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 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.59K- 10.58% |
$66.1K - $67.2K
|
13.4K
$577K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.64K- 4.09% |
$68.4K - $69.5K
|
38.6K
$1.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.66K- 4.44% |
$69K - $70.1K
|
35.6K
$1.53M
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.68K- 0.81% |
$69.9K - $71.1K
|
205K
$8.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1.97K- 8.75% |
$82K - $83.3K
|
20.5K
$882K
|
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-2.01K- 8.45% |
$83.8K - $85.1K
|
21.8K
$938K
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.02K- 4.55% |
$83.9K - $85.3K
|
42.2K
$1.82M
|
|
|
Jul 31, 2024
Q2 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-2.02K- 24.24% |
$84.2K - $85.6K
|
6.32K
$272K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.08K- 38.59% |
$86.8K - $88.2K
|
3.32K
$143K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.15K- 28.77% |
$89.6K - $91.1K
|
5.33K
$229K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.28K- 52.01% |
$95K - $96.6K
|
2.11K
$90.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.32KClosed |
$96.7K - $98.3K
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2.43K- 1.45% |
$101K - $103K
|
165K
$7.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-2.56K- 10.34% |
$107K - $108K
|
22.2K
$955K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.74K- 3.72% |
$114K - $116K
|
70.9K
$3.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-2.76K- 18.11% |
$115K - $117K
|
12.5K
$537K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.83K- 33.37% |
$118K - $120K
|
5.65K
$243K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.89K- 10.52% |
$120K - $122K
|
24.6K
$1.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.91K- 3.12% |
$121K - $123K
|
90.1K
$3.87M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.94K- 6.52% |
$123K - $125K
|
42.2K
$1.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.04K- 4.94% |
$126K - $128K
|
58.4K
$2.51M
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-3.09K- 32.8% |
$129K - $131K
|
6.33K
$272K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-3.23K- 1.16% |
$135K - $137K
|
275K
$11.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.31K- 77.53% |
$138K - $140K
|
959
$41.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.35K- 1.45% |
$140K - $142K
|
229K
$9.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-3.39K- 0.42% |
$141K - $143K
|
798K
$34.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.68K- 31.89% |
$153K - $156K
|
7.85K
$337K
|
|
|
Jul 30, 2024
Q2 2024
|
Share Andrew L.
Manchester, NH |
SELL
|
- |
-3.68K- 28.69% |
$153K - $156K
|
9.16K
$394K
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-3.7K- 4.95% |
$154K - $156K
|
71K
$3.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.96K- 21.86% |
$165K - $168K
|
14.2K
$609K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.03K- 19.15% |
$168K - $171K
|
17K
$732K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-4.17K- 35.66% |
$174K - $176K
|
7.52K
$323K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.29K- 19.88% |
$179K - $182K
|
17.3K
$743K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.29K- 19.82% |
$179K - $182K
|
17.4K
$747K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.31K- 97.2% |
$179K - $182K
|
124
$5.33K
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-4.45K- 10.46% |
$185K - $188K
|
38.1K
$1.64M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.51K- 17.48% |
$188K - $191K
|
21.3K
$916K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.77K- 23.37% |
$199K - $202K
|
15.6K
$673K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.23K- 9.55% |
$218K - $222K
|
49.6K
$2.13M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-5.55K- 42.78% |
$231K - $235K
|
7.42K
$319K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.76K- 50.29% |
$240K - $244K
|
5.69K
$245K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.77K- 13.18% |
$240K - $244K
|
38K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-6.4K- 2.93% |
$266K - $271K
|
212K
$9.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-6.43K- 4.68% |
$268K - $272K
|
131K
$5.63M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.02K- 3.84% |
$292K - $297K
|
176K
$7.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.62K- 12.88% |
$317K - $323K
|
51.6K
$2.22M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-7.72K- 12.97% |
$322K - $327K
|
51.8K
$2.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-8.2K- 9.01% |
$341K - $347K
|
82.8K
$3.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.21K- 98.35% |
$342K - $348K
|
138
$5.93K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.88K- 7.71% |
$370K - $376K
|
106K
$4.57M
|