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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.98K+ 31.99% |
$281K - $307K
|
28.8K
$1.23M
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.63K+ 9.13% |
$267K - $292K
|
79.3K
$3.38M
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
6.35K+ 5.11% |
$256K - $280K
|
131K
$5.57M
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
BUY
|
- |
6.33KNew |
$255K - $279K
|
6.33K
$270K
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.63KNew |
$227K - $248K
|
5.63K
$240K
|
|
Jul 19, 2022
Q2 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.55K+ 3.99% |
$224K - $244K
|
145K
$6.16M
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5.54K+ 9.29% |
$223K - $244K
|
65.2K
$2.78M
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5.5KNew |
$221K - $242K
|
5.5K
$234K
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.4KNew |
$218K - $238K
|
5.4K
$230K
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
5.4K+ 21.03% |
$217K - $238K
|
31.1K
$1.32M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.35K+ 20.57% |
$215K - $235K
|
31.3K
$1.34M
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.22K+ 9.78% |
$210K - $230K
|
58.6K
$2.5M
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.2KNew |
$209K - $229K
|
5.2K
$222K
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
5.01KNew |
$202K - $221K
|
5.01K
$214K
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
4.79K+ 87.92% |
$193K - $211K
|
10.2K
$436K
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4.7KNew |
$189K - $207K
|
4.7K
$200K
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4.58K+ 39.37% |
$185K - $202K
|
16.2K
$691K
|
|
Jul 12, 2022
Q2 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
4.23K+ 6.19% |
$170K - $186K
|
72.6K
$3.09M
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.9K+ 9.18% |
$157K - $172K
|
46.4K
$1.98M
|
|
Aug 15, 2022
Q2 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.87K+ 47.71% |
$156K - $170K
|
12K
$511K
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.86K+ 32.02% |
$155K - $170K
|
15.9K
$677K
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
3.47K+ 8.68% |
$140K - $153K
|
43.4K
$1.85M
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3.3KNew |
$133K - $145K
|
3.3K
$141K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
3.22KNew |
$130K - $142K
|
3.22K
$137K
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
3.15K+ 21.51% |
$127K - $139K
|
17.8K
$758K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.13K+ 9.38% |
$126K - $138K
|
36.4K
$1.55M
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.84K+ 36.12% |
$114K - $125K
|
10.7K
$457K
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.64K+ 14.06% |
$106K - $116K
|
21.4K
$912K
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.6K+ 48.27% |
$105K - $115K
|
7.99K
$341K
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2.57KNew |
$104K - $113K
|
2.57K
$110K
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.41K+ 4.1% |
$97.2K - $106K
|
61.2K
$2.61M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.37KNew |
$95.6K - $105K
|
2.37K
$101K
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.2KNew |
$88.6K - $96.9K
|
2.2K
$93.8K
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.18K+ 40.77% |
$87.8K - $96K
|
7.53K
$321K
|
|
Jul 14, 2022
Q2 2022
|
Ballast, Inc.
|
BUY
|
- |
2.17K+ 2.49% |
$87.3K - $95.4K
|
89.4K
$3.81M
|
|
Jul 29, 2022
Q2 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.12K+ 1.12% |
$85.4K - $93.3K
|
192K
$8.18M
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.12KNew |
$85.3K - $93.2K
|
2.12K
$90.3K
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
1.78K+ 4.39% |
$71.8K - $78.4K
|
42.4K
$1.81M
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.74K+ 6.61% |
$69.9K - $76.4K
|
28K
$1.19M
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.69K+ 1.09% |
$68.1K - $74.4K
|
156K
$6.66M
|
|
Jul 22, 2022
Q2 2022
|
Western Financial Corporation
|
BUY
|
- |
1.68K+ 3.62% |
$67.8K - $74.1K
|
48.1K
$2.05M
|
|
Jul 21, 2022
Q2 2022
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.63K+ 0.99% |
$65.6K - $71.8K
|
166K
$7.07M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.46K+ 67.79% |
$58.9K - $64.4K
|
3.62K
$154K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.43K+ 4.57% |
$57.7K - $63K
|
32.8K
$1.4M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.41K+ 0.88% |
$56.6K - $61.8K
|
161K
$6.85M
|
|
Jul 27, 2022
Q2 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
1.37K+ 24.01% |
$55K - $60.1K
|
7.05K
$300K
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.32KNew |
$53.2K - $58.2K
|
1.32K
$56.3K
|
|
Jul 20, 2022
Q2 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.26K+ 13.58% |
$50.6K - $55.3K
|
10.5K
$448K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.24K+ 2287.04% |
$49.7K - $54.4K
|
1.29K
$54.9K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
1.22KNew |
$49K - $53.6K
|
1.22K
$51.9K
|