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 |
|---|---|---|---|---|---|---|---|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-3.89K- 27.69% |
$176K - $178K
|
10.2K
$437K
|
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.21K- 74.39% |
$190K - $193K
|
1.45K
$62.2K
|
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO
|
SELL
|
- |
-4.35K- 2.74% |
$197K - $199K
|
154K
$6.64M
|
|
|
Apr 29, 2021
Q1 2021
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-4.38K- 46.75% |
$198K - $201K
|
4.99K
$215K
|
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.41K- 42.47% |
$200K - $202K
|
5.97K
$257K
|
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.58K- 12.17% |
$208K - $210K
|
33.1K
$1.42M
|
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.6KClosed |
$208K - $210K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Comerica Bank
|
SELL
|
- |
-4.6KClosed |
$208K - $211K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-4.67KClosed |
$212K - $214K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-4.76KClosed |
$215K - $218K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Dearborn Partners LLC
|
SELL
|
- |
-4.87KClosed |
$221K - $223K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.02K- 34.97% |
$227K - $230K
|
9.34K
$402K
|
|
|
May 12, 2021
Q1 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-5.08KClosed |
$230K - $232K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.16KClosed |
$234K - $237K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.23K- 28.49% |
$237K - $240K
|
13.1K
$565K
|
|
|
Apr 06, 2021
Q1 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5.36K- 14.6% |
$243K - $246K
|
31.4K
$1.35M
|
|
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.38KClosed |
$244K - $247K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-5.39KClosed |
$244K - $247K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
First Merchants Corp
|
SELL
|
- |
-5.43KClosed |
$246K - $249K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-5.96K- 17.95% |
$270K - $273K
|
27.2K
$1.17M
|
|
|
Apr 27, 2021
Q1 2021
|
Western Financial Corporation
|
SELL
|
- |
-6KClosed |
$272K - $275K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-6KClosed |
$272K - $275K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.12K- 1.43% |
$277K - $281K
|
423K
$18.2M
|
|
|
Jun 01, 2021
Q1 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-6.18K- 9.43% |
$280K - $283K
|
59.3K
$2.55M
|
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.27K- 28.39% |
$284K - $287K
|
15.8K
$680K
|
|
|
May 13, 2021
Q1 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-6.31KClosed |
$286K - $289K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.49KClosed |
$294K - $297K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-6.5KClosed |
$294K - $298K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.97K- 7.93% |
$316K - $319K
|
81K
$3.48M
|
|
|
Apr 26, 2021
Q1 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-7.32K- 16.69% |
$331K - $335K
|
36.5K
$1.57M
|
|
|
May 17, 2021
Q1 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.32KClosed |
$331K - $335K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.36K- 36.85% |
$333K - $337K
|
12.6K
$542K
|
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
SELL
|
- |
-7.45K- 25.3% |
$338K - $341K
|
22K
$946K
|
|
|
May 14, 2021
Q1 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-8.04KClosed |
$364K - $368K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8.39K- 26.33% |
$380K - $384K
|
23.5K
$1.01M
|
|
|
Apr 22, 2021
Q1 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-8.53K- 82.14% |
$386K - $391K
|
1.86K
$79.7K
|
|
|
May 10, 2021
Q1 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.17K- 41.95% |
$415K - $420K
|
12.7K
$545K
|
|
|
May 03, 2021
Q1 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-9.55K- 36.1% |
$432K - $438K
|
16.9K
$727K
|
|
|
May 17, 2021
Q1 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-9.62K- 98.01% |
$436K - $441K
|
195
$8.38K
|
|
|
May 10, 2021
Q1 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-9.84K- 29.28% |
$446K - $451K
|
23.8K
$1.02M
|
|
|
Apr 20, 2021
Q1 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-10.5K- 66.39% |
$475K - $481K
|
5.31K
$228K
|
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-10.8KClosed |
$489K - $495K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-11.1KClosed |
$502K - $508K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-11.2K- 30.48% |
$508K - $514K
|
25.6K
$1.1M
|
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-11.6K- 2.58% |
$524K - $531K
|
438K
$18.8M
|
|
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-11.8KClosed |
$533K - $540K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-11.9KClosed |
$541K - $547K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-12.7K- 7.18% |
$573K - $580K
|
164K
$7.03M
|
|
|
May 07, 2021
Q1 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.7KClosed |
$575K - $581K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.9K- 63.88% |
$583K - $589K
|
7.28K
$313K
|