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
|
Larson Financial Group LLC
|
SELL
|
- |
-295- 84.53% |
$13.4K - $13.6K
|
54
$2.32K
|
|
|
Nov 24, 2021
Q2 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-305- 1.15% |
$13.9K - $14.1K
|
26.1K
$1.12M
|
|
|
Aug 05, 2021
Q2 2021
|
Archer Investment Corp
|
SELL
|
- |
-314Closed |
$14.3K - $14.5K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-372Closed |
$16.9K - $17.1K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Xml Financial, LLC
|
SELL
|
- |
-417- 6.03% |
$19K - $19.2K
|
6.5K
$280K
|
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO
|
SELL
|
- |
-500- 0.32% |
$22.8K - $23K
|
154K
$6.62M
|
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-537- 3.39% |
$24.5K - $24.8K
|
15.3K
$657K
|
|
|
Jul 22, 2021
Q2 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-552- 4.67% |
$25.1K - $25.4K
|
11.3K
$485K
|
|
|
Aug 13, 2021
Q2 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-614- 9.76% |
$28K - $28.3K
|
5.68K
$244K
|
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-617- 17.46% |
$28.1K - $28.4K
|
2.92K
$125K
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
SELL
|
- |
-636- 31.19% |
$29K - $29.3K
|
1.4K
$60.3K
|
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-678- 5.45% |
$30.9K - $31.2K
|
11.8K
$505K
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-689- 29.11% |
$31.4K - $31.8K
|
1.68K
$72.1K
|
|
|
Aug 10, 2021
Q2 2021
|
Davidson Investment Advisors
|
SELL
|
- |
-690- 9.85% |
$31.4K - $31.8K
|
6.31K
$271K
|
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-837- 12.35% |
$38.1K - $38.6K
|
5.94K
$255K
|
|
|
Aug 12, 2021
Q2 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-845- 5.45% |
$38.5K - $38.9K
|
14.7K
$630K
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1KClosed |
$45.6K - $46.1K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-1K- 3.76% |
$45.6K - $46.1K
|
25.6K
$1.1M
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.04KClosed |
$47.5K - $48.1K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.07K- 26.88% |
$48.9K - $49.5K
|
2.92K
$125K
|
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.08K- 2.42% |
$49.1K - $49.6K
|
43.4K
$1.87M
|
|
|
Aug 16, 2021
Q2 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.11K- 14.43% |
$50.4K - $51K
|
6.56K
$282K
|
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.16K- 15.98% |
$53K - $53.6K
|
6.11K
$263K
|
|
|
Aug 13, 2021
Q2 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.25K- 7.25% |
$57K - $57.6K
|
16K
$688K
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.26K- 37.94% |
$57.5K - $58.2K
|
2.06K
$88.7K
|
|
|
Aug 10, 2021
Q2 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.3K- 2.16% |
$59.3K - $60K
|
58.8K
$2.53M
|
|
|
Aug 04, 2021
Q2 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.32K- 7.44% |
$60K - $60.7K
|
16.4K
$705K
|
|
|
Aug 05, 2021
Q2 2021
|
Ckw Financial Group
|
SELL
|
- |
-1.36K- 12.41% |
$61.8K - $62.5K
|
9.57K
$412K
|
|
|
Jul 22, 2021
Q2 2021
|
Sierra Capital LLC
|
SELL
|
- |
-1.38K- 8.29% |
$62.6K - $63.4K
|
15.2K
$654K
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.48K- 11.3% |
$67.6K - $68.4K
|
11.7K
$501K
|
|
|
Aug 16, 2021
Q2 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.54K- 12.31% |
$70.1K - $70.9K
|
11K
$471K
|
|
|
Aug 03, 2021
Q2 2021
|
Smart Money Group LLC
|
SELL
|
- |
-1.62K- 9.4% |
$73.9K - $74.7K
|
15.6K
$671K
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.71K- 11.78% |
$77.9K - $78.8K
|
12.8K
$550K
|
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.86KClosed |
$84.5K - $85.5K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.9K- 44.89% |
$86.7K - $87.7K
|
2.34K
$100K
|
|
|
Jul 15, 2021
Q2 2021
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.92K- 22.72% |
$87.5K - $88.5K
|
6.53K
$281K
|
|
|
Aug 05, 2021
Q2 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.01K- 13.89% |
$91.8K - $92.8K
|
12.5K
$537K
|
|
|
Aug 10, 2021
Q2 2021
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-2.07K- 1.86% |
$94.1K - $95.2K
|
109K
$4.69M
|
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.08K- 22.23% |
$94.6K - $95.7K
|
7.27K
$312K
|
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.1K- 7.27% |
$95.7K - $96.8K
|
26.8K
$1.15M
|
|
|
Jul 28, 2021
Q2 2021
|
Brown Financial Advisory
|
SELL
|
- |
-2.11K- 6.66% |
$96K - $97.2K
|
29.6K
$1.27M
|
|
|
Aug 04, 2021
Q2 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.11K- 1.45% |
$96.1K - $97.2K
|
144K
$6.17M
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.12K- 13.01% |
$96.8K - $97.9K
|
14.2K
$611K
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-2.19K- 9.73% |
$99.5K - $101K
|
20.3K
$872K
|
|
|
Aug 05, 2021
Q2 2021
|
Smart Money Group LLC
|
SELL
|
- |
-2.2K- 14.11% |
$100K - $102K
|
13.4K
$577K
|
|
|
Aug 06, 2021
Q2 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-2.4K- 12.81% |
$109K - $110K
|
16.3K
$701K
|
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.78K- 4.29% |
$126K - $128K
|
61.9K
$2.66M
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.95K- 55.31% |
$134K - $136K
|
2.39K
$103K
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-3KClosed |
$137K - $138K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.04K- 3.56% |
$138K - $140K
|
82.2K
$3.53M
|