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 21, 2020
Q3 2020
|
S.A. Mason LLC
|
BUY
|
- |
500New |
$21.4K - $22.2K
|
500
$21.4K
|
|
|
Nov 06, 2020
Q3 2020
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
485+ 6.5% |
$20.8K - $21.6K
|
7.95K
$339K
|
|
|
Oct 20, 2020
Q3 2020
|
Tap Consulting, LLC
|
BUY
|
- |
467+ 1.32% |
$20K - $20.8K
|
35.9K
$1.53M
|
|
|
Nov 10, 2020
Q3 2020
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
431+ 1.34% |
$18.5K - $19.2K
|
32.6K
$1.39M
|
|
|
Nov 10, 2020
Q3 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
422New |
$18.1K - $18.8K
|
422
$18K
|
|
|
Oct 19, 2020
Q3 2020
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
405+ 9.94% |
$17.3K - $18K
|
4.48K
$191K
|
|
|
Nov 12, 2020
Q3 2020
|
E Rn Financial, LLC
|
BUY
|
- |
397+ 4.6% |
$17K - $17.7K
|
9.03K
$386K
|
|
|
Nov 12, 2020
Q3 2020
|
Vicus Capital
State College, PA |
BUY
|
- |
388+ 1.72% |
$16.6K - $17.3K
|
22.9K
$977K
|
|
|
Oct 27, 2020
Q3 2020
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
334+ 3.59% |
$14.3K - $14.9K
|
9.64K
$412K
|
|
|
Nov 16, 2020
Q3 2020
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
318+ 2.29% |
$13.6K - $14.1K
|
14.2K
$606K
|
|
|
Nov 10, 2020
Q3 2020
|
Us Bancorp \De\
|
BUY
|
- |
309+ 7.95% |
$13.2K - $13.7K
|
4.19K
$179K
|
|
|
Nov 13, 2020
Q3 2020
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
306+ 6.43% |
$13.1K - $13.6K
|
5.06K
$216K
|
|
|
Nov 03, 2020
Q3 2020
|
Lindbrook Capital, LLC
|
BUY
|
- |
286New |
$12.2K - $12.7K
|
286
$12.2K
|
|
|
Nov 13, 2020
Q3 2020
|
Archer Investment Corp
|
BUY
|
- |
280+ 823.53% |
$12K - $12.5K
|
314
$13.4K
|
|
|
Oct 23, 2020
Q3 2020
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
278+ 92.36% |
$11.9K - $12.4K
|
579
$24.7K
|
|
|
Oct 22, 2020
Q3 2020
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
262+ 4.8% |
$11.2K - $11.7K
|
5.72K
$244K
|
|
|
Nov 13, 2020
Q3 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
237+ 2.8% |
$10.1K - $10.5K
|
8.69K
$371K
|
|
|
Oct 21, 2020
Q3 2020
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
229+ 1.71% |
$9.8K - $10.2K
|
13.6K
$582K
|
|
|
Nov 09, 2020
Q3 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
213+ 1.06% |
$9.12K - $9.47K
|
20.3K
$866K
|
|
|
Nov 10, 2020
Q3 2020
|
Hexagon Capital Partners LLC
|
BUY
|
- |
193New |
$8.26K - $8.58K
|
193
$8.24K
|
|
|
Oct 20, 2020
Q3 2020
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
190+ 0.29% |
$8.13K - $8.45K
|
65.8K
$2.81M
|
|
|
Nov 03, 2020
Q3 2020
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
175+ 0.71% |
$7.49K - $7.78K
|
24.7K
$1.05M
|
|
|
Nov 10, 2020
Q3 2020
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
132+ 1.4% |
$5.65K - $5.87K
|
9.55K
$408K
|
|
|
Oct 16, 2020
Q3 2020
|
Toth Financial Advisory Corp
|
BUY
|
- |
115New |
$4.92K - $5.11K
|
115
$4.91K
|
|
|
Nov 13, 2020
Q3 2020
|
Xml Financial, LLC
|
BUY
|
- |
107+ 1.29% |
$4.58K - $4.76K
|
8.38K
$358K
|
|
|
Nov 05, 2020
Q3 2020
|
Washington Trust CO
|
BUY
|
- |
101New |
$4.32K - $4.49K
|
101
$4.31K
|
|
|
Nov 02, 2020
Q3 2020
|
Meeder Asset Management Inc
|
BUY
|
- |
82+ 2.95% |
$3.51K - $3.65K
|
2.86K
$122K
|
|
|
Oct 16, 2020
Q3 2020
|
Fluent Financial, LLC
|
BUY
|
- |
74+ 0.55% |
$3.17K - $3.29K
|
13.6K
$581K
|
|
|
Nov 13, 2020
Q3 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
58New |
$2.48K - $2.58K
|
58
$2.48K
|
|
|
Oct 08, 2020
Q3 2020
|
Larson Financial Group LLC
|
BUY
|
- |
54+ 18.31% |
$2.31K - $2.4K
|
349
$14.9K
|
|
|
Oct 16, 2020
Q3 2020
|
Bison Wealth, LLC
|
BUY
|
- |
52New |
$2.23K - $2.31K
|
52
$2.22K
|
|
|
Nov 10, 2020
Q3 2020
|
Arkadios Wealth Advisors
|
BUY
|
- |
52+ 37.68% |
$2.23K - $2.31K
|
190
$8.11K
|
|
|
Oct 07, 2020
Q3 2020
|
Time Scale Financial, Inc.
|
BUY
|
- |
43+ 0.36% |
$1.84K - $1.91K
|
11.8K
$505K
|
|
|
Nov 10, 2020
Q3 2020
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
29New |
$1.24K - $1.29K
|
29
$1.24K
|
|
|
Nov 13, 2020
Q3 2020
|
Aspire Private Capital, LLC
|
BUY
|
- |
27+ 0.84% |
$1.16K - $1.2K
|
3.24K
$139K
|
|
|
Nov 13, 2020
Q3 2020
|
Horizon Financial Services, LLC
|
BUY
|
- |
10New |
$428 - $445
|
10
$427
|
|
|
Oct 28, 2020
Q3 2020
|
Red Cedar Capital, LLC
|
BUY
|
- |
10+ 0.44% |
$428 - $445
|
2.3K
$98.1K
|
|
|
Oct 28, 2020
Q3 2020
|
Duncker Streett & CO Inc
|
BUY
|
- |
4+ 0.17% |
$171 - $178
|
2.31K
$98.5K
|
|
|
Oct 06, 2020
Q3 2020
|
Optimum Investment Advisors
|
BUY
|
- |
2+ 1.23% |
$85.6 - $88.9
|
164
$7K
|
|
|
Oct 26, 2020
Q3 2020
|
Ellevest, Inc.
|
BUY
|
- |
2+ 0.86% |
$85.6 - $88.9
|
234
$9.99K
|
|
|
Nov 05, 2020
Q3 2020
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.06% |
$85.6 - $88.9
|
3.59K
$153K
|
|
|
Oct 13, 2020
Q3 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1- 1.0% |
$42.8 - $44.5
|
99
$4.23K
|
|
|
Oct 13, 2020
Q3 2020
|
Rda Financial Network
|
SELL
|
- |
-1- 0.01% |
$42.8 - $44.5
|
6.99K
$299K
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-5Closed |
$214 - $222
|
0
$0
|
|
|
Sep 10, 2024
Q3 2020
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-7- -0.0% |
$300 - $311
|
234K
$10M
|
|
|
Nov 16, 2020
Q3 2020
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-9- 0.11% |
$385 - $400
|
8.46K
$361K
|
|
|
Nov 30, 2020
Q3 2020
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-25- 3.9% |
$1.07K - $1.11K
|
616
$26.3K
|
|
|
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-43- 35.83% |
$1.84K - $1.91K
|
77
$3.29K
|
|
|
Oct 19, 2020
Q3 2020
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-54- 0.71% |
$2.31K - $2.4K
|
7.55K
$322K
|
|
|
Aug 13, 2024
Q3 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-78- 13.15% |
$3.34K - $3.47K
|
515
$22K
|