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 |
---|---|---|---|---|---|---|---|
Apr 28, 2021
Q1 2021
|
Brown Financial Advisory
|
BUY
|
- |
5.58K+ 21.39% |
$253K - $256K
|
31.7K
$1.36M
|
|
May 04, 2021
Q1 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
5.27KNew |
$238K - $241K
|
5.27K
$226K
|
|
May 11, 2021
Q1 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5.08KNew |
$230K - $233K
|
5.08K
$219K
|
|
May 12, 2021
Q1 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.01K+ 39.39% |
$227K - $229K
|
17.7K
$762K
|
|
Apr 13, 2021
Q1 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
4.87KNew |
$220K - $223K
|
4.87K
$209K
|
|
May 06, 2021
Q1 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
4.84KNew |
$219K - $222K
|
4.84K
$208K
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.69KNew |
$212K - $215K
|
4.69K
$201K
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.5K+ 3.09% |
$204K - $206K
|
150K
$6.46M
|
|
Apr 12, 2021
Q1 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
4.05K+ 4.49% |
$183K - $185K
|
94.2K
$4.05M
|
|
May 17, 2021
Q1 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.94K+ 7.46% |
$178K - $180K
|
56.7K
$2.44M
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
3.89K+ 38.29% |
$176K - $178K
|
14.1K
$604K
|
|
May 07, 2021
Q1 2021
|
Novare Capital Management LLC
|
BUY
|
- |
3.64K+ 25.78% |
$165K - $167K
|
17.8K
$763K
|
|
May 04, 2021
Q1 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.33K+ 6.24% |
$151K - $153K
|
56.7K
$2.44M
|
|
May 13, 2021
Q1 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.25K+ 57.63% |
$147K - $149K
|
8.89K
$382K
|
|
May 04, 2021
Q1 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3.09K+ 18.05% |
$140K - $142K
|
20.2K
$869K
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.08K+ 7.45% |
$140K - $141K
|
44.5K
$1.91M
|
|
May 04, 2021
Q1 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3.08K+ 11.62% |
$140K - $141K
|
29.6K
$1.27M
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
2.9K+ 14.83% |
$131K - $133K
|
22.5K
$966K
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.51KNew |
$114K - $115K
|
2.51K
$108K
|
|
May 14, 2021
Q1 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.49K+ 22.31% |
$113K - $114K
|
13.7K
$587K
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.35K+ 3.77% |
$106K - $108K
|
64.7K
$2.78M
|
|
Apr 22, 2021
Q1 2021
|
Quattro Financial Advisors LLC
|
BUY
|
- |
2.32K+ 29.87% |
$105K - $106K
|
10.1K
$433K
|
|
May 06, 2021
Q1 2021
|
Scotia Capital Inc.
|
BUY
|
- |
2.24K+ 15.44% |
$101K - $102K
|
16.7K
$719K
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.16K+ 36.83% |
$97.7K - $98.8K
|
8.01K
$344K
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.7K+ 74.25% |
$77K - $77.9K
|
3.99K
$172K
|
|
Apr 30, 2021
Q1 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.63K+ 16.59% |
$73.9K - $74.7K
|
11.5K
$493K
|
|
Apr 29, 2021
Q1 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.63K+ 11.74% |
$73.8K - $74.7K
|
15.5K
$667K
|
|
Apr 26, 2021
Q1 2021
|
Smart Money Group LLC
|
BUY
|
- |
1.62K+ 10.38% |
$73.4K - $74.3K
|
17.2K
$741K
|
|
Apr 14, 2021
Q1 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.56K+ 20.21% |
$70.5K - $71.3K
|
9.25K
$398K
|
|
May 10, 2021
Q1 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.54K+ 9.41% |
$69.7K - $70.5K
|
17.9K
$770K
|
|
May 12, 2021
Q1 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
1.49K+ 12.48% |
$67.6K - $68.4K
|
13.5K
$578K
|
|
May 05, 2021
Q1 2021
|
Ballast, Inc.
|
BUY
|
- |
1.44K+ 1.93% |
$65.4K - $66.1K
|
76.2K
$3.28M
|
|
May 12, 2021
Q1 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.44K+ 34.91% |
$65.3K - $66.1K
|
5.58K
$240K
|
|
May 26, 2021
Q1 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.41K+ 32.62% |
$64K - $64.7K
|
5.75K
$247K
|
|
May 05, 2021
Q1 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.17K+ 14.38% |
$53K - $53.6K
|
9.31K
$400K
|
|
Apr 30, 2021
Q1 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.11K+ 1.97% |
$50.1K - $50.7K
|
57.1K
$2.46M
|
|
Apr 26, 2021
Q1 2021
|
Mc Adam, LLC
|
BUY
|
- |
956+ 8.42% |
$43.3K - $43.8K
|
12.3K
$529K
|
|
May 13, 2021
Q1 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
851New |
$38.5K - $39K
|
851
$36.6K
|
|
Apr 12, 2021
Q1 2021
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
794+ 0.59% |
$36K - $36.4K
|
136K
$5.84M
|
|
Apr 20, 2021
Q1 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
785New |
$35.5K - $36K
|
785
$33.7K
|
|
May 27, 2021
Q1 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
774+ 12.39% |
$35K - $35.5K
|
7.02K
$302K
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
742New |
$33.6K - $34K
|
742
$31.9K
|
|
May 14, 2021
Q1 2021
|
Quaker Wealth Management, LLC
|
BUY
|
- |
732+ 4.57% |
$33.1K - $33.5K
|
16.8K
$720K
|
|
Apr 15, 2021
Q1 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
724+ 3.16% |
$32.8K - $33.2K
|
23.7K
$1.02M
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
670+ 6.62% |
$30.3K - $30.7K
|
10.8K
$464K
|
|
May 04, 2021
Q1 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
669+ 9.75% |
$30.3K - $30.6K
|
7.53K
$324K
|
|
Apr 22, 2021
Q1 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
606+ 12.89% |
$27.4K - $27.8K
|
5.31K
$228K
|
|
Mar 09, 2022
Q1 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
587+ 10.33% |
$26.6K - $26.9K
|
6.27K
$269K
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
563New |
$25.5K - $25.8K
|
563
$24.2K
|
|
Aug 10, 2023
Q1 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
515+ 23.99% |
$23.3K - $23.6K
|
2.66K
$114K
|