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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
30.7K+ 143.46% |
$1.4M - $1.41M
|
52.1K
$2.24M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
30.5K+ 14.02% |
$1.39M - $1.4M
|
248K
$10.7M
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
29.7K+ 50.49% |
$1.35M - $1.36M
|
88.4K
$3.81M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.1KNew |
$1.32M - $1.34M
|
29.1K
$1.25M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
28.7K+ 30.24% |
$1.31M - $1.32M
|
124K
$5.33M
|
|
|
Oct 14, 2021
Q3 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
28.3K+ 4.17% |
$1.28M - $1.3M
|
706K
$30.4M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27.9K+ 46.96% |
$1.27M - $1.28M
|
87.4K
$3.76M
|
|
|
Oct 21, 2021
Q3 2021
|
Essex LLC
|
BUY
|
- |
27.4KNew |
$1.25M - $1.26M
|
27.4K
$1.18M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
26.6K+ 17.87% |
$1.21M - $1.22M
|
175K
$7.55M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
26.1K+ 32.22% |
$1.19M - $1.2M
|
107K
$4.61M
|
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
BUY
|
- |
25.1K+ 18.78% |
$1.14M - $1.15M
|
159K
$6.83M
|
|
|
Nov 02, 2021
Q3 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
24.2K+ 19.27% |
$1.1M - $1.11M
|
150K
$6.45M
|
|
|
Nov 05, 2021
Q3 2021
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
24.1K+ 5.32% |
$1.1M - $1.11M
|
477K
$20.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
23.2KNew |
$1.05M - $1.07M
|
23.2K
$999K
|
|
|
Oct 28, 2021
Q3 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
22.7K+ 21.05% |
$1.03M - $1.04M
|
130K
$5.61M
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
22K+ 15.91% |
$999K - $1.01M
|
160K
$6.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
21.9K+ 14.76% |
$998K - $1.01M
|
171K
$7.35M
|
|
|
Oct 22, 2021
Q3 2021
|
Western Financial Corporation
|
BUY
|
- |
21.4KNew |
$974K - $986K
|
21.4K
$923K
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.3KNew |
$924K - $935K
|
20.3K
$875K
|
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
BUY
|
- |
19.5K+ 19.0% |
$888K - $899K
|
122K
$5.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
19.4K+ 5.02% |
$884K - $894K
|
407K
$17.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
17.1K+ 6.0% |
$775K - $785K
|
301K
$13M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.9K+ 2.25% |
$767K - $776K
|
767K
$33M
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
16.4K+ 104.33% |
$746K - $755K
|
32.2K
$1.38M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
16.2K+ 9.66% |
$737K - $746K
|
184K
$7.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
16.2K+ 14.2% |
$735K - $744K
|
130K
$5.6M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.8K+ 0.63% |
$720K - $729K
|
2.55M
$110M
|
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
15.7KNew |
$715K - $723K
|
15.7K
$677K
|
|
|
Oct 19, 2021
Q3 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
14.8K+ 19.91% |
$674K - $682K
|
89.3K
$3.85M
|
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
14.5KNew |
$661K - $669K
|
14.5K
$626K
|
|
|
Nov 16, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
14.4KNew |
$654K - $662K
|
14.4K
$619K
|
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.2K+ 245.77% |
$644K - $651K
|
19.9K
$857K
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
14K+ 4.82% |
$635K - $642K
|
304K
$13.1M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.7KNew |
$622K - $629K
|
13.7K
$589K
|
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
BUY
|
- |
12.2K+ 47.65% |
$557K - $563K
|
37.9K
$1.63M
|
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
12.1K+ 146.33% |
$549K - $556K
|
20.3K
$875K
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10.6K+ 100.29% |
$480K - $486K
|
21.1K
$907K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
9.85K+ 55.21% |
$448K - $453K
|
27.7K
$1.19M
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
9.83K+ 4.41% |
$447K - $452K
|
233K
$10M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
9.83K+ 4.41% |
$447K - $452K
|
233K
$10M
|
|
|
Nov 02, 2021
Q3 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
9.64K+ 74.4% |
$438K - $443K
|
22.6K
$972K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
9.43K+ 6.06% |
$428K - $434K
|
165K
$7.1M
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
8.95K+ 52.03% |
$407K - $411K
|
26.1K
$1.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Barings LLC
|
BUY
|
- |
8.62K+ 7.24% |
$392K - $397K
|
128K
$5.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.48K+ 1.06% |
$385K - $390K
|
808K
$34.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
8.35K+ 76.61% |
$380K - $384K
|
19.3K
$829K
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
8.23K+ 8.76% |
$374K - $379K
|
102K
$4.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
8.22K+ 41.67% |
$374K - $378K
|
28K
$1.2M
|
|
|
Oct 25, 2021
Q3 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
7.94K+ 7.44% |
$361K - $365K
|
115K
$4.93M
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
7.92K+ 6.77% |
$360K - $364K
|
125K
$5.37M
|