Purchases and Sales Made in Q2 2020 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 Q2 2020. 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 |
---|---|---|---|---|---|---|---|
Jul 27, 2020
Q2 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.8K+ 56.18% |
$1.41M - $1.57M
|
99.5K
$4.25M
|
|
Aug 14, 2020
Q2 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
35.1K+ 20.35% |
$1.38M - $1.54M
|
208K
$8.89M
|
|
Aug 07, 2020
Q2 2020
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
35K+ 13.82% |
$1.38M - $1.53M
|
288K
$12.3M
|
|
Jul 29, 2020
Q2 2020
|
Mattern Wealth Management LLC
|
BUY
|
- |
34.6KNew |
$1.36M - $1.51M
|
34.6K
$1.48M
|
|
Aug 13, 2020
Q2 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
32.6K+ 102.24% |
$1.29M - $1.43M
|
64.5K
$2.76M
|
|
Jul 24, 2020
Q2 2020
|
Archford Capital Strategies, LLC
|
BUY
|
- |
32.3K+ 547.15% |
$1.27M - $1.42M
|
38.3K
$1.64M
|
|
Aug 13, 2020
Q2 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
30.9KNew |
$1.22M - $1.36M
|
30.9K
$1.32M
|
|
Aug 14, 2020
Q2 2020
|
Axa S.A.
Paris, I0 |
BUY
|
- |
30.6KNew |
$1.21M - $1.34M
|
30.6K
$1.31M
|
|
Aug 10, 2020
Q2 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
30.6K+ 35.58% |
$1.2M - $1.34M
|
116K
$4.98M
|
|
Aug 28, 2020
Q2 2020
|
Advisor Os, LLC
|
BUY
|
- |
29.5KNew |
$1.16M - $1.29M
|
29.5K
$1.26M
|
|
Sep 22, 2020
Q2 2020
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
29.3K+ 39.35% |
$1.16M - $1.29M
|
104K
$4.44M
|
|
Sep 07, 2021
Q2 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
28.8K+ 45.03% |
$1.13M - $1.26M
|
92.6K
$3.96M
|
|
Oct 22, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
28.1KNew |
$1.11M - $1.23M
|
28.1K
$1.2M
|
|
Aug 13, 2020
Q2 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
23.2K+ 112.68% |
$915K - $1.02M
|
43.9K
$1.88M
|
|
Aug 10, 2020
Q2 2020
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
22.3K+ 75.79% |
$880K - $979K
|
51.8K
$2.22M
|
|
Jul 29, 2020
Q2 2020
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
21.8K+ 55.99% |
$860K - $957K
|
60.8K
$2.6M
|
|
Jul 15, 2020
Q2 2020
|
Cypress Wealth Services, LLC
|
BUY
|
- |
21.7K+ 47.81% |
$856K - $952K
|
67.2K
$2.87M
|
|
Mar 11, 2024
Q2 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
21.7K+ 34.48% |
$855K - $951K
|
84.6K
$3.62M
|
|
Aug 07, 2020
Q2 2020
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20.9KNew |
$823K - $916K
|
20.9K
$894K
|
|
Aug 14, 2020
Q2 2020
|
Private Portfolio Partners LLC
|
BUY
|
- |
20.4KNew |
$804K - $895K
|
20.4K
$873K
|
|
Aug 13, 2020
Q2 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.7K+ 72.07% |
$777K - $865K
|
47.1K
$2.01M
|
|
Jul 24, 2024
Q2 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
19.6KNew |
$771K - $858K
|
19.6K
$837K
|
|
Aug 05, 2020
Q2 2020
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
19.5K+ 155.46% |
$770K - $857K
|
32.1K
$1.37M
|
|
Aug 07, 2020
Q2 2020
|
Austin Private Wealth, LLC
|
BUY
|
- |
19.4K+ 197.73% |
$763K - $849K
|
29.2K
$1.25M
|
|
Aug 05, 2020
Q2 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
19.4K+ 114.33% |
$762K - $848K
|
36.3K
$1.55M
|
|
Aug 03, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
19K+ 1871.22% |
$750K - $835K
|
20.1K
$858K
|
|
Jul 29, 2020
Q2 2020
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19K+ 14.51% |
$749K - $834K
|
150K
$6.42M
|
|
Aug 05, 2020
Q2 2020
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
18.5KNew |
$730K - $812K
|
18.5K
$793K
|
|
Jul 15, 2020
Q2 2020
|
Cooper Financial Group
|
BUY
|
- |
18.4K+ 13.73% |
$725K - $806K
|
152K
$6.52M
|
|
Aug 14, 2020
Q2 2020
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
18.3K+ 12.05% |
$720K - $801K
|
170K
$7.27M
|
|
Jul 22, 2020
Q2 2020
|
Sharkey, Howes & Javer
|
BUY
|
- |
17.6K+ 21.88% |
$694K - $772K
|
98.1K
$4.2M
|
|
Aug 14, 2020
Q2 2020
|
Truist Financial Corp
|
BUY
|
- |
17.1K+ 7.72% |
$673K - $749K
|
238K
$10.2M
|
|
Jun 23, 2021
Q2 2020
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
14.8K+ 64.29% |
$584K - $650K
|
37.9K
$1.62M
|
|
Aug 12, 2020
Q2 2020
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.5KNew |
$573K - $637K
|
14.5K
$622K
|
|
Jul 20, 2020
Q2 2020
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
14.3KNew |
$563K - $626K
|
14.3K
$611K
|
|
Aug 13, 2020
Q2 2020
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
14.3K+ 72.65% |
$562K - $625K
|
33.9K
$1.45M
|
|
Aug 12, 2020
Q2 2020
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
13.9KNew |
$547K - $608K
|
13.9K
$594K
|
|
Jul 17, 2020
Q2 2020
|
Comerica Securities,Inc.
|
BUY
|
- |
13.9K+ 15.32% |
$546K - $608K
|
104K
$4.47M
|
|
Aug 14, 2020
Q2 2020
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
13.8KNew |
$545K - $606K
|
13.8K
$592K
|
|
Aug 04, 2020
Q2 2020
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
13.4K+ 49.86% |
$529K - $588K
|
40.3K
$1.73M
|
|
Aug 13, 2020
Q2 2020
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
13.3K+ 20.03% |
$524K - $583K
|
79.7K
$3.41M
|
|
Aug 13, 2020
Q2 2020
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
13.3KNew |
$523K - $582K
|
13.3K
$568K
|
|
Jul 14, 2020
Q2 2020
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
13.2K+ 7.03% |
$520K - $579K
|
201K
$8.6M
|
|
Aug 13, 2020
Q2 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.1K+ 11.04% |
$516K - $574K
|
132K
$5.64M
|
|
Aug 04, 2020
Q2 2020
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.1KNew |
$516K - $574K
|
13.1K
$560K
|
|
Jul 21, 2020
Q2 2020
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
12.7K+ 6.93% |
$500K - $557K
|
196K
$8.38M
|
|
Aug 03, 2020
Q2 2020
|
Vicus Capital
State College, PA |
BUY
|
- |
12.3K+ 121.08% |
$485K - $540K
|
22.5K
$962K
|
|
Aug 06, 2020
Q2 2020
|
Investment Partners, Ltd.
|
BUY
|
- |
12.2K+ 108.92% |
$479K - $533K
|
23.3K
$998K
|
|
Jul 08, 2020
Q2 2020
|
Mcia Inc
|
BUY
|
- |
11.9KNew |
$469K - $522K
|
11.9K
$510K
|
|
Aug 14, 2020
Q2 2020
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
11.9KNew |
$468K - $521K
|
11.9K
$508K
|