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
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
366New |
$15.7K - $16.6K
|
366
$15.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Brown Financial Advisory
|
BUY
|
- |
330+ 1.14% |
$14.2K - $14.9K
|
29.4K
$1.26M
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
303+ 1.36% |
$13K - $13.7K
|
22.5K
$968K
|
|
|
Apr 18, 2022
Q1 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
285+ 5.18% |
$12.3K - $12.9K
|
5.79K
$249K
|
|
|
Apr 20, 2022
Q1 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
269+ 1.72% |
$11.6K - $12.2K
|
15.9K
$686K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
257New |
$11.1K - $11.6K
|
257
$11K
|
|
|
May 13, 2022
Q1 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
220+ 0.73% |
$9.46K - $9.96K
|
30.3K
$1.3M
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
220+ 1.91% |
$9.46K - $9.96K
|
11.7K
$505K
|
|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
215+ 1.07% |
$9.25K - $9.73K
|
20.3K
$872K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
212+ 4.57% |
$9.12K - $9.6K
|
4.85K
$209K
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
BUY
|
- |
212+ 0.51% |
$9.12K - $9.6K
|
41.9K
$1.8M
|
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
194+ 3.74% |
$8.34K - $8.78K
|
5.39K
$232K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
191+ 2.62% |
$8.21K - $8.64K
|
7.47K
$321K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
187New |
$8.04K - $8.46K
|
187
$8.04K
|
|
|
May 03, 2022
Q1 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
142+ 1.5% |
$6.11K - $6.43K
|
9.59K
$412K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
129+ 80.63% |
$5.55K - $5.84K
|
289
$12.4K
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
127+ 2.59% |
$5.46K - $5.75K
|
5.03K
$216K
|
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
107+ 0.07% |
$4.6K - $4.84K
|
153K
$6.59M
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
97New |
$4.17K - $4.39K
|
97
$4.17K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
92New |
$3.96K - $4.16K
|
92
$3.96K
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
82+ 2.31% |
$3.53K - $3.71K
|
3.63K
$156K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
74New |
$3.18K - $3.35K
|
74
$3.18K
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
66+ 1.24% |
$2.84K - $2.99K
|
5.39K
$232K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
37+ 2.67% |
$1.59K - $1.67K
|
1.42K
$61.2K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
37New |
$1.59K - $1.67K
|
37
$1.59K
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
36+ 0.77% |
$1.55K - $1.63K
|
4.74K
$204K
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
34+ 0.11% |
$1.46K - $1.54K
|
32K
$1.37M
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.1% |
$1.42K - $1.49K
|
33.1K
$1.42M
|
|
|
May 09, 2022
Q1 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.24% |
$1.12K - $1.18K
|
11K
$474K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
24+ 80.0% |
$1.03K - $1.09K
|
54
$2.32K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
15+ 0.14% |
$645 - $679
|
10.7K
$462K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 0.78% |
$430 - $453
|
1.3K
$55.8K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7+ 0.62% |
$301 - $317
|
1.13K
$48.7K
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5+ 0.07% |
$215 - $226
|
6.77K
$291K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4+ 0.84% |
$172 - $181
|
481
$20.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3+ 0.03% |
$129 - $136
|
10.4K
$446K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 1.03% |
$129 - $136
|
295
$12.7K
|
|
|
Apr 26, 2022
Q1 2022
|
Crestmont Private Wealth LLC
|
BUY
|
- |
2+ 0.31% |
$86 - $90.5
|
654
$28.1K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.36% |
$43 - $45.3
|
279
$12K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 1.67% |
$43 - $45.3
|
61
$2.62K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2- 0.02% |
$86 - $90.5
|
9.03K
$388K
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-7- 0.14% |
$301 - $317
|
5.15K
$221K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-7Closed |
$301 - $317
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-12Closed |
$516 - $543
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-13- 0.27% |
$559 - $588
|
4.79K
$206K
|
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-36Closed |
$1.55K - $1.63K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-37- 0.39% |
$1.59K - $1.67K
|
9.54K
$410K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-38Closed |
$1.63K - $1.72K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-54- 1.46% |
$2.32K - $2.44K
|
3.64K
$157K
|
|
|
May 12, 2022
Q1 2022
|
Davidson Investment Advisors
|
SELL
|
- |
-67- 0.94% |
$2.88K - $3.03K
|
7.06K
$303K
|