Purchases and Sales Made in Q1 2020 in Ishares 0 5 Year High Yield CO (SHYG)
This table provides information about the institutional ownership of Ishares 0 5 Year High Yield CO (SHYG) during Q1 2020. The information is specifically focused on institutions that hold shares of ISHARES 0-5 YEAR HIGH YIELD CO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 23, 2020
Q1 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.19M+ 301.59% |
$307M - $382M
|
10.9M
$465M
|
|
May 18, 2020
Q1 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.4MNew |
$240M - $299M
|
6.4M
$273M
|
|
Apr 28, 2020
Q1 2020
|
Cwm, LLC
|
BUY
|
- |
2.49M+ 24488.9% |
$93.5M - $116M
|
2.5M
$107M
|
|
May 14, 2020
Q1 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.42M+ 230.9% |
$53.4M - $66.5M
|
2.04M
$86.9M
|
|
Apr 28, 2020
Q1 2020
|
Park Avenue Securities LLC
|
BUY
|
- |
919K+ 1336.48% |
$34.5M - $42.9M
|
988K
$42.1M
|
|
Apr 30, 2020
Q1 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
782K+ 9020.14% |
$29.4M - $36.5M
|
791K
$33.7M
|
|
Apr 15, 2020
Q1 2020
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
658KNew |
$24.7M - $30.7M
|
658K
$28M
|
|
May 13, 2020
Q1 2020
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
553KNew |
$20.7M - $25.8M
|
553K
$23.6M
|
|
May 14, 2020
Q1 2020
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
412K+ 36.82% |
$15.5M - $19.3M
|
1.53M
$65.3M
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
BUY
|
- |
408K+ 22089.08% |
$15.3M - $19.1M
|
410K
$17.5M
|
|
May 12, 2020
Q1 2020
|
Personal Capital Advisors Corp
|
BUY
|
- |
338K+ 8.82% |
$12.7M - $15.8M
|
4.17M
$178M
|
|
May 14, 2020
Q1 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
320KNew |
$12M - $14.9M
|
320K
$13.6M
|
|
May 14, 2020
Q1 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
307K+ 166.22% |
$11.5M - $14.4M
|
492K
$21M
|
|
May 15, 2020
Q1 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
217KNew |
$8.15M - $10.1M
|
217K
$9.25M
|
|
May 12, 2020
Q1 2020
|
Wealthsource Partners, LLC
|
BUY
|
- |
206K+ 119.41% |
$7.74M - $9.63M
|
379K
$16.1M
|
|
Apr 16, 2020
Q1 2020
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
183KNew |
$6.88M - $8.56M
|
183K
$7.81M
|
|
May 11, 2020
Q1 2020
|
Fosun International LTD
|
BUY
|
- |
180KNew |
$6.76M - $8.41M
|
180K
$7.68M
|
|
Apr 14, 2020
Q1 2020
|
Brookstone Capital Management
|
BUY
|
- |
170KNew |
$6.4M - $7.96M
|
170K
$7.27M
|
|
May 15, 2020
Q1 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
155KNew |
$5.81M - $7.23M
|
155K
$6.6M
|
|
May 15, 2020
Q1 2020
|
Cooper Financial Group
|
BUY
|
- |
134KNew |
$5.03M - $6.26M
|
134K
$5.71M
|
|
May 04, 2020
Q1 2020
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
120K+ 1111.22% |
$4.52M - $5.62M
|
131K
$5.59M
|
|
May 14, 2020
Q1 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
111K+ 891.18% |
$4.18M - $5.2M
|
124K
$5.27M
|
|
May 15, 2020
Q1 2020
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
109KNew |
$4.1M - $5.1M
|
109K
$4.66M
|
|
May 05, 2020
Q1 2020
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
105KNew |
$3.93M - $4.89M
|
105K
$4.46M
|
|
Apr 07, 2020
Q1 2020
|
Gradient Investments LLC
|
BUY
|
- |
104K+ 15.67% |
$3.91M - $4.87M
|
769K
$32.8M
|
|
Apr 07, 2020
Q1 2020
|
Sound Income Strategies, LLC
|
BUY
|
- |
87.6K+ 9.44% |
$3.29M - $4.09M
|
1.01M
$43.3M
|
|
Apr 24, 2020
Q1 2020
|
Sharkey, Howes & Javer
|
BUY
|
- |
80.5KNew |
$3.02M - $3.76M
|
80.5K
$3.43M
|
|
May 05, 2020
Q1 2020
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
77.6KNew |
$2.91M - $3.63M
|
77.6K
$3.31M
|
|
May 14, 2020
Q1 2020
|
M&T Bank Corp
|
BUY
|
- |
69.7KNew |
$2.62M - $3.26M
|
69.7K
$2.97M
|
|
Apr 17, 2020
Q1 2020
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
67KNew |
$2.51M - $3.13M
|
67K
$2.85M
|
|
Apr 17, 2020
Q1 2020
|
Icon Wealth Partners, LLC
|
BUY
|
- |
65.2KNew |
$2.45M - $3.05M
|
65.2K
$2.78M
|
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
64.3K+ 632.72% |
$2.42M - $3.01M
|
74.5K
$3.18M
|
|
May 08, 2020
Q1 2020
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
64KNew |
$2.4M - $2.99M
|
64K
$2.73M
|
|
Mar 11, 2024
Q1 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
62.9KNew |
$2.36M - $2.94M
|
62.9K
$2.68M
|
|
May 06, 2020
Q1 2020
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
54.2K+ 313.95% |
$2.04M - $2.53M
|
71.5K
$3.05M
|
|
May 07, 2020
Q1 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
51.1K+ 112.25% |
$1.92M - $2.39M
|
96.5K
$4.11M
|
|
Apr 22, 2020
Q1 2020
|
Concorde Asset Management, LLC
|
BUY
|
- |
49.8KNew |
$1.87M - $2.33M
|
49.8K
$2.12M
|
|
May 08, 2020
Q1 2020
|
Spectrum Management Group, LLC
|
BUY
|
- |
49.5KNew |
$1.86M - $2.31M
|
49.5K
$2.11M
|
|
May 14, 2020
Q1 2020
|
Advisor Net Financial, Inc
|
BUY
|
- |
48.6K+ 300.52% |
$1.82M - $2.27M
|
64.7K
$2.76M
|
|
May 14, 2020
Q1 2020
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
47.6K+ 58.59% |
$1.79M - $2.22M
|
129K
$5.49M
|
|
May 13, 2020
Q1 2020
|
Smart Money Group LLC
|
BUY
|
- |
47.2K+ 381.86% |
$1.77M - $2.2M
|
59.5K
$2.54M
|
|
May 13, 2020
Q1 2020
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
46.3KNew |
$1.74M - $2.16M
|
46.3K
$1.97M
|
|
May 14, 2020
Q1 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
45.6K+ 35.9% |
$1.71M - $2.13M
|
173K
$7.36M
|
|
Apr 10, 2020
Q1 2020
|
Cypress Wealth Services, LLC
|
BUY
|
- |
45.4KNew |
$1.71M - $2.12M
|
45.4K
$1.94M
|
|
Aug 05, 2021
Q1 2020
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
45KNew |
$1.69M - $2.1M
|
45K
$1.92M
|
|
May 15, 2020
Q1 2020
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
44.7KNew |
$1.68M - $2.09M
|
44.7K
$1.91M
|
|
May 01, 2020
Q1 2020
|
55 I, LLC
Boston, MA |
BUY
|
- |
44.5KNew |
$1.67M - $2.08M
|
44.5K
$1.9M
|
|
Apr 17, 2020
Q1 2020
|
Stone House Investment Management, LLC
|
BUY
|
- |
39.8KNew |
$1.5M - $1.86M
|
39.8K
$1.7M
|
|
Apr 23, 2020
Q1 2020
|
Montecito Bank & Trust
|
BUY
|
- |
39.5KNew |
$1.48M - $1.85M
|
39.5K
$1.69M
|
|
Jul 29, 2020
Q1 2020
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
39KNew |
$1.46M - $1.82M
|
39K
$1.66M
|