Purchases and Sales Made in Q2 2022 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 2022. 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 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
25.2KNew |
$1.01M - $1.11M
|
25.2K
$1.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
25.1K+ 13.45% |
$1.01M - $1.1M
|
212K
$9.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
25K+ 27.77% |
$1.01M - $1.1M
|
115K
$4.95M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
24.8K+ 172.54% |
$999K - $1.09M
|
39.2K
$1.68M
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
23.4KNew |
$941K - $1.03M
|
23.4K
$1M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
22.2K+ 165.64% |
$894K - $977K
|
35.6K
$1.53M
|
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
22KNew |
$887K - $970K
|
22K
$947K
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
21.9KNew |
$882K - $964K
|
21.9K
$941K
|
|
|
Aug 12, 2022
Q2 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
21.9K+ 4.61% |
$880K - $962K
|
496K
$21.3M
|
|
|
Aug 01, 2022
Q2 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
21.5KNew |
$864K - $944K
|
21.5K
$922K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
20.4KNew |
$821K - $898K
|
20.4K
$877K
|
|
|
Aug 01, 2022
Q2 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
20.3KNew |
$818K - $894K
|
20.3K
$874K
|
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
19.9K+ 343.94% |
$801K - $876K
|
25.7K
$1.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
19.5K+ 6.6% |
$785K - $859K
|
315K
$13.5M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
18.1K+ 107.47% |
$731K - $799K
|
35K
$1.51M
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
15.6K+ 3914.29% |
$629K - $688K
|
16K
$689K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
15.4K+ 13.71% |
$622K - $680K
|
128K
$5.51M
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
15.1KNew |
$606K - $663K
|
15.1K
$647K
|
|
|
Aug 10, 2022
Q2 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
15KNew |
$603K - $659K
|
15K
$644K
|
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
BUY
|
- |
14.9K+ 72.37% |
$598K - $654K
|
35.4K
$1.52M
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
14.6K+ 133.25% |
$588K - $643K
|
25.6K
$1.1M
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
14.6K+ 223.9% |
$587K - $641K
|
21.1K
$906K
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13.8K+ 31.0% |
$556K - $607K
|
58.3K
$2.51M
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13.8K+ 31.0% |
$556K - $607K
|
58.3K
$2.51M
|
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
13.6K+ 9.91% |
$546K - $597K
|
150K
$6.46M
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
13.4KNew |
$540K - $590K
|
13.4K
$576K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
13K+ 495.21% |
$524K - $573K
|
15.6K
$672K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.9KNew |
$519K - $568K
|
12.9K
$554K
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
12.6KNew |
$507K - $554K
|
12.6K
$541K
|
|
|
Aug 05, 2022
Q2 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
12.5KNew |
$502K - $548K
|
12.5K
$536K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
12.2K+ 59.11% |
$493K - $539K
|
33K
$1.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11.9KNew |
$480K - $525K
|
11.9K
$513K
|
|
|
Jul 13, 2022
Q2 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
11.7KNew |
$470K - $514K
|
11.7K
$502K
|
|
|
Jul 11, 2022
Q2 2022
|
Divergent Planning, LLC
|
BUY
|
- |
11.7K+ 3.31% |
$469K - $513K
|
364K
$15.6M
|
|
|
Nov 14, 2024
Q2 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
11.4K+ 3.75% |
$457K - $500K
|
314K
$13.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
10.4K+ 2.15% |
$419K - $458K
|
494K
$21.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
10KNew |
$404K - $442K
|
10K
$431K
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
9.67K+ 25.79% |
$390K - $426K
|
47.2K
$2.03M
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.85KNew |
$356K - $390K
|
8.85K
$381K
|
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
8.71K+ 9.64% |
$351K - $384K
|
99.1K
$4.26M
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
8.53K+ 8.65% |
$344K - $376K
|
107K
$4.61M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.45K+ 3.85% |
$340K - $372K
|
228K
$9.81M
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.43KNew |
$339K - $371K
|
8.43K
$362K
|
|
|
Oct 04, 2023
Q2 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
8.2K+ 2.78% |
$330K - $361K
|
303K
$13M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
8.14KNew |
$328K - $358K
|
8.14K
$350K
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.82KNew |
$315K - $344K
|
7.82K
$336K
|
|
|
Jul 22, 2022
Q2 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
7.32K+ 46.34% |
$295K - $322K
|
23.1K
$993K
|
|
|
Mar 11, 2024
Q2 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
7.29KNew |
$293K - $321K
|
7.29K
$313K
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.24KNew |
$292K - $319K
|
7.24K
$311K
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.18K+ 8.21% |
$289K - $316K
|
94.6K
$4.07M
|