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 06, 2020
Q3 2020
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.03K- 7.78% |
$173K - $179K
|
47.8K
$2.06M
|
|
|
Nov 13, 2020
Q3 2020
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.33K- 33.47% |
$185K - $193K
|
8.6K
$370K
|
|
|
Nov 13, 2020
Q3 2020
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.22KClosed |
$223K - $232K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Stokes Family Office, LLC
|
SELL
|
- |
-6.04K- 16.24% |
$258K - $268K
|
31.1K
$1.34M
|
|
|
Nov 03, 2020
Q3 2020
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-6.62K- 3.29% |
$283K - $294K
|
194K
$8.36M
|
|
|
Nov 13, 2020
Q3 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.94KClosed |
$297K - $309K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-6.99K- 23.65% |
$299K - $311K
|
22.5K
$969K
|
|
|
Oct 29, 2020
Q3 2020
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.58K- 20.9% |
$325K - $337K
|
28.7K
$1.23M
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.55K- 13.24% |
$366K - $380K
|
56K
$2.41M
|
|
|
Sep 07, 2021
Q3 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.49K- 10.24% |
$406K - $422K
|
83.1K
$3.57M
|
|
|
Nov 09, 2020
Q3 2020
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-10.9K- 24.61% |
$467K - $485K
|
33.4K
$1.44M
|
|
|
Nov 12, 2020
Q3 2020
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-13.3KClosed |
$568K - $590K
|
0
$0
|
|
|
Oct 15, 2020
Q3 2020
|
Coastline Trust CO
|
SELL
|
- |
-13.6K- 16.08% |
$581K - $603K
|
70.8K
$3.04M
|
|
|
Nov 12, 2020
Q3 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13.6K- 31.12% |
$584K - $607K
|
30.2K
$1.3M
|
|
|
Nov 16, 2020
Q3 2020
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-16.8KClosed |
$718K - $745K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-17.1K- 6.7% |
$731K - $759K
|
238K
$10.2M
|
|
|
Nov 16, 2020
Q3 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.2KClosed |
$736K - $764K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-18.4K- 3.24% |
$789K - $820K
|
550K
$23.6M
|
|
|
Nov 13, 2020
Q3 2020
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-19K- 64.39% |
$813K - $845K
|
10.5K
$452K
|
|
|
Nov 13, 2020
Q3 2020
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-20.6K- 31.73% |
$882K - $916K
|
44.3K
$1.91M
|
|
|
Nov 04, 2020
Q3 2020
|
Dakota Wealth Management
|
SELL
|
- |
-21.6K- 75.67% |
$924K - $960K
|
6.94K
$298K
|
|
|
Oct 20, 2020
Q3 2020
|
Rhs Financial, LLC
|
SELL
|
- |
-22.5K- 37.87% |
$964K - $1M
|
36.9K
$1.59M
|
|
|
Nov 16, 2020
Q3 2020
|
Wealthsource Partners, LLC
|
SELL
|
- |
-23.4K- 5.28% |
$1M - $1.04M
|
420K
$18M
|
|
|
Oct 23, 2020
Q3 2020
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-28.6K- 78.56% |
$1.22M - $1.27M
|
7.8K
$335K
|
|
|
Nov 12, 2020
Q3 2020
|
Advisor Os, LLC
|
SELL
|
- |
-29.5KClosed |
$1.26M - $1.31M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-30.9KClosed |
$1.32M - $1.38M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-31.7K- 32.79% |
$1.36M - $1.41M
|
64.9K
$2.79M
|
|
|
Nov 12, 2020
Q3 2020
|
Mattern Wealth Management LLC
|
SELL
|
- |
-34.6KClosed |
$1.48M - $1.54M
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-36.3K- 51.11% |
$1.55M - $1.61M
|
34.7K
$1.49M
|
|
|
Nov 16, 2020
Q3 2020
|
Donoghue Forlines LLC
|
SELL
|
- |
-36.4K- 9.91% |
$1.56M - $1.62M
|
331K
$14.2M
|
|
|
Oct 16, 2020
Q3 2020
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-46.4KClosed |
$1.99M - $2.06M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-58.1K- 49.88% |
$2.49M - $2.58M
|
58.4K
$2.51M
|
|
|
Nov 17, 2020
Q3 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-58.6K- 51.83% |
$2.51M - $2.61M
|
54.5K
$2.34M
|
|
|
Oct 20, 2020
Q3 2020
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-59.5K- 44.69% |
$2.55M - $2.65M
|
73.6K
$3.17M
|
|
|
Nov 12, 2020
Q3 2020
|
Ubs Group Ag
|
SELL
|
- |
-73.1K- 8.26% |
$3.13M - $3.25M
|
811K
$34.9M
|
|
|
Oct 13, 2020
Q3 2020
|
Brookstone Capital Management
|
SELL
|
- |
-77.5K- 45.72% |
$3.32M - $3.44M
|
92K
$3.95M
|
|
|
Nov 17, 2020
Q3 2020
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-152K- 96.26% |
$6.53M - $6.78M
|
5.92K
$254K
|
|
|
Nov 16, 2020
Q3 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-209K- 89.27% |
$8.96M - $9.3M
|
25.1K
$1.08M
|
|
|
Aug 05, 2021
Q3 2020
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-272K- 72.52% |
$11.6M - $12.1M
|
103K
$4.43M
|
|
|
Nov 12, 2020
Q3 2020
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-352K- 82.88% |
$15.1M - $15.6M
|
72.6K
$3.12M
|
|
|
Nov 16, 2020
Q3 2020
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-483KClosed |
$20.7M - $21.5M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-559KClosed |
$23.9M - $24.8M
|
0
$0
|
|
|
Sep 15, 2021
Q3 2020
|
Cwm, LLC
|
SELL
|
- |
-3.06M- 99.67% |
$131M - $136M
|
10.2K
$437K
|