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 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
803+ 128.48% |
$68.6K - $70.3K
|
1.43K
$113K
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
771+ 0.83% |
$65.8K - $67.5K
|
93.7K
$7.43M
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
BUY
|
- |
761+ 3.33% |
$65K - $66.6K
|
23.6K
$1.87M
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
757+ 6.32% |
$64.6K - $66.2K
|
12.7K
$1.01M
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
750+ 106.53% |
$64K - $65.6K
|
1.45K
$115K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
733+ 16.12% |
$62.6K - $64.1K
|
5.28K
$418K
|
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
732+ 2.69% |
$62.5K - $64.1K
|
27.9K
$2.21M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
725+ 16.28% |
$61.9K - $63.4K
|
5.18K
$410K
|
|
|
Feb 02, 2022
Q4 2021
|
Chatham Capital Group, Inc.
|
BUY
|
- |
690+ 0.56% |
$58.9K - $60.4K
|
125K
$9.9M
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
640+ 3.31% |
$54.6K - $56K
|
20K
$1.58M
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
612+ 5.04% |
$52.2K - $53.6K
|
12.7K
$1.01M
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
611+ 4.18% |
$52.2K - $53.5K
|
15.2K
$1.21M
|
|
|
Jan 19, 2022
Q4 2021
|
Blue Fin Capital, Inc.
|
BUY
|
- |
602+ 0.8% |
$51.4K - $52.7K
|
76.1K
$6.03M
|
|
|
Jan 18, 2022
Q4 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
579+ 1.62% |
$49.4K - $50.7K
|
36.3K
$2.88M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
570New |
$48.7K - $49.9K
|
570
$45.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
564+ 18.86% |
$48.1K - $49.4K
|
3.55K
$282K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
563+ 7.12% |
$48.1K - $49.3K
|
8.47K
$671K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
526New |
$44.9K - $46K
|
526
$41.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
525+ 535.71% |
$44.8K - $45.9K
|
623
$49.4K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
502+ 11.96% |
$42.9K - $43.9K
|
4.7K
$372K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
492+ 4.13% |
$42K - $43.1K
|
12.4K
$984K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
483New |
$41.2K - $42.3K
|
483
$38.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
479+ 7.91% |
$40.9K - $41.9K
|
6.54K
$518K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
475New |
$40.6K - $41.6K
|
475
$37.6K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
474+ 2.16% |
$40.5K - $41.5K
|
22.4K
$1.77M
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
467+ 7.19% |
$39.9K - $40.9K
|
6.96K
$552K
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
452+ 0.46% |
$38.6K - $39.6K
|
99.2K
$7.86M
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
443New |
$37.8K - $38.8K
|
443
$35.1K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
443New |
$37.8K - $38.8K
|
443
$35.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
440+ 17.6% |
$37.6K - $38.5K
|
2.94K
$233K
|
|
|
Jan 27, 2022
Q4 2021
|
Peoples Bank
|
BUY
|
- |
422+ 1.77% |
$36K - $36.9K
|
24.3K
$1.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
421+ 1.9% |
$35.9K - $36.8K
|
22.6K
$1.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
378+ 8.37% |
$32.3K - $33.1K
|
4.9K
$388K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
360New |
$30.7K - $31.5K
|
360
$28.5K
|
|
|
Feb 13, 2024
Q4 2021
|
United Community Bank
Greenville, SC |
BUY
|
- |
360New |
$30.7K - $31.5K
|
360
$28.5K
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
340+ 12.19% |
$29K - $29.8K
|
3.13K
$248K
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
339+ 10.37% |
$28.9K - $29.7K
|
3.61K
$286K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
330+ 1.8% |
$28.2K - $28.9K
|
18.6K
$1.48M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
328+ 6.28% |
$28K - $28.7K
|
5.55K
$440K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
324New |
$27.7K - $28.4K
|
324
$25.7K
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
321+ 9.16% |
$27.4K - $28.1K
|
3.83K
$303K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
312New |
$26.6K - $27.3K
|
312
$24.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
294+ 2.74% |
$25.1K - $25.7K
|
11K
$873K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
290New |
$24.8K - $25.4K
|
290
$23K
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
BUY
|
- |
289+ 4.54% |
$24.7K - $25.3K
|
6.66K
$528K
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
275+ 8.06% |
$23.5K - $24.1K
|
3.69K
$292K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
271+ 13550.0% |
$23.1K - $23.7K
|
273
$21.6K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
269+ 0.46% |
$23K - $23.5K
|
58.8K
$4.66M
|
|
|
Feb 14, 2022
Q4 2021
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
260+ 1.2% |
$22.2K - $22.8K
|
21.9K
$1.73M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
260+ 4.34% |
$22.2K - $22.8K
|
6.26K
$496K
|