Purchases and Sales Made in Q1 2021 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 2021. 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 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
849KNew |
$38.4M - $38.9M
|
849K
$36.5M
|
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
814K+ 10121.98% |
$36.8M - $37.3M
|
822K
$35.3M
|
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
755K+ 73.79% |
$34.2M - $34.6M
|
1.78M
$76.4M
|
|
|
May 17, 2021
Q1 2021
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
747KNew |
$33.8M - $34.2M
|
747K
$32.1M
|
|
|
May 14, 2021
Q1 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
597K+ 11.56% |
$27.1M - $27.4M
|
5.77M
$248M
|
|
|
May 14, 2021
Q1 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
523KNew |
$23.7M - $24M
|
523K
$22.5M
|
|
|
May 13, 2021
Q1 2021
|
Greystone Financial Group, LLC
|
BUY
|
- |
266K+ 173.15% |
$12M - $12.2M
|
420K
$18M
|
|
|
May 17, 2021
Q1 2021
|
Townsquare Capital LLC
|
BUY
|
- |
255K+ 22.84% |
$11.6M - $11.7M
|
1.37M
$59M
|
|
|
May 17, 2021
Q1 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
183K+ 1623.26% |
$8.28M - $8.38M
|
194K
$8.35M
|
|
|
May 03, 2021
Q1 2021
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
136K+ 71.94% |
$6.16M - $6.23M
|
325K
$14M
|
|
|
May 04, 2021
Q1 2021
|
Toews Corp
|
BUY
|
- |
135K+ 540.0% |
$6.11M - $6.18M
|
160K
$6.88M
|
|
|
Apr 21, 2021
Q1 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
117K+ 10.89% |
$5.3M - $5.36M
|
1.19M
$51.3M
|
|
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
95.3K+ 63.53% |
$4.32M - $4.37M
|
245K
$10.5M
|
|
|
May 20, 2021
Q1 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
82.3KNew |
$3.73M - $3.77M
|
82.3K
$3.54M
|
|
|
May 17, 2021
Q1 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
74.6K+ 68.02% |
$3.38M - $3.42M
|
184K
$7.92M
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
73.9K+ 11.63% |
$3.35M - $3.39M
|
710K
$30.5M
|
|
|
May 12, 2021
Q1 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
67.6KNew |
$3.06M - $3.1M
|
67.6K
$2.91M
|
|
|
Apr 14, 2021
Q1 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
66.9K+ 6.52% |
$3.03M - $3.07M
|
1.09M
$47M
|
|
|
Apr 28, 2021
Q1 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
66.9K+ 23.25% |
$3.03M - $3.06M
|
355K
$15.2M
|
|
|
May 10, 2021
Q1 2021
|
Coastline Trust CO
|
BUY
|
- |
65.3K+ 124.07% |
$2.96M - $2.99M
|
118K
$5.07M
|
|
|
May 17, 2021
Q1 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
64.6K+ 14.45% |
$2.92M - $2.96M
|
512K
$22M
|
|
|
May 12, 2021
Q1 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
64.6K+ 254.93% |
$2.92M - $2.96M
|
89.9K
$3.87M
|
|
|
May 13, 2021
Q1 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
61.9K+ 37.73% |
$2.8M - $2.84M
|
226K
$9.72M
|
|
|
May 13, 2021
Q1 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
61KNew |
$2.76M - $2.79M
|
61K
$2.62M
|
|
|
May 13, 2021
Q1 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
60.7K+ 23.3% |
$2.75M - $2.78M
|
321K
$13.8M
|
|
|
May 10, 2021
Q1 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
60.1KNew |
$2.72M - $2.75M
|
60.1K
$2.59M
|
|
|
May 14, 2021
Q1 2021
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
55.7K+ 50.65% |
$2.52M - $2.55M
|
166K
$7.13M
|
|
|
May 13, 2021
Q1 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
55.5KNew |
$2.51M - $2.54M
|
55.5K
$2.38M
|
|
|
Apr 29, 2021
Q1 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
53.1K+ 164.28% |
$2.41M - $2.43M
|
85.5K
$3.68M
|
|
|
May 14, 2021
Q1 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
51.4K+ 35.24% |
$2.33M - $2.36M
|
197K
$8.49M
|
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
50.5K+ 2010.78% |
$2.29M - $2.31M
|
53K
$2.28M
|
|
|
Apr 21, 2021
Q1 2021
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
48.4K+ 31.4% |
$2.19M - $2.22M
|
203K
$8.71M
|
|
|
May 10, 2021
Q1 2021
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
45K+ 68.13% |
$2.04M - $2.06M
|
111K
$4.78M
|
|
|
Apr 26, 2021
Q1 2021
|
Montecito Bank & Trust
|
BUY
|
- |
44.8K+ 94.55% |
$2.03M - $2.05M
|
92.1K
$3.96M
|
|
|
May 06, 2021
Q1 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
44K+ 44.58% |
$1.99M - $2.01M
|
143K
$6.13M
|
|
|
May 10, 2021
Q1 2021
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
41.9KNew |
$1.9M - $1.92M
|
41.9K
$1.8M
|
|
|
Apr 30, 2021
Q1 2021
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
40.4KNew |
$1.83M - $1.85M
|
40.4K
$1.73M
|
|
|
Apr 19, 2021
Q1 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
39.9K+ 21.31% |
$1.81M - $1.83M
|
227K
$9.77M
|
|
|
Feb 13, 2024
Q1 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
39.9K+ 21.31% |
$1.81M - $1.83M
|
227K
$9.77M
|
|
|
May 12, 2021
Q1 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
35.6K+ 16.09% |
$1.61M - $1.63M
|
257K
$11M
|
|
|
May 07, 2021
Q1 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
34K+ 63.85% |
$1.54M - $1.56M
|
87.3K
$3.75M
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
33.9K+ 82.74% |
$1.53M - $1.55M
|
74.9K
$3.22M
|
|
|
May 18, 2021
Q1 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
32.7K+ 50.51% |
$1.48M - $1.5M
|
97.4K
$4.19M
|
|
|
May 14, 2021
Q1 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
31.1K+ 17.97% |
$1.41M - $1.42M
|
204K
$8.77M
|
|
|
May 18, 2021
Q1 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
30.7K+ 12.56% |
$1.39M - $1.41M
|
275K
$11.8M
|
|
|
Apr 26, 2021
Q1 2021
|
Legacy Financial Group LLC
|
BUY
|
- |
26.2K+ 10.57% |
$1.19M - $1.2M
|
274K
$11.8M
|
|
|
Apr 27, 2021
Q1 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
25.9K+ 10.38% |
$1.17M - $1.19M
|
276K
$11.9M
|
|
|
May 28, 2021
Q1 2021
|
Hnp Capital LLC
|
BUY
|
- |
25.9K+ 10.95% |
$1.17M - $1.19M
|
262K
$11.3M
|
|
|
May 10, 2021
Q1 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
24.6K+ 115.61% |
$1.11M - $1.13M
|
45.9K
$1.97M
|
|
|
Apr 26, 2021
Q1 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
23.3KNew |
$1.06M - $1.07M
|
23.3K
$1M
|