Purchases and Sales Made in Q3 2022 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-529- 52.12% |
$37.6K - $41.8K
|
486
$38.6K
|
|
|
Oct 13, 2022
Q3 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-538- 13.1% |
$38.3K - $42.5K
|
3.57K
$284K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-545- 67.45% |
$38.8K - $43K
|
263
$20.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-562- 0.41% |
$40K - $44.4K
|
136K
$10.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-596- 3.85% |
$42.4K - $47K
|
14.9K
$1.18M
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-600- 94.49% |
$42.7K - $47.4K
|
35
$2.78K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-611- 92.16% |
$43.5K - $48.2K
|
52
$4.13K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-614- 50.95% |
$43.7K - $48.5K
|
591
$47K
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-691- 9.34% |
$49.2K - $54.5K
|
6.71K
$533K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-696- 3.48% |
$49.5K - $54.9K
|
19.3K
$1.53M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-714- 30.78% |
$50.8K - $56.4K
|
1.61K
$128K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-745- 46.04% |
$53K - $58.8K
|
873
$69.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-750- 0.58% |
$53.3K - $59.2K
|
128K
$10.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-767- 0.71% |
$54.6K - $60.5K
|
108K
$8.57M
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-781- 9.86% |
$55.6K - $61.7K
|
7.14K
$567K
|
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
SELL
|
- |
-787- 0.85% |
$56K - $62.1K
|
91.5K
$7.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-787- 3.82% |
$56K - $62.1K
|
19.8K
$1.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-804- 2.92% |
$57.2K - $63.5K
|
26.7K
$2.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-834- 36.47% |
$59.3K - $65.8K
|
1.45K
$115K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-848- 9.9% |
$60.3K - $66.9K
|
7.72K
$613K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-875- 28.6% |
$62.2K - $69.1K
|
2.18K
$174K
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
SELL
|
- |
-875- 7.03% |
$62.2K - $69.1K
|
11.6K
$919K
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-910- 47.49% |
$64.7K - $71.8K
|
1.01K
$79.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-914- 22.67% |
$65K - $72.2K
|
3.12K
$248K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-956- 3.42% |
$68K - $75.5K
|
27K
$2.15M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-956- 3.42% |
$68K - $75.5K
|
27K
$2.15M
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-998- 65.83% |
$71K - $78.8K
|
518
$41.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1K- 9.81% |
$71.3K - $79.1K
|
9.21K
$732K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.01K- 24.05% |
$71.5K - $79.3K
|
3.17K
$252K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.04K- 19.34% |
$73.6K - $81.7K
|
4.32K
$343K
|
|
|
Nov 09, 2022
Q3 2022
|
Citizens & Northern Corp
|
SELL
|
- |
-1.05K- 13.66% |
$74.9K - $83.1K
|
6.66K
$529K
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.07K- 7.45% |
$76.1K - $84.5K
|
13.3K
$1.06M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.09K- 1.37% |
$77.8K - $86.4K
|
78.7K
$6.26M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.12K- 10.13% |
$79.6K - $88.3K
|
9.92K
$788K
|
|
|
Oct 31, 2022
Q3 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.18K- 15.0% |
$83.7K - $92.9K
|
6.67K
$530K
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.19K- 17.45% |
$84.9K - $94.2K
|
5.64K
$448K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.19K- 12.76% |
$84.9K - $94.3K
|
8.16K
$649K
|
|
|
Nov 01, 2022
Q3 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-1.25K- 0.92% |
$89.1K - $98.8K
|
134K
$10.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.27K- 15.42% |
$90.1K - $100K
|
6.95K
$552K
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.28K- 1.34% |
$91.1K - $101K
|
94.3K
$7.5M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.28K- 8.15% |
$91.2K - $101K
|
14.5K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.28K- 16.45% |
$91.3K - $101K
|
6.52K
$518K
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.31K- 6.63% |
$93.5K - $104K
|
18.5K
$1.47M
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1.32K- 15.14% |
$93.8K - $104K
|
7.39K
$587K
|
|
|
Oct 18, 2022
Q3 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-1.33K- 15.23% |
$94.5K - $105K
|
7.4K
$588K
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.33K- 20.9% |
$94.7K - $105K
|
5.04K
$401K
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.34K- 59.9% |
$95.5K - $106K
|
899
$71.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
SELL
|
- |
-1.37K- 5.38% |
$97.4K - $108K
|
24.1K
$1.91M
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.41K- 4.79% |
$100K - $111K
|
27.9K
$2.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-1.41K- 27.2% |
$101K - $112K
|
3.78K
$301K
|