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 09, 2020
Q2 2020
|
Omega Financial Group, LLC
|
BUY
|
- |
11.8KNew |
$464K - $517K
|
11.8K
$504K
|
|
|
Aug 07, 2020
Q2 2020
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
11.2K+ 5.6% |
$443K - $493K
|
212K
$9.07M
|
|
|
Jul 08, 2020
Q2 2020
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.5KNew |
$415K - $462K
|
10.5K
$451K
|
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.93K+ 15.89% |
$391K - $435K
|
72.4K
$3.1M
|
|
|
Jul 23, 2020
Q2 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
9.56K+ 295.73% |
$376K - $419K
|
12.8K
$547K
|
|
|
Sep 11, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
9.55KNew |
$376K - $419K
|
9.55K
$409K
|
|
|
Jul 15, 2020
Q2 2020
|
Ritholtz Wealth Management
|
BUY
|
- |
9.52KNew |
$375K - $417K
|
9.52K
$407K
|
|
|
Jul 20, 2020
Q2 2020
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.3KNew |
$366K - $408K
|
9.3K
$398K
|
|
|
Aug 13, 2020
Q2 2020
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
8.83K+ 19.06% |
$348K - $387K
|
55.1K
$2.36M
|
|
|
Jul 13, 2020
Q2 2020
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
8.46KNew |
$333K - $371K
|
8.46K
$362K
|
|
|
Aug 10, 2020
Q2 2020
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
8.23KNew |
$324K - $361K
|
8.23K
$352K
|
|
|
Aug 03, 2020
Q2 2020
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7.83KNew |
$308K - $343K
|
7.83K
$335K
|
|
|
Aug 05, 2020
Q2 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.66K+ 50.61% |
$302K - $336K
|
22.8K
$976K
|
|
|
Jul 08, 2020
Q2 2020
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
7.6K+ 9.78% |
$299K - $333K
|
85.2K
$3.65M
|
|
|
Jul 31, 2020
Q2 2020
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
7.41K+ 6.74% |
$292K - $325K
|
117K
$5.02M
|
|
|
Aug 10, 2020
Q2 2020
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
7.31K+ 6.99% |
$288K - $320K
|
112K
$4.79M
|
|
|
Jul 22, 2020
Q2 2020
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
7.3KNew |
$288K - $320K
|
7.3K
$312K
|
|
|
Aug 10, 2020
Q2 2020
|
Strategy Asset Managers LLC
|
BUY
|
- |
7.13KNew |
$281K - $312K
|
7.13K
$305K
|
|
|
Jul 30, 2020
Q2 2020
|
Dearborn Partners LLC
|
BUY
|
- |
7.11KNew |
$280K - $311K
|
7.11K
$304K
|
|
|
Aug 03, 2020
Q2 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.94KNew |
$273K - $304K
|
6.94K
$297K
|
|
|
Aug 13, 2020
Q2 2020
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
6.85K+ 5.32% |
$270K - $300K
|
136K
$5.8M
|
|
|
Aug 13, 2020
Q2 2020
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.73K+ 353.26% |
$265K - $295K
|
8.63K
$369K
|
|
|
Aug 06, 2020
Q2 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.73K+ 18.54% |
$265K - $295K
|
43K
$1.84M
|
|
|
Aug 14, 2020
Q2 2020
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.64KNew |
$261K - $291K
|
6.64K
$284K
|
|
|
Aug 10, 2020
Q2 2020
|
Davidson Investment Advisors
|
BUY
|
- |
6.62KNew |
$261K - $290K
|
6.62K
$283K
|
|
|
Jul 31, 2020
Q2 2020
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.48K+ 9.06% |
$255K - $284K
|
78K
$3.34M
|
|
|
Jul 20, 2020
Q2 2020
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.32K+ 23.53% |
$249K - $277K
|
33.2K
$1.42M
|
|
|
Jul 10, 2020
Q2 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.25K+ 43.08% |
$246K - $274K
|
20.8K
$888K
|
|
|
Aug 26, 2020
Q2 2020
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.23K+ 9.62% |
$245K - $273K
|
71K
$3.04M
|
|
|
Aug 03, 2020
Q2 2020
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.14K+ 9.17% |
$242K - $269K
|
73.1K
$3.13M
|
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.05K+ 151.95% |
$238K - $265K
|
10K
$429K
|
|
|
Aug 13, 2020
Q2 2020
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.83K+ 26.19% |
$230K - $256K
|
28.1K
$1.2M
|
|
|
Aug 14, 2020
Q2 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.69K+ 10.68% |
$224K - $250K
|
59K
$2.52M
|
|
|
Aug 12, 2020
Q2 2020
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
5.59K+ 9.34% |
$220K - $245K
|
65.5K
$2.8M
|
|
|
Aug 04, 2020
Q2 2020
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
5.49KNew |
$216K - $240K
|
5.49K
$235K
|
|
|
Jul 17, 2020
Q2 2020
|
Csenge Advisory Group
|
BUY
|
- |
5.48KNew |
$216K - $240K
|
5.48K
$234K
|
|
|
Jul 20, 2020
Q2 2020
|
Concorde Asset Management, LLC
|
BUY
|
- |
5.46K+ 10.96% |
$215K - $239K
|
55.3K
$2.36M
|
|
|
Aug 14, 2020
Q2 2020
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.36K+ 19.41% |
$211K - $235K
|
33K
$1.41M
|
|
|
Jul 13, 2020
Q2 2020
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.26K+ 288.16% |
$207K - $231K
|
7.08K
$303K
|
|
|
Aug 17, 2020
Q2 2020
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
5.25KNew |
$207K - $230K
|
5.25K
$225K
|
|
|
Aug 14, 2020
Q2 2020
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.23KNew |
$206K - $229K
|
5.23K
$224K
|
|
|
Jul 16, 2020
Q2 2020
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.18KNew |
$204K - $227K
|
5.18K
$222K
|
|
|
Aug 13, 2020
Q2 2020
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.1KNew |
$201K - $224K
|
5.1K
$218K
|
|
|
Jul 16, 2020
Q2 2020
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5.07K+ 21.02% |
$200K - $222K
|
29.2K
$1.25M
|
|
|
Jul 14, 2020
Q2 2020
|
Ma Private Wealth
|
BUY
|
- |
4.86KNew |
$191K - $213K
|
4.86K
$208K
|
|
|
Aug 13, 2020
Q2 2020
|
Private Capital Group, LLC
|
BUY
|
- |
4.82K+ 55.84% |
$190K - $211K
|
13.5K
$576K
|
|
|
Aug 14, 2020
Q2 2020
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.76KNew |
$187K - $209K
|
4.76K
$204K
|
|
|
Jul 16, 2020
Q2 2020
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.6K+ 80.58% |
$181K - $202K
|
10.3K
$441K
|
|
|
Jul 20, 2020
Q2 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.33K+ 50.31% |
$171K - $190K
|
12.9K
$553K
|
|
|
Jul 24, 2020
Q2 2020
|
Weaver Consulting Group
|
BUY
|
- |
4.32K+ 349.64% |
$170K - $189K
|
5.55K
$238K
|