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 12, 2020
Q3 2020
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.18K+ 62.23% |
$136K - $141K
|
8.28K
$356K
|
|
Nov 16, 2020
Q3 2020
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.89K+ 14.15% |
$124K - $128K
|
23.3K
$1M
|
|
Oct 23, 2020
Q3 2020
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.7K+ 4.89% |
$116K - $120K
|
58K
$2.5M
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.66K+ 26.67% |
$114K - $118K
|
12.6K
$544K
|
|
Oct 13, 2020
Q3 2020
|
Regal Wealth Group, Inc.
|
BUY
|
- |
2.52K+ 4.41% |
$108K - $112K
|
59.7K
$2.57M
|
|
Nov 12, 2020
Q3 2020
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.4K+ 32.87% |
$103K - $107K
|
9.7K
$418K
|
|
Oct 27, 2020
Q3 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.3K+ 10.07% |
$98.3K - $102K
|
25.1K
$1.08M
|
|
Oct 13, 2020
Q3 2020
|
Successful Portfolios LLC
|
BUY
|
- |
2.21K+ 18.95% |
$94.7K - $98.4K
|
13.9K
$598K
|
|
Nov 03, 2020
Q3 2020
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.14K+ 6.44% |
$91.5K - $95K
|
35.3K
$1.52M
|
|
Nov 09, 2020
Q3 2020
|
Investment Partners, Ltd.
|
BUY
|
- |
2.01K+ 8.6% |
$85.9K - $89.2K
|
25.3K
$1.09M
|
|
Nov 06, 2020
Q3 2020
|
M&T Bank Corp
|
BUY
|
- |
2K+ 21.0% |
$85.4K - $88.7K
|
11.5K
$495K
|
|
Jan 02, 2024
Q3 2020
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.98KNew |
$84.7K - $88K
|
1.98K
$85.2K
|
|
Nov 12, 2020
Q3 2020
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.97K+ 22.84% |
$84.4K - $87.7K
|
10.6K
$456K
|
|
Nov 13, 2020
Q3 2020
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.85K+ 2.83% |
$79.3K - $82.4K
|
67.3K
$2.9M
|
|
Oct 15, 2020
Q3 2020
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.84K+ 2.34% |
$78.7K - $81.8K
|
80.6K
$3.47M
|
|
Oct 16, 2020
Q3 2020
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.78K+ 42.52% |
$76.1K - $79.1K
|
5.96K
$257K
|
|
Oct 13, 2020
Q3 2020
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.68K+ 2.21% |
$72.1K - $74.9K
|
78K
$3.36M
|
|
Nov 12, 2020
Q3 2020
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.68K+ 3.04% |
$71.8K - $74.6K
|
56.8K
$2.45M
|
|
Oct 23, 2020
Q3 2020
|
Ritholtz Wealth Management
|
BUY
|
- |
1.65K+ 17.35% |
$70.7K - $73.5K
|
11.2K
$481K
|
|
Nov 12, 2020
Q3 2020
|
Scotia Capital Inc.
|
BUY
|
- |
1.64K+ 16.52% |
$70.3K - $73K
|
11.6K
$499K
|
|
Nov 02, 2020
Q3 2020
|
D.A. Davidson & Co.
|
BUY
|
- |
1.64K+ 1.48% |
$70.2K - $72.9K
|
113K
$4.85M
|
|
Nov 03, 2020
Q3 2020
|
Novare Capital Management LLC
|
BUY
|
- |
1.58K+ 14.47% |
$67.6K - $70.2K
|
12.5K
$538K
|
|
Jul 17, 2024
Q3 2020
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.5K+ 735.78% |
$64.3K - $66.7K
|
1.71K
$73.4K
|
|
Nov 06, 2020
Q3 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.45K+ 34.6% |
$62K - $64.4K
|
5.63K
$243K
|
|
Nov 16, 2021
Q3 2020
|
Retirement Group, LLC
|
BUY
|
- |
1.42K+ 19.29% |
$60.7K - $63.1K
|
8.77K
$378K
|
|
Nov 10, 2020
Q3 2020
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.38K+ 5.99% |
$59.2K - $61.5K
|
24.5K
$1.05M
|
|
Nov 12, 2020
Q3 2020
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.36K+ 2.51% |
$58.1K - $60.3K
|
55.4K
$2.39M
|
|
Oct 26, 2020
Q3 2020
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.32K+ 3.61% |
$56.6K - $58.8K
|
37.9K
$1.63M
|
|
Oct 20, 2020
Q3 2020
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 1.18% |
$56.4K - $58.6K
|
113K
$4.87M
|
|
Nov 09, 2020
Q3 2020
|
Fifth Third Bancorp
|
BUY
|
- |
1.19K+ 5404.55% |
$50.9K - $52.9K
|
1.21K
$52.1K
|
|
Oct 28, 2020
Q3 2020
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.07K+ 3.2% |
$45.9K - $47.7K
|
34.6K
$1.49M
|
|
Oct 23, 2020
Q3 2020
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.07K+ 5.76% |
$45.6K - $47.4K
|
19.6K
$843K
|
|
Nov 12, 2020
Q3 2020
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.02KNew |
$43.5K - $45.1K
|
1.02K
$43.7K
|
|
Oct 14, 2020
Q3 2020
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.01K+ 18.34% |
$43.1K - $44.7K
|
6.49K
$279K
|
|
Nov 16, 2020
Q3 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
990+ 0.8% |
$42.4K - $44K
|
124K
$5.35M
|
|
Oct 26, 2020
Q3 2020
|
Ma Private Wealth
|
BUY
|
- |
988+ 20.33% |
$42.3K - $43.9K
|
5.85K
$252K
|
|
Nov 10, 2020
Q3 2020
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
971+ 6.68% |
$41.6K - $43.2K
|
15.5K
$668K
|
|
Oct 21, 2020
Q3 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
968+ 4.66% |
$41.4K - $43K
|
21.7K
$935K
|
|
Nov 13, 2020
Q3 2020
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
944+ 5.85% |
$40.4K - $42K
|
17.1K
$735K
|
|
Nov 12, 2020
Q3 2020
|
Adams Wealth Management
|
BUY
|
- |
905New |
$38.7K - $40.2K
|
905
$39K
|
|
Nov 12, 2020
Q3 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
700New |
$30K - $31.1K
|
700
$30.1K
|
|
Nov 13, 2020
Q3 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
670New |
$28.7K - $29.8K
|
670
$28.8K
|
|
Nov 06, 2020
Q3 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
657+ 1.76% |
$28.1K - $29.2K
|
38K
$1.64M
|
|
Oct 21, 2020
Q3 2020
|
Veracity Capital LLC
|
BUY
|
- |
629+ 4.8% |
$26.9K - $28K
|
13.7K
$591K
|
|
Oct 06, 2020
Q3 2020
|
First Hawaiian Bank
|
BUY
|
- |
558+ 1.69% |
$23.9K - $24.8K
|
33.6K
$1.45M
|
|
Nov 05, 2020
Q3 2020
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
552+ 280.2% |
$23.6K - $24.5K
|
749
$32.2K
|
|
Nov 02, 2020
Q3 2020
|
Davidson Investment Advisors
|
BUY
|
- |
547+ 8.26% |
$23.4K - $24.3K
|
7.17K
$308K
|
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
536+ 22.64% |
$22.9K - $23.8K
|
2.9K
$125K
|
|
Oct 30, 2020
Q3 2020
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
517+ 24.36% |
$22.1K - $23K
|
2.64K
$114K
|
|
Oct 14, 2020
Q3 2020
|
Raymond James Trust N.A.
|
BUY
|
- |
506+ 2.67% |
$21.7K - $22.5K
|
19.5K
$839K
|