Purchases and Sales Made in Q2 2021 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 2021. 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 10, 2021
Q2 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
51.2K+ 86.39% |
$2.33M - $2.36M
|
110K
$4.72M
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
47.6K+ 47.08% |
$2.17M - $2.19M
|
149K
$6.35M
|
|
|
Aug 13, 2021
Q2 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
46.8K+ 157.59% |
$2.13M - $2.16M
|
76.4K
$3.26M
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
44.6K+ 131.98% |
$2.03M - $2.06M
|
78.4K
$3.35M
|
|
|
Jul 22, 2021
Q2 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
43.4KNew |
$1.98M - $2M
|
43.4K
$1.85M
|
|
|
Aug 09, 2021
Q2 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
40.5K+ 14.73% |
$1.85M - $1.87M
|
316K
$13.5M
|
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
39.2K+ 26.1% |
$1.79M - $1.81M
|
189K
$8.09M
|
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
38.7K+ 39.7% |
$1.76M - $1.78M
|
136K
$5.81M
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38K+ 17.94% |
$1.73M - $1.75M
|
250K
$10.7M
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
37.5K+ 86.4% |
$1.71M - $1.73M
|
81K
$3.46M
|
|
|
Jul 29, 2021
Q2 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
37.5K+ 15.2% |
$1.71M - $1.73M
|
284K
$12.1M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
37.2K+ 9.07% |
$1.7M - $1.72M
|
448K
$19.1M
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36.4K+ 44.03% |
$1.66M - $1.68M
|
119K
$5.08M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
34.6K+ 42.08% |
$1.58M - $1.6M
|
117K
$4.99M
|
|
|
Aug 06, 2021
Q2 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
31.4K+ 8.87% |
$1.43M - $1.45M
|
386K
$16.5M
|
|
|
Aug 16, 2021
Q2 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
31.2K+ 16.94% |
$1.42M - $1.44M
|
215K
$9.2M
|
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
30.6KNew |
$1.39M - $1.41M
|
30.6K
$1.31M
|
|
|
Aug 09, 2021
Q2 2021
|
Smith, Salley & Associates
|
BUY
|
- |
28.8K+ 280.25% |
$1.31M - $1.33M
|
39.1K
$1.67M
|
|
|
Jul 14, 2021
Q2 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
27.3K+ 9.9% |
$1.24M - $1.26M
|
303K
$13M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.1K+ 6.15% |
$1.19M - $1.2M
|
449K
$19.2M
|
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
25.5K+ 33.99% |
$1.16M - $1.17M
|
100K
$4.28M
|
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
24.5K+ 3.26% |
$1.12M - $1.13M
|
775K
$33.1M
|
|
|
Aug 06, 2021
Q2 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
22.9K+ 18.2% |
$1.04M - $1.06M
|
149K
$6.35M
|
|
|
Jul 14, 2021
Q2 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
21.7KNew |
$988K - $1M
|
21.7K
$926K
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
21.6K+ 11.05% |
$986K - $998K
|
217K
$9.29M
|
|
|
Jul 23, 2021
Q2 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
21.6K+ 59.21% |
$985K - $997K
|
58.1K
$2.48M
|
|
|
Jan 10, 2025
Q2 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
21.4KNew |
$975K - $986K
|
21.4K
$914K
|
|
|
Aug 06, 2021
Q2 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
21.4KNew |
$975K - $986K
|
21.4K
$914K
|
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
BUY
|
- |
20.4KNew |
$931K - $942K
|
20.4K
$873K
|
|
|
Aug 13, 2021
Q2 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
20KNew |
$913K - $924K
|
20K
$856K
|
|
|
Aug 09, 2021
Q2 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
19.9K+ 98.87% |
$908K - $918K
|
40.1K
$1.71M
|
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
19.9K+ 13.45% |
$907K - $918K
|
168K
$7.17M
|
|
|
Aug 23, 2021
Q2 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
19.7K+ 17.75% |
$897K - $907K
|
131K
$5.58M
|
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
19.5K+ 153.94% |
$887K - $897K
|
32.1K
$1.37M
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.1K+ 47.23% |
$869K - $879K
|
59.4K
$2.54M
|
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
18.9K+ 37.06% |
$859K - $869K
|
69.7K
$2.98M
|
|
|
Aug 13, 2021
Q2 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
18.6K+ 40.55% |
$848K - $858K
|
64.5K
$2.76M
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
17.2K+ 39.89% |
$783K - $792K
|
60.3K
$2.57M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.9K+ 42.8% |
$768K - $777K
|
56.3K
$2.4M
|
|
|
Jul 30, 2021
Q2 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
16.8K+ 18.65% |
$764K - $773K
|
107K
$4.56M
|
|
|
Jul 17, 2024
Q2 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
16.4K+ 1599.81% |
$749K - $757K
|
17.5K
$746K
|
|
|
Aug 10, 2021
Q2 2021
|
Coastline Trust CO
|
BUY
|
- |
15.7K+ 13.31% |
$715K - $723K
|
134K
$5.71M
|
|
|
Jul 23, 2021
Q2 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
15.5K+ 26.2% |
$705K - $713K
|
74.5K
$3.18M
|
|
|
Jul 26, 2021
Q2 2021
|
Old National Bancorp
|
BUY
|
- |
14.9K+ 137.96% |
$679K - $687K
|
25.7K
$1.1M
|
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
14.9K+ 49.18% |
$678K - $686K
|
45.2K
$1.93M
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.6K+ 44.23% |
$666K - $674K
|
47.7K
$2.04M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.6K+ 11.22% |
$666K - $674K
|
145K
$6.18M
|
|
|
Aug 16, 2021
Q2 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
14K+ 33.56% |
$637K - $644K
|
55.6K
$2.38M
|
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.1K+ 63.58% |
$598K - $605K
|
33.8K
$1.44M
|
|
|
Aug 13, 2021
Q2 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
13K+ 9.09% |
$591K - $598K
|
156K
$6.64M
|