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 |
|---|---|---|---|---|---|---|---|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
30.7KNew |
$1.25M - $1.3M
|
30.7K
$1.32M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
30.3KNew |
$1.23M - $1.28M
|
30.3K
$1.3M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
29.3K+ 69876.19% |
$1.19M - $1.24M
|
29.4K
$1.26M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
26.3K+ 19.73% |
$1.07M - $1.11M
|
160K
$6.87M
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
23.1K+ 1.37% |
$938K - $973K
|
1.71M
$73.5M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
23K+ 40.23% |
$933K - $969K
|
80K
$3.44M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
21.1KNew |
$857K - $890K
|
21.1K
$906K
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
19.9K+ 1.61% |
$807K - $838K
|
1.26M
$54M
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
19.5KNew |
$793K - $823K
|
19.5K
$839K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
19.4K+ 29.9% |
$789K - $819K
|
84.3K
$3.62M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
19.1K+ 1.85% |
$777K - $806K
|
1.05M
$45.3M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
19.1K+ 16.63% |
$775K - $804K
|
134K
$5.74M
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
BUY
|
- |
16.9K+ 88.1% |
$686K - $713K
|
36.1K
$1.55M
|
|
|
Nov 14, 2024
Q1 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
15.4K+ 4.99% |
$626K - $650K
|
324K
$13.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
15.4KNew |
$625K - $649K
|
15.4K
$661K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
14.4KNew |
$584K - $607K
|
14.4K
$618K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
14.1K+ 14.66% |
$573K - $594K
|
110K
$4.74M
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
14KNew |
$571K - $592K
|
14K
$603K
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
13.9K+ 7.51% |
$566K - $588K
|
200K
$8.58M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
13.3KNew |
$541K - $561K
|
13.3K
$572K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.9K+ 151.66% |
$525K - $545K
|
21.4K
$921K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
12.7K+ 27.39% |
$514K - $534K
|
58.9K
$2.53M
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
12.6KNew |
$511K - $530K
|
12.6K
$540K
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
12.3KNew |
$498K - $517K
|
12.3K
$527K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
11.7KNew |
$477K - $496K
|
11.7K
$505K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.7K+ 26.48% |
$476K - $494K
|
55.9K
$2.41M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
11.6K+ 13.69% |
$470K - $488K
|
96K
$4.13M
|
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
10.6K+ 11.69% |
$431K - $447K
|
101K
$4.35M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.6KNew |
$429K - $446K
|
10.6K
$454K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.81KNew |
$399K - $414K
|
9.81K
$422K
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
9.75KNew |
$396K - $411K
|
9.75K
$419K
|
|
|
May 12, 2023
Q1 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
9.73K+ 48.38% |
$396K - $411K
|
29.9K
$1.28M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9.66K+ 6.93% |
$392K - $407K
|
149K
$6.41M
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
9.25K+ 11.33% |
$376K - $390K
|
90.9K
$3.91M
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
9.2KNew |
$374K - $388K
|
9.2K
$396K
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
8.59K+ 37.57% |
$349K - $363K
|
31.5K
$1.35M
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
8.28K+ 5.42% |
$337K - $349K
|
161K
$6.93M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
8.12K+ 86.48% |
$330K - $343K
|
17.5K
$753K
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
8.02KNew |
$326K - $338K
|
8.02K
$345K
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
8.02KNew |
$326K - $338K
|
8.02K
$345K
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
7.79KNew |
$317K - $329K
|
7.79K
$335K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7.54KNew |
$306K - $318K
|
7.54K
$324K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.45KNew |
$303K - $314K
|
7.45K
$320K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
7.45KNew |
$303K - $314K
|
7.45K
$320K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
7.35KNew |
$299K - $310K
|
7.35K
$316K
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
7.27KNew |
$295K - $307K
|
7.27K
$312K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
7.22K+ 0.82% |
$293K - $305K
|
883K
$37.9M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.95K+ 23.41% |
$283K - $293K
|
36.6K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.89K+ 10.68% |
$280K - $291K
|
71.4K
$3.07M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
6.48KNew |
$263K - $273K
|
6.48K
$279K
|