Purchases and Sales Made in Q1 2022 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 2022. 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 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.23K+ 4.64% |
$139K - $146K
|
72.7K
$3.12M
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.16K+ 2.08% |
$136K - $143K
|
155K
$6.66M
|
|
Dec 15, 2022
Q1 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
3.04K+ 8.1% |
$131K - $138K
|
40.6K
$1.74M
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
3.03K+ 6.86% |
$130K - $137K
|
47.2K
$2.03M
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.02K+ 14.66% |
$130K - $137K
|
23.7K
$1.02M
|
|
May 16, 2022
Q1 2022
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
2.87K+ 3.9% |
$123K - $130K
|
76.5K
$3.29M
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.84K+ 8.71% |
$122K - $128K
|
35.4K
$1.52M
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.84K+ 12.48% |
$122K - $128K
|
25.6K
$1.1M
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
2.75K+ 7.26% |
$118K - $124K
|
40.6K
$1.74M
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.73K+ 1.78% |
$117K - $123K
|
156K
$6.7M
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.72K+ 2.69% |
$117K - $123K
|
104K
$4.45M
|
|
Apr 21, 2022
Q1 2022
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
2.67K+ 1.65% |
$115K - $121K
|
164K
$7.06M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.56KNew |
$110K - $116K
|
2.56K
$110K
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.54KNew |
$109K - $115K
|
2.54K
$109K
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.4K+ 3.73% |
$103K - $109K
|
66.7K
$2.87M
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.39K+ 409.43% |
$103K - $108K
|
2.97K
$128K
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.33KNew |
$100K - $105K
|
2.33K
$100K
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.32K+ 1.48% |
$99.8K - $105K
|
159K
$6.85M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.29KNew |
$98.4K - $104K
|
2.29K
$98.4K
|
|
Apr 29, 2022
Q1 2022
|
Straight Path Wealth Management
|
BUY
|
- |
2.03K+ 5.75% |
$87.4K - $92K
|
37.4K
$1.61M
|
|
May 04, 2022
Q1 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.99K+ 32.49% |
$85.5K - $90K
|
8.11K
$349K
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.97K+ 232.31% |
$84.7K - $89.2K
|
2.82K
$121K
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.81K+ 35.01% |
$77.8K - $81.8K
|
6.97K
$300K
|
|
May 03, 2023
Q1 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.78K+ 29.81% |
$76.3K - $80.3K
|
7.73K
$332K
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.67KNew |
$71.8K - $75.6K
|
1.67K
$71.8K
|
|
May 06, 2022
Q1 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
1.65K+ 3.45% |
$71.1K - $74.9K
|
49.6K
$2.13M
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
1.61K+ 7.82% |
$69.2K - $72.8K
|
22.2K
$954K
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.42K+ 10.72% |
$60.9K - $64.1K
|
14.6K
$629K
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.33K+ 4.2% |
$57K - $60K
|
32.9K
$1.41M
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
1.21K+ 15.68% |
$52K - $54.8K
|
8.93K
$384K
|
|
May 10, 2022
Q1 2022
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.05K+ 6.42% |
$45.2K - $47.6K
|
17.4K
$750K
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
970+ 1.58% |
$41.7K - $43.9K
|
62.4K
$2.68M
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
906+ 12.29% |
$39K - $41K
|
8.28K
$356K
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
899+ 2.3% |
$38.7K - $40.7K
|
40K
$1.72M
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
855New |
$36.8K - $38.7K
|
855
$36.8K
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
846New |
$36.4K - $38.3K
|
846
$36.4K
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
820+ 7.68% |
$35.3K - $37.1K
|
11.5K
$494K
|
|
Apr 28, 2022
Q1 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
761New |
$32.7K - $34.4K
|
761
$32.7K
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
759+ 12.3% |
$32.6K - $34.4K
|
6.93K
$298K
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
740+ 0.84% |
$31.8K - $33.5K
|
89.1K
$3.83M
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
730+ 3.14% |
$31.4K - $33K
|
24K
$1.03M
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
644+ 41.44% |
$27.7K - $29.1K
|
2.2K
$94.5K
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
572+ 8.23% |
$24.6K - $25.9K
|
7.52K
$323K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
570New |
$24.5K - $25.8K
|
570
$24.5K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
555New |
$23.9K - $25.1K
|
555
$23.9K
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
500+ 8.85% |
$21.5K - $22.6K
|
6.15K
$264K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
480New |
$20.6K - $21.7K
|
480
$20.6K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
467+ 4.02% |
$20.1K - $21.1K
|
12.1K
$519K
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
459+ 8.6% |
$19.7K - $20.8K
|
5.8K
$249K
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
381+ 1.83% |
$16.4K - $17.2K
|
21.2K
$909K
|