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 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
11.4KNew |
$480K - $487K
|
11.4K
$491K
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
10.7KNew |
$447K - $454K
|
10.7K
$458K
|
|
|
Jun 13, 2024
Q1 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
10.6K+ 116.41% |
$446K - $453K
|
19.8K
$849K
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
9.68KNew |
$406K - $412K
|
9.68K
$416K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.42KNew |
$395K - $402K
|
9.42K
$405K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.91K+ 28.46% |
$374K - $380K
|
40.2K
$1.73M
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
8.81KNew |
$370K - $376K
|
8.81K
$379K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
8.71KNew |
$366K - $371K
|
8.71K
$374K
|
|
|
Dec 11, 2024
Q1 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
8.56K+ 19.76% |
$359K - $365K
|
51.9K
$2.23M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
8.55KNew |
$359K - $364K
|
8.55K
$368K
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
8.55K+ 3.17% |
$359K - $364K
|
278K
$11.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8.53K+ 45.24% |
$358K - $364K
|
27.4K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.46K+ 29.33% |
$355K - $360K
|
37.3K
$1.6M
|
|
|
May 10, 2024
Q1 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
8.31K+ 2.76% |
$349K - $354K
|
309K
$13.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
7.85KNew |
$330K - $335K
|
7.85K
$337K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
7.82K+ 11.29% |
$328K - $333K
|
77.1K
$3.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
7.56KNew |
$317K - $322K
|
7.56K
$325K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.49K+ 8.9% |
$314K - $319K
|
91.7K
$3.94M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.48K+ 84.93% |
$314K - $319K
|
16.3K
$700K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.34KNew |
$308K - $313K
|
7.34K
$315K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.18K+ 36.83% |
$301K - $306K
|
26.7K
$1.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
6.79K+ 49.89% |
$285K - $289K
|
20.4K
$877K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
6.75K+ 18.05% |
$284K - $288K
|
44.2K
$1.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
6.75KNew |
$283K - $288K
|
6.75K
$290K
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
6.72K+ 39.62% |
$282K - $286K
|
23.7K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
6.56KNew |
$275K - $280K
|
6.56K
$282K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6.55K+ 23.58% |
$275K - $279K
|
34.3K
$1.48M
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
6.5KNew |
$273K - $277K
|
6.5K
$280K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.35KNew |
$266K - $270K
|
6.35K
$273K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
6.12K+ 82.22% |
$257K - $261K
|
13.6K
$583K
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
6.03K+ 3.28% |
$253K - $257K
|
190K
$8.15M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
6.01K+ 33.9% |
$252K - $256K
|
23.7K
$1.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.96K+ 37.25% |
$250K - $254K
|
21.9K
$944K
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
5.67KNew |
$238K - $242K
|
5.67K
$244K
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
5.55K+ 19.07% |
$233K - $237K
|
34.7K
$1.49M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
5.49KNew |
$231K - $234K
|
5.49K
$236K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
5.43K+ 3.36% |
$228K - $232K
|
167K
$7.19M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.41KNew |
$227K - $231K
|
5.41K
$233K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.34KNew |
$224K - $228K
|
5.34K
$229K
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5.23K+ 4.96% |
$219K - $223K
|
111K
$4.76M
|
|
|
May 14, 2024
Q1 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
5.18KNew |
$217K - $221K
|
5.18K
$223K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
5.14K+ 16.0% |
$216K - $219K
|
37.3K
$1.6M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.93KNew |
$207K - $210K
|
4.93K
$212K
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4.92K+ 51.73% |
$207K - $210K
|
14.4K
$620K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
4.92K+ 2.66% |
$206K - $210K
|
190K
$8.16M
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
4.88KNew |
$205K - $208K
|
4.88K
$210K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
4.78K+ 3.65% |
$201K - $204K
|
136K
$5.84M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.76KNew |
$200K - $203K
|
4.76K
$204K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.73KNew |
$198K - $202K
|
4.73K
$203K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.72K+ 0.47% |
$198K - $201K
|
1M
$43.2M
|