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 20, 2022
Q3 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
6.4K+ 19.06% |
$455K - $505K
|
40K
$3.17M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.27K+ 9.06% |
$446K - $495K
|
75.4K
$5.99M
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
5.78K+ 12.39% |
$411K - $456K
|
52.4K
$4.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
5.6KNew |
$398K - $442K
|
5.6K
$445K
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
5.59KNew |
$398K - $442K
|
5.59K
$444K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.49K+ 6.5% |
$390K - $433K
|
90K
$7.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5.36K+ 7.87% |
$381K - $423K
|
73.4K
$5.83M
|
|
|
Nov 09, 2022
Q3 2022
|
Sws Partners
|
BUY
|
- |
5.31KNew |
$378K - $419K
|
5.31K
$422K
|
|
|
Nov 04, 2022
Q3 2022
|
Delphi Financial Group, Inc.
|
BUY
|
- |
5.2KNew |
$370K - $410K
|
5.2K
$413K
|
|
|
Nov 10, 2022
Q3 2022
|
Adams Wealth Management
|
BUY
|
- |
5.2KNew |
$370K - $410K
|
5.2K
$413K
|
|
|
Nov 16, 2023
Q3 2022
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
5.09KNew |
$362K - $401K
|
5.09K
$404K
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.08KNew |
$361K - $401K
|
5.08K
$403K
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
5.04KNew |
$358K - $398K
|
5.04K
$400K
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.76K+ 59.76% |
$338K - $375K
|
12.7K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.57KNew |
$325K - $361K
|
4.57K
$363K
|
|
|
Oct 17, 2022
Q3 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
4.54K+ 22.21% |
$323K - $358K
|
25K
$1.98M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.49K+ 28.97% |
$319K - $354K
|
20K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
4.43KNew |
$315K - $350K
|
4.43K
$352K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.42K+ 83.57% |
$314K - $349K
|
9.7K
$770K
|
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
4.38KNew |
$311K - $346K
|
4.38K
$348K
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.17K+ 22.11% |
$296K - $329K
|
23K
$1.83M
|
|
|
Nov 03, 2022
Q3 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
4.14KNew |
$294K - $326K
|
4.14K
$328K
|
|
|
Nov 10, 2022
Q3 2022
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
4.12KNew |
$293K - $325K
|
4.12K
$327K
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
3.96K+ 4.38% |
$282K - $313K
|
94.5K
$7.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.91K+ 1.36% |
$278K - $309K
|
292K
$23.2M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
3.91K+ 6.39% |
$278K - $308K
|
65K
$5.16M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
3.89K+ 42.55% |
$276K - $307K
|
13K
$1.03M
|
|
|
Oct 25, 2022
Q3 2022
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
3.89K+ 316.71% |
$276K - $307K
|
5.11K
$406K
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.85K+ 4.35% |
$274K - $304K
|
92.2K
$7.32M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.81KNew |
$271K - $300K
|
3.81K
$302K
|
|
|
Oct 12, 2022
Q3 2022
|
Bremer Bank National Association
|
BUY
|
- |
3.64K+ 25.29% |
$259K - $287K
|
18K
$1.43M
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
3.62K+ 3.06% |
$257K - $286K
|
122K
$9.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
3.59K+ 14.62% |
$255K - $283K
|
28.1K
$2.23M
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
3.55KNew |
$253K - $280K
|
3.55K
$282K
|
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
BUY
|
- |
3.54KNew |
$252K - $280K
|
3.54K
$281K
|
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3.48K+ 2.02% |
$247K - $274K
|
175K
$13.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
3.44K+ 23.91% |
$245K - $272K
|
17.8K
$1.42M
|
|
|
Oct 14, 2022
Q3 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
3.37K+ 65.67% |
$240K - $266K
|
8.5K
$675K
|
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
3.33K+ 45.6% |
$237K - $263K
|
10.6K
$845K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.31KNew |
$235K - $261K
|
3.31K
$263K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.3K+ 96.89% |
$235K - $260K
|
6.7K
$532K
|
|
|
Nov 15, 2022
Q3 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
3.3K+ 1.75% |
$234K - $260K
|
191K
$15.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3.18K+ 21.67% |
$226K - $251K
|
17.9K
$1.42M
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.14KNew |
$223K - $248K
|
3.14K
$249K
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.12K+ 83.43% |
$222K - $246K
|
6.86K
$545K
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.12K+ 68.91% |
$222K - $246K
|
7.65K
$607K
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.11KNew |
$221K - $246K
|
3.11K
$247K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.07K+ 1.27% |
$219K - $243K
|
244K
$19.4M
|
|
|
Nov 14, 2022
Q3 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
3.07KNew |
$218K - $242K
|
3.07K
$243K
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.06KNew |
$218K - $242K
|
3.06K
$243K
|