Purchases and Sales Made in Q3 2020 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 Q3 2020. 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 |
---|---|---|---|---|---|---|---|
Nov 03, 2020
Q3 2020
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
32.9K+ 21.93% |
$1.41M - $1.46M
|
183K
$7.87M
|
|
Oct 30, 2020
Q3 2020
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
32.4K+ 16.88% |
$1.39M - $1.44M
|
224K
$9.63M
|
|
Nov 13, 2020
Q3 2020
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
30.9K+ 22.75% |
$1.32M - $1.37M
|
166K
$7.16M
|
|
Nov 16, 2020
Q3 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
30.8K+ 264.16% |
$1.32M - $1.37M
|
42.5K
$1.83M
|
|
Nov 12, 2020
Q3 2020
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
30.6K+ 33.18% |
$1.31M - $1.36M
|
123K
$5.28M
|
|
Oct 09, 2020
Q3 2020
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
30.6KNew |
$1.31M - $1.36M
|
30.6K
$1.32M
|
|
Mar 11, 2024
Q3 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
30.4K+ 35.96% |
$1.3M - $1.35M
|
115K
$4.95M
|
|
Nov 13, 2020
Q3 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
29.6K+ 7.52% |
$1.27M - $1.32M
|
423K
$18.2M
|
|
Oct 06, 2020
Q3 2020
|
Gradient Investments LLC
|
BUY
|
- |
27.6K+ 3.63% |
$1.18M - $1.23M
|
787K
$33.8M
|
|
Oct 22, 2020
Q3 2020
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
27.1KNew |
$1.16M - $1.21M
|
27.1K
$1.17M
|
|
Nov 12, 2020
Q3 2020
|
Centaurus Financial, Inc.
|
BUY
|
- |
26.6KNew |
$1.14M - $1.18M
|
26.6K
$1.15M
|
|
Nov 12, 2020
Q3 2020
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
26.4K+ 9.18% |
$1.13M - $1.18M
|
314K
$13.5M
|
|
Mar 14, 2023
Q3 2020
|
Private Portfolio Partners LLC
|
BUY
|
- |
23.3KNew |
$998K - $1.04M
|
23.3K
$1M
|
|
Oct 29, 2020
Q3 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.9K+ 22.0% |
$937K - $973K
|
121K
$5.22M
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
BUY
|
- |
21.5K+ 9.01% |
$919K - $955K
|
260K
$11.2M
|
|
Oct 08, 2020
Q3 2020
|
Sound Income Strategies, LLC
|
BUY
|
- |
21.3K+ 2.19% |
$912K - $948K
|
995K
$42.8M
|
|
Nov 04, 2020
Q3 2020
|
Comerica Securities,Inc.
|
BUY
|
- |
21.1K+ 20.2% |
$903K - $938K
|
126K
$5.4M
|
|
Oct 13, 2020
Q3 2020
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
20.6K+ 33.89% |
$882K - $917K
|
81.4K
$3.5M
|
|
Nov 04, 2020
Q3 2020
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
20.6K+ 42.51% |
$880K - $914K
|
68.9K
$2.96M
|
|
Nov 10, 2020
Q3 2020
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
19.7KNew |
$842K - $874K
|
19.7K
$845K
|
|
Oct 21, 2020
Q3 2020
|
Sharkey, Howes & Javer
|
BUY
|
- |
19.6K+ 19.93% |
$837K - $870K
|
118K
$5.06M
|
|
Nov 16, 2020
Q3 2020
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
19.5K+ 24.45% |
$834K - $867K
|
99.2K
$4.26M
|
|
Nov 10, 2020
Q3 2020
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
18.3K+ 3.78% |
$785K - $816K
|
503K
$21.6M
|
|
Oct 13, 2020
Q3 2020
|
Pfg Advisors
|
BUY
|
- |
17.6KNew |
$753K - $782K
|
17.6K
$756K
|
|
Nov 12, 2020
Q3 2020
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
17.1K+ 8.05% |
$731K - $759K
|
229K
$9.85M
|
|
Nov 10, 2020
Q3 2020
|
Austin Private Wealth, LLC
|
BUY
|
- |
16.9K+ 57.8% |
$722K - $750K
|
46K
$1.98M
|
|
Nov 12, 2020
Q3 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
16.5K+ 246.27% |
$706K - $734K
|
23.2K
$997K
|
|
Oct 28, 2020
Q3 2020
|
Ota Financial Group L.P.
|
BUY
|
- |
15.8KNew |
$677K - $703K
|
15.8K
$680K
|
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.4K+ 19.91% |
$617K - $641K
|
86.8K
$3.73M
|
|
Nov 16, 2020
Q3 2020
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
14.2K+ 25.92% |
$609K - $632K
|
69.1K
$2.97M
|
|
Nov 09, 2020
Q3 2020
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
14.1K+ 5.14% |
$602K - $626K
|
288K
$12.4M
|
|
Jul 24, 2024
Q3 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13.8K+ 70.7% |
$592K - $615K
|
33.4K
$1.44M
|
|
Oct 06, 2020
Q3 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
13.5K+ 105.47% |
$577K - $600K
|
26.3K
$1.13M
|
|
Nov 13, 2020
Q3 2020
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
11.8K+ 32.35% |
$507K - $527K
|
48.5K
$2.08M
|
|
Oct 27, 2020
Q3 2020
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
11.6K+ 39.83% |
$498K - $517K
|
40.8K
$1.75M
|
|
Oct 30, 2020
Q3 2020
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
11.6K+ 21.97% |
$495K - $514K
|
64.2K
$2.76M
|
|
Nov 12, 2020
Q3 2020
|
Fosun International LTD
|
BUY
|
- |
11.3K+ 6.25% |
$482K - $501K
|
191K
$8.23M
|
|
Jun 23, 2021
Q3 2020
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
10.9K+ 28.8% |
$467K - $485K
|
48.8K
$2.1M
|
|
Nov 13, 2020
Q3 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.7K+ 4.15% |
$456K - $474K
|
267K
$11.5M
|
|
Oct 07, 2020
Q3 2020
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.5K+ 100.06% |
$452K - $469K
|
21.1K
$907K
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
10.4K+ 30.17% |
$447K - $464K
|
45K
$1.93M
|
|
Oct 09, 2020
Q3 2020
|
Cooper Financial Group
|
BUY
|
- |
10.1K+ 6.6% |
$431K - $447K
|
162K
$6.98M
|
|
Oct 26, 2020
Q3 2020
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.73K+ 4.96% |
$416K - $433K
|
206K
$8.84M
|
|
Nov 13, 2020
Q3 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.69K+ 20.57% |
$415K - $431K
|
56.8K
$2.44M
|
|
Dec 10, 2020
Q3 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.66K+ 8.3% |
$413K - $429K
|
126K
$5.42M
|
|
Nov 05, 2020
Q3 2020
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
9.38K+ 23.25% |
$402K - $417K
|
49.7K
$2.14M
|
|
Nov 13, 2020
Q3 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.16K+ 106.47% |
$392K - $407K
|
17.8K
$764K
|
|
Oct 14, 2020
Q3 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.15K+ 126.69% |
$392K - $407K
|
16.4K
$704K
|
|
Nov 13, 2020
Q3 2020
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.8K+ 67.21% |
$377K - $391K
|
21.9K
$941K
|
|
Nov 09, 2020
Q3 2020
|
Csenge Advisory Group
|
BUY
|
- |
8.71K+ 158.82% |
$373K - $387K
|
14.2K
$610K
|