Purchases and Sales Made in Q3 2021 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 2021. 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 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.43MNew |
$110M - $112M
|
2.43M
$105M
|
|
Nov 15, 2021
Q3 2021
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
2.04M+ 233.0% |
$92.6M - $93.7M
|
2.91M
$126M
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
453K+ 7.18% |
$20.6M - $20.8M
|
6.76M
$292M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
379K+ 15.23% |
$17.2M - $17.4M
|
2.87M
$124M
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
352KNew |
$16M - $16.2M
|
352K
$15.2M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
319K+ 112.08% |
$14.5M - $14.7M
|
603K
$26.1M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
287K+ 151.63% |
$13.1M - $13.2M
|
477K
$20.6M
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
270K+ 5.55% |
$12.3M - $12.4M
|
5.14M
$222M
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
257K+ 188.73% |
$11.7M - $11.8M
|
393K
$17M
|
|
Nov 16, 2021
Q3 2021
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
241K+ 87.18% |
$11M - $11.1M
|
518K
$22.4M
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
237K+ 155.77% |
$10.8M - $10.9M
|
389K
$16.8M
|
|
Nov 12, 2021
Q3 2021
|
Fosun International LTD
|
BUY
|
- |
203KNew |
$9.21M - $9.32M
|
203K
$8.77M
|
|
Nov 15, 2021
Q3 2021
|
Abrdn PLC
|
BUY
|
- |
176KNew |
$7.99M - $8.09M
|
176K
$7.61M
|
|
Nov 04, 2021
Q3 2021
|
Toews Corp
|
BUY
|
- |
150KNew |
$6.82M - $6.9M
|
150K
$6.49M
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
143K+ 36.89% |
$6.48M - $6.56M
|
529K
$22.9M
|
|
Nov 12, 2021
Q3 2021
|
Western Asset Management Company, LLC
Pasadena, CA |
BUY
|
- |
140KNew |
$6.36M - $6.44M
|
140K
$6.06M
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
130K+ 20.04% |
$5.9M - $5.98M
|
778K
$33.7M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
127K+ 10.9% |
$5.76M - $5.83M
|
1.29M
$55.8M
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
120K+ 5.84% |
$5.43M - $5.5M
|
2.17M
$93.8M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
119K+ 29.7% |
$5.42M - $5.49M
|
521K
$22.5M
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
109K+ 794.99% |
$4.95M - $5.01M
|
123K
$5.31M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
97.5K+ 12.58% |
$4.43M - $4.49M
|
873K
$37.8M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
95.1K+ 7.16% |
$4.32M - $4.38M
|
1.42M
$61.6M
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
91K+ 12.88% |
$4.14M - $4.19M
|
798K
$34.5M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
84.1KNew |
$3.82M - $3.87M
|
84.1K
$3.64M
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
76.6K+ 24.26% |
$3.48M - $3.52M
|
392K
$17M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
76.1K+ 159.61% |
$3.46M - $3.5M
|
124K
$5.36M
|
|
Nov 12, 2021
Q3 2021
|
Empowered Funds, LLC
|
BUY
|
- |
75.7KNew |
$3.44M - $3.48M
|
75.7K
$3.28M
|
|
Oct 12, 2021
Q3 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
75K+ 5.19% |
$3.41M - $3.45M
|
1.52M
$65.7M
|
|
Oct 14, 2021
Q3 2021
|
Hnp Capital LLC
|
BUY
|
- |
73.3K+ 23.22% |
$3.33M - $3.37M
|
389K
$16.8M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
68K+ 27.24% |
$3.09M - $3.13M
|
318K
$13.7M
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
60.9KNew |
$2.77M - $2.8M
|
60.9K
$2.63M
|
|
Oct 12, 2021
Q3 2021
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
53.1K+ 14.12% |
$2.41M - $2.44M
|
429K
$18.5M
|
|
Oct 28, 2021
Q3 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
51.7K+ 665.7% |
$2.35M - $2.38M
|
59.4K
$2.57M
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
48.3K+ 216.25% |
$2.19M - $2.22M
|
70.6K
$3.05M
|
|
Nov 12, 2021
Q3 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
46K+ 26.46% |
$2.09M - $2.12M
|
220K
$9.52M
|
|
Nov 10, 2021
Q3 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
44.6K+ 140.8% |
$2.03M - $2.05M
|
76.2K
$3.3M
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
43K+ 0.96% |
$1.96M - $1.98M
|
4.54M
$196M
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
42.7K+ 38.65% |
$1.94M - $1.96M
|
153K
$6.63M
|
|
Oct 25, 2021
Q3 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
42.3KNew |
$1.92M - $1.94M
|
42.3K
$1.83M
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
41.4K+ 10.73% |
$1.88M - $1.91M
|
427K
$18.5M
|
|
Oct 25, 2021
Q3 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
40.3K+ 13.28% |
$1.83M - $1.85M
|
344K
$14.9M
|
|
Oct 22, 2021
Q3 2021
|
Legacy Financial Group LLC
|
BUY
|
- |
39K+ 11.66% |
$1.77M - $1.79M
|
373K
$16.1M
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
35.7K+ 46.76% |
$1.62M - $1.64M
|
112K
$4.85M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
35.1K+ 14.75% |
$1.6M - $1.61M
|
273K
$11.8M
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
34.8K+ 2.94% |
$1.58M - $1.6M
|
1.22M
$52.6M
|
|
Oct 13, 2021
Q3 2021
|
Gfg Capital, LLC
|
BUY
|
- |
33.9KNew |
$1.54M - $1.56M
|
33.9K
$1.47M
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
33.3KNew |
$1.51M - $1.53M
|
33.3K
$1.44M
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
33.1K+ 91.76% |
$1.5M - $1.52M
|
69.1K
$2.99M
|
|
Nov 12, 2021
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
30.7K+ 143.46% |
$1.4M - $1.41M
|
52.1K
$2.25M
|