Purchases and Sales Made in Q2 2023 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 2023. 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 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.5MNew |
$224M - $228M
|
5.5M
$236M
|
|
|
Jul 31, 2023
Q2 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
3.26MNew |
$133M - $135M
|
3.26M
$140M
|
|
|
Aug 02, 2023
Q2 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
2.4M+ 400.0% |
$97.9M - $99.7M
|
3M
$129M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.06M+ 39.69% |
$84.2M - $85.8M
|
7.26M
$312M
|
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.46M+ 692.76% |
$59.7M - $60.8M
|
1.68M
$72M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.41M+ 14371.94% |
$57.5M - $58.6M
|
1.42M
$61M
|
|
|
Jul 19, 2023
Q2 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
1.36MNew |
$55.5M - $56.5M
|
1.36M
$58.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Japan Science & Technology Agency
Tokyo, M0 |
BUY
|
- |
1.34M+ 36.07% |
$54.8M - $55.8M
|
5.07M
$218M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.03MNew |
$42.1M - $42.9M
|
1.03M
$44.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
974K+ 89.28% |
$39.7M - $40.5M
|
2.07M
$88.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Toews Corp
|
BUY
|
- |
400K+ 200.0% |
$16.3M - $16.6M
|
600K
$25.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
365KNew |
$14.9M - $15.2M
|
365K
$15.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
345KNew |
$14.1M - $14.3M
|
345K
$14.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
286K+ 3.36% |
$11.7M - $11.9M
|
8.81M
$379M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
260K+ 36.83% |
$10.6M - $10.8M
|
965K
$41.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
222K+ 22.6% |
$9.04M - $9.2M
|
1.2M
$51.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
180K+ 120.89% |
$7.35M - $7.49M
|
329K
$14.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
158K+ 19.25% |
$6.44M - $6.56M
|
978K
$42M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
143K+ 3.59% |
$5.83M - $5.94M
|
4.12M
$177M
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
102K+ 103.85% |
$4.15M - $4.22M
|
199K
$8.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
100KNew |
$4.08M - $4.15M
|
100K
$4.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
99.8K+ 51.85% |
$4.07M - $4.15M
|
292K
$12.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
98.1K+ 26.65% |
$4M - $4.07M
|
466K
$20M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
90.8K+ 446.85% |
$3.71M - $3.77M
|
111K
$4.78M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
89K+ 3.85% |
$3.63M - $3.7M
|
2.4M
$103M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
81.8KNew |
$3.34M - $3.4M
|
81.8K
$3.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
80.3K+ 25482.86% |
$3.28M - $3.34M
|
80.6K
$3.46M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
77.5K+ 78.39% |
$3.16M - $3.22M
|
176K
$7.58M
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
67.6K+ 44.27% |
$2.76M - $2.81M
|
220K
$9.47M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
66K+ 57.5% |
$2.69M - $2.74M
|
181K
$7.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
59.3K+ 9.12% |
$2.42M - $2.46M
|
709K
$30.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
58.8K+ 18.32% |
$2.4M - $2.44M
|
380K
$16.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
57.4K+ 1.92% |
$2.34M - $2.39M
|
3.05M
$131M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
56.3K+ 25.31% |
$2.3M - $2.34M
|
279K
$12M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
50.1K+ 109.15% |
$2.04M - $2.08M
|
96K
$4.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
48.3K+ 14.91% |
$1.97M - $2.01M
|
372K
$16M
|
|
|
Aug 03, 2023
Q2 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
47K+ 748.1% |
$1.92M - $1.95M
|
53.3K
$2.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
45.4K+ 120.76% |
$1.85M - $1.88M
|
82.9K
$3.56M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
44.9KNew |
$1.83M - $1.86M
|
44.9K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
38.1K+ 543.53% |
$1.55M - $1.58M
|
45.1K
$1.94M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
33.8K+ 155.5% |
$1.38M - $1.41M
|
55.6K
$2.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
33.7KNew |
$1.38M - $1.4M
|
33.7K
$1.45M
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
31.7KNew |
$1.29M - $1.32M
|
31.7K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
30.9K+ 41.7% |
$1.26M - $1.28M
|
105K
$4.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
30.2KNew |
$1.23M - $1.25M
|
30.2K
$1.3M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
28.4K+ 160.75% |
$1.16M - $1.18M
|
46K
$1.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
27.9KNew |
$1.14M - $1.16M
|
27.9K
$1.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
27.1KNew |
$1.1M - $1.12M
|
27.1K
$1.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
26.9K+ 18.98% |
$1.1M - $1.12M
|
168K
$7.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
25.7K+ 2.05% |
$1.05M - $1.07M
|
1.28M
$55M
|