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 13, 2021
Q1 2021
|
Ckw Financial Group
|
SELL
|
- |
-280- 2.5% |
$12.7K - $12.8K
|
10.9K
$470K
|
|
|
Apr 23, 2021
Q1 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-301- 3.84% |
$13.6K - $13.8K
|
7.53K
$324K
|
|
|
Nov 24, 2021
Q1 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-305- 1.29% |
$13.8K - $14K
|
23.4K
$1M
|
|
|
Apr 28, 2021
Q1 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-308- 13.32% |
$13.9K - $14.1K
|
2K
$86.2K
|
|
|
May 13, 2021
Q1 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-318- 3.1% |
$14.4K - $14.6K
|
9.94K
$427K
|
|
|
Apr 26, 2021
Q1 2021
|
Round Rock Advisors, LLC
|
SELL
|
- |
-356- 1.64% |
$16.1K - $16.3K
|
21.4K
$920K
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-375Closed |
$17K - $17.2K
|
0
$0
|
|
|
Apr 06, 2021
Q1 2021
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-400- 22.22% |
$18.1K - $18.3K
|
1.4K
$60.2K
|
|
|
May 13, 2021
Q1 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-412- 2.15% |
$18.7K - $18.9K
|
18.7K
$804K
|
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-421- 17.79% |
$19.1K - $19.3K
|
1.95K
$83.7K
|
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-429- 0.66% |
$19.4K - $19.7K
|
64.2K
$2.76M
|
|
|
May 13, 2021
Q1 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-447- 89.58% |
$20.2K - $20.5K
|
52
$2.24K
|
|
|
May 03, 2021
Q1 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-452- 5.19% |
$20.5K - $20.7K
|
8.25K
$355K
|
|
|
Apr 30, 2021
Q1 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-469- 0.36% |
$21.2K - $21.5K
|
131K
$5.63M
|
|
|
Apr 07, 2021
Q1 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-540- 2.96% |
$24.5K - $24.7K
|
17.7K
$761K
|
|
|
May 12, 2021
Q1 2021
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-600- 1.71% |
$27.2K - $27.5K
|
34.6K
$1.49M
|
|
|
May 14, 2021
Q1 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-626- 84.48% |
$28.3K - $28.7K
|
115
$4.94K
|
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-662- 1.92% |
$30K - $30.3K
|
33.8K
$1.45M
|
|
|
May 06, 2021
Q1 2021
|
Investment Partners, Ltd.
|
SELL
|
- |
-669- 2.32% |
$30.3K - $30.6K
|
28.2K
$1.21M
|
|
|
May 10, 2021
Q1 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-680- 11.29% |
$30.8K - $31.2K
|
5.34K
$230K
|
|
|
May 10, 2021
Q1 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-685- 3.29% |
$31K - $31.4K
|
20.2K
$866K
|
|
|
May 07, 2021
Q1 2021
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-920- 9.82% |
$41.7K - $42.1K
|
8.45K
$363K
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-1.05K- 9.15% |
$47.6K - $48.2K
|
10.5K
$449K
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-1.06KClosed |
$48.1K - $48.7K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.13K- 2.84% |
$51.3K - $51.9K
|
38.8K
$1.67M
|
|
|
May 17, 2021
Q1 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.16KClosed |
$52.3K - $52.9K
|
0
$0
|
|
|
Jan 02, 2024
Q1 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.25K- 63.16% |
$56.6K - $57.3K
|
729
$31.3K
|
|
|
Apr 27, 2021
Q1 2021
|
Savior LLC
|
SELL
|
- |
-1.36KClosed |
$61.4K - $62.2K
|
0
$0
|
|
|
Apr 09, 2021
Q1 2021
|
First Hawaiian Bank
|
SELL
|
- |
-1.44K- 4.38% |
$65K - $65.7K
|
31.3K
$1.35M
|
|
|
May 12, 2021
Q1 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.52K- 4.46% |
$68.6K - $69.4K
|
32.4K
$1.39M
|
|
|
May 07, 2021
Q1 2021
|
United Maritime Capital LLC
New York, NY |
SELL
|
- |
-1.53K- 4.07% |
$69.3K - $70.1K
|
36.1K
$1.55M
|
|
|
May 11, 2021
Q1 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.57K- 38.94% |
$71.1K - $72K
|
2.46K
$106K
|
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.57K- 97.1% |
$71.3K - $72.1K
|
47
$2.02K
|
|
|
Apr 21, 2021
Q1 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.59KClosed |
$71.9K - $72.7K
|
0
$0
|
|
|
May 15, 2024
Q1 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.68KClosed |
$76.2K - $77.1K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.94K- 20.18% |
$87.8K - $88.8K
|
7.67K
$330K
|
|
|
Apr 20, 2021
Q1 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-2.16K- 15.46% |
$97.9K - $99.1K
|
11.8K
$508K
|
|
|
May 14, 2021
Q1 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.5K- 99.92% |
$113K - $115K
|
2
$86
|
|
|
Apr 12, 2021
Q1 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.55KClosed |
$115K - $117K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.57K- 7.42% |
$117K - $118K
|
32.1K
$1.38M
|
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.71K- 47.0% |
$123K - $124K
|
3.05K
$131K
|
|
|
Apr 20, 2021
Q1 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.83K- 39.21% |
$128K - $130K
|
4.39K
$189K
|
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.01K- 54.65% |
$136K - $138K
|
2.5K
$107K
|
|
|
Jul 17, 2024
Q1 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3.03K- 74.69% |
$137K - $139K
|
1.03K
$44.2K
|
|
|
Apr 19, 2021
Q1 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.11K- 1.36% |
$141K - $143K
|
225K
$9.67M
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-3.16KClosed |
$143K - $145K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.46K- 3.38% |
$157K - $159K
|
98.9K
$4.25M
|
|
|
May 04, 2021
Q1 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3.74K- 18.13% |
$169K - $171K
|
16.9K
$726K
|
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.84K- 32.44% |
$174K - $176K
|
7.99K
$344K
|
|
|
May 17, 2021
Q1 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.85K- 27.08% |
$174K - $176K
|
10.4K
$445K
|