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 13, 2020
Q3 2020
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-90- 1.09% |
$3.85K - $4K
|
8.14K
$350K
|
|
|
Oct 08, 2020
Q3 2020
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-140- 0.4% |
$5.99K - $6.23K
|
35.1K
$1.51M
|
|
|
Oct 19, 2020
Q3 2020
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-141Closed |
$6.04K - $6.27K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-170- 15.71% |
$7.28K - $7.56K
|
912
$39.2K
|
|
|
Nov 10, 2020
Q3 2020
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-174- 1.43% |
$7.45K - $7.74K
|
12K
$514K
|
|
|
Nov 03, 2020
Q3 2020
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-193- 1.89% |
$8.26K - $8.58K
|
10K
$430K
|
|
|
Oct 20, 2020
Q3 2020
|
Dearborn Partners LLC
|
SELL
|
- |
-200- 2.81% |
$8.56K - $8.89K
|
6.91K
$297K
|
|
|
Oct 20, 2020
Q3 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-206- 8.57% |
$8.82K - $9.16K
|
2.2K
$94.5K
|
|
|
Nov 05, 2020
Q3 2020
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-225- 1.34% |
$9.63K - $10K
|
16.6K
$713K
|
|
|
Nov 13, 2020
Q3 2020
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-229Closed |
$9.8K - $10.2K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-271- 1.32% |
$11.6K - $12.1K
|
20.2K
$869K
|
|
|
Nov 19, 2020
Q3 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-286- 0.48% |
$12.2K - $12.7K
|
58.7K
$2.52M
|
|
|
Oct 09, 2020
Q3 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-313Closed |
$13.4K - $13.9K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-338- 6.46% |
$14.5K - $15K
|
4.89K
$210K
|
|
|
Sep 01, 2021
Q3 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-345Closed |
$14.8K - $15.3K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-463- 11.53% |
$19.8K - $20.6K
|
3.55K
$153K
|
|
|
Nov 23, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-469- 24.52% |
$20.1K - $20.9K
|
1.44K
$62.1K
|
|
|
Nov 03, 2020
Q3 2020
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-488- 9.29% |
$20.9K - $21.7K
|
4.76K
$205K
|
|
|
Nov 18, 2020
Q3 2020
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-563Closed |
$24.1K - $25K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Global Retirement Partners, LLC
|
SELL
|
- |
-577- 8.15% |
$24.7K - $25.7K
|
6.51K
$280K
|
|
|
Oct 21, 2020
Q3 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-620- 11.96% |
$26.5K - $27.6K
|
4.56K
$196K
|
|
|
Nov 04, 2020
Q3 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-640- 1.94% |
$27.4K - $28.5K
|
32.3K
$1.39M
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-708Closed |
$30.3K - $31.5K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-815- 8.53% |
$34.9K - $36.2K
|
8.74K
$376K
|
|
|
Nov 16, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-892- 31.8% |
$38.2K - $39.7K
|
1.91K
$82.2K
|
|
|
Oct 19, 2020
Q3 2020
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-968- 80.4% |
$41.4K - $43K
|
236
$10.1K
|
|
|
Oct 28, 2020
Q3 2020
|
Weaver Consulting Group
|
SELL
|
- |
-1.02K- 18.4% |
$43.8K - $45.4K
|
4.53K
$195K
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.04KClosed |
$44.7K - $46.4K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.04K- 69.55% |
$44.7K - $46.4K
|
457
$19.6K
|
|
|
Oct 30, 2020
Q3 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.1K- 76.39% |
$47K - $48.8K
|
339
$14.6K
|
|
|
Nov 12, 2020
Q3 2020
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.23K- 59.94% |
$52.8K - $54.8K
|
824
$35.4K
|
|
|
Oct 16, 2020
Q3 2020
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1.31K- 13.01% |
$56.2K - $58.3K
|
8.77K
$377K
|
|
|
Nov 13, 2020
Q3 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.36KClosed |
$58.4K - $60.7K
|
0
$0
|
|
|
Sep 08, 2021
Q3 2020
|
Retirement Group, LLC
|
SELL
|
- |
-1.43K- 16.24% |
$61K - $63.4K
|
7.36K
$316K
|
|
|
Nov 16, 2020
Q3 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.51K- 15.58% |
$64.7K - $67.2K
|
8.19K
$352K
|
|
|
Oct 23, 2020
Q3 2020
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.52K- 4.46% |
$64.9K - $67.5K
|
32.5K
$1.4M
|
|
|
Nov 16, 2020
Q3 2020
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.65K- 24.81% |
$70.5K - $73.2K
|
4.99K
$215K
|
|
|
Nov 16, 2020
Q3 2020
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.7K- 1.08% |
$72.6K - $75.5K
|
155K
$6.66M
|
|
|
Nov 16, 2020
Q3 2020
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.72K- 1.57% |
$73.6K - $76.5K
|
108K
$4.64M
|
|
|
Oct 16, 2020
Q3 2020
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.77K- 10.77% |
$75.9K - $78.8K
|
14.7K
$631K
|
|
|
Nov 03, 2020
Q3 2020
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1.8K- 7.83% |
$77.1K - $80K
|
21.2K
$911K
|
|
|
Nov 13, 2020
Q3 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.81K- 14.63% |
$77.6K - $80.6K
|
10.6K
$455K
|
|
|
Oct 30, 2020
Q3 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-2.21K- 10.65% |
$94.7K - $98.4K
|
18.6K
$798K
|
|
|
Oct 09, 2020
Q3 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.26K- 30.34% |
$96.6K - $100K
|
5.18K
$223K
|
|
|
Nov 10, 2020
Q3 2020
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.33K- 21.86% |
$99.7K - $104K
|
8.33K
$358K
|
|
|
Nov 05, 2020
Q3 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.4K- 11.5% |
$103K - $107K
|
18.5K
$795K
|
|
|
Nov 16, 2020
Q3 2020
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-2.87K- 7.56% |
$123K - $128K
|
35.1K
$1.51M
|
|
|
Oct 27, 2020
Q3 2020
|
Montecito Bank & Trust
|
SELL
|
- |
-3.13K- 19.2% |
$134K - $139K
|
13.2K
$567K
|
|
|
Nov 13, 2020
Q3 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.21K- 3.37% |
$137K - $143K
|
92.1K
$3.96M
|
|
|
Nov 10, 2020
Q3 2020
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-3.47K- 29.65% |
$149K - $154K
|
8.24K
$354K
|