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 |
---|---|---|---|---|---|---|---|
Aug 04, 2022
Q2 2022
|
Ckw Financial Group
|
SELL
|
- |
-264- 2.81% |
$10.6K - $11.6K
|
9.14K
$393K
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-275- 1.15% |
$11.1K - $12.1K
|
23.7K
$1.02M
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-280- 4.78% |
$11.3K - $12.3K
|
5.58K
$240K
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-293- 15.86% |
$11.8K - $12.9K
|
1.55K
$66.8K
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-293- 5.26% |
$11.8K - $12.9K
|
5.28K
$227K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-315- 13.31% |
$12.7K - $13.9K
|
2.05K
$88.2K
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-366Closed |
$14.7K - $16.1K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-379- 6.4% |
$15.3K - $16.7K
|
5.54K
$238K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-390- 2.55% |
$15.7K - $17.2K
|
14.9K
$642K
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
SELL
|
- |
-406- 3.59% |
$16.3K - $17.9K
|
10.9K
$468K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-433- 11.89% |
$17.4K - $19.1K
|
3.21K
$138K
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-454- 1.35% |
$18.3K - $20K
|
33.3K
$1.43M
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-458- 0.3% |
$18.4K - $20.2K
|
155K
$6.65M
|
|
Jul 22, 2022
Q2 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-459- 5.55% |
$18.5K - $20.2K
|
7.82K
$336K
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-480Closed |
$19.3K - $21.1K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-488Closed |
$19.7K - $21.5K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-490- 8.59% |
$19.7K - $21.6K
|
5.21K
$224K
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-493Closed |
$19.9K - $21.7K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-512- 67.28% |
$20.6K - $22.5K
|
249
$10.7K
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-515- 19.35% |
$20.7K - $22.7K
|
2.15K
$92.3K
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-520- 39.54% |
$20.9K - $22.9K
|
795
$34.2K
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-600- 4.1% |
$24.2K - $26.4K
|
14K
$603K
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
SELL
|
- |
-650Closed |
$26.2K - $28.6K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-654Closed |
$26.3K - $28.8K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-655- 76.61% |
$26.4K - $28.8K
|
200
$8.6K
|
|
Jul 27, 2022
Q2 2022
|
Davidson Investment Advisors
|
SELL
|
- |
-703- 9.96% |
$28.3K - $30.9K
|
6.35K
$273K
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-725- 7.01% |
$29.2K - $31.9K
|
9.62K
$413K
|
|
Dec 15, 2022
Q2 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-736- 1.81% |
$29.6K - $32.4K
|
39.8K
$1.71M
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-758- 1.34% |
$30.5K - $33.4K
|
55.7K
$2.39M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-769- 5.15% |
$31K - $33.9K
|
14.2K
$608K
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-788- 11.37% |
$31.7K - $34.7K
|
6.14K
$264K
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-800- 47.9% |
$32.2K - $35.2K
|
870
$37.4K
|
|
Aug 03, 2022
Q2 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-810- 8.45% |
$32.6K - $35.7K
|
8.78K
$377K
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-846Closed |
$34.1K - $37.2K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-853- 12.38% |
$34.4K - $37.5K
|
6.04K
$260K
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
SELL
|
- |
-863- 0.8% |
$34.8K - $38K
|
107K
$4.6M
|
|
Aug 12, 2022
Q2 2022
|
United Maritime Capital LLC
New York, NY |
SELL
|
- |
-1K- 15.67% |
$40.3K - $44K
|
5.38K
$231K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.06K- 8.49% |
$42.7K - $46.7K
|
11.4K
$492K
|
|
Jul 19, 2022
Q2 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-1.1K- 2.93% |
$44.1K - $48.2K
|
36.3K
$1.56M
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-1.13K- 7.21% |
$45.5K - $49.8K
|
14.5K
$625K
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 10.61% |
$47.1K - $51.5K
|
9.86K
$424K
|
|
Aug 11, 2022
Q2 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1.3K- 4.35% |
$52.1K - $57K
|
28.5K
$1.22M
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.3KClosed |
$52.3K - $57.1K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-1.32K- 6.61% |
$53K - $57.9K
|
18.6K
$799K
|
|
Aug 12, 2022
Q2 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.32KClosed |
$53K - $57.9K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
SELL
|
- |
-1.34K- 7.61% |
$53.8K - $58.9K
|
16.2K
$698K
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.39K- 6.16% |
$55.9K - $61.1K
|
21.1K
$908K
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.41K- 6.94% |
$56.7K - $62K
|
18.9K
$812K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.41K- 3.09% |
$56.9K - $62.2K
|
44.3K
$1.9M
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.46K- 8.96% |
$58.7K - $64.2K
|
14.8K
$637K
|