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 12, 2021
Q1 2021
|
Veracity Capital LLC
|
SELL
|
- |
-13KClosed |
$591K - $597K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.3K- 22.9% |
$600K - $607K
|
44.6K
$1.92M
|
|
|
May 13, 2021
Q1 2021
|
Stokes Family Office, LLC
|
SELL
|
- |
-13.6K- 52.67% |
$618K - $625K
|
12.3K
$527K
|
|
|
May 12, 2021
Q1 2021
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-13.9K- 45.34% |
$630K - $638K
|
16.8K
$721K
|
|
|
May 17, 2021
Q1 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-14.5KClosed |
$655K - $662K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-14.7K- 3.3% |
$666K - $674K
|
431K
$18.5M
|
|
|
Jan 08, 2024
Q1 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-15.2K- 11.25% |
$687K - $695K
|
120K
$5.15M
|
|
|
May 12, 2021
Q1 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-15.7K- 30.94% |
$711K - $719K
|
35K
$1.51M
|
|
|
May 10, 2021
Q1 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-16.2K- 37.86% |
$733K - $742K
|
26.6K
$1.14M
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-16.4KClosed |
$741K - $749K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.7K- 31.14% |
$754K - $763K
|
36.8K
$1.58M
|
|
|
May 12, 2021
Q1 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-16.7KClosed |
$757K - $766K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-17.5K- 96.35% |
$794K - $803K
|
664
$28.5K
|
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-17.5K- 28.93% |
$794K - $803K
|
43.1K
$1.85M
|
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-17.7K- 84.22% |
$804K - $813K
|
3.33K
$143K
|
|
|
Apr 19, 2024
Q1 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-18K- 71.28% |
$813K - $823K
|
7.24K
$311K
|
|
|
May 04, 2021
Q1 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-18.2K- 77.21% |
$823K - $833K
|
5.37K
$231K
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-18.6K- 12.51% |
$843K - $853K
|
130K
$5.6M
|
|
|
Apr 30, 2021
Q1 2021
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-19.5K- 9.82% |
$881K - $891K
|
179K
$7.68M
|
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-19.6KClosed |
$890K - $900K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-19.9KClosed |
$902K - $912K
|
0
$0
|
|
|
May 24, 2021
Q1 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-20.2K- 25.32% |
$915K - $926K
|
59.6K
$2.56M
|
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-21.5K- 85.87% |
$972K - $983K
|
3.53K
$152K
|
|
|
May 18, 2021
Q1 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-21.8K- 61.43% |
$987K - $999K
|
13.7K
$588K
|
|
|
May 04, 2021
Q1 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-22.4KClosed |
$1.01M - $1.02M
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-23KClosed |
$1.04M - $1.05M
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-23KClosed |
$1.04M - $1.06M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-23.4K- 57.59% |
$1.06M - $1.07M
|
17.2K
$741K
|
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-24.1K- 3.49% |
$1.09M - $1.1M
|
666K
$28.6M
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-24.8K- 38.59% |
$1.12M - $1.13M
|
39.4K
$1.69M
|
|
|
May 12, 2021
Q1 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-26.1K- 20.25% |
$1.18M - $1.19M
|
103K
$4.41M
|
|
|
May 17, 2021
Q1 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-27.6KClosed |
$1.25M - $1.26M
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Monument Capital Management
|
SELL
|
- |
-27.8K- 35.93% |
$1.26M - $1.27M
|
49.5K
$2.13M
|
|
|
Apr 09, 2021
Q1 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-28.9KClosed |
$1.31M - $1.32M
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-29.1K- 66.71% |
$1.32M - $1.33M
|
14.5K
$624K
|
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-29.7K- 53.69% |
$1.35M - $1.36M
|
25.6K
$1.1M
|
|
|
May 12, 2021
Q1 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-30.1KClosed |
$1.36M - $1.38M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-33.1K- 80.19% |
$1.5M - $1.52M
|
8.18K
$351K
|
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-33.7K- 84.54% |
$1.52M - $1.54M
|
6.16K
$265K
|
|
|
May 11, 2021
Q1 2021
|
Barings LLC
|
SELL
|
- |
-33.8K- 9.33% |
$1.53M - $1.55M
|
329K
$14.1M
|
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-35K- 67.01% |
$1.58M - $1.6M
|
17.2K
$740K
|
|
|
May 05, 2021
Q1 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-35.5KClosed |
$1.61M - $1.63M
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-35.9K- 92.05% |
$1.63M - $1.65M
|
3.11K
$133K
|
|
|
Apr 16, 2021
Q1 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-36.2K- 18.97% |
$1.64M - $1.66M
|
155K
$6.64M
|
|
|
May 17, 2021
Q1 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-36.9KClosed |
$1.67M - $1.69M
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-37.9KClosed |
$1.71M - $1.73M
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-38.8K- 81.94% |
$1.76M - $1.78M
|
8.56K
$368K
|
|
|
May 07, 2021
Q1 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-40.6K- 21.79% |
$1.84M - $1.86M
|
146K
$6.26M
|
|
|
Apr 19, 2021
Q1 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-42.2K- 62.78% |
$1.91M - $1.93M
|
25K
$1.07M
|
|
|
May 17, 2021
Q1 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-44.1K- 45.26% |
$1.99M - $2.02M
|
53.3K
$2.29M
|