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 23, 2021
Q2 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
3.05K+ 13.06% |
$139K - $141K
|
26.4K
$1.14M
|
|
|
Jul 21, 2021
Q2 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
2.95K+ 60.6% |
$134K - $136K
|
7.82K
$336K
|
|
|
Aug 09, 2021
Q2 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.95K+ 67.21% |
$134K - $136K
|
7.33K
$315K
|
|
|
Jul 30, 2021
Q2 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.83K+ 16.72% |
$129K - $130K
|
19.7K
$848K
|
|
|
Aug 02, 2021
Q2 2021
|
Novare Capital Management LLC
|
BUY
|
- |
2.81K+ 15.83% |
$128K - $130K
|
20.6K
$884K
|
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.8K+ 10.92% |
$128K - $129K
|
28.4K
$1.22M
|
|
|
Aug 16, 2021
Q2 2021
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
2.79K+ 3.32% |
$127K - $129K
|
86.8K
$3.73M
|
|
|
Aug 17, 2021
Q2 2021
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
2.64K+ 6.53% |
$120K - $121K
|
43K
$1.85M
|
|
|
Aug 13, 2021
Q2 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.55K+ 41.57% |
$116K - $117K
|
8.67K
$373K
|
|
|
Aug 16, 2021
Q2 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.45K+ 42.22% |
$112K - $113K
|
8.26K
$355K
|
|
|
Jul 22, 2021
Q2 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
2.43K+ 23.01% |
$111K - $112K
|
13K
$558K
|
|
|
Jul 20, 2021
Q2 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
2.42K+ 18.0% |
$110K - $112K
|
15.9K
$682K
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.35K+ 2.9% |
$107K - $108K
|
83.3K
$3.58M
|
|
|
Jul 07, 2021
Q2 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.34K+ 7.46% |
$107K - $108K
|
33.7K
$1.45M
|
|
|
Jul 19, 2021
Q2 2021
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
2.12K+ 1.56% |
$96.5K - $97.6K
|
138K
$5.94M
|
|
|
Aug 02, 2021
Q2 2021
|
Mc Adam, LLC
|
BUY
|
- |
2.12K+ 17.2% |
$96.5K - $97.6K
|
14.4K
$620K
|
|
|
Aug 05, 2021
Q2 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.09K+ 43.16% |
$95.2K - $96.3K
|
6.93K
$298K
|
|
|
Jul 30, 2021
Q2 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
2.08K+ 16.73% |
$94.8K - $95.9K
|
14.5K
$624K
|
|
|
Aug 11, 2021
Q2 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2.04K+ 6.9% |
$93K - $94.1K
|
31.6K
$1.36M
|
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.02K+ 15.09% |
$92K - $93.1K
|
15.4K
$662K
|
|
|
Jul 08, 2021
Q2 2021
|
First Hawaiian Bank
|
BUY
|
- |
2.01K+ 6.41% |
$91.4K - $92.5K
|
33.3K
$1.43M
|
|
|
Aug 05, 2021
Q2 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.69K+ 2.96% |
$77.1K - $78K
|
58.8K
$2.53M
|
|
|
Aug 04, 2021
Q2 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.54K+ 21.25% |
$70.2K - $71K
|
8.79K
$378K
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.5K+ 11.78% |
$68.1K - $68.9K
|
14.2K
$610K
|
|
|
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.32K+ 3.69% |
$60.1K - $60.8K
|
37.1K
$1.59M
|
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.18K+ 0.98% |
$53.8K - $54.4K
|
121K
$5.2M
|
|
|
Aug 13, 2021
Q2 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.13K+ 7.8% |
$51.3K - $51.9K
|
15.6K
$669K
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.07K+ 11.76% |
$48.7K - $49.3K
|
10.2K
$437K
|
|
|
Aug 02, 2021
Q2 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.05K+ 18.87% |
$47.9K - $48.5K
|
6.63K
$285K
|
|
|
Aug 16, 2021
Q2 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
998+ 2.85% |
$45.5K - $46K
|
36K
$1.55M
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
967+ 31.14% |
$44.1K - $44.6K
|
4.07K
$175K
|
|
|
Aug 10, 2021
Q2 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
958+ 11.07% |
$43.6K - $44.2K
|
9.61K
$413K
|
|
|
Aug 17, 2021
Q2 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
783+ 8.81% |
$35.7K - $36.1K
|
9.68K
$416K
|
|
|
Aug 06, 2021
Q2 2021
|
Center For Asset Management LLC
|
BUY
|
- |
774+ 12.74% |
$35.3K - $35.7K
|
6.85K
$295K
|
|
|
Aug 04, 2021
Q2 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
739+ 7.94% |
$33.7K - $34.1K
|
10.1K
$432K
|
|
|
Aug 16, 2021
Q2 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
734+ 5.81% |
$33.4K - $33.8K
|
13.4K
$575K
|
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
BUY
|
- |
639+ 4.04% |
$29.1K - $29.5K
|
16.4K
$707K
|
|
|
Aug 10, 2021
Q2 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
561+ 9.39% |
$25.6K - $25.9K
|
6.53K
$281K
|
|
|
Aug 16, 2021
Q2 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
524+ 1.62% |
$23.9K - $24.2K
|
33K
$1.42M
|
|
|
Mar 09, 2022
Q2 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
507+ 8.09% |
$23.1K - $23.4K
|
6.78K
$291K
|
|
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
502+ 5.23% |
$22.9K - $23.1K
|
10.1K
$434K
|
|
|
Aug 10, 2021
Q2 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
495+ 1.86% |
$22.6K - $22.8K
|
27.1K
$1.16M
|
|
|
Aug 12, 2021
Q2 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
449+ 9.0% |
$20.5K - $20.7K
|
5.44K
$234K
|
|
|
Aug 09, 2021
Q2 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
440+ 3.0% |
$20K - $20.3K
|
15.1K
$650K
|
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
426+ 3.38% |
$19.4K - $19.6K
|
13K
$561K
|
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
295+ 196.67% |
$13.4K - $13.6K
|
445
$19.1K
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
278+ 11.14% |
$12.7K - $12.8K
|
2.77K
$119K
|
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
BUY
|
- |
275+ 3.02% |
$12.5K - $12.7K
|
9.37K
$403K
|
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
272+ 8.91% |
$12.4K - $12.5K
|
3.32K
$143K
|
|
|
Aug 13, 2021
Q2 2021
|
Greystone Financial Group, LLC
|
BUY
|
- |
268+ 0.06% |
$12.2K - $12.4K
|
420K
$18.1M
|