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 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
45.2K+ 28.77% |
$1.9M - $1.92M
|
202K
$8.69M
|
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
41.4KNew |
$1.74M - $1.76M
|
41.4K
$1.78M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
34.5K+ 26.58% |
$1.45M - $1.47M
|
164K
$7.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
33.8K+ 3763.99% |
$1.42M - $1.44M
|
34.7K
$1.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
32.5KNew |
$1.37M - $1.39M
|
32.5K
$1.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
32.2K+ 6.61% |
$1.35M - $1.37M
|
520K
$22.3M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
31.9K+ 55.79% |
$1.34M - $1.36M
|
89K
$3.83M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
31.5K+ 132.44% |
$1.32M - $1.34M
|
55.3K
$2.38M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
31.3KNew |
$1.32M - $1.34M
|
31.3K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
31.1K+ 29.23% |
$1.3M - $1.32M
|
137K
$5.91M
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
29.8K+ 15.57% |
$1.25M - $1.27M
|
221K
$9.52M
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
28.9K+ 9.18% |
$1.21M - $1.23M
|
344K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28.7K+ 110.33% |
$1.21M - $1.23M
|
54.8K
$2.36M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.6K+ 1.6% |
$1.2M - $1.22M
|
1.82M
$78.1M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.6K+ 1.6% |
$1.2M - $1.22M
|
1.82M
$78.1M
|
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
28.4K+ 8.63% |
$1.19M - $1.21M
|
358K
$15.4M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
28.1K+ 30.98% |
$1.18M - $1.2M
|
119K
$5.11M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
27.6K+ 3.47% |
$1.16M - $1.18M
|
823K
$35.4M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
25.9K+ 122.71% |
$1.09M - $1.11M
|
47.1K
$2.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
25.8KNew |
$1.08M - $1.1M
|
25.8K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
25.6K+ 24.06% |
$1.07M - $1.09M
|
132K
$5.67M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
23.8K+ 59.45% |
$1M - $1.02M
|
63.9K
$2.75M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
23.7K+ 2.05% |
$995K - $1.01M
|
1.18M
$50.8M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
23.3KNew |
$978K - $993K
|
23.3K
$1M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
23.2K+ 25.97% |
$975K - $990K
|
113K
$4.84M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
23.1KNew |
$969K - $984K
|
23.1K
$992K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23K+ 3.14% |
$966K - $980K
|
754K
$32.4M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
22.9KNew |
$963K - $978K
|
22.9K
$987K
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
22.9KNew |
$962K - $977K
|
22.9K
$985K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
21.7KNew |
$912K - $926K
|
21.7K
$934K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
19.8K+ 5.26% |
$832K - $845K
|
396K
$17M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
18.1K+ 4.3% |
$759K - $771K
|
438K
$18.8M
|
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
17K+ 9.13% |
$712K - $723K
|
203K
$8.71M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
16.6K+ 41.74% |
$699K - $709K
|
56.5K
$2.43M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
16.6KNew |
$695K - $706K
|
16.6K
$712K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.2K+ 2.51% |
$680K - $691K
|
662K
$28.5M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
15.4KNew |
$645K - $655K
|
15.4K
$660K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.2K+ 10.6% |
$639K - $649K
|
159K
$6.83M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
14.4K+ 316.23% |
$604K - $614K
|
19K
$815K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
14.3K+ 109.8% |
$601K - $610K
|
27.3K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14.2K+ 16294.25% |
$595K - $604K
|
14.3K
$613K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.6K+ 132.38% |
$572K - $581K
|
23.9K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
13.3K+ 10.54% |
$557K - $565K
|
139K
$5.98M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12.9KNew |
$544K - $552K
|
12.9K
$557K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
12.8K+ 18.53% |
$537K - $545K
|
81.8K
$3.52M
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
12.5K+ 38.08% |
$525K - $533K
|
45.3K
$1.95M
|
|
|
May 10, 2024
Q1 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
11.8K+ 40.38% |
$497K - $504K
|
41.1K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
11.7KNew |
$491K - $498K
|
11.7K
$502K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.4KNew |
$480K - $488K
|
11.4K
$492K
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
11.4K+ 5.53% |
$480K - $487K
|
218K
$9.38M
|