Purchases and Sales Made in Q4 2022 in Ishares U S ETF Tr Int Rate He (HYGH)
This table provides information about the institutional ownership of Ishares U S ETF Tr Int Rate He (HYGH) during Q4 2022. The information is specifically focused on institutions that hold shares of ISHARES U S ETF TR INT RATE HE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
48.8KNew |
$3.92M - $4.09M
|
48.8K
$4.25M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
44.1KNew |
$3.54M - $3.7M
|
44.1K
$3.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
23.2KNew |
$1.86M - $1.94M
|
23.2K
$2.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
14.6K+ 94.31% |
$1.17M - $1.23M
|
30.1K
$2.62M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12KNew |
$964K - $1.01M
|
12K
$1.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.3K+ 19.4% |
$825K - $862K
|
63.3K
$5.51M
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
3KNew |
$241K - $251K
|
3K
$261K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2.79K+ 585.08% |
$224K - $233K
|
3.26K
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
985New |
$79.1K - $82.6K
|
985
$85.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
586+ 11.77% |
$47K - $49.1K
|
5.56K
$484K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
456New |
$36.6K - $38.2K
|
456
$39.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
359+ 4.26% |
$28.8K - $30.1K
|
8.78K
$764K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
207New |
$16.6K - $17.4K
|
207
$18K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
200New |
$16.1K - $16.8K
|
200
$17.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
113+ 1.54% |
$9.07K - $9.47K
|
7.45K
$648K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
108+ 1.91% |
$8.67K - $9.05K
|
5.76K
$501K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
44+ 0.23% |
$3.53K - $3.69K
|
19.4K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
39+ 1.57% |
$3.13K - $3.27K
|
2.52K
$219K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26New |
$2.09K - $2.18K
|
26
$2.26K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
24+ 35.29% |
$1.93K - $2.01K
|
92
$8K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
22New |
$1.77K - $1.84K
|
22
$1.91K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
21+ 0.8% |
$1.69K - $1.76K
|
2.65K
$230K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
4+ 0.04% |
$321 - $335
|
9.24K
$804K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-354- 10.79% |
$28.4K - $29.7K
|
2.93K
$255K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-951- 2.82% |
$76.3K - $79.7K
|
32.7K
$2.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-973- 1.91% |
$78.1K - $81.6K
|
50.1K
$4.36M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.08K- 1.18% |
$86.8K - $90.6K
|
90.6K
$7.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.13K- 28.42% |
$90.5K - $94.5K
|
2.84K
$247K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.31K- 2.0% |
$105K - $110K
|
64.4K
$5.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.24K- 23.09% |
$179K - $187K
|
7.45K
$648K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.44KClosed |
$276K - $289K
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-4.12K- 4.57% |
$331K - $346K
|
86.1K
$7.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.73K- 52.33% |
$540K - $564K
|
6.13K
$533K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18K- 23.14% |
$1.45M - $1.51M
|
60K
$5.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-20K- 48.06% |
$1.6M - $1.67M
|
21.6K
$1.88M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-25.7K- 72.17% |
$2.07M - $2.16M
|
9.93K
$863K
|