Purchases and Sales Made in Q1 2021 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 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 14, 2021 Q1 2021
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
23.3K
+ 14.26%
$1.06M - $1.07M
187K $8.03M
May 17, 2021 Q1 2021
Two Sigma Securities, LLC

New York, NY
BUY
 -
23.3K
+ 114.37%
$1.06M - $1.07M
43.7K $1.88M
May 14, 2021 Q1 2021
Assetmark, Inc

BUY
 -
23.2K
+ 0.54%
$1.05M - $1.06M
4.34M $187M
May 21, 2021 Q1 2021
Spire Wealth Management

BUY
 -
22.5K
New
$1.02M - $1.03M
22.5K $966K
May 10, 2021 Q1 2021
Oppenheimer & CO Inc

New York, NY
BUY
 -
20.7K
New
$935K - $946K
20.7K $888K
May 17, 2021 Q1 2021
Orion Portfolio Solutions, LLC

BUY
 -
19.4K
+ 29.45%
$878K - $888K
85.3K $3.67M
May 21, 2021 Q1 2021
Colony Group LLC

Boston, MA
BUY
 -
18K
New
$815K - $825K
18K $774K
Jul 16, 2021 Q1 2021
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
17.6K
New
$797K - $806K
17.6K $757K
May 28, 2021 Q1 2021
Sierra Capital LLC

BUY
 -
16.6K
New
$751K - $760K
16.6K $713K
Apr 28, 2021 Q1 2021
Financial Sense Advisors, Inc.

BUY
 -
16K
+ 6.95%
$726K - $735K
247K $10.6M
Sep 10, 2024 Q1 2021
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
14.8K
+ 5.64%
$671K - $679K
277K $11.9M
May 04, 2021 Q1 2021
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
14.6K
+ 17.13%
$660K - $668K
99.7K $4.29M
Apr 27, 2021 Q1 2021
Stratos Wealth Partners, Ltd.

BUY
 -
14.4K
+ 16.54%
$650K - $658K
101K $4.35M
May 13, 2021 Q1 2021
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
13.9K
+ 206.69%
$628K - $635K
20.6K $885K
Apr 14, 2021 Q1 2021
F Dx Advisors, Inc.

BUY
 -
13.8K
+ 2083.13%
$626K - $634K
14.5K $623K
May 10, 2021 Q1 2021
Stonehage Fleming Financial Services Holdings LTD

BUY
 -
13.3K
New
$601K - $608K
13.3K $571K
May 10, 2021 Q1 2021
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
12.8K
+ 11.37%
$582K - $588K
126K $5.41M
May 17, 2021 Q1 2021
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
12.5K
New
$566K - $572K
12.5K $537K
May 06, 2021 Q1 2021
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
11.7K
+ 1310.94%
$532K - $538K
12.6K $543K
May 10, 2021 Q1 2021
Mbm Wealth Consultants, LLC

Chesterfield, MO
BUY
 -
11.5K
+ 4.61%
$522K - $529K
262K $11.3M
Apr 23, 2021 Q1 2021
Divergent Planning, LLC

BUY
 -
11.3K
+ 6.91%
$512K - $518K
175K $7.51M
May 10, 2021 Q1 2021
Naples Global Advisors, LLC

Naples, FL
BUY
 -
10.8K
+ 18.77%
$491K - $497K
68.6K $2.95M
Apr 21, 2021 Q1 2021
Old National Bancorp

BUY
 -
10.8K
New
$489K - $495K
10.8K $464K
Apr 19, 2021 Q1 2021
Wambolt & Associates, LLC

BUY
 -
10.7K
+ 56.04%
$483K - $488K
29.7K $1.28M
May 14, 2021 Q1 2021
One Capital Management, LLC

Westlake Village, CA
BUY
 -
10.4K
+ 33.26%
$471K - $476K
41.6K $1.79M
Apr 30, 2021 Q1 2021
Smith, Salley & Associates

BUY
 -
10.3K
New
$465K - $471K
10.3K $442K
May 13, 2021 Q1 2021
Peak Asset Management, LLC

Louisville, CO
BUY
 -
10.2K
+ 46.28%
$463K - $468K
32.3K $1.39M
May 25, 2021 Q1 2021
Johnson Bixby & Associates, LLC

BUY
 -
9.95K
+ 9.85%
$450K - $456K
111K $4.77M
May 17, 2021 Q1 2021
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
9.36K
New
$424K - $429K
9.36K $402K
May 14, 2021 Q1 2021
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
9K
+ 111.85%
$408K - $412K
17.1K $733K
May 04, 2021 Q1 2021
Outlook Wealth Advisors, LLC

BUY
 -
8.98K
+ 62.97%
$406K - $411K
23.2K $999K
Apr 26, 2021 Q1 2021
Arkadios Wealth Advisors

BUY
 -
8.9K
+ 4382.76%
$403K - $408K
9.1K $391K
May 13, 2021 Q1 2021
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
8.66K
New
$392K - $397K
8.66K $372K
May 12, 2021 Q1 2021
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
8.65K
+ 149.63%
$392K - $396K
14.4K $620K
May 17, 2021 Q1 2021
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
8.23K
New
$373K - $377K
8.23K $354K
May 07, 2021 Q1 2021
D.A. Davidson & Co.

BUY
 -
8.16K
+ 7.04%
$369K - $374K
124K $5.33M
Apr 20, 2021 Q1 2021
Great Valley Advisor Group, Inc.

BUY
 -
7.97K
+ 3.96%
$361K - $365K
209K $8.99M
Apr 12, 2021 Q1 2021
Harbour Capital Advisors, LLC

BUY
 -
7.92K
New
$359K - $363K
7.92K $340K
May 06, 2021 Q1 2021
Kfa Private Wealth Group, LLC

BUY
 -
7.56K
+ 10.12%
$342K - $346K
82.2K $3.54M
May 10, 2021 Q1 2021
Verity Asset Management, Inc.

Durham, NC
BUY
 -
7.25K
New
$328K - $332K
7.25K $312K
Apr 26, 2021 Q1 2021
Ma Private Wealth

BUY
 -
7.15K
New
$324K - $327K
7.15K $307K
May 06, 2021 Q1 2021
Legacy Wealth Planning, LLC

BUY
 -
6.66K
+ 111.61%
$302K - $305K
12.6K $543K
May 12, 2021 Q1 2021
Wealth Enhancement Advisory Services, LLC

BUY
 -
6.4K
New
$290K - $293K
6.4K $275K
Apr 29, 2021 Q1 2021
Peak Financial Management, Inc.

BUY
 -
6.19K
+ 4.03%
$280K - $283K
160K $6.87M
May 17, 2021 Q1 2021
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
6.17K
+ 87.48%
$280K - $283K
13.2K $569K
Apr 20, 2021 Q1 2021
Capital Advisors Wealth Management, LLC

BUY
 -
6.12K
New
$277K - $281K
6.12K $263K
Apr 29, 2021 Q1 2021
Curi Wealth Management, LLC

BUY
 -
6.07K
+ 11.46%
$275K - $278K
59K $2.54M
Apr 30, 2021 Q1 2021
Guidance Point Advisors, LLC

BUY
 -
5.84K
+ 89.97%
$264K - $267K
12.3K $530K
Apr 15, 2021 Q1 2021
City Holding CO

BUY
 -
5.81K
+ 9531.15%
$263K - $266K
5.88K $253K

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