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 13, 2020
Q2 2020
|
E Rn Financial, LLC
|
BUY
|
- |
266+ 3.18% |
$10.5K - $11.7K
|
8.64K
$369K
|
|
|
Aug 20, 2020
Q2 2020
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
262New |
$10.3K - $11.5K
|
262
$11.2K
|
|
|
Jul 16, 2020
Q2 2020
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
241+ 401.67% |
$9.49K - $10.6K
|
301
$12.9K
|
|
|
Aug 13, 2020
Q2 2020
|
Massmutual Trust CO Fsb
|
BUY
|
- |
229New |
$9.02K - $10K
|
229
$9.8K
|
|
|
Jul 21, 2020
Q2 2020
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
225+ 11.86% |
$8.86K - $9.86K
|
2.12K
$90.8K
|
|
|
Jul 17, 2024
Q2 2020
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
204New |
$8.04K - $8.94K
|
204
$8.73K
|
|
|
Aug 06, 2020
Q2 2020
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
197New |
$7.76K - $8.63K
|
197
$8.43K
|
|
|
Aug 13, 2020
Q2 2020
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
193+ 5.69% |
$7.6K - $8.46K
|
3.59K
$153K
|
|
|
Aug 13, 2020
Q2 2020
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
180+ 2.12% |
$7.09K - $7.89K
|
8.66K
$370K
|
|
|
Aug 05, 2020
Q2 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
171+ 2.07% |
$6.74K - $7.49K
|
8.45K
$361K
|
|
|
Jul 14, 2020
Q2 2020
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
128+ 0.96% |
$5.04K - $5.61K
|
13.4K
$573K
|
|
|
Jul 31, 2020
Q2 2020
|
Xml Financial, LLC
|
BUY
|
- |
114+ 1.4% |
$4.49K - $5K
|
8.28K
$354K
|
|
|
Jul 31, 2020
Q2 2020
|
Shilanski & Associates, Inc.
|
BUY
|
- |
100+ 1.16% |
$3.94K - $4.38K
|
8.74K
$374K
|
|
|
Jul 08, 2020
Q2 2020
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
100+ 8.0% |
$3.94K - $4.38K
|
1.35K
$57.8K
|
|
|
Jul 06, 2020
Q2 2020
|
Ellevest, Inc.
|
BUY
|
- |
83+ 55.7% |
$3.27K - $3.64K
|
232
$9.92K
|
|
|
Aug 13, 2024
Q2 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
70+ 13.38% |
$2.76K - $3.07K
|
593
$25.4K
|
|
|
Aug 04, 2020
Q2 2020
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
60+ 0.16% |
$2.36K - $2.63K
|
36.6K
$1.56M
|
|
|
Aug 13, 2020
Q2 2020
|
Archer Investment Corp
|
BUY
|
- |
34New |
$1.34K - $1.49K
|
34
$1.45K
|
|
|
Jul 27, 2020
Q2 2020
|
Red Cedar Capital, LLC
|
BUY
|
- |
32+ 1.42% |
$1.26K - $1.4K
|
2.29K
$97.8K
|
|
|
Sep 08, 2021
Q2 2020
|
Retirement Group, LLC
|
BUY
|
- |
31+ 0.35% |
$1.22K - $1.36K
|
8.78K
$376K
|
|
|
Jul 28, 2020
Q2 2020
|
Baystate Wealth Management LLC
|
BUY
|
- |
14New |
$551 - $614
|
14
$599
|
|
|
Aug 10, 2020
Q2 2020
|
Arkadios Wealth Advisors
|
BUY
|
- |
6+ 4.55% |
$236 - $263
|
138
$5.9K
|
|
|
Jul 22, 2020
Q2 2020
|
Duncker Streett & CO Inc
|
BUY
|
- |
5+ 0.22% |
$197 - $219
|
2.3K
$98.5K
|
|
|
Jul 16, 2020
Q2 2020
|
Optimum Investment Advisors
|
BUY
|
- |
2+ 1.25% |
$78.8 - $87.7
|
162
$6.93K
|
|
|
Aug 14, 2020
Q2 2020
|
Procyon Advisors, LLC
|
BUY
|
- |
1+ 25.0% |
$39.4 - $43.8
|
5
$214
|
|
|
Aug 13, 2020
Q2 2020
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1Closed |
$39.4 - $43.8
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-14- 0.31% |
$551 - $614
|
4.5K
$193K
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-38Closed |
$1.5K - $1.67K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-50- 0.08% |
$1.97K - $2.19K
|
65.6K
$2.81M
|
|
|
Jan 02, 2024
Q2 2020
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-54- 2.66% |
$2.13K - $2.37K
|
1.98K
$84.7K
|
|
|
Aug 13, 2020
Q2 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-100Closed |
$3.94K - $4.38K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
SELL
|
- |
-102- 2.56% |
$4.02K - $4.47K
|
3.89K
$166K
|
|
|
Jul 31, 2020
Q2 2020
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-109- 2.79% |
$4.29K - $4.78K
|
3.8K
$163K
|
|
|
Aug 07, 2020
Q2 2020
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-112- 1.04% |
$4.41K - $4.91K
|
10.7K
$456K
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-170- 64.15% |
$6.7K - $7.45K
|
95
$4.06K
|
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-209Closed |
$8.23K - $9.16K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-231- 14.48% |
$9.1K - $10.1K
|
1.36K
$58.4K
|
|
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-246Closed |
$9.69K - $10.8K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Aspire Private Capital, LLC
|
SELL
|
- |
-255- 7.34% |
$10K - $11.2K
|
3.22K
$138K
|
|
|
Aug 13, 2020
Q2 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-271Closed |
$10.7K - $11.9K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Veracity Capital LLC
|
SELL
|
- |
-273- 2.04% |
$10.8K - $12K
|
13.1K
$560K
|
|
|
Jul 15, 2020
Q2 2020
|
Fluent Financial, LLC
|
SELL
|
- |
-277- 2.01% |
$10.9K - $12.1K
|
13.5K
$578K
|
|
|
Jul 22, 2020
Q2 2020
|
F Dx Advisors, Inc.
|
SELL
|
- |
-278- 1.27% |
$11K - $12.2K
|
21.5K
$922K
|
|
|
Sep 07, 2021
Q2 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-366- 51.48% |
$14.4K - $16K
|
345
$14.8K
|
|
|
Jul 22, 2020
Q2 2020
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-373- 23.65% |
$14.7K - $16.3K
|
1.2K
$51.5K
|
|
|
Aug 10, 2020
Q2 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-425Closed |
$16.7K - $18.6K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-438Closed |
$17.3K - $19.2K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
S.A. Mason LLC
|
SELL
|
- |
-470Closed |
$18.5K - $20.6K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-488Closed |
$19.2K - $21.4K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-548Closed |
$21.6K - $24K
|
0
$0
|