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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
5.92K+ 106.77% |
$505K - $518K
|
11.5K
$908K
|
|
|
Jan 27, 2022
Q4 2021
|
Millburn Ridgefield Corp
|
BUY
|
- |
5.9K+ 195.33% |
$504K - $516K
|
8.92K
$707K
|
|
|
Feb 04, 2022
Q4 2021
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
5.78K+ 3.03% |
$493K - $506K
|
196K
$15.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
5.73K+ 20.58% |
$489K - $501K
|
33.6K
$2.66M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
5.69K+ 26.3% |
$485K - $497K
|
27.3K
$2.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.57K+ 48.74% |
$475K - $487K
|
17K
$1.35M
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
BUY
|
- |
5.56K+ 3.75% |
$474K - $486K
|
154K
$12.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
5.19KNew |
$443K - $454K
|
5.19K
$411K
|
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
5.18K+ 3.67% |
$442K - $453K
|
146K
$11.6M
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
BUY
|
- |
5.16K+ 9.65% |
$441K - $452K
|
58.6K
$4.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.96KNew |
$423K - $434K
|
4.96K
$393K
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.93KNew |
$421K - $432K
|
4.93K
$391K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.93K+ 9.18% |
$421K - $431K
|
58.6K
$4.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
4.91KNew |
$419K - $429K
|
4.91K
$389K
|
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
BUY
|
- |
4.9K+ 27.61% |
$418K - $429K
|
22.6K
$1.79M
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4.82K+ 22.71% |
$412K - $422K
|
26.1K
$2.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4.75KNew |
$405K - $416K
|
4.75K
$376K
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
4.71KNew |
$402K - $412K
|
4.71K
$374K
|
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
4.68K+ 13.07% |
$399K - $409K
|
40.5K
$3.21M
|
|
|
Feb 10, 2022
Q4 2021
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
4.64KNew |
$396K - $406K
|
4.64K
$368K
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
4.47KNew |
$381K - $391K
|
4.47K
$354K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
4.41KNew |
$376K - $386K
|
4.41K
$349K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
4.39K+ 12.64% |
$375K - $384K
|
39.2K
$3.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
4.38K+ 9.5% |
$374K - $384K
|
50.5K
$4M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.3KNew |
$367K - $377K
|
4.3K
$341K
|
|
|
Jan 28, 2022
Q4 2021
|
First Interstate Bank
Billings, MT |
BUY
|
- |
4.15K+ 81.29% |
$354K - $363K
|
9.25K
$733K
|
|
|
Jun 21, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
4.1K+ 8.51% |
$350K - $359K
|
52.3K
$4.15M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
4.07KNew |
$348K - $356K
|
4.07K
$323K
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.04K+ 13.86% |
$345K - $354K
|
33.2K
$2.63M
|
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.91K+ 1.41% |
$333K - $342K
|
282K
$22.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.88K+ 2.21% |
$331K - $339K
|
179K
$14.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
3.8K+ 28.27% |
$324K - $333K
|
17.2K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.79K+ 26.92% |
$324K - $332K
|
17.9K
$1.42M
|
|
|
Jan 31, 2022
Q4 2021
|
Carmel Capital Partners, LLC
|
BUY
|
- |
3.78KNew |
$323K - $331K
|
3.78K
$299K
|
|
|
Feb 10, 2022
Q4 2021
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.76KNew |
$321K - $329K
|
3.76K
$298K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.73K+ 21.36% |
$318K - $326K
|
21.2K
$1.68M
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
BUY
|
- |
3.73KNew |
$318K - $326K
|
3.73K
$295K
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
3.72KNew |
$318K - $326K
|
3.72K
$295K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.69K+ 16.81% |
$315K - $323K
|
25.7K
$2.03M
|
|
|
Feb 15, 2022
Q4 2021
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
3.63K+ 2.06% |
$309K - $317K
|
180K
$14.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.59K+ 19.72% |
$306K - $314K
|
21.8K
$1.73M
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.59K+ 19.72% |
$306K - $314K
|
21.8K
$1.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.56K+ 12.52% |
$304K - $311K
|
32K
$2.53M
|
|
|
Jan 24, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
3.55K+ 11.19% |
$303K - $310K
|
35.2K
$2.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
3.53K+ 6.2% |
$301K - $309K
|
60.4K
$4.79M
|
|
|
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
3.5K+ 3883.33% |
$298K - $306K
|
3.59K
$284K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.49K+ 10.18% |
$298K - $306K
|
37.8K
$3M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
3.48KNew |
$297K - $304K
|
3.48K
$275K
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
3.45KNew |
$295K - $302K
|
3.45K
$274K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.45K+ 313.64% |
$295K - $302K
|
4.55K
$361K
|