Purchases and Sales Made in Q1 2024 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 2024. 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 02, 2024
Q1 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
3.85MNew |
$162M - $164M
|
3.85M
$166M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
2.87M+ 139.32% |
$120M - $122M
|
4.93M
$212M
|
|
|
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
2.1M+ 43.66% |
$88M - $89.3M
|
6.89M
$296M
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1MNew |
$42M - $42.6M
|
1M
$43M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
786K+ 7.69% |
$33M - $33.5M
|
11M
$473M
|
|
|
May 21, 2024
Q1 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
682K+ 76.56% |
$28.6M - $29.1M
|
1.57M
$67.6M
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
432K+ 184.66% |
$18.1M - $18.4M
|
666K
$28.6M
|
|
|
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
429KNew |
$18M - $18.3M
|
429K
$18.4M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
339K+ 77.81% |
$14.2M - $14.4M
|
774K
$33.3M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
324KNew |
$13.6M - $13.8M
|
324K
$13.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
316K+ 19.34% |
$13.3M - $13.5M
|
1.95M
$83.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
275K+ 77.73% |
$11.6M - $11.7M
|
630K
$27.1M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
256K+ 3.54% |
$10.8M - $10.9M
|
7.49M
$322M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
219K+ 156.57% |
$9.21M - $9.35M
|
359K
$15.5M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
205K+ 17.65% |
$8.6M - $8.73M
|
1.37M
$58.7M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
205K+ 750.3% |
$8.59M - $8.73M
|
232K
$9.97M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
200K+ 12.39% |
$8.41M - $8.54M
|
1.82M
$78.1M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
197K+ 652.8% |
$8.29M - $8.41M
|
228K
$9.78M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
194K+ 12.11% |
$8.14M - $8.26M
|
1.79M
$77.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
193KNew |
$8.11M - $8.24M
|
193K
$8.31M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
187K+ 40.05% |
$7.87M - $7.99M
|
656K
$28.2M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
187K+ 27.75% |
$7.83M - $7.96M
|
859K
$36.9M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
185K+ 10.01% |
$7.77M - $7.89M
|
2.03M
$87.4M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
178K+ 981.59% |
$7.48M - $7.6M
|
196K
$8.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
174KNew |
$7.29M - $7.4M
|
174K
$7.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
169K+ 11.55% |
$7.07M - $7.18M
|
1.63M
$70M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
155K+ 1435.82% |
$6.51M - $6.61M
|
166K
$7.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
142KNew |
$5.97M - $6.07M
|
142K
$6.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
133K+ 3.38% |
$5.58M - $5.66M
|
4.07M
$175M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
116K+ 233.9% |
$4.86M - $4.94M
|
165K
$7.11M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
113K+ 9.99% |
$4.73M - $4.81M
|
1.24M
$53.4M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
111K+ 31.12% |
$4.68M - $4.75M
|
469K
$20.2M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
105KNew |
$4.4M - $4.47M
|
105K
$4.51M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
104KNew |
$4.38M - $4.45M
|
104K
$4.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
98.7K+ 3.23% |
$4.14M - $4.21M
|
3.16M
$136M
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
97.5K+ 13.39% |
$4.09M - $4.16M
|
826K
$35.5M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
93.8K+ 89.87% |
$3.94M - $4M
|
198K
$8.52M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
93.4K+ 31.44% |
$3.92M - $3.98M
|
390K
$16.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
85.5K+ 37.68% |
$3.59M - $3.64M
|
312K
$13.4M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
76.9K+ 2.23% |
$3.23M - $3.28M
|
3.53M
$152M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
74.5K+ 5.68% |
$3.13M - $3.18M
|
1.39M
$59.6M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
73KNew |
$3.07M - $3.11M
|
73K
$3.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
61.8K+ 114.99% |
$2.6M - $2.64M
|
116K
$4.97M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
59.5KNew |
$2.5M - $2.54M
|
59.5K
$2.56M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
56.6KNew |
$2.38M - $2.41M
|
56.6K
$2.43M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
55.6K+ 45.86% |
$2.33M - $2.37M
|
177K
$7.6M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
55.3K+ 79.57% |
$2.32M - $2.36M
|
125K
$5.36M
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
BUY
|
- |
52.4K+ 68.99% |
$2.2M - $2.23M
|
128K
$5.52M
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
48.1KNew |
$2.02M - $2.05M
|
48.1K
$2.07M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
47.9K+ 16.1% |
$2.01M - $2.04M
|
345K
$14.8M
|