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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2021
Q2 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
12.6KNew |
$575K - $582K
|
12.6K
$543K
|
|
|
Sep 10, 2024
Q2 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
12.3K+ 4.44% |
$562K - $568K
|
290K
$12.5M
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.3K+ 93.04% |
$561K - $567K
|
25.5K
$1.1M
|
|
|
Aug 05, 2021
Q2 2021
|
Penobscot Wealth Management
|
BUY
|
- |
12.2KNew |
$557K - $564K
|
12.2K
$526K
|
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
12.1K+ 6.2% |
$549K - $555K
|
206K
$8.87M
|
|
|
Aug 06, 2021
Q2 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
11.9K+ 17.34% |
$542K - $548K
|
80.5K
$3.46M
|
|
|
Aug 05, 2021
Q2 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
11.8K+ 14.3% |
$536K - $542K
|
94K
$4.04M
|
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
11.1K+ 40.65% |
$504K - $510K
|
38.3K
$1.65M
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.8K+ 24.11% |
$490K - $496K
|
55.4K
$2.38M
|
|
|
Jul 08, 2021
Q2 2021
|
Montecito Bank & Trust
|
BUY
|
- |
10.8K+ 11.67% |
$490K - $495K
|
103K
$4.42M
|
|
|
Jul 22, 2021
Q2 2021
|
Divergent Planning, LLC
|
BUY
|
- |
10.8K+ 6.15% |
$490K - $495K
|
185K
$7.97M
|
|
|
Jul 29, 2021
Q2 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10.5K+ 149.44% |
$478K - $484K
|
17.5K
$753K
|
|
|
Jul 21, 2021
Q2 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
10.2K+ 43.71% |
$463K - $468K
|
33.4K
$1.44M
|
|
|
Aug 04, 2021
Q2 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
9.5K+ 5.95% |
$433K - $438K
|
169K
$7.28M
|
|
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.29KNew |
$423K - $428K
|
9.29K
$399K
|
|
|
Jul 14, 2021
Q2 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
8.6K+ 108.59% |
$392K - $396K
|
16.5K
$710K
|
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
BUY
|
- |
8.33KNew |
$379K - $384K
|
8.33K
$358K
|
|
|
Jul 22, 2021
Q2 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
8.08K+ 1028.66% |
$368K - $372K
|
8.86K
$381K
|
|
|
Jul 06, 2021
Q2 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
8.05K+ 34.48% |
$367K - $371K
|
31.4K
$1.35M
|
|
|
Aug 17, 2021
Q2 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
7.51K+ 44.05% |
$342K - $346K
|
24.6K
$1.06M
|
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.4KNew |
$337K - $341K
|
7.4K
$318K
|
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
7.37K+ 25.59% |
$336K - $340K
|
36.2K
$1.55M
|
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6.9KNew |
$314K - $318K
|
6.9K
$297K
|
|
|
Jul 15, 2021
Q2 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
6.8K+ 24.15% |
$310K - $314K
|
35K
$1.5M
|
|
|
Aug 04, 2021
Q2 2021
|
Ballast, Inc.
|
BUY
|
- |
6.59K+ 8.65% |
$300K - $304K
|
82.8K
$3.56M
|
|
|
Aug 09, 2021
Q2 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.57K+ 36.7% |
$299K - $303K
|
24.5K
$1.05M
|
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
6.46K+ 5.2% |
$294K - $298K
|
131K
$5.61M
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
6.24K+ 72.84% |
$284K - $287K
|
14.8K
$636K
|
|
|
Aug 13, 2021
Q2 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.21KNew |
$283K - $286K
|
6.21K
$267K
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.09K+ 9.48% |
$277K - $281K
|
70.3K
$3.02M
|
|
|
Aug 13, 2021
Q2 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
5.85KNew |
$267K - $270K
|
5.85K
$252K
|
|
|
Aug 16, 2021
Q2 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.76KNew |
$262K - $266K
|
5.76K
$248K
|
|
|
Aug 10, 2021
Q2 2021
|
Advisor Os, LLC
|
BUY
|
- |
5.75K+ 18.12% |
$262K - $265K
|
37.5K
$1.61M
|
|
|
Jul 27, 2021
Q2 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.64K+ 9.95% |
$257K - $260K
|
62.4K
$2.68M
|
|
|
Aug 12, 2021
Q2 2021
|
Scotia Capital Inc.
|
BUY
|
- |
5.6K+ 33.47% |
$255K - $258K
|
22.3K
$959K
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.55K+ 1210.92% |
$253K - $256K
|
6K
$258K
|
|
|
Jul 14, 2021
Q2 2021
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
5.37KNew |
$245K - $248K
|
5.37K
$231K
|
|
|
Aug 13, 2021
Q2 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
5.32K+ 57.08% |
$242K - $245K
|
14.6K
$629K
|
|
|
Jul 20, 2021
Q2 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
5.15K+ 3.15% |
$235K - $237K
|
169K
$7.25M
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.94K+ 26.86% |
$225K - $228K
|
23.3K
$1M
|
|
|
Jul 20, 2021
Q2 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4.87K+ 39.49% |
$222K - $224K
|
17.2K
$739K
|
|
|
Aug 11, 2021
Q2 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
4.58K+ 25.84% |
$208K - $211K
|
22.3K
$958K
|
|
|
Aug 09, 2021
Q2 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.41K+ 32.27% |
$201K - $203K
|
18.1K
$777K
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
4.37KNew |
$199K - $201K
|
4.37K
$188K
|
|
|
Jul 26, 2021
Q2 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4.28K+ 37.34% |
$195K - $197K
|
15.7K
$677K
|
|
|
Jul 23, 2021
Q2 2021
|
Successful Portfolios LLC
|
BUY
|
- |
4.12K+ 77.51% |
$188K - $190K
|
9.43K
$405K
|
|
|
Jul 21, 2021
Q2 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.02K+ 6.74% |
$183K - $185K
|
63.6K
$2.74M
|
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.81K+ 42.09% |
$173K - $175K
|
12.8K
$552K
|
|
|
Aug 16, 2021
Q2 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
3.76K+ 2.01% |
$171K - $173K
|
191K
$8.19M
|
|
|
Aug 16, 2021
Q2 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.38K+ 66.48% |
$154K - $156K
|
8.46K
$364K
|