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 07, 2020
Q2 2020
|
Coastline Trust CO
|
SELL
|
- |
-16.4K- 16.24% |
$644K - $717K
|
84.4K
$3.61M
|
|
|
Jul 17, 2020
Q2 2020
|
Sheets Smith Wealth Management
|
SELL
|
- |
-16.7KClosed |
$657K - $731K
|
0
$0
|
|
|
May 18, 2021
Q2 2020
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-16.8KClosed |
$662K - $737K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-17.1KClosed |
$675K - $751K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-17.2K- 94.43% |
$679K - $756K
|
1.02K
$43.6K
|
|
|
Aug 04, 2020
Q2 2020
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-21.1KClosed |
$831K - $925K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-21.8K- 31.11% |
$860K - $957K
|
48.4K
$2.07M
|
|
|
Jul 17, 2020
Q2 2020
|
Montecito Bank & Trust
|
SELL
|
- |
-23.2K- 58.72% |
$915K - $1.02M
|
16.3K
$698K
|
|
|
Aug 07, 2020
Q2 2020
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-28.6KClosed |
$1.13M - $1.25M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-29.7KClosed |
$1.17M - $1.3M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-31.7K- 7.44% |
$1.25M - $1.39M
|
394K
$16.8M
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-32.1K- 96.85% |
$1.26M - $1.41M
|
1.04K
$44.7K
|
|
|
Jul 28, 2020
Q2 2020
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-35.7K- 15.72% |
$1.41M - $1.57M
|
192K
$8.2M
|
|
|
Aug 13, 2020
Q2 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-36.7KClosed |
$1.45M - $1.61M
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-38.9K- 53.73% |
$1.53M - $1.7M
|
33.5K
$1.43M
|
|
|
Aug 18, 2020
Q2 2020
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-39.5K- 13.43% |
$1.56M - $1.73M
|
255K
$10.9M
|
|
|
Jul 13, 2020
Q2 2020
|
Sound Income Strategies, LLC
|
SELL
|
- |
-41.5K- 4.09% |
$1.63M - $1.82M
|
973K
$41.6M
|
|
|
Aug 13, 2020
Q2 2020
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-44.2K- 79.07% |
$1.74M - $1.94M
|
11.7K
$501K
|
|
|
Aug 13, 2020
Q2 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-46.8K- 28.66% |
$1.84M - $2.05M
|
116K
$4.98M
|
|
|
Aug 12, 2020
Q2 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-49.3K- 12.02% |
$1.94M - $2.16M
|
361K
$15.4M
|
|
|
Jul 16, 2020
Q2 2020
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-53.9K- 41.42% |
$2.12M - $2.36M
|
76.3K
$3.26M
|
|
|
Jul 27, 2020
Q2 2020
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-56.4K- 88.11% |
$2.22M - $2.47M
|
7.6K
$325K
|
|
|
Jul 29, 2020
Q2 2020
|
M&T Bank Corp
|
SELL
|
- |
-60.2K- 86.38% |
$2.37M - $2.64M
|
9.5K
$406K
|
|
|
Aug 12, 2020
Q2 2020
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-67.6K- 12.24% |
$2.66M - $2.96M
|
485K
$20.7M
|
|
|
Jul 31, 2020
Q2 2020
|
Ubs Group Ag
|
SELL
|
- |
-70.3K- 7.36% |
$2.77M - $3.08M
|
884K
$37.8M
|
|
|
Aug 03, 2020
Q2 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-73.4KClosed |
$2.89M - $3.22M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Wrapmanager Inc
|
SELL
|
- |
-82KClosed |
$3.23M - $3.6M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-98.7K- 79.79% |
$3.89M - $4.33M
|
25K
$1.07M
|
|
|
Jul 23, 2020
Q2 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-106K- 83.59% |
$4.17M - $4.64M
|
20.8K
$888K
|
|
|
Aug 17, 2020
Q2 2020
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-122K- 78.69% |
$4.8M - $5.34M
|
33K
$1.41M
|
|
|
Aug 03, 2020
Q2 2020
|
Adviser Investments LLC
|
SELL
|
- |
-176KClosed |
$6.92M - $7.7M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Stokes Family Office, LLC
|
SELL
|
- |
-192K- 83.78% |
$7.56M - $8.41M
|
37.2K
$1.59M
|
|
|
Aug 14, 2020
Q2 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-391K- 62.53% |
$15.4M - $17.1M
|
234K
$10M
|
|
|
Aug 14, 2020
Q2 2020
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-1.11M- 72.31% |
$43.7M - $48.6M
|
424K
$18.2M
|
|
|
Aug 05, 2021
Q2 2020
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.32M- 96.27% |
$91.3M - $102M
|
89.8K
$3.84M
|
|
|
Sep 15, 2021
Q2 2020
|
Cwm, LLC
|
SELL
|
- |
-2.86M- 99.65% |
$113M - $125M
|
10.2K
$435K
|
|
|
Aug 14, 2020
Q2 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.72M- 73.76% |
$186M - $207M
|
1.68M
$71.9M
|