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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-2.73K- 5.19% |
$111K - $115K
|
49.8K
$2.12M
|
|
|
May 02, 2023
Q1 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-2.85K- 14.0% |
$116K - $120K
|
17.5K
$744K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-2.86K- 63.58% |
$116K - $121K
|
1.64K
$69.6K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.97K- 12.42% |
$121K - $125K
|
20.9K
$890K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.03K- 4.06% |
$123K - $128K
|
71.5K
$3.04M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-3.39K- 7.2% |
$138K - $143K
|
43.6K
$1.86M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-3.46K- 2.81% |
$141K - $146K
|
120K
$5.1M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3.59K- 95.36% |
$146K - $152K
|
175
$7.44K
|
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-3.65K- 1.04% |
$149K - $154K
|
347K
$14.8M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.99K- 10.38% |
$162K - $168K
|
34.5K
$1.47M
|
|
|
May 04, 2023
Q1 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-4.16K- 1.21% |
$169K - $176K
|
340K
$14.4M
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-4.21K- 9.39% |
$171K - $178K
|
40.6K
$1.73M
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-4.21K- 9.39% |
$171K - $178K
|
40.6K
$1.73M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4.26K- 98.36% |
$173K - $180K
|
71
$3.02K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.52K- 84.26% |
$184K - $191K
|
845
$35.9K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.59K- 6.03% |
$187K - $194K
|
71.5K
$3.04M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-4.65K- 37.85% |
$189K - $196K
|
7.63K
$325K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.78K- 48.14% |
$194K - $202K
|
5.15K
$219K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4.96K- 17.28% |
$202K - $209K
|
23.7K
$1.01M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.02K- 12.12% |
$204K - $212K
|
36.4K
$1.55M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-5.12K- 61.8% |
$208K - $216K
|
3.17K
$135K
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-5.35K- 11.93% |
$218K - $226K
|
39.5K
$1.68M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-5.36K- 16.47% |
$218K - $226K
|
27.2K
$1.16M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-5.38K- 70.41% |
$219K - $227K
|
2.26K
$96.1K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.5K- 4.63% |
$224K - $232K
|
113K
$4.81M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.51K- 4.68% |
$224K - $233K
|
112K
$4.78M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-5.6K- 4.38% |
$228K - $236K
|
122K
$5.2M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-5.69K- 7.12% |
$231K - $240K
|
74.2K
$3.15M
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-5.81K- 37.99% |
$236K - $245K
|
9.48K
$403K
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-5.96K- 35.74% |
$242K - $251K
|
10.7K
$455K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.1K- 22.43% |
$248K - $257K
|
21.1K
$897K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-6.4K- 96.44% |
$260K - $270K
|
236
$10K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-6.4K- 96.44% |
$260K - $270K
|
236
$10K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.82K- 23.5% |
$277K - $288K
|
22.2K
$944K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.85K- 16.93% |
$278K - $289K
|
33.6K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.99K- 98.8% |
$284K - $295K
|
85
$3.61K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-7.02K- 12.42% |
$286K - $296K
|
49.5K
$2.11M
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
SELL
|
- |
-7.14K- 57.46% |
$290K - $301K
|
5.28K
$225K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-7.21K- 94.42% |
$293K - $304K
|
426
$18.1K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-8.69K- 95.4% |
$353K - $367K
|
419
$17.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-9K- 61.26% |
$366K - $380K
|
5.69K
$242K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-9.15K- 5.02% |
$372K - $386K
|
173K
$7.36M
|
|
|
Feb 13, 2025
Q1 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-9.35KClosed |
$380K - $394K
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-9.43K- 38.71% |
$383K - $398K
|
14.9K
$635K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.46K- 30.69% |
$385K - $399K
|
21.4K
$909K
|
|
|
Apr 25, 2023
Q1 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-9.62K- 45.68% |
$391K - $406K
|
11.4K
$486K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10.3K- 46.12% |
$417K - $433K
|
12K
$510K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-10.5K- 10.16% |
$427K - $443K
|
92.9K
$3.95M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-10.5K- 99.5% |
$428K - $444K
|
53
$2.25K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11K- 17.71% |
$447K - $464K
|
51.1K
$2.17M
|