Purchases and Sales Made in Q4 2021 in Ishares Tr (HYG)
This table provides information about the institutional ownership of Ishares Tr (HYG) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.46K- 6.21% |
$210K - $215K
|
37.1K
$2.94M
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.48KClosed |
$212K - $217K
|
0
$0
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.49K- 1.69% |
$212K - $218K
|
145K
$11.5M
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.55KClosed |
$218K - $223K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.57K- 0.5% |
$220K - $225K
|
513K
$40.7M
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.59KClosed |
$221K - $227K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-2.61K- 22.93% |
$223K - $229K
|
8.78K
$696K
|
|
Jan 05, 2022
Q4 2021
|
Ims Capital Management
|
SELL
|
- |
-2.67KClosed |
$228K - $234K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-2.68KClosed |
$229K - $235K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-2.72K- 22.62% |
$232K - $238K
|
9.31K
$737K
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-2.72KClosed |
$232K - $238K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.77KClosed |
$236K - $242K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Mackay Shields LLC
|
SELL
|
- |
-2.9K- 4.25% |
$247K - $253K
|
65.3K
$5.17M
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3KClosed |
$256K - $263K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-3.03K- 3.11% |
$258K - $265K
|
94.1K
$7.46M
|
|
Feb 11, 2022
Q4 2021
|
Petix & Botte CO
|
SELL
|
- |
-3.03KClosed |
$259K - $265K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.05K- 95.48% |
$260K - $266K
|
144
$11.4K
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.06KClosed |
$262K - $268K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-3.17K- 45.96% |
$270K - $277K
|
3.72K
$295K
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.22KClosed |
$275K - $282K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.25K- 58.25% |
$277K - $284K
|
2.33K
$184K
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3.34K- 10.32% |
$285K - $292K
|
29K
$2.3M
|
|
Mar 11, 2024
Q4 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.45KClosed |
$295K - $302K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.46KClosed |
$296K - $303K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-3.5KClosed |
$299K - $306K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.53KClosed |
$301K - $309K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.67K- 20.6% |
$314K - $321K
|
14.2K
$1.12M
|
|
Jan 12, 2022
Q4 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-3.72K- 54.86% |
$318K - $326K
|
3.06K
$243K
|
|
Jan 27, 2022
Q4 2021
|
Janney Capital Management LLC
|
SELL
|
- |
-3.73K- 2.91% |
$319K - $327K
|
125K
$9.88M
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-3.75K- 10.79% |
$320K - $328K
|
31K
$2.45M
|
|
Feb 14, 2022
Q4 2021
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-3.76KClosed |
$321K - $329K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-3.87K- 22.53% |
$331K - $339K
|
13.3K
$1.06M
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.88K- 6.15% |
$331K - $340K
|
59.2K
$4.69M
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.89K- 13.64% |
$332K - $340K
|
24.6K
$1.95M
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
SELL
|
- |
-3.98K- 31.12% |
$340K - $348K
|
8.81K
$698K
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.1K- 25.55% |
$350K - $359K
|
12K
$947K
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-4.2K- 13.27% |
$359K - $368K
|
27.5K
$2.18M
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-4.28K- 13.78% |
$365K - $374K
|
26.8K
$2.12M
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.37K- 18.91% |
$373K - $382K
|
18.7K
$1.49M
|
|
Feb 08, 2022
Q4 2021
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-4.55K- 8.42% |
$388K - $398K
|
49.5K
$3.92M
|
|
Feb 14, 2022
Q4 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-4.58KClosed |
$391K - $401K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-4.63K- 43.35% |
$395K - $405K
|
6.04K
$479K
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
SELL
|
- |
-4.95K- 60.74% |
$423K - $433K
|
3.2K
$254K
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.23K- 72.7% |
$447K - $458K
|
1.97K
$156K
|
|
Jan 31, 2022
Q4 2021
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-5.25K- 22.59% |
$448K - $459K
|
18K
$1.43M
|
|
Feb 11, 2022
Q4 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-5.55K- 38.72% |
$474K - $485K
|
8.78K
$696K
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-5.6K- 23.76% |
$478K - $490K
|
18K
$1.42M
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-5.62KClosed |
$480K - $492K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-5.64K- 47.85% |
$481K - $493K
|
6.14K
$487K
|
|
Feb 02, 2022
Q4 2021
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-5.74K- 36.77% |
$490K - $502K
|
9.86K
$782K
|