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 13, 2020
Q1 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.24KNew |
$46.5K - $57.8K
|
1.24K
$53.2K
|
|
|
Apr 28, 2020
Q1 2020
|
Weaver Consulting Group
|
BUY
|
- |
1.24KNew |
$46.4K - $57.7K
|
1.24K
$53.1K
|
|
|
Apr 22, 2020
Q1 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
1.23K+ 61.47% |
$46.2K - $57.5K
|
3.23K
$139K
|
|
|
May 07, 2020
Q1 2020
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.21K+ 15.1% |
$45.3K - $56.3K
|
9.2K
$395K
|
|
|
May 05, 2020
Q1 2020
|
Novare Capital Management LLC
|
BUY
|
- |
1.06K+ 11.1% |
$39.6K - $49.3K
|
10.6K
$454K
|
|
|
May 14, 2020
Q1 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
919New |
$34.5K - $42.9K
|
919
$39.5K
|
|
|
Apr 13, 2020
Q1 2020
|
Moneywise, Inc.
|
BUY
|
- |
854+ 9.59% |
$32.1K - $39.9K
|
9.76K
$420K
|
|
|
Apr 14, 2020
Q1 2020
|
Shilanski & Associates, Inc.
|
BUY
|
- |
794+ 10.12% |
$29.8K - $37.1K
|
8.64K
$371K
|
|
|
May 13, 2020
Q1 2020
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
548New |
$20.6K - $25.6K
|
548
$23.6K
|
|
|
Apr 14, 2020
Q1 2020
|
Provident Wealth Management, LLC
|
BUY
|
- |
537+ 4.44% |
$20.2K - $25.1K
|
12.6K
$543K
|
|
|
Aug 13, 2024
Q1 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
489+ 1438.24% |
$18.4K - $22.8K
|
523
$22.5K
|
|
|
May 08, 2020
Q1 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
479+ 5.33% |
$18K - $22.4K
|
9.47K
$407K
|
|
|
May 14, 2020
Q1 2020
|
S.A. Mason LLC
|
BUY
|
- |
470New |
$17.6K - $22K
|
470
$20.2K
|
|
|
May 07, 2020
Q1 2020
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
425New |
$16K - $19.9K
|
425
$18.3K
|
|
|
May 13, 2020
Q1 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
356+ 4.49% |
$13.4K - $16.6K
|
8.28K
$356K
|
|
|
May 19, 2020
Q1 2020
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
321+ 10.45% |
$12.1K - $15K
|
3.39K
$146K
|
|
|
Apr 29, 2020
Q1 2020
|
Tap Consulting, LLC
|
BUY
|
- |
293+ 0.85% |
$11K - $13.7K
|
35K
$1.5M
|
|
|
Apr 23, 2020
Q1 2020
|
Signal Point Asset Management, LLC
|
BUY
|
- |
231+ 3.01% |
$8.67K - $10.8K
|
7.89K
$339K
|
|
|
May 06, 2020
Q1 2020
|
Lion Street Advisors, LLC
|
BUY
|
- |
209New |
$7.85K - $9.76K
|
209
$8.98K
|
|
|
Apr 09, 2020
Q1 2020
|
Townsend & Associates, Inc
|
BUY
|
- |
164+ 2.98% |
$6.16K - $7.66K
|
5.67K
$244K
|
|
|
May 12, 2020
Q1 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
110+ 23.11% |
$4.13K - $5.14K
|
586
$25.2K
|
|
|
May 15, 2020
Q1 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$3.75K - $4.67K
|
100
$4.3K
|
|
|
May 13, 2020
Q1 2020
|
Valley National Advisers Inc
|
BUY
|
- |
67New |
$2.52K - $3.13K
|
67
$2.88K
|
|
|
May 11, 2020
Q1 2020
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
60New |
$2.25K - $2.8K
|
60
$2.58K
|
|
|
Apr 06, 2020
Q1 2020
|
Rda Financial Network
|
BUY
|
- |
57+ 1.01% |
$2.14K - $2.66K
|
5.68K
$244K
|
|
|
Apr 23, 2020
Q1 2020
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
53+ 2.87% |
$1.99K - $2.48K
|
1.9K
$81.6K
|
|
|
Apr 08, 2020
Q1 2020
|
Tsfg, LLC
|
BUY
|
- |
44+ 169.23% |
$1.65K - $2.06K
|
70
$3.01K
|
|
|
May 01, 2020
Q1 2020
|
Darwin Advisors, LLC
|
BUY
|
- |
38New |
$1.43K - $1.78K
|
38
$1.63K
|
|
|
May 08, 2020
Q1 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
33+ 2.44% |
$1.24K - $1.54K
|
1.39K
$59.6K
|
|
|
Apr 30, 2020
Q1 2020
|
Red Cedar Capital, LLC
|
BUY
|
- |
19+ 0.85% |
$713 - $888
|
2.26K
$96.9K
|
|
|
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
17New |
$638 - $794
|
17
$731
|
|
|
Apr 27, 2020
Q1 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
14+ 0.31% |
$526 - $654
|
4.51K
$194K
|
|
|
May 15, 2020
Q1 2020
|
Procyon Advisors, LLC
|
BUY
|
- |
4New |
$150 - $187
|
4
$172
|
|
|
Apr 27, 2020
Q1 2020
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.09% |
$75.1 - $93.4
|
2.3K
$98.8K
|
|
|
Apr 21, 2020
Q1 2020
|
Optimum Investment Advisors
|
BUY
|
- |
2+ 1.27% |
$75.1 - $93.4
|
160
$6.88K
|
|
|
Apr 30, 2020
Q1 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$37.5 - $46.7
|
4.98K
$214K
|
|
|
Apr 13, 2020
Q1 2020
|
Ellevest, Inc.
|
BUY
|
- |
1+ 0.68% |
$37.5 - $46.7
|
149
$6.41K
|
|
|
May 12, 2020
Q1 2020
|
Ckw Financial Group
|
SELL
|
- |
-3- 0.04% |
$113 - $140
|
7.65K
$329K
|
|
|
Jun 03, 2020
Q1 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-7Closed |
$263 - $327
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-16- 0.99% |
$601 - $748
|
1.6K
$68.6K
|
|
|
Apr 10, 2020
Q1 2020
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-25- 1.96% |
$939 - $1.17K
|
1.25K
$53.7K
|
|
|
Apr 01, 2020
Q1 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-40- 1.86% |
$1.5K - $1.87K
|
2.11K
$90.8K
|
|
|
May 08, 2020
Q1 2020
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-45- 6.56% |
$1.69K - $2.1K
|
641
$27.6K
|
|
|
May 18, 2020
Q1 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-50- 15.87% |
$1.88K - $2.34K
|
265
$11.4K
|
|
|
May 14, 2020
Q1 2020
|
Arkadios Wealth Advisors
|
SELL
|
- |
-64- 32.65% |
$2.4K - $2.99K
|
132
$5.67K
|
|
|
Apr 21, 2020
Q1 2020
|
First Hawaiian Bank
|
SELL
|
- |
-69- 0.22% |
$2.59K - $3.22K
|
31.8K
$1.37M
|
|
|
Apr 21, 2020
Q1 2020
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-82- 0.61% |
$3.08K - $3.83K
|
13.3K
$570K
|
|
|
May 07, 2020
Q1 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-167- 2.71% |
$6.27K - $7.8K
|
6K
$258K
|
|
|
May 08, 2020
Q1 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-221Closed |
$8.3K - $10.3K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-223- 2.03% |
$8.37K - $10.4K
|
10.8K
$463K
|