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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2020
Q2 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.22K+ 56.68% |
$166K - $185K
|
11.7K
$502K
|
|
|
Aug 12, 2020
Q2 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.19KNew |
$165K - $183K
|
4.19K
$180K
|
|
|
Aug 04, 2020
Q2 2020
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4.18KNew |
$165K - $183K
|
4.18K
$180K
|
|
|
Aug 05, 2020
Q2 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.15K+ 67.07% |
$163K - $182K
|
10.3K
$445K
|
|
|
Jul 07, 2020
Q2 2020
|
True Private Wealth Advisors
|
BUY
|
- |
3.89K+ 15.17% |
$153K - $171K
|
29.5K
$1.27M
|
|
|
Jul 14, 2020
Q2 2020
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
3.83K+ 59.01% |
$151K - $168K
|
10.3K
$445K
|
|
|
Aug 11, 2020
Q2 2020
|
Scotia Capital Inc.
|
BUY
|
- |
3.83K+ 62.56% |
$151K - $168K
|
9.94K
$428K
|
|
|
Jan 08, 2024
Q2 2020
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.59K+ 14.36% |
$141K - $157K
|
28.6K
$1.23M
|
|
|
Aug 03, 2020
Q2 2020
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3.45K+ 10.49% |
$136K - $151K
|
36.4K
$1.57M
|
|
|
Jul 09, 2020
Q2 2020
|
Regal Wealth Group, Inc.
|
BUY
|
- |
2.97K+ 5.47% |
$117K - $130K
|
57.1K
$2.46M
|
|
|
Jul 13, 2020
Q2 2020
|
Successful Portfolios LLC
|
BUY
|
- |
2.95K+ 33.85% |
$116K - $129K
|
11.7K
$503K
|
|
|
Aug 11, 2020
Q2 2020
|
Spectrum Management Group, LLC
|
BUY
|
- |
2.84K+ 5.74% |
$112K - $125K
|
52.3K
$2.25M
|
|
|
Aug 11, 2020
Q2 2020
|
Meeder Asset Management Inc
|
BUY
|
- |
2.78KNew |
$110K - $122K
|
2.78K
$120K
|
|
|
Aug 12, 2020
Q2 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.69K+ 458.53% |
$106K - $118K
|
3.27K
$141K
|
|
|
Jul 31, 2020
Q2 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.67K+ 5.53% |
$105K - $117K
|
51K
$2.19M
|
|
|
Jul 29, 2020
Q2 2020
|
Smart Money Group LLC
|
BUY
|
- |
2.47K+ 4.15% |
$97.4K - $108K
|
62K
$2.67M
|
|
|
Aug 06, 2020
Q2 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.24K+ 45.02% |
$88.4K - $98.3K
|
7.23K
$311K
|
|
|
Aug 06, 2020
Q2 2020
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.22K+ 15.6% |
$87.5K - $97.3K
|
16.5K
$709K
|
|
|
Aug 05, 2020
Q2 2020
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.16K+ 29.83% |
$85.2K - $94.8K
|
9.42K
$405K
|
|
|
Aug 05, 2020
Q2 2020
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.01K+ 10.99% |
$79.1K - $88K
|
20.3K
$873K
|
|
|
Aug 12, 2020
Q2 2020
|
Ckw Financial Group
|
BUY
|
- |
1.93K+ 25.25% |
$76.1K - $84.7K
|
9.58K
$413K
|
|
|
Aug 17, 2020
Q2 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
1.4K+ 4.22% |
$55.2K - $61.4K
|
34.6K
$1.49M
|
|
|
Aug 11, 2020
Q2 2020
|
Ballast, Inc.
|
BUY
|
- |
1.35K+ 2.15% |
$53.2K - $59.2K
|
64.2K
$2.77M
|
|
|
Aug 11, 2020
Q2 2020
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.33K+ 2.51% |
$52.2K - $58.1K
|
54.1K
$2.33M
|
|
|
Jul 14, 2020
Q2 2020
|
Rda Financial Network
|
BUY
|
- |
1.31K+ 23.01% |
$51.5K - $57.3K
|
6.99K
$301K
|
|
|
Aug 07, 2020
Q2 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.29K+ 3.58% |
$50.8K - $56.5K
|
37.3K
$1.61M
|
|
|
Aug 05, 2020
Q2 2020
|
First Hawaiian Bank
|
BUY
|
- |
1.24K+ 3.91% |
$49K - $54.5K
|
33K
$1.42M
|
|
|
Aug 14, 2020
Q2 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.16K+ 70.72% |
$45.8K - $50.9K
|
2.81K
$121K
|
|
|
Aug 04, 2020
Q2 2020
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.08K+ 303.37% |
$42.5K - $47.3K
|
1.44K
$61.8K
|
|
|
Aug 12, 2020
Q2 2020
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
1.06KNew |
$41.8K - $46.5K
|
1.06K
$45.7K
|
|
|
Jul 31, 2020
Q2 2020
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.04K+ 228.45% |
$41.1K - $45.8K
|
1.5K
$64.6K
|
|
|
Aug 11, 2020
Q2 2020
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1K+ 10.92% |
$39.5K - $44K
|
10.2K
$439K
|
|
|
Aug 14, 2020
Q2 2020
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1KNew |
$39.4K - $43.8K
|
1K
$43.1K
|
|
|
Jul 30, 2020
Q2 2020
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
985+ 6.5% |
$38.8K - $43.2K
|
16.1K
$694K
|
|
|
Aug 19, 2020
Q2 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
942+ 13.44% |
$37.1K - $41.3K
|
7.95K
$342K
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
BUY
|
- |
914+ 15.24% |
$36K - $40.1K
|
6.91K
$298K
|
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
696+ 14.62% |
$27.4K - $30.5K
|
5.46K
$235K
|
|
|
Aug 13, 2020
Q2 2020
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
575+ 3.54% |
$22.6K - $25.2K
|
16.8K
$724K
|
|
|
Jul 28, 2020
Q2 2020
|
Signal Point Asset Management, LLC
|
BUY
|
- |
574+ 7.27% |
$22.6K - $25.2K
|
8.47K
$365K
|
|
|
Aug 11, 2020
Q2 2020
|
Uma Financial Services, Inc.
|
BUY
|
- |
561+ 1.5% |
$22.1K - $24.6K
|
37.9K
$1.63M
|
|
|
Aug 13, 2020
Q2 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
524+ 10.1% |
$20.6K - $23K
|
5.71K
$246K
|
|
|
Aug 14, 2020
Q2 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
507+ 5.35% |
$20K - $22.2K
|
9.98K
$430K
|
|
|
Aug 11, 2020
Q2 2020
|
Tap Consulting, LLC
|
BUY
|
- |
493+ 1.41% |
$19.4K - $21.6K
|
35.4K
$1.53M
|
|
|
Aug 14, 2020
Q2 2020
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
450+ 0.41% |
$17.7K - $19.7K
|
110K
$4.72M
|
|
|
Jul 15, 2020
Q2 2020
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
397+ 2.19% |
$15.6K - $17.4K
|
18.5K
$797K
|
|
|
Jul 09, 2020
Q2 2020
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
359+ 4.62% |
$14.1K - $15.7K
|
8.12K
$350K
|
|
|
Aug 06, 2020
Q2 2020
|
Novare Capital Management LLC
|
BUY
|
- |
350+ 3.31% |
$13.8K - $15.3K
|
10.9K
$470K
|
|
|
Jul 23, 2020
Q2 2020
|
First Merchants Corp
|
BUY
|
- |
300+ 5.84% |
$11.8K - $13.1K
|
5.43K
$234K
|
|
|
Sep 09, 2020
Q2 2020
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
297+ 0.39% |
$11.7K - $13K
|
76.4K
$3.29M
|
|
|
Jul 02, 2020
Q2 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
292+ 13.82% |
$11.5K - $12.8K
|
2.41K
$104K
|