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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
3.79K+ 77.74% |
$158K - $160K
|
8.67K
$373K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.72KNew |
$155K - $158K
|
3.72K
$160K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.69K+ 62.7% |
$154K - $156K
|
9.58K
$412K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.66K+ 8.58% |
$152K - $155K
|
46.3K
$1.99M
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.45K+ 9.74% |
$144K - $146K
|
38.9K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
3.4KNew |
$142K - $144K
|
3.4K
$146K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.36KNew |
$140K - $142K
|
3.36K
$145K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.32K+ 37.94% |
$138K - $141K
|
12.1K
$520K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.28KNew |
$137K - $139K
|
3.28K
$141K
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
3.23K+ 4.25% |
$134K - $137K
|
79.2K
$3.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3.21K+ 3.06% |
$134K - $136K
|
108K
$4.65M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.01K+ 3.86% |
$125K - $127K
|
81K
$3.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
2.91K+ 10.45% |
$121K - $123K
|
30.8K
$1.32M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.88K+ 23.03% |
$120K - $122K
|
15.4K
$662K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
2.7KNew |
$112K - $114K
|
2.7K
$116K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.62K+ 11.37% |
$109K - $111K
|
25.7K
$1.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
2.62KNew |
$109K - $111K
|
2.62K
$113K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.55K+ 17.56% |
$106K - $108K
|
17.1K
$735K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.48K+ 1.72% |
$103K - $105K
|
147K
$6.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.3K+ 7.48% |
$95.9K - $97.5K
|
33.1K
$1.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.21K+ 6.31% |
$92K - $93.5K
|
37.3K
$1.6M
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
2.18K+ 4.02% |
$90.8K - $92.3K
|
56.5K
$2.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.16K+ 24.75% |
$89.8K - $91.2K
|
10.9K
$467K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.07K+ 6088.24% |
$86.2K - $87.6K
|
2.1K
$90.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.95K+ 9.28% |
$81.2K - $82.5K
|
23K
$988K
|
|
|
Jul 25, 2024
Q2 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
1.83K+ 1.66% |
$76.1K - $77.4K
|
112K
$4.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.8K+ 3.19% |
$75K - $76.3K
|
58.3K
$2.51M
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
1.77K+ 3.74% |
$73.7K - $74.9K
|
49.1K
$2.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.77K+ 6.01% |
$73.6K - $74.8K
|
31.2K
$1.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.72K+ 5.74% |
$71.7K - $72.9K
|
31.7K
$1.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.69K+ 14.0% |
$70.3K - $71.5K
|
13.8K
$591K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.66K+ 4.83% |
$69K - $70.1K
|
36K
$1.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.64K+ 13.89% |
$68.5K - $69.6K
|
13.5K
$579K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.64K+ 12.08% |
$68.3K - $69.4K
|
15.2K
$655K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.56K+ 15.85% |
$65K - $66K
|
11.4K
$490K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.48K+ 6.06% |
$61.5K - $62.5K
|
25.9K
$1.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
BUY
|
- |
1.45K+ 5.31% |
$60.2K - $61.2K
|
28.7K
$1.23M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.44K+ 28.14% |
$60K - $60.9K
|
6.56K
$282K
|
|
|
Jul 18, 2024
Q2 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1.44K+ 7.66% |
$59.8K - $60.8K
|
20.2K
$868K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.28K+ 46.23% |
$53.4K - $54.3K
|
4.06K
$174K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.28K+ 5.86% |
$53.3K - $54.1K
|
23.1K
$994K
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.27K+ 3.79% |
$52.9K - $53.8K
|
34.8K
$1.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.24K+ 2.83% |
$51.7K - $52.5K
|
45.1K
$1.94M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.19K+ 19.19% |
$49.4K - $50.2K
|
7.37K
$317K
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 0.17% |
$46.5K - $47.2K
|
667K
$28.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
BUY
|
- |
1.11K+ 12.13% |
$46K - $46.8K
|
10.2K
$439K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
991+ 6.73% |
$41.3K - $41.9K
|
15.7K
$676K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
954+ 3.01% |
$39.7K - $40.4K
|
32.7K
$1.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
932+ 3.42% |
$38.8K - $39.4K
|
28.2K
$1.21M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
921New |
$38.4K - $39K
|
921
$39.6K
|