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 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-55.1K- 26.88% |
$2.24M - $2.33M
|
150K
$6.44M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-55.1K- 26.88% |
$2.24M - $2.33M
|
150K
$6.44M
|
|
|
May 10, 2023
Q1 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-58.4K- 37.36% |
$2.37M - $2.46M
|
97.9K
$4.21M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-60.3K- 55.36% |
$2.45M - $2.54M
|
48.6K
$2.09M
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-60.5KClosed |
$2.46M - $2.55M
|
0
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-63.1K- 3.62% |
$2.56M - $2.66M
|
1.68M
$72.2M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-69K- 77.17% |
$2.81M - $2.91M
|
20.4K
$878K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-69.8K- 19.2% |
$2.84M - $2.95M
|
294K
$12.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-69.9K- 88.87% |
$2.84M - $2.95M
|
8.76K
$377K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-70.4K- 78.52% |
$2.86M - $2.97M
|
19.3K
$828K
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-73.9K- 79.48% |
$3M - $3.12M
|
19.1K
$820K
|
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-75.4K- 21.26% |
$3.07M - $3.18M
|
279K
$12M
|
|
|
May 04, 2023
Q1 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-76.7K- 71.29% |
$3.12M - $3.24M
|
30.9K
$1.33M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-78.4K- 34.03% |
$3.19M - $3.31M
|
152K
$6.53M
|
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-80.8K- 91.63% |
$3.28M - $3.41M
|
7.38K
$317K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-81.3K- 2.64% |
$3.31M - $3.43M
|
2.99M
$129M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-91.6K- 66.95% |
$3.72M - $3.87M
|
45.2K
$1.94M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-93.4K- 79.64% |
$3.8M - $3.94M
|
23.9K
$1.03M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-98.9K- 86.57% |
$4.02M - $4.17M
|
15.3K
$660K
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
SELL
|
- |
-101K- 62.32% |
$4.09M - $4.24M
|
60.8K
$2.61M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-101K- 57.87% |
$4.12M - $4.27M
|
73.7K
$3.17M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-102K- 53.21% |
$4.15M - $4.31M
|
89.8K
$3.86M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-119K- 17.01% |
$4.84M - $5.03M
|
581K
$25M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-119K- 89.78% |
$4.84M - $5.03M
|
13.6K
$583K
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-124K- 70.03% |
$5.04M - $5.23M
|
53.1K
$2.28M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-129K- 66.2% |
$5.26M - $5.46M
|
66.1K
$2.84M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-137K- 21.51% |
$5.58M - $5.79M
|
501K
$21.5M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-142K- 38.41% |
$5.76M - $5.98M
|
227K
$9.76M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-156K- 95.95% |
$6.33M - $6.57M
|
6.57K
$282K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-160K- 16.31% |
$6.5M - $6.75M
|
820K
$35.3M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-177K- 41.34% |
$7.21M - $7.49M
|
252K
$10.8M
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-178K- 67.04% |
$7.23M - $7.51M
|
87.5K
$3.76M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-203K- 53.88% |
$8.24M - $8.55M
|
173K
$7.46M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-207K- 91.9% |
$8.4M - $8.72M
|
18.2K
$784K
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-210K- 89.71% |
$8.54M - $8.86M
|
24.1K
$1.04M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-224K- 91.03% |
$9.11M - $9.45M
|
22.1K
$949K
|
|
|
Sep 07, 2023
Q1 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-234K- 86.55% |
$9.52M - $9.89M
|
36.4K
$1.56M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-246K- 48.85% |
$10M - $10.4M
|
258K
$11.1M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-247K- 40.18% |
$10M - $10.4M
|
368K
$15.8M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-283K- 71.79% |
$11.5M - $11.9M
|
111K
$4.78M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-291K- 67.93% |
$11.8M - $12.3M
|
137K
$5.91M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-402K- 73.3% |
$16.3M - $16.9M
|
146K
$6.29M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-420K- 98.47% |
$17.1M - $17.7M
|
6.52K
$280K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-436K- 33.63% |
$17.7M - $18.4M
|
860K
$37M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-465K- 87.19% |
$18.9M - $19.6M
|
68.3K
$2.94M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-566K- 46.34% |
$23M - $23.9M
|
655K
$28.2M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-678K- 30.15% |
$27.6M - $28.6M
|
1.57M
$67.6M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-704K- 13.2% |
$28.6M - $29.7M
|
4.63M
$199M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-716K- 93.23% |
$29.1M - $30.2M
|
52K
$2.24M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-739K- 69.51% |
$30M - $31.2M
|
324K
$13.9M
|