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 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.26K+ 29.79% |
$193K - $198K
|
9.84K
$780K
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
BUY
|
- |
2.25K+ 5.31% |
$192K - $197K
|
44.6K
$3.53M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.24K+ 4.28% |
$191K - $196K
|
54.5K
$4.32M
|
|
|
Feb 10, 2022
Q4 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.21K+ 1.21% |
$189K - $193K
|
185K
$14.7M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
2.17KNew |
$185K - $190K
|
2.17K
$172K
|
|
|
Feb 03, 2022
Q4 2021
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.15K+ 3.31% |
$184K - $188K
|
67.2K
$5.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Glazer Capital, LLC
New York, NY |
BUY
|
- |
2.07K+ 10.82% |
$177K - $181K
|
21.2K
$1.68M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.04K+ 4.57% |
$174K - $179K
|
46.8K
$3.71M
|
|
|
Jan 20, 2022
Q4 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.01K+ 6.1% |
$171K - $176K
|
34.9K
$2.77M
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.95K+ 44.14% |
$166K - $170K
|
6.36K
$504K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.93K+ 28.62% |
$165K - $169K
|
8.68K
$688K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
1.83K+ 22837.5% |
$156K - $160K
|
1.84K
$145K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.77K+ 42.41% |
$151K - $155K
|
5.95K
$472K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
1.76K+ 24.24% |
$150K - $154K
|
9.02K
$715K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.72K+ 254.14% |
$147K - $150K
|
2.39K
$190K
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
1.65KNew |
$141K - $144K
|
1.65K
$131K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.64K+ 6.12% |
$140K - $143K
|
28.4K
$2.25M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.63K+ 4.08% |
$139K - $142K
|
41.5K
$3.29M
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
BUY
|
- |
1.61K+ 8.85% |
$137K - $141K
|
19.8K
$1.57M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.54K+ 1.73% |
$131K - $134K
|
90.1K
$7.14M
|
|
|
Jan 24, 2022
Q4 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.53K+ 7.73% |
$131K - $134K
|
21.4K
$1.69M
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.52K+ 40.91% |
$129K - $133K
|
5.22K
$414K
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.51K+ 3.78% |
$129K - $132K
|
41.5K
$3.29M
|
|
|
Jan 12, 2022
Q4 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.5K+ 2.41% |
$128K - $132K
|
63.9K
$5.07M
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.45K+ 52.45% |
$123K - $126K
|
4.2K
$333K
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.44K+ 38.94% |
$123K - $126K
|
5.13K
$407K
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.44K+ 7.06% |
$123K - $126K
|
21.8K
$1.73M
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.39K+ 7.99% |
$118K - $121K
|
18.8K
$1.49M
|
|
|
Jan 04, 2022
Q4 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
1.38K+ 7.8% |
$117K - $120K
|
19K
$1.51M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.32KNew |
$112K - $115K
|
1.32K
$104K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.3K+ 10.51% |
$111K - $114K
|
13.7K
$1.09M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.29K+ 9.12% |
$110K - $113K
|
15.5K
$1.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.27K+ 10.95% |
$108K - $111K
|
12.8K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.24K+ 17.58% |
$105K - $108K
|
8.26K
$655K
|
|
|
Jan 21, 2022
Q4 2021
|
Piershale Financial Group, Inc.
|
BUY
|
- |
1.18K+ 17.18% |
$100K - $103K
|
8.02K
$636K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.16KNew |
$98.8K - $101K
|
1.16K
$91.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.16KNew |
$98.7K - $101K
|
1.16K
$91.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.07K+ 5.03% |
$91.3K - $93.5K
|
22.3K
$1.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
980+ 4.84% |
$83.7K - $85.8K
|
21.2K
$1.68M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
976+ 20.85% |
$83.3K - $85.4K
|
5.66K
$448K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
975New |
$83.2K - $85.3K
|
975
$77.3K
|
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
922+ 0.49% |
$78.7K - $80.7K
|
187K
$14.8M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
907+ 9.25% |
$77.4K - $79.4K
|
10.7K
$849K
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
863+ 12.04% |
$73.7K - $75.5K
|
8.03K
$636K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
840+ 0.49% |
$71.7K - $73.5K
|
174K
$13.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
838+ 26.64% |
$71.5K - $73.3K
|
3.98K
$316K
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
816+ 15.51% |
$69.7K - $71.4K
|
6.08K
$482K
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
810+ 6.91% |
$69.1K - $70.9K
|
12.5K
$993K
|
|
|
Jan 19, 2022
Q4 2021
|
Schwab Charitable Fund
|
BUY
|
- |
807+ 32.47% |
$68.9K - $70.6K
|
3.29K
$261K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
804+ 267.11% |
$68.6K - $70.4K
|
1.11K
$87.6K
|