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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
2.18KNew |
$99.1K - $100K
|
2.18K
$94.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.18K+ 1.01% |
$98.9K - $100K
|
218K
$9.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2.18KNew |
$98.9K - $100K
|
2.18K
$94.1K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
2.09KNew |
$94.8K - $96K
|
2.09K
$90.2K
|
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.97K+ 24.79% |
$89.6K - $90.7K
|
9.93K
$429K
|
|
|
Oct 14, 2021
Q3 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
1.88K+ 1.02% |
$85.3K - $86.3K
|
186K
$8.03M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.76KNew |
$79.9K - $80.9K
|
1.76K
$76.1K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.73K+ 4.8% |
$78.8K - $79.8K
|
37.9K
$1.64M
|
|
|
Nov 12, 2021
Q3 2021
|
Ballast, Inc.
|
BUY
|
- |
1.64K+ 1.99% |
$74.7K - $75.6K
|
84.5K
$3.65M
|
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
1.63K+ 4.66% |
$74K - $74.9K
|
36.6K
$1.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.53K+ 2.87% |
$69.5K - $70.4K
|
54.8K
$2.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.46KNew |
$66.4K - $67.2K
|
1.46K
$63.2K
|
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.35K+ 7.98% |
$61.5K - $62.3K
|
18.3K
$793K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.34K+ 21.93% |
$60.9K - $61.7K
|
7.46K
$323K
|
|
|
Oct 20, 2021
Q3 2021
|
Brown Financial Advisory
|
BUY
|
- |
1.28K+ 4.32% |
$58.1K - $58.8K
|
30.8K
$1.33M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.23K+ 26.22% |
$55.9K - $56.6K
|
5.93K
$256K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.2K+ 58.19% |
$54.6K - $55.2K
|
3.27K
$141K
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.16K+ 15.66% |
$52.7K - $53.3K
|
8.56K
$370K
|
|
|
Oct 22, 2021
Q3 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.13K+ 11.25% |
$51.4K - $52K
|
11.2K
$484K
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
BUY
|
- |
1.07K+ 11.31% |
$48.4K - $49K
|
10.5K
$454K
|
|
|
Nov 08, 2021
Q3 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.05K+ 6.72% |
$47.5K - $48.1K
|
16.6K
$718K
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 11.63% |
$46.8K - $47.4K
|
9.89K
$428K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
998+ 3.51% |
$45.4K - $45.9K
|
29.4K
$1.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
966+ 2.93% |
$43.9K - $44.4K
|
33.9K
$1.47M
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
959+ 1.63% |
$43.6K - $44.1K
|
59.8K
$2.59M
|
|
|
Nov 02, 2021
Q3 2021
|
Sierra Capital LLC
|
BUY
|
- |
912+ 6.0% |
$41.5K - $42K
|
16.1K
$697K
|
|
|
Oct 12, 2021
Q3 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
801+ 5.47% |
$36.4K - $36.8K
|
15.4K
$668K
|
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
765+ 2.27% |
$34.8K - $35.2K
|
34.5K
$1.49M
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
747+ 4.94% |
$34K - $34.4K
|
15.9K
$687K
|
|
|
Nov 01, 2021
Q3 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
729+ 12.46% |
$33.1K - $33.5K
|
6.58K
$285K
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Os, LLC
|
BUY
|
- |
718+ 1.92% |
$32.6K - $33K
|
38.2K
$1.65M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
717+ 28.8% |
$32.6K - $33K
|
3.21K
$139K
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
692+ 12.9% |
$31.5K - $31.8K
|
6.06K
$262K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
664New |
$30.2K - $30.5K
|
664
$28.7K
|
|
|
Oct 04, 2021
Q3 2021
|
Penobscot Wealth Management
|
BUY
|
- |
643+ 5.25% |
$29.2K - $29.6K
|
12.9K
$557K
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
610+ 1.04% |
$27.7K - $28.1K
|
59.4K
$2.57M
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
608+ 2.39% |
$27.6K - $28K
|
26.1K
$1.13M
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
582+ 3.22% |
$26.5K - $26.8K
|
18.6K
$807K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
555+ 19.03% |
$25.2K - $25.5K
|
3.47K
$150K
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
520+ 65.41% |
$23.6K - $23.9K
|
1.32K
$56.9K
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
517+ 1.98% |
$23.5K - $23.8K
|
26.6K
$1.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
490New |
$22.3K - $22.5K
|
490
$21.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
488New |
$22.2K - $22.4K
|
488
$21.1K
|
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
468+ 6.75% |
$21.3K - $21.5K
|
7.4K
$320K
|
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
462+ 9.74% |
$21K - $21.3K
|
5.21K
$225K
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
437+ 5.31% |
$19.9K - $20.1K
|
8.67K
$375K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
435+ 2.97% |
$19.8K - $20K
|
15.1K
$653K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
370+ 2.84% |
$16.8K - $17K
|
13.4K
$580K
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
367New |
$16.7K - $16.9K
|
367
$15.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
332+ 3.29% |
$15.1K - $15.3K
|
10.4K
$452K
|