Purchases and Sales Made in Q1 2023 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 2023. 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 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
8.52MNew |
$346M - $360M
|
8.52M
$366M
|
|
|
May 08, 2023
Q1 2023
|
Japan Science & Technology Agency
Tokyo, M0 |
BUY
|
- |
3.73MNew |
$151M - $157M
|
3.73M
$160M
|
|
|
May 04, 2023
Q1 2023
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
BUY
|
- |
3.07MNew |
$125M - $130M
|
3.07M
$132M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.27M+ 32.4% |
$51.7M - $53.7M
|
5.2M
$224M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
729KNew |
$29.6M - $30.7M
|
729K
$31.3M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
647KNew |
$26.3M - $27.3M
|
647K
$27.8M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
600K+ 308.38% |
$24.4M - $25.3M
|
794K
$34.1M
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
466K+ 65.68% |
$19M - $19.7M
|
1.18M
$50.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
359K+ 85.97% |
$14.6M - $15.1M
|
776K
$33.3M
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
300K+ 100.0% |
$12.2M - $12.7M
|
600K
$25.8M
|
|
|
May 05, 2023
Q1 2023
|
Delphi Financial Group, Inc.
|
BUY
|
- |
300K+ 97.16% |
$12.2M - $12.6M
|
608K
$26.1M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
282K+ 254.29% |
$11.5M - $11.9M
|
394K
$16.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Systelligence, LLC
|
BUY
|
- |
266K+ 356.36% |
$10.8M - $11.2M
|
340K
$14.6M
|
|
|
May 10, 2023
Q1 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
228K+ 131.75% |
$9.27M - $9.63M
|
401K
$17.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
225KNew |
$9.16M - $9.51M
|
225K
$9.69M
|
|
|
May 15, 2023
Q1 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
208KNew |
$8.47M - $8.8M
|
208K
$8.96M
|
|
|
Apr 27, 2023
Q1 2023
|
Toews Corp
|
BUY
|
- |
200KNew |
$8.13M - $8.44M
|
200K
$8.6M
|
|
|
May 10, 2023
Q1 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
200KNew |
$8.11M - $8.42M
|
200K
$8.58M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
192K+ 374.78% |
$7.82M - $8.12M
|
244K
$10.5M
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
179K+ 126.27% |
$7.29M - $7.57M
|
321K
$13.8M
|
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
175KNew |
$7.09M - $7.37M
|
175K
$7.5M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
158K+ 94.54% |
$6.41M - $6.66M
|
325K
$14M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
139K+ 102.18% |
$5.66M - $5.88M
|
276K
$11.8M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
133K+ 23.3% |
$5.42M - $5.62M
|
705K
$30.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
124K+ 181.16% |
$5.04M - $5.23M
|
192K
$8.27M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
120K+ 148.01% |
$4.9M - $5.08M
|
202K
$8.68M
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
116K+ 310.83% |
$4.7M - $4.88M
|
153K
$6.57M
|
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
BUY
|
- |
111KNew |
$4.51M - $4.68M
|
111K
$4.77M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
108K+ 617.03% |
$4.38M - $4.55M
|
125K
$5.39M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
106K+ 4.8% |
$4.31M - $4.47M
|
2.31M
$99.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
97.8KNew |
$3.98M - $4.13M
|
97.8K
$4.21M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
92.4K+ 1414.81% |
$3.75M - $3.9M
|
98.9K
$4.25M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
82.4KNew |
$3.35M - $3.48M
|
82.4K
$3.54M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
67.1KNew |
$2.73M - $2.83M
|
67.1K
$2.88M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
63.4K+ 617.28% |
$2.58M - $2.68M
|
73.7K
$3.17M
|
|
|
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
63.2K+ 21.94% |
$2.57M - $2.67M
|
351K
$15.1M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
58.6K+ 69.95% |
$2.38M - $2.47M
|
142K
$6.12M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
57.4K+ 498.32% |
$2.33M - $2.42M
|
68.9K
$2.96M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
53.8K+ 1069.6% |
$2.19M - $2.27M
|
58.8K
$2.53M
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
52.7KNew |
$2.14M - $2.22M
|
52.7K
$2.27M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49.2K+ 9.76% |
$2M - $2.08M
|
554K
$23.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
47.1K+ 154.2% |
$1.91M - $1.99M
|
77.6K
$3.34M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
46.9KNew |
$1.91M - $1.98M
|
46.9K
$2.02M
|
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
41.6KNew |
$1.69M - $1.76M
|
41.6K
$1.79M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
40K+ 56.81% |
$1.62M - $1.69M
|
110K
$4.74M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
35.4K+ 33.39% |
$1.44M - $1.5M
|
142K
$6.09M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
BUY
|
- |
33.7K+ 41.4% |
$1.37M - $1.42M
|
115K
$4.94M
|
|
|
Apr 26, 2023
Q1 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
33.2K+ 10.79% |
$1.35M - $1.4M
|
341K
$14.7M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
33.2KNew |
$1.35M - $1.4M
|
33.2K
$1.43M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
32.3K+ 97824.24% |
$1.31M - $1.36M
|
32.3K
$1.39M
|