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 |
---|---|---|---|---|---|---|---|
Oct 30, 2020
Q3 2020
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8.65K+ 25.53% |
$370K - $385K
|
42.5K
$1.83M
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.64K+ 6.56% |
$370K - $384K
|
140K
$6.04M
|
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.42K+ 83.99% |
$361K - $375K
|
18.5K
$793K
|
|
Nov 03, 2020
Q3 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.26K+ 16.2% |
$354K - $367K
|
59.2K
$2.55M
|
|
Jan 08, 2024
Q3 2020
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.76K+ 27.16% |
$332K - $345K
|
36.3K
$1.56M
|
|
Nov 13, 2020
Q3 2020
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
7.4K+ 53.5% |
$317K - $329K
|
21.2K
$913K
|
|
Oct 19, 2020
Q3 2020
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.35K+ 84.91% |
$315K - $327K
|
16K
$688K
|
|
Dec 29, 2020
Q3 2020
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
7.33KNew |
$314K - $326K
|
7.33K
$315K
|
|
Nov 09, 2020
Q3 2020
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.89K+ 8.83% |
$295K - $306K
|
84.9K
$3.65M
|
|
Nov 13, 2020
Q3 2020
|
Waddell & Associates, LLC
|
BUY
|
- |
6.7KNew |
$287K - $298K
|
6.7K
$288K
|
|
Oct 22, 2020
Q3 2020
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.69KNew |
$286K - $297K
|
6.69K
$287K
|
|
Oct 29, 2020
Q3 2020
|
Smart Money Group LLC
|
BUY
|
- |
6.54K+ 10.54% |
$280K - $291K
|
68.5K
$2.95M
|
|
Nov 03, 2020
Q3 2020
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.46K+ 31.86% |
$277K - $287K
|
26.7K
$1.15M
|
|
Nov 05, 2020
Q3 2020
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
6.34K+ 7.44% |
$272K - $282K
|
91.6K
$3.94M
|
|
Nov 03, 2020
Q3 2020
|
Strategy Asset Managers LLC
|
BUY
|
- |
6.31K+ 88.57% |
$270K - $281K
|
13.4K
$578K
|
|
Nov 16, 2020
Q3 2020
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.3K+ 77.54% |
$270K - $280K
|
14.4K
$620K
|
|
Oct 14, 2020
Q3 2020
|
Ballast, Inc.
|
BUY
|
- |
6.3K+ 9.8% |
$270K - $280K
|
70.5K
$3.03M
|
|
Nov 13, 2020
Q3 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.91K+ 57.16% |
$253K - $263K
|
16.2K
$698K
|
|
Oct 15, 2020
Q3 2020
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5.89K+ 69.57% |
$252K - $262K
|
14.3K
$617K
|
|
Nov 13, 2020
Q3 2020
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.81K+ 31.34% |
$249K - $258K
|
24.3K
$1.05M
|
|
Oct 19, 2020
Q3 2020
|
Peak Financial Management, Inc.
|
BUY
|
- |
5.75K+ 4.2% |
$246K - $255K
|
143K
$6.13M
|
|
Nov 13, 2020
Q3 2020
|
Axa S.A.
Paris, I0 |
BUY
|
- |
5.68K+ 18.56% |
$243K - $253K
|
36.3K
$1.56M
|
|
Mar 11, 2022
Q3 2020
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
5.66KNew |
$242K - $252K
|
5.66K
$243K
|
|
Oct 22, 2020
Q3 2020
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
5.48KNew |
$234K - $243K
|
5.48K
$235K
|
|
Nov 19, 2020
Q3 2020
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.3KNew |
$227K - $236K
|
5.3K
$228K
|
|
Oct 19, 2020
Q3 2020
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.29K+ 13.82% |
$226K - $235K
|
43.5K
$1.87M
|
|
Nov 05, 2020
Q3 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.26K+ 16.66% |
$225K - $234K
|
36.9K
$1.58M
|
|
Dec 18, 2020
Q3 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.02KNew |
$215K - $223K
|
5.02K
$216K
|
|
Nov 17, 2020
Q3 2020
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.94K+ 17.59% |
$212K - $220K
|
33K
$1.42M
|
|
Nov 12, 2020
Q3 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.91K+ 17.47% |
$210K - $218K
|
33K
$1.42M
|
|
Nov 12, 2020
Q3 2020
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
4.77K+ 46.19% |
$204K - $212K
|
15.1K
$649K
|
|
Oct 23, 2020
Q3 2020
|
Monument Capital Management
|
BUY
|
- |
4.73K+ 7.16% |
$202K - $210K
|
70.7K
$3.04M
|
|
Oct 30, 2020
Q3 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.69K+ 10.9% |
$201K - $208K
|
47.7K
$2.05M
|
|
Nov 09, 2020
Q3 2020
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.65KNew |
$199K - $207K
|
4.65K
$200K
|
|
Nov 13, 2020
Q3 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.61K+ 80.72% |
$197K - $205K
|
10.3K
$444K
|
|
Nov 04, 2020
Q3 2020
|
Wambolt & Associates, LLC
|
BUY
|
- |
4.61KNew |
$197K - $205K
|
4.61K
$198K
|
|
Nov 10, 2020
Q3 2020
|
Ckw Financial Group
|
BUY
|
- |
4.49K+ 46.83% |
$192K - $200K
|
14.1K
$605K
|
|
Nov 09, 2020
Q3 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.48K+ 33.78% |
$192K - $199K
|
17.8K
$763K
|
|
Oct 13, 2020
Q3 2020
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.26K+ 5.83% |
$182K - $190K
|
77.4K
$3.33M
|
|
Nov 04, 2020
Q3 2020
|
Uma Financial Services, Inc.
|
BUY
|
- |
4.25K+ 11.2% |
$182K - $189K
|
42.2K
$1.81M
|
|
Nov 02, 2020
Q3 2020
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.22K+ 53.9% |
$181K - $188K
|
12.1K
$518K
|
|
Nov 12, 2020
Q3 2020
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
4.19K+ 5.48% |
$179K - $186K
|
80.6K
$3.46M
|
|
Nov 05, 2020
Q3 2020
|
Spectrum Management Group, LLC
|
BUY
|
- |
4.17K+ 7.97% |
$179K - $185K
|
56.5K
$2.43M
|
|
Oct 13, 2020
Q3 2020
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.15K+ 40.26% |
$178K - $185K
|
14.5K
$622K
|
|
Nov 13, 2020
Q3 2020
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.98KNew |
$170K - $177K
|
3.98K
$171K
|
|
Nov 12, 2020
Q3 2020
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.96K+ 3.37% |
$170K - $176K
|
121K
$5.22M
|
|
Nov 13, 2020
Q3 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.86K+ 117.9% |
$165K - $172K
|
7.13K
$307K
|
|
Oct 19, 2020
Q3 2020
|
One Advisory Partners, LLC
|
BUY
|
- |
3.61K+ 4.06% |
$155K - $161K
|
92.5K
$3.97M
|
|
Nov 12, 2020
Q3 2020
|
Private Capital Group, LLC
|
BUY
|
- |
3.54K+ 26.28% |
$151K - $157K
|
17K
$731K
|
|
Oct 22, 2020
Q3 2020
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3.29K+ 3.17% |
$141K - $146K
|
107K
$4.6M
|