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 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.71KNew |
$198K - $201K
|
4.71K
$203K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.64K+ 6.32% |
$195K - $198K
|
78K
$3.35M
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
4.62K+ 15.31% |
$194K - $197K
|
34.8K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.6K+ 3.57% |
$193K - $196K
|
133K
$5.74M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.39K+ 64.33% |
$184K - $187K
|
11.2K
$482K
|
|
|
May 10, 2024
Q1 2024
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
4.39K+ 51.98% |
$184K - $187K
|
12.8K
$552K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
4.29K+ 2.12% |
$180K - $183K
|
206K
$8.88M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4.26K+ 43.94% |
$179K - $182K
|
14K
$600K
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
4.14K+ 4.11% |
$174K - $177K
|
105K
$4.51M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.78K+ 40.18% |
$159K - $161K
|
13.2K
$567K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.58K+ 21.46% |
$150K - $152K
|
20.2K
$870K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3.57KNew |
$150K - $152K
|
3.57K
$154K
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.53K+ 20.19% |
$148K - $151K
|
21K
$904K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.46K+ 38.29% |
$145K - $148K
|
12.5K
$538K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.46K+ 6.21% |
$145K - $147K
|
59.2K
$2.54M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.43K+ 2.32% |
$144K - $146K
|
151K
$6.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
3.42K+ 1.24% |
$144K - $146K
|
278K
$12M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
3.15K+ 22.63% |
$132K - $134K
|
17.1K
$734K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.05K+ 17.12% |
$128K - $130K
|
20.9K
$897K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
3.03K+ 10.59% |
$127K - $129K
|
31.6K
$1.36M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
3K+ 52.14% |
$126K - $128K
|
8.76K
$377K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.83KNew |
$119K - $121K
|
2.83K
$122K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.77KNew |
$116K - $118K
|
2.77K
$119K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.74K+ 9.76% |
$115K - $117K
|
30.8K
$1.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.68K+ 32.02% |
$113K - $114K
|
11.1K
$475K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
2.62K+ 1.47% |
$110K - $112K
|
181K
$7.79M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.55K+ 147.71% |
$107K - $108K
|
4.27K
$183K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2.53K+ 311.44% |
$106K - $108K
|
3.35K
$144K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.46K+ 14.14% |
$103K - $105K
|
19.9K
$855K
|
|
|
May 15, 2024
Q1 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.44K+ 1.42% |
$102K - $104K
|
174K
$7.47M
|
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
2.39K+ 1.68% |
$100K - $102K
|
145K
$6.24M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.35K+ 8.7% |
$98.8K - $100K
|
29.4K
$1.26M
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
BUY
|
- |
2.32K+ 17.39% |
$97.2K - $98.7K
|
15.6K
$672K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.3K+ 11.79% |
$96.7K - $98.2K
|
21.8K
$939K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.1KNew |
$88.3K - $89.7K
|
2.1K
$90.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.07K+ 4.96% |
$86.9K - $88.2K
|
43.8K
$1.88M
|
|
|
May 03, 2024
Q1 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
2.01K+ 11.99% |
$84.3K - $85.6K
|
18.8K
$806K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
1.99K+ 11.33% |
$83.7K - $85K
|
19.6K
$842K
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.94K+ 5.33% |
$81.6K - $82.9K
|
38.4K
$1.65M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.79K+ 5.82% |
$75.1K - $76.3K
|
32.5K
$1.4M
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.76K+ 10.3% |
$73.9K - $75.1K
|
18.9K
$810K
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.71K+ 12.28% |
$71.8K - $72.9K
|
15.6K
$672K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.71K+ 2.3% |
$71.7K - $72.8K
|
75.9K
$3.26M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.69K+ 24.89% |
$71K - $72.1K
|
8.49K
$365K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.68K+ 5.26% |
$70.3K - $71.4K
|
33.5K
$1.44M
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.62K+ 2.86% |
$67.8K - $68.8K
|
58.1K
$2.5M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.61K+ 14.11% |
$67.4K - $68.4K
|
13K
$558K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.59K+ 4.68% |
$66.5K - $67.6K
|
35.4K
$1.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
1.52K+ 37.04% |
$63.6K - $64.6K
|
5.61K
$241K
|
|
|
Jun 13, 2024
Q1 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
1.47K+ 1.87% |
$61.5K - $62.5K
|
79.8K
$3.43M
|