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 06, 2020
Q1 2020
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-12K- 58.67% |
$452K - $562K
|
8.48K
$362K
|
|
|
May 08, 2020
Q1 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.1K- 25.18% |
$455K - $567K
|
36K
$1.54M
|
|
|
May 13, 2020
Q1 2020
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-13.1KClosed |
$493K - $613K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-16K- 31.87% |
$600K - $747K
|
34.2K
$1.46M
|
|
|
May 08, 2020
Q1 2020
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-16.2KClosed |
$606K - $755K
|
0
$0
|
|
|
Jun 10, 2020
Q1 2020
|
Coastline Trust CO
|
SELL
|
- |
-17.9K- 15.08% |
$672K - $836K
|
101K
$4.3M
|
|
|
May 11, 2020
Q1 2020
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-18KClosed |
$675K - $840K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-18.7KClosed |
$703K - $874K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-19.4K- 50.0% |
$728K - $906K
|
19.4K
$828K
|
|
|
Apr 22, 2020
Q1 2020
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-20.1KClosed |
$755K - $940K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-21.6K- 28.47% |
$810K - $1.01M
|
54.2K
$2.31M
|
|
|
May 15, 2020
Q1 2020
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-24.7KClosed |
$925K - $1.15M
|
0
$0
|
|
|
Sep 10, 2024
Q1 2020
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-26.5K- 9.67% |
$995K - $1.24M
|
248K
$10.6M
|
|
|
May 15, 2020
Q1 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-26.5KClosed |
$996K - $1.24M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Barings LLC
|
SELL
|
- |
-28.5K- 11.4% |
$1.07M - $1.33M
|
222K
$9.46M
|
|
|
Apr 08, 2020
Q1 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-29.5K- 63.24% |
$1.11M - $1.38M
|
17.1K
$732K
|
|
|
May 20, 2020
Q1 2020
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-30KClosed |
$1.13M - $1.4M
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-31.3KClosed |
$1.18M - $1.46M
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Wrapmanager Inc
|
SELL
|
- |
-32.4K- 28.32% |
$1.22M - $1.51M
|
82K
$3.5M
|
|
|
Apr 13, 2020
Q1 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-33K- 73.08% |
$1.24M - $1.54M
|
12.2K
$519K
|
|
|
May 11, 2020
Q1 2020
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-33.5KClosed |
$1.26M - $1.57M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-33.7K- 49.92% |
$1.27M - $1.57M
|
33.8K
$1.44M
|
|
|
May 05, 2020
Q1 2020
|
Merit Financial Group, LLC
|
SELL
|
- |
-33.9KClosed |
$1.27M - $1.58M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-34.8K- 74.03% |
$1.31M - $1.63M
|
12.2K
$521K
|
|
|
May 14, 2020
Q1 2020
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-36.2KClosed |
$1.36M - $1.69M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-38.2KClosed |
$1.43M - $1.78M
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-45.7K- 16.72% |
$1.71M - $2.13M
|
227K
$9.71M
|
|
|
May 15, 2020
Q1 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-48.3K- 22.82% |
$1.81M - $2.26M
|
163K
$6.97M
|
|
|
May 06, 2020
Q1 2020
|
Adams Wealth Management
|
SELL
|
- |
-55.7KClosed |
$2.09M - $2.6M
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Hnp Capital LLC
|
SELL
|
- |
-58.9KClosed |
$2.21M - $2.75M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-67.2K- 29.86% |
$2.52M - $3.14M
|
158K
$6.74M
|
|
|
May 04, 2020
Q1 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-71.1K- 53.25% |
$2.67M - $3.32M
|
62.5K
$2.67M
|
|
|
Sep 07, 2021
Q1 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-73.9K- 53.66% |
$2.78M - $3.45M
|
63.9K
$2.73M
|
|
|
May 11, 2020
Q1 2020
|
Banco Santander, S.A.
|
SELL
|
- |
-78.7KClosed |
$2.95M - $3.68M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-90.6K- 87.81% |
$3.4M - $4.23M
|
12.6K
$537K
|
|
|
May 15, 2020
Q1 2020
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-91.1K- 61.94% |
$3.42M - $4.25M
|
56K
$2.39M
|
|
|
Apr 23, 2020
Q1 2020
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-91.1K- 56.47% |
$3.42M - $4.25M
|
70.2K
$3M
|
|
|
May 11, 2020
Q1 2020
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-92.7K- 5.66% |
$3.48M - $4.33M
|
1.55M
$66M
|
|
|
May 13, 2020
Q1 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-93.3K- 52.61% |
$3.5M - $4.36M
|
84K
$3.59M
|
|
|
Apr 08, 2020
Q1 2020
|
Adviser Investments LLC
|
SELL
|
- |
-99.2K- 36.09% |
$3.72M - $4.63M
|
176K
$7.5M
|
|
|
May 15, 2020
Q1 2020
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-100KClosed |
$3.75M - $4.67M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Retirement Capital Strategies
|
SELL
|
- |
-102KClosed |
$3.84M - $4.78M
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-103K- 58.64% |
$3.85M - $4.79M
|
72.3K
$3.09M
|
|
|
Apr 27, 2020
Q1 2020
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-111KClosed |
$4.18M - $5.2M
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-123K- 86.73% |
$4.63M - $5.76M
|
18.9K
$805K
|
|
|
Apr 28, 2020
Q1 2020
|
Trilogy Capital Inc.
|
SELL
|
- |
-127KClosed |
$4.77M - $5.94M
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-135K- 86.36% |
$5.07M - $6.31M
|
21.3K
$911K
|
|
|
Apr 22, 2020
Q1 2020
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-142K- 87.08% |
$5.34M - $6.64M
|
21.1K
$901K
|
|
|
May 08, 2020
Q1 2020
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-164K- 39.32% |
$6.15M - $7.66M
|
253K
$10.8M
|
|
|
Apr 22, 2020
Q1 2020
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-179K- 86.15% |
$6.71M - $8.35M
|
28.7K
$1.23M
|