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 04, 2020
Q2 2020
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-604- 13.08% |
$23.8K - $26.5K
|
4.02K
$172K
|
|
|
Aug 07, 2020
Q2 2020
|
Dakota Wealth Management
|
SELL
|
- |
-770- 2.63% |
$30.3K - $33.7K
|
28.5K
$1.22M
|
|
|
Jul 27, 2020
Q2 2020
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-842- 3.95% |
$33.2K - $36.9K
|
20.5K
$876K
|
|
|
Aug 13, 2020
Q2 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-919Closed |
$36.2K - $40.3K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-957- 11.4% |
$37.7K - $41.9K
|
7.44K
$318K
|
|
|
Jul 21, 2020
Q2 2020
|
Brookstone Capital Management
|
SELL
|
- |
-1.04K- 0.61% |
$40.9K - $45.5K
|
169K
$7.25M
|
|
|
Aug 05, 2020
Q2 2020
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.07K- 12.5% |
$42K - $46.7K
|
7.46K
$319K
|
|
|
Jul 27, 2020
Q2 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.1K- 75.47% |
$43.1K - $48K
|
356
$15.2K
|
|
|
Aug 05, 2020
Q2 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-1.17K- 98.16% |
$46.2K - $51.4K
|
22
$941
|
|
|
Aug 04, 2020
Q2 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.26KClosed |
$49.5K - $55.1K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.34K- 0.85% |
$52.6K - $58.5K
|
157K
$6.7M
|
|
|
Aug 11, 2020
Q2 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.39KClosed |
$54.6K - $60.8K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.41K- 3.57% |
$55.3K - $61.6K
|
37.9K
$1.62M
|
|
|
Aug 11, 2020
Q2 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.69K- 11.28% |
$66.5K - $73.9K
|
13.3K
$568K
|
|
|
Aug 05, 2020
Q2 2020
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.78K- 30.39% |
$70K - $77.9K
|
4.07K
$174K
|
|
|
Aug 14, 2020
Q2 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.83K- 12.88% |
$72.2K - $80.3K
|
12.4K
$530K
|
|
|
Aug 11, 2020
Q2 2020
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.22K- 29.88% |
$87.6K - $97.4K
|
5.22K
$223K
|
|
|
Jul 08, 2020
Q2 2020
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.45K- 6.5% |
$96.5K - $107K
|
35.2K
$1.51M
|
|
|
Jul 23, 2020
Q2 2020
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.61K- 7.63% |
$103K - $114K
|
31.6K
$1.35M
|
|
|
Aug 06, 2020
Q2 2020
|
Peak Financial Management, Inc.
|
SELL
|
- |
-2.63K- 1.88% |
$104K - $115K
|
137K
$5.86M
|
|
|
Aug 17, 2020
Q2 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.89K- 22.96% |
$114K - $127K
|
9.7K
$415K
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3.24KClosed |
$128K - $142K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-3.6K- 13.49% |
$142K - $158K
|
23.1K
$987K
|
|
|
Aug 17, 2020
Q2 2020
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.69K- 9.79% |
$145K - $162K
|
34K
$1.45M
|
|
|
Jul 17, 2020
Q2 2020
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.18K- 25.61% |
$165K - $183K
|
12.1K
$519K
|
|
|
Aug 03, 2020
Q2 2020
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-4.26K- 14.82% |
$168K - $187K
|
24.5K
$1.05M
|
|
|
Aug 14, 2020
Q2 2020
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.39K- 12.96% |
$173K - $193K
|
29.5K
$1.26M
|
|
|
Jul 23, 2020
Q2 2020
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-4.43K- 9.09% |
$175K - $194K
|
44.3K
$1.9M
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.65K- 59.06% |
$183K - $204K
|
3.22K
$138K
|
|
|
Jul 28, 2020
Q2 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.17K- 5.36% |
$203K - $226K
|
91.1K
$3.9M
|
|
|
Jul 13, 2020
Q2 2020
|
Townsend & Associates, Inc
|
SELL
|
- |
-5.67KClosed |
$223K - $248K
|
0
$0
|
|
|
Apr 19, 2024
Q2 2020
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.68KClosed |
$224K - $249K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5.71KClosed |
$225K - $250K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-7.09KClosed |
$279K - $311K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-7.79KClosed |
$307K - $341K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-7.87K- 79.28% |
$310K - $345K
|
2.06K
$88K
|
|
|
Jul 14, 2020
Q2 2020
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-8.78K- 46.54% |
$346K - $385K
|
10.1K
$431K
|
|
|
Jul 10, 2020
Q2 2020
|
Moneywise, Inc.
|
SELL
|
- |
-9.76KClosed |
$385K - $428K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-9.86KClosed |
$388K - $432K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Gradient Investments LLC
|
SELL
|
- |
-10.2K- 1.33% |
$404K - $449K
|
759K
$32.5M
|
|
|
Dec 23, 2020
Q2 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-11.2KClosed |
$441K - $490K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-12.2KClosed |
$479K - $533K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-12.2KClosed |
$481K - $535K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-12.5K- 57.95% |
$492K - $548K
|
9.07K
$388K
|
|
|
Jul 20, 2020
Q2 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-12.5K- 99.21% |
$494K - $550K
|
100
$4.28K
|
|
|
Aug 14, 2020
Q2 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.4K- 43.84% |
$529K - $588K
|
17.2K
$735K
|
|
|
Sep 10, 2024
Q2 2020
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-13.5K- 5.46% |
$533K - $593K
|
234K
$10M
|
|
|
Aug 13, 2020
Q2 2020
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-14.2K- 12.78% |
$558K - $620K
|
96.6K
$4.13M
|
|
|
Aug 14, 2020
Q2 2020
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-15K- 69.12% |
$591K - $657K
|
6.7K
$287K
|
|
|
Aug 14, 2020
Q2 2020
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-15.3K- 47.75% |
$603K - $671K
|
16.8K
$717K
|