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 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.84K- 89.0% |
$235K - $257K
|
722
$31K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-5.9K- 39.55% |
$238K - $260K
|
9.02K
$388K
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-5.97K- 1.37% |
$240K - $263K
|
430K
$18.5M
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-6.1K- 12.19% |
$246K - $268K
|
43.9K
$1.89M
|
|
Aug 03, 2022
Q2 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-6.18KClosed |
$249K - $272K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.23KClosed |
$251K - $274K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.31KClosed |
$254K - $278K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-6.36K- 3.4% |
$256K - $280K
|
181K
$7.77M
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.72K- 8.24% |
$271K - $296K
|
74.8K
$3.22M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.84K- 0.88% |
$275K - $301K
|
766K
$32.9M
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-6.95KClosed |
$280K - $306K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-7.3K- 10.14% |
$294K - $321K
|
64.7K
$2.78M
|
|
Aug 01, 2022
Q2 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-7.52KClosed |
$303K - $331K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-7.85K- 85.66% |
$316K - $346K
|
1.31K
$56.5K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.14K- 9.36% |
$328K - $358K
|
78.9K
$3.39M
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-8.29K- 4.15% |
$334K - $365K
|
192K
$8.23M
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-8.47KClosed |
$341K - $373K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.56K- 73.17% |
$345K - $377K
|
3.14K
$135K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.62K- 1.55% |
$347K - $379K
|
547K
$23.5M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.77K- 26.96% |
$353K - $386K
|
23.8K
$1.02M
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-8.9KClosed |
$358K - $392K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.14K- 8.89% |
$368K - $402K
|
93.7K
$4.03M
|
|
Aug 08, 2022
Q2 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-9.66K- 8.43% |
$389K - $425K
|
105K
$4.51M
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-10.2K- 60.74% |
$410K - $448K
|
6.58K
$283K
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-10.5K- 32.01% |
$424K - $464K
|
22.4K
$962K
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-10.8K- 12.08% |
$434K - $474K
|
78.4K
$3.37M
|
|
Jul 22, 2022
Q2 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-10.8KClosed |
$435K - $475K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-11.3K- 5.66% |
$456K - $499K
|
189K
$8.12M
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-11.5K- 10.54% |
$462K - $505K
|
97.4K
$4.19M
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-11.5K- 3.7% |
$464K - $507K
|
300K
$12.9M
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
SELL
|
- |
-11.5K- 24.41% |
$464K - $507K
|
35.7K
$1.53M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.8K- 19.77% |
$473K - $517K
|
47.7K
$2.05M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-12K- 60.61% |
$482K - $526K
|
7.77K
$334K
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-12.4K- 27.14% |
$501K - $548K
|
33.4K
$1.44M
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-12.9K- 32.56% |
$520K - $568K
|
26.7K
$1.15M
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-13.1KClosed |
$529K - $578K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-13.3K- 17.24% |
$534K - $583K
|
63.6K
$2.74M
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-13.3KClosed |
$536K - $586K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-13.3KClosed |
$537K - $587K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13.6K- 40.99% |
$547K - $597K
|
19.5K
$840K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-15K- 4.94% |
$606K - $662K
|
290K
$12.5M
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-15K- 4.94% |
$606K - $662K
|
290K
$12.5M
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-15.7K- 97.95% |
$632K - $691K
|
328
$14.1K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-16.6K- 44.1% |
$667K - $729K
|
21K
$903K
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-17.2K- 10.53% |
$691K - $755K
|
146K
$6.26M
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-17.2KClosed |
$693K - $757K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-18.2K- 10.48% |
$731K - $799K
|
155K
$6.67M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-18.3K- 11.38% |
$739K - $808K
|
143K
$6.14M
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-20.5K- 86.59% |
$825K - $902K
|
3.17K
$136K
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-20.9K- 13.86% |
$843K - $921K
|
130K
$5.59M
|