Purchases and Sales Made in Q1 2020 in Ishares 0 5 Year High Yield CO (SHYG)

SHYG Quotes by TradingView

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 28, 2020 Q1 2020
Sheets Smith Wealth Management

BUY
 -
9K
+ 117.31%
$338K - $420K
16.7K $717K
May 01, 2020 Q1 2020
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
8.83K
+ 22.37%
$332K - $413K
48.3K $2.08M
Apr 23, 2020 Q1 2020
Successful Portfolios LLC

BUY
 -
8.72K
New
$327K - $408K
8.72K $375K
Jul 20, 2020 Q1 2020
Belpointe Asset Management LLC

BUY
 -
8.6K
New
$323K - $402K
8.6K $370K
May 12, 2020 Q1 2020
Principal Financial Group Inc

Des Moines, IA
BUY
 -
8.53K
New
$320K - $398K
8.53K $367K
May 14, 2020 Q1 2020
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
8.4K
New
$315K - $392K
8.4K $361K
May 14, 2020 Q1 2020
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
8.21K
+ 12.1%
$308K - $384K
76.1K $3.27M
May 08, 2020 Q1 2020
Xml Financial, LLC

BUY
 -
8.16K
New
$306K - $381K
8.16K $351K
May 15, 2020 Q1 2020
Sawtooth Solutions, LLC

BUY
 -
7.91K
+ 27.72%
$297K - $369K
36.4K $1.57M
May 12, 2020 Q1 2020
V Wealth Advisors LLC

BUY
 -
7.79K
New
$292K - $364K
7.79K $335K
May 08, 2020 Q1 2020
Oppenheimer & CO Inc

New York, NY
BUY
 -
7.44K
New
$279K - $348K
7.44K $320K
May 06, 2020 Q1 2020
Brandywine Oak Private Wealth LLC

BUY
 -
7.44K
+ 109.27%
$279K - $347K
14.2K $612K
May 15, 2020 Q1 2020
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
7.16K
+ 2.49%
$269K - $334K
294K $12.7M
May 15, 2020 Q1 2020
High Falls Advisors, Inc

Rochester, NY
BUY
 -
7.05K
New
$264K - $329K
7.05K $303K
Apr 09, 2020 Q1 2020
Time Scale Financial, Inc.

BUY
 -
6.73K
+ 133.08%
$253K - $314K
11.8K $507K
Apr 15, 2020 Q1 2020
Chesley Taft & Associates LLC

BUY
 -
6.73K
+ 21.74%
$252K - $314K
37.7K $1.62M
Apr 09, 2020 Q1 2020
Flc Capital Advisors

BUY
 -
6.66K
New
$250K - $311K
6.66K $286K
May 13, 2020 Q1 2020
Mutual Advisors, LLC

Casper, WY
BUY
 -
6.19K
New
$232K - $289K
6.19K $266K
May 12, 2020 Q1 2020
Mirae Asset Global Investments Co., Ltd.

BUY
 -
6K
+ 38.54%
$225K - $280K
21.6K $927K
Apr 29, 2020 Q1 2020
Archford Capital Strategies, LLC

BUY
 -
5.91K
New
$222K - $276K
5.91K $254K
Apr 28, 2020 Q1 2020
Capital Investment Advisory Services, LLC

BUY
 -
5.85K
New
$220K - $273K
5.85K $252K
May 20, 2020 Q1 2020
Phoenix Holdings Ltd.

Givatayim, L3
BUY
 -
5.74K
+ 27.45%
$216K - $268K
26.7K $1.15M
May 13, 2020 Q1 2020
Cornerstone Wealth Management, LLC

BUY
 -
5.71K
New
$214K - $267K
5.71K $246K
May 15, 2020 Q1 2020
Truist Financial Corp

BUY
 -
5.66K
+ 2.63%
$213K - $264K
221K $9.51M
Mar 24, 2023 Q1 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
5.51K
+ 232.7%
$207K - $257K
7.88K $339K
May 12, 2020 Q1 2020
Ifp Advisors, Inc

BUY
 -
5.36K
+ 46.37%
$201K - $251K
16.9K $728K
May 15, 2020 Q1 2020
Rhs Financial, LLC

BUY
 -
5.33K
New
$200K - $249K
5.33K $229K
May 07, 2020 Q1 2020
Dynamic Advisor Solutions LLC

BUY
 -
5.25K
+ 53.04%
$197K - $245K
15.1K $651K
Apr 23, 2020 Q1 2020
First Merchants Corp

BUY
 -
5.13K
New
$193K - $240K
5.13K $221K
Apr 29, 2020 Q1 2020
Dakota Wealth Management

BUY
 -
5.07K
+ 20.9%
$190K - $237K
29.3K $1.26M
Apr 27, 2020 Q1 2020
Omni Star Financial Group, Inc.

BUY
 -
4.76K
New
$179K - $222K
4.76K $205K
May 01, 2020 Q1 2020
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
4.52K
+ 4661.86%
$170K - $211K
4.62K $199K
May 04, 2020 Q1 2020
Stratos Wealth Advisors, LLC

BUY
 -
3.98K
New
$149K - $186K
3.98K $171K
May 15, 2020 Q1 2020
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
3.9K
+ 37.77%
$146K - $182K
14.2K $611K
May 15, 2020 Q1 2020
Orion Portfolio Solutions, LLC

BUY
 -
3.68K
+ 110.61%
$138K - $172K
7.01K $301K
May 14, 2020 Q1 2020
Aspire Private Capital, LLC

BUY
 -
3.47K
New
$130K - $162K
3.47K $149K
May 06, 2020 Q1 2020
Patriot Investment Management Inc.

BUY
 -
3.31K
+ 31.32%
$124K - $155K
13.9K $597K
May 15, 2020 Q1 2020
Claraphi Advisory Network, LLC

BUY
 -
3.24K
New
$122K - $152K
3.24K $139K
Apr 27, 2020 Q1 2020
Naples Global Advisors, LLC

Naples, FL
BUY
 -
3.09K
+ 9.25%
$116K - $144K
36.5K $1.57M
May 14, 2020 Q1 2020
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
2.84K
+ 23.42%
$107K - $133K
15K $643K
May 15, 2020 Q1 2020
One Capital Management, LLC

Westlake Village, CA
BUY
 -
2.79K
+ 7.98%
$105K - $130K
37.7K $1.62M
May 07, 2020 Q1 2020
Ifrah Financial Services, Inc.

BUY
 -
2.78K
+ 5.56%
$104K - $130K
52.8K $2.27M
May 04, 2020 Q1 2020
Mount Yale Investment Advisors, LLC

BUY
 -
2.7K
+ 53.33%
$101K - $126K
7.76K $334K
May 15, 2020 Q1 2020
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
2.38K
+ 46.93%
$89.2K - $111K
7.44K $320K
Apr 29, 2020 Q1 2020
Le Jeune Puetz Investment Counsel LLC

BUY
 -
2.05K
+ 7.68%
$77K - $95.8K
28.8K $1.24M
May 13, 2020 Q1 2020
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1.66K
+ 680.33%
$62.3K - $77.6K
1.9K $81.9K
May 05, 2020 Q1 2020
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
1.64K
New
$61.7K - $76.8K
1.64K $70.6K
Apr 24, 2020 Q1 2020
Jacobi Capital Management LLC

BUY
 -
1.25K
+ 625.5%
$47K - $58.4K
1.45K $62.4K
May 15, 2020 Q1 2020
Scotia Capital Inc.

BUY
 -
1.25K
+ 25.6%
$46.8K - $58.2K
6.11K $263K

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