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 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.05K- 5.0% |
$86.1K - $87.4K
|
38.9K
$1.67M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.12K- 13.12% |
$89.2K - $90.5K
|
14.1K
$605K
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-2.18K- 21.23% |
$91.4K - $92.8K
|
8.08K
$347K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-2.19K- 22.64% |
$91.7K - $93.1K
|
7.47K
$321K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-2.19K- 19.55% |
$91.8K - $93.2K
|
9K
$387K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.22K- 7.76% |
$93K - $94.4K
|
26.3K
$1.13M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.23K- 14.85% |
$93.8K - $95.2K
|
12.8K
$551K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.28K- 81.76% |
$95.8K - $97.3K
|
509
$21.9K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.49K- 4.26% |
$105K - $106K
|
55.9K
$2.41M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.54K- 1.54% |
$107K - $108K
|
162K
$6.97M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.55K- 4.71% |
$107K - $108K
|
51.5K
$2.21M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.61K- 7.75% |
$110K - $111K
|
31.1K
$1.34M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.65K- 6.87% |
$111K - $113K
|
35.9K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-2.69K- 29.53% |
$113K - $115K
|
6.42K
$276K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.7K- 3.87% |
$113K - $115K
|
67K
$2.88M
|
|
|
May 14, 2024
Q1 2024
|
Little Harbor Advisors, LLC
|
SELL
|
- |
-2.79K- 1.96% |
$117K - $119K
|
139K
$5.99M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.91K- 8.85% |
$122K - $124K
|
30K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
SELL
|
- |
-2.95K- 8.98% |
$124K - $126K
|
29.9K
$1.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-3.23K- 2.73% |
$136K - $138K
|
115K
$4.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.24K- 7.07% |
$136K - $138K
|
42.6K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.29K- 10.21% |
$138K - $140K
|
28.9K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-3.43K- 7.75% |
$144K - $146K
|
40.8K
$1.75M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.45K- 6.01% |
$145K - $147K
|
54K
$2.32M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.64K- 3.77% |
$153K - $155K
|
93K
$4M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.06K- 9.26% |
$170K - $173K
|
39.7K
$1.71M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.23K- 2.09% |
$178K - $180K
|
198K
$8.53M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.5K- 31.37% |
$189K - $192K
|
9.85K
$423K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-4.69K- 40.08% |
$197K - $200K
|
7.01K
$301K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.69K- 0.96% |
$197K - $200K
|
486K
$20.9M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.81K- 46.59% |
$202K - $205K
|
5.52K
$237K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.81K- 85.76% |
$202K - $205K
|
799
$34.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-4.85K- 47.74% |
$203K - $207K
|
5.31K
$228K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-4.89K- 70.72% |
$205K - $209K
|
2.03K
$87.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-4.93K- 39.12% |
$207K - $210K
|
7.68K
$330K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-5.03K- 19.62% |
$211K - $214K
|
20.6K
$885K
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-5.06K- 12.66% |
$212K - $216K
|
34.9K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.16K- 46.22% |
$217K - $220K
|
6K
$258K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5.5K- 13.58% |
$231K - $235K
|
35K
$1.51M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-6.13K- 18.25% |
$258K - $261K
|
27.5K
$1.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-6.23K- 4.74% |
$262K - $266K
|
125K
$5.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
SELL
|
- |
-6.58K- 21.97% |
$276K - $281K
|
23.4K
$1M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.76K- 4.48% |
$284K - $288K
|
144K
$6.19M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-7.09K- 15.35% |
$298K - $302K
|
39.1K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.22K- 23.86% |
$303K - $308K
|
23K
$991K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-7.7K- 16.69% |
$323K - $328K
|
38.4K
$1.65M
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-8.54K- 23.48% |
$359K - $364K
|
27.8K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-9.1K- 11.69% |
$382K - $388K
|
68.7K
$2.96M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-9.13K- 9.13% |
$383K - $389K
|
91K
$3.91M
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-9.39K- 31.82% |
$394K - $400K
|
20.1K
$865K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-9.5K- 39.79% |
$399K - $405K
|
14.4K
$618K
|