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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2020
Q1 2020
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
38K+ 52.27% |
$1.43M - $1.78M
|
111K
$4.75M
|
|
|
Apr 23, 2020
Q1 2020
|
Uma Financial Services, Inc.
|
BUY
|
- |
37.4KNew |
$1.4M - $1.75M
|
37.4K
$1.6M
|
|
|
Apr 29, 2020
Q1 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
36.3KNew |
$1.36M - $1.7M
|
36.3K
$1.56M
|
|
|
Apr 21, 2020
Q1 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
35.5K+ 58.43% |
$1.33M - $1.66M
|
96.3K
$4.13M
|
|
|
May 14, 2020
Q1 2020
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
33.9KNew |
$1.27M - $1.58M
|
33.9K
$1.46M
|
|
|
May 01, 2020
Q1 2020
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
32.9KNew |
$1.24M - $1.54M
|
32.9K
$1.41M
|
|
|
May 18, 2020
Q1 2020
|
Townsquare Capital LLC
|
BUY
|
- |
32.2K+ 5.65% |
$1.21M - $1.5M
|
602K
$25.9M
|
|
|
May 08, 2020
Q1 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
31.9KNew |
$1.2M - $1.49M
|
31.9K
$1.37M
|
|
|
May 15, 2020
Q1 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.6KNew |
$1.15M - $1.43M
|
30.6K
$1.31M
|
|
|
May 06, 2020
Q1 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
30.4K+ 6.85% |
$1.14M - $1.42M
|
474K
$20.3M
|
|
|
May 14, 2020
Q1 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
29.7KNew |
$1.11M - $1.39M
|
29.7K
$1.28M
|
|
|
May 14, 2020
Q1 2020
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
28.6KNew |
$1.07M - $1.34M
|
28.6K
$1.23M
|
|
|
May 15, 2020
Q1 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
27.4KNew |
$1.03M - $1.28M
|
27.4K
$1.18M
|
|
|
Apr 27, 2020
Q1 2020
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
26.3K+ 3997.41% |
$986K - $1.23M
|
26.9K
$1.16M
|
|
|
May 13, 2020
Q1 2020
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
25.7K+ 14.67% |
$964K - $1.2M
|
201K
$8.62M
|
|
|
Apr 20, 2020
Q1 2020
|
True Private Wealth Advisors
|
BUY
|
- |
25.6KNew |
$963K - $1.2M
|
25.6K
$1.1M
|
|
|
May 15, 2020
Q1 2020
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
25.1K+ 360.65% |
$943K - $1.17M
|
32.1K
$1.38M
|
|
|
May 20, 2020
Q1 2020
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
24.1KNew |
$905K - $1.13M
|
24.1K
$1.04M
|
|
|
Jun 23, 2021
Q1 2020
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
23.1KNew |
$865K - $1.08M
|
23.1K
$990K
|
|
|
May 15, 2020
Q1 2020
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
22.3KNew |
$836K - $1.04M
|
22.3K
$956K
|
|
|
May 22, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
21.8KNew |
$819K - $1.02M
|
21.8K
$937K
|
|
|
Apr 24, 2020
Q1 2020
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
20K+ 151.2% |
$749K - $932K
|
33.2K
$1.42M
|
|
|
May 12, 2020
Q1 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
19.9K+ 2751.87% |
$747K - $930K
|
20.6K
$885K
|
|
|
May 12, 2020
Q1 2020
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18.4K+ 1494.07% |
$690K - $859K
|
19.6K
$843K
|
|
|
May 21, 2020
Q1 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.4K+ 4.51% |
$689K - $858K
|
425K
$18.3M
|
|
|
May 15, 2020
Q1 2020
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
18.3KNew |
$686K - $853K
|
18.3K
$784K
|
|
|
May 15, 2020
Q1 2020
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
18.2K+ 7.11% |
$683K - $850K
|
274K
$11.8M
|
|
|
May 15, 2020
Q1 2020
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
17.2K+ 40.12% |
$644K - $801K
|
59.9K
$2.57M
|
|
|
May 18, 2021
Q1 2020
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
16.8KNew |
$631K - $785K
|
16.8K
$722K
|
|
|
Apr 29, 2020
Q1 2020
|
Peak Financial Management, Inc.
|
BUY
|
- |
16.7K+ 13.62% |
$628K - $782K
|
140K
$5.99M
|
|
|
Apr 16, 2020
Q1 2020
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
16.3KNew |
$613K - $762K
|
16.3K
$701K
|
|
|
May 12, 2020
Q1 2020
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
16.2KNew |
$610K - $759K
|
16.2K
$697K
|
|
|
May 18, 2020
Q1 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.6K+ 22.19% |
$585K - $729K
|
85.9K
$3.69M
|
|
|
May 13, 2020
Q1 2020
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
14.9K+ 10.92% |
$560K - $697K
|
152K
$6.51M
|
|
|
Apr 15, 2020
Q1 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
14K+ 2993.18% |
$527K - $656K
|
14.5K
$623K
|
|
|
May 05, 2020
Q1 2020
|
D.A. Davidson & Co.
|
BUY
|
- |
13.6K+ 27.84% |
$509K - $634K
|
62.3K
$2.67M
|
|
|
May 12, 2020
Q1 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
13.4K+ 67.79% |
$503K - $626K
|
33.2K
$1.42M
|
|
|
May 07, 2020
Q1 2020
|
Veracity Capital LLC
|
BUY
|
- |
13.4KNew |
$502K - $624K
|
13.4K
$574K
|
|
|
May 15, 2020
Q1 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
12.9K+ 34.74% |
$485K - $604K
|
50.1K
$2.15M
|
|
|
May 12, 2020
Q1 2020
|
Stokes Family Office, LLC
|
BUY
|
- |
12K+ 5.52% |
$450K - $560K
|
229K
$9.84M
|
|
|
Apr 28, 2020
Q1 2020
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
11.6K+ 11.76% |
$434K - $541K
|
110K
$4.72M
|
|
|
May 05, 2020
Q1 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
11.4K+ 18.36% |
$427K - $532K
|
73.4K
$3.15M
|
|
|
May 14, 2020
Q1 2020
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
10.8K+ 19.48% |
$407K - $506K
|
66.4K
$2.85M
|
|
|
Apr 29, 2020
Q1 2020
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.4K+ 60.85% |
$392K - $488K
|
27.6K
$1.18M
|
|
|
May 07, 2020
Q1 2020
|
Vicus Capital
State College, PA |
BUY
|
- |
10.2KNew |
$382K - $475K
|
10.2K
$437K
|
|
|
May 18, 2020
Q1 2020
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.1K+ 197.93% |
$378K - $470K
|
15.1K
$650K
|
|
|
May 15, 2020
Q1 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
9.86KNew |
$370K - $461K
|
9.86K
$423K
|
|
|
May 11, 2020
Q1 2020
|
Austin Private Wealth, LLC
|
BUY
|
- |
9.8KNew |
$368K - $458K
|
9.8K
$421K
|
|
|
May 15, 2020
Q1 2020
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.78K+ 57.29% |
$367K - $457K
|
26.9K
$1.15M
|
|
|
Apr 17, 2020
Q1 2020
|
Raymond James Trust N.A.
|
BUY
|
- |
9.27K+ 95.54% |
$348K - $433K
|
19K
$815K
|