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
|
True Wealth Advisors, LLC
|
BUY
|
- |
262+ 4.94% |
$11.9K - $12.1K
|
5.57K
$239K
|
|
Aug 10, 2021
Q2 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
245+ 3.83% |
$11.2K - $11.3K
|
6.65K
$286K
|
|
Jul 29, 2021
Q2 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
227+ 3.01% |
$10.3K - $10.5K
|
7.76K
$334K
|
|
Aug 18, 2021
Q2 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
210+ 1.17% |
$9.57K - $9.68K
|
18.2K
$783K
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
BUY
|
- |
200+ 136.05% |
$9.11K - $9.22K
|
347
$14.9K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
191+ 0.36% |
$8.7K - $8.8K
|
53.2K
$2.29M
|
|
Aug 16, 2021
Q2 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
169+ 1.63% |
$7.7K - $7.79K
|
10.5K
$452K
|
|
Aug 12, 2021
Q2 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
138New |
$6.29K - $6.36K
|
138
$5.93K
|
|
Aug 03, 2021
Q2 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
130+ 1.58% |
$5.92K - $5.99K
|
8.38K
$360K
|
|
Jul 27, 2021
Q2 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
124+ 17.74% |
$5.65K - $5.72K
|
823
$35.4K
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
121+ 1.12% |
$5.51K - $5.58K
|
10.9K
$469K
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
114+ 0.51% |
$5.19K - $5.25K
|
22.6K
$971K
|
|
Aug 10, 2021
Q2 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
108+ 0.8% |
$4.92K - $4.98K
|
13.5K
$582K
|
|
Jul 26, 2021
Q2 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
81+ 0.48% |
$3.69K - $3.73K
|
17K
$730K
|
|
Aug 31, 2021
Q2 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
62+ 6.67% |
$2.82K - $2.86K
|
992
$42.6K
|
|
Aug 05, 2021
Q2 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
50New |
$2.28K - $2.3K
|
50
$2.15K
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
48+ 1.03% |
$2.19K - $2.21K
|
4.69K
$202K
|
|
Aug 06, 2021
Q2 2021
|
E Rn Financial, LLC
|
BUY
|
- |
45+ 0.49% |
$2.05K - $2.07K
|
9.18K
$395K
|
|
Jul 26, 2021
Q2 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
40New |
$1.82K - $1.84K
|
40
$1.72K
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
33+ 0.19% |
$1.5K - $1.52K
|
17.2K
$741K
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
26+ 1.8% |
$1.18K - $1.2K
|
1.47K
$63.4K
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15+ 1.21% |
$683 - $691
|
1.25K
$53.9K
|
|
Aug 16, 2021
Q2 2021
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
10+ 0.12% |
$456 - $461
|
8.37K
$360K
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
2+ 0.58% |
$91.1 - $92.2
|
345
$14.8K
|
|
Aug 17, 2021
Q2 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2+ 0.02% |
$91.1 - $92.2
|
8.23K
$354K
|
|
Aug 04, 2021
Q2 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 1.41% |
$45.6 - $46.1
|
72
$3.1K
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-11Closed |
$501 - $507
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Stokes Family Office, LLC
|
SELL
|
- |
-18- 0.15% |
$820 - $830
|
12.2K
$526K
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-19- 0.42% |
$866 - $876
|
4.46K
$192K
|
|
Aug 03, 2021
Q2 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-33- 0.16% |
$1.5K - $1.52K
|
20.2K
$867K
|
|
Aug 10, 2021
Q2 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-36- 69.23% |
$1.64K - $1.66K
|
16
$688
|
|
Aug 04, 2021
Q2 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-37- 0.37% |
$1.69K - $1.71K
|
9.9K
$426K
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-47Closed |
$2.14K - $2.17K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-53- 1.1% |
$2.41K - $2.44K
|
4.74K
$204K
|
|
Aug 06, 2021
Q2 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-66Closed |
$3.01K - $3.04K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-77Closed |
$3.51K - $3.55K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
SELL
|
- |
-79- 33.19% |
$3.6K - $3.64K
|
159
$6.84K
|
|
Nov 15, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-86- 0.34% |
$3.92K - $3.96K
|
25.5K
$1.09M
|
|
Aug 13, 2024
Q2 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-112- 24.72% |
$5.1K - $5.16K
|
341
$14.7K
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-119- 2.26% |
$5.42K - $5.48K
|
5.15K
$221K
|
|
Aug 10, 2021
Q2 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-123- 4.99% |
$5.6K - $5.67K
|
2.34K
$101K
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-131Closed |
$5.97K - $6.04K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-195Closed |
$8.88K - $8.99K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-199- 0.2% |
$9.07K - $9.17K
|
99.5K
$4.28M
|
|
Aug 05, 2021
Q2 2021
|
Round Rock Advisors, LLC
|
SELL
|
- |
-209- 0.98% |
$9.52K - $9.63K
|
21.2K
$911K
|
|
Aug 11, 2021
Q2 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-220- 21.67% |
$10K - $10.1K
|
795
$34.2K
|
|
Jul 16, 2021
Q2 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-221- 2.7% |
$10.1K - $10.2K
|
7.95K
$342K
|
|
Jul 22, 2021
Q2 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-251- 2.71% |
$11.4K - $11.6K
|
9K
$387K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-257Closed |
$11.7K - $11.8K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-291- 2.13% |
$13.3K - $13.4K
|
13.4K
$576K
|