M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
9.4K+ 16.02% |
$687K - $776K
|
68.1K
$5.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
9.18K+ 3.66% |
$671K - $758K
|
260K
$20.6M
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
8.71KNew |
$637K - $719K
|
8.71K
$692K
|
|
|
Aug 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
8.7K+ 85.71% |
$636K - $718K
|
18.8K
$1.5M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.58KNew |
$627K - $709K
|
8.58K
$681K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.47K+ 7.63% |
$619K - $700K
|
120K
$9.49M
|
|
|
Aug 12, 2022
Q2 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
8.07KNew |
$590K - $666K
|
8.07K
$640K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.99K+ 92.21% |
$584K - $660K
|
16.7K
$1.32M
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
BUY
|
- |
7.87K+ 285.27% |
$575K - $649K
|
10.6K
$843K
|
|
|
Aug 15, 2022
Q2 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
7.79K+ 170.08% |
$569K - $643K
|
12.4K
$982K
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
7.66K+ 8.24% |
$560K - $632K
|
101K
$7.98M
|
|
|
Aug 10, 2022
Q2 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
7.55K+ 79.94% |
$552K - $623K
|
17K
$1.35M
|
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
7.31KNew |
$535K - $604K
|
7.31K
$580K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.09K+ 20.52% |
$518K - $585K
|
41.6K
$3.31M
|
|
|
Aug 09, 2022
Q2 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
6.82KNew |
$498K - $563K
|
6.82K
$541K
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.75KNew |
$494K - $558K
|
6.75K
$536K
|
|
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.74KNew |
$492K - $556K
|
6.74K
$535K
|
|
|
Aug 05, 2022
Q2 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
6.62K+ 3.51% |
$484K - $547K
|
195K
$15.5M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
6.5KNew |
$475K - $537K
|
6.5K
$516K
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
6.25K+ 5.58% |
$457K - $516K
|
118K
$9.39M
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6.17KNew |
$451K - $510K
|
6.17K
$490K
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.15K+ 34.6% |
$450K - $508K
|
23.9K
$1.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.96K+ 4.57% |
$436K - $492K
|
136K
$10.8M
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
5.85K+ 14.34% |
$428K - $483K
|
46.6K
$3.7M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
5.76KNew |
$421K - $475K
|
5.76K
$457K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5.75K+ 37.23% |
$421K - $475K
|
21.2K
$1.68M
|
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
5.51K+ 5.72% |
$403K - $455K
|
102K
$8.08M
|
|
|
Jul 21, 2022
Q2 2022
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
5.48KNew |
$400K - $452K
|
5.48K
$435K
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
5.33KNew |
$390K - $440K
|
5.33K
$423K
|
|
|
Jul 27, 2022
Q2 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
5.13KNew |
$375K - $424K
|
5.13K
$407K
|
|
|
Jul 25, 2022
Q2 2022
|
Sofi Wealth, LLC
|
BUY
|
- |
4.95K+ 18.52% |
$362K - $409K
|
31.7K
$2.52M
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.86KNew |
$356K - $402K
|
4.86K
$386K
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.81K+ 36961.54% |
$351K - $397K
|
4.82K
$383K
|
|
|
Aug 10, 2022
Q2 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
4.76K+ 12.17% |
$348K - $393K
|
43.9K
$3.48M
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4.75K+ 3.74% |
$348K - $393K
|
132K
$10.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.74K+ 9.93% |
$346K - $391K
|
52.4K
$4.16M
|
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
BUY
|
- |
4.65K+ 2.9% |
$340K - $384K
|
165K
$13.1M
|
|
|
Jul 29, 2022
Q2 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
4.55K+ 12.25% |
$333K - $376K
|
41.7K
$3.31M
|
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
BUY
|
- |
4.52K+ 5.15% |
$331K - $374K
|
92.3K
$7.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
4.44K+ 71.79% |
$324K - $366K
|
10.6K
$843K
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4.38KNew |
$320K - $362K
|
4.38K
$348K
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4.36K+ 4.77% |
$318K - $360K
|
95.6K
$7.59M
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.27KNew |
$312K - $352K
|
4.27K
$339K
|
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
4.24K+ 64.65% |
$310K - $350K
|
10.8K
$857K
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
4.15K+ 38.92% |
$303K - $342K
|
14.8K
$1.17M
|
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.11KNew |
$300K - $339K
|
4.11K
$326K
|