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 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
7.9KNew |
$359K - $363K
|
7.9K
$342K
|
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
7.59KNew |
$345K - $349K
|
7.59K
$328K
|
|
|
Oct 15, 2021
Q3 2021
|
Divergent Planning, LLC
|
BUY
|
- |
7.43K+ 4.0% |
$337K - $342K
|
193K
$8.35M
|
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
7.26K+ 3.79% |
$330K - $334K
|
199K
$8.6M
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7.16K+ 39.33% |
$326K - $330K
|
25.4K
$1.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
6.76K+ 4.76% |
$307K - $311K
|
149K
$6.43M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.73K+ 1.75% |
$306K - $309K
|
390K
$16.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
6.62K+ 26.93% |
$301K - $304K
|
31.2K
$1.35M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.44K+ 6.76% |
$293K - $296K
|
102K
$4.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
BUY
|
- |
6.42KNew |
$292K - $295K
|
6.42K
$278K
|
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
6.22K+ 19.37% |
$283K - $286K
|
38.3K
$1.66M
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.92K+ 81.41% |
$269K - $272K
|
13.2K
$570K
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
5.92K+ 4.53% |
$269K - $272K
|
137K
$5.91M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
5.83K+ 4.46% |
$265K - $268K
|
136K
$5.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
5.81K+ 4.42% |
$264K - $267K
|
137K
$5.94M
|
|
|
Nov 12, 2021
Q3 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
5.8K+ 35.56% |
$264K - $267K
|
22.1K
$957K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.7K+ 23.29% |
$259K - $262K
|
30.2K
$1.31M
|
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
5.7KNew |
$259K - $262K
|
5.7K
$246K
|
|
|
Oct 27, 2021
Q3 2021
|
Peoples Bank
|
BUY
|
- |
5.67KNew |
$257K - $261K
|
5.67K
$245K
|
|
|
Oct 25, 2021
Q3 2021
|
United Maritime Capital LLC
New York, NY |
BUY
|
- |
5.5K+ 29.92% |
$250K - $253K
|
23.9K
$1.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
5.47KNew |
$249K - $252K
|
5.47K
$237K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.16K+ 5.14% |
$234K - $237K
|
105K
$4.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.13K+ 15.19% |
$233K - $236K
|
38.9K
$1.68M
|
|
|
Nov 03, 2021
Q3 2021
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
5.1KNew |
$232K - $235K
|
5.1K
$221K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.01K+ 3.46% |
$228K - $231K
|
150K
$6.48M
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.93K+ 6.13% |
$224K - $227K
|
85.4K
$3.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.85K+ 65.11% |
$221K - $223K
|
12.3K
$532K
|
|
|
Oct 19, 2021
Q3 2021
|
Next Capital Management LLC
|
BUY
|
- |
4.79KNew |
$218K - $221K
|
4.79K
$207K
|
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
4.68KNew |
$213K - $215K
|
4.68K
$202K
|
|
|
Oct 29, 2021
Q3 2021
|
Smart Money Group LLC
|
BUY
|
- |
4.67K+ 34.81% |
$212K - $215K
|
18.1K
$782K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.61KNew |
$209K - $212K
|
4.61K
$199K
|
|
|
Oct 19, 2021
Q3 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
4.58K+ 2.7% |
$208K - $211K
|
174K
$7.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.53K+ 270.53% |
$206K - $209K
|
6.21K
$269K
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.53K+ 10.03% |
$206K - $208K
|
49.7K
$2.15M
|
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
4.5K+ 27.21% |
$204K - $207K
|
21K
$909K
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.48KNew |
$203K - $206K
|
4.48K
$194K
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
4.43KNew |
$201K - $204K
|
4.43K
$192K
|
|
|
Oct 25, 2021
Q3 2021
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
4.12K+ 9.58% |
$187K - $189K
|
47.1K
$2.04M
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.1K+ 0.39% |
$187K - $189K
|
1.06M
$45.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
3.59K+ 53.19% |
$163K - $165K
|
10.3K
$447K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
3.54K+ 15.7% |
$161K - $163K
|
26.1K
$1.13M
|
|
|
Oct 26, 2021
Q3 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3.48K+ 3.49% |
$158K - $160K
|
103K
$4.46M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.37K+ 82.66% |
$153K - $155K
|
7.44K
$322K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.29K+ 37.97% |
$150K - $151K
|
12K
$517K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
3.09K+ 8.05% |
$140K - $142K
|
41.4K
$1.79M
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.8K+ 8.91% |
$127K - $129K
|
34.2K
$1.48M
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
2.75K+ 8.26% |
$125K - $127K
|
36.1K
$1.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.58K+ 2.3% |
$117K - $119K
|
115K
$4.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.53K+ 26.12% |
$115K - $116K
|
12.2K
$528K
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.34K+ 11.6% |
$106K - $108K
|
22.5K
$974K
|