Purchases and Sales Made in Q2 2024 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 2024. 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 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
42.3K+ 106.53% |
$1.76M - $1.79M
|
82.1K
$3.53M
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
42.1K+ 11.3% |
$1.75M - $1.78M
|
414K
$17.8M
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
41.6KNew |
$1.73M - $1.76M
|
41.6K
$1.79M
|
|
Aug 13, 2024
Q2 2024
|
Argi Investment Services, LLC
|
BUY
|
- |
41.4KNew |
$1.72M - $1.75M
|
41.4K
$1.78M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
40.5K+ 13.29% |
$1.69M - $1.71M
|
345K
$14.8M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
39.8K+ 16.77% |
$1.66M - $1.69M
|
277K
$11.9M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
38K+ 8.09% |
$1.58M - $1.61M
|
507K
$21.8M
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
37.9K+ 191.41% |
$1.58M - $1.6M
|
57.7K
$2.48M
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
36.1K+ 7.44% |
$1.51M - $1.53M
|
522K
$22.4M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
34.9KNew |
$1.45M - $1.48M
|
34.9K
$1.5M
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
34.8K+ 19.19% |
$1.45M - $1.47M
|
216K
$9.29M
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
33.3K+ 85.44% |
$1.39M - $1.41M
|
72.2K
$3.1M
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
33K+ 119.34% |
$1.37M - $1.4M
|
60.6K
$2.6M
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
32.8KNew |
$1.36M - $1.39M
|
32.8K
$1.41M
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
30.6K+ 3.71% |
$1.27M - $1.29M
|
854K
$36.7M
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
29.5K+ 10.63% |
$1.23M - $1.25M
|
307K
$13.2M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
28.7K+ 3.34% |
$1.19M - $1.21M
|
888K
$38.2M
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
28.4KNew |
$1.18M - $1.2M
|
28.4K
$1.22M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.2K+ 9.62% |
$1.13M - $1.15M
|
310K
$13.3M
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
25.9K+ 21.78% |
$1.08M - $1.1M
|
145K
$6.22M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
25.5K+ 2.16% |
$1.06M - $1.08M
|
1.21M
$51.9M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24.7K+ 45.38% |
$1.03M - $1.04M
|
79.1K
$3.4M
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
23.8KNew |
$990K - $1.01M
|
23.8K
$1.02M
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
23.2KNew |
$968K - $984K
|
23.2K
$999K
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
22.4KNew |
$931K - $946K
|
22.4K
$961K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
22.3K+ 737.19% |
$930K - $945K
|
25.4K
$1.09M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
21.4K+ 10.89% |
$890K - $905K
|
218K
$9.36M
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
19.8K+ 98.6% |
$826K - $840K
|
40K
$1.72M
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
19.6K+ 73.53% |
$815K - $828K
|
46.2K
$1.99M
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.5K+ 6.03% |
$812K - $825K
|
343K
$14.8M
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
19.4K+ 23.47% |
$807K - $820K
|
102K
$4.38M
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
19.2K+ 12.51% |
$801K - $815K
|
173K
$7.44M
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
18.1K+ 15.66% |
$754K - $766K
|
134K
$5.75M
|
|
Aug 06, 2024
Q2 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
17.9K+ 2.85% |
$746K - $759K
|
648K
$27.8M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17K+ 3.27% |
$708K - $719K
|
537K
$23.1M
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
16.9KNew |
$703K - $715K
|
16.9K
$726K
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
16.8KNew |
$699K - $711K
|
16.8K
$722K
|
|
Aug 06, 2024
Q2 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
16.7KNew |
$696K - $707K
|
16.7K
$718K
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
15.8K+ 41.05% |
$656K - $667K
|
54.2K
$2.33M
|
|
Aug 05, 2024
Q2 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
15.7K+ 7.73% |
$652K - $662K
|
218K
$9.38M
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
15KNew |
$623K - $633K
|
15K
$643K
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
13.5KNew |
$563K - $572K
|
13.5K
$581K
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
12.5K+ 6.61% |
$522K - $531K
|
202K
$8.69M
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
12.3K+ 19.33% |
$514K - $522K
|
76.2K
$3.28M
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
11.9K+ 29.19% |
$496K - $504K
|
52.7K
$2.26M
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
11.7K+ 26.51% |
$488K - $496K
|
55.9K
$2.4M
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
11.1K+ 3.1% |
$462K - $470K
|
369K
$15.9M
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
11.1K+ 13.0% |
$461K - $468K
|
96.2K
$4.14M
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
11K+ 89.79% |
$458K - $465K
|
23.2K
$999K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11K+ 6.91% |
$457K - $464K
|
170K
$7.3M
|