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 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
320+ 3.15% |
$14.5K - $14.7K
|
10.5K
$454K
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
317+ 2.0% |
$14.4K - $14.6K
|
16.2K
$700K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
314New |
$14.3K - $14.4K
|
314
$13.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
240+ 2.42% |
$10.9K - $11K
|
10.1K
$439K
|
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
219+ 2.99% |
$9.95K - $10.1K
|
7.55K
$327K
|
|
|
Mar 09, 2022
Q3 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
177+ 2.61% |
$8.04K - $8.14K
|
6.95K
$301K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
173+ 150.43% |
$7.86K - $7.96K
|
288
$12.5K
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
169+ 1.35% |
$7.68K - $7.77K
|
12.7K
$547K
|
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
152+ 1.58% |
$6.91K - $6.99K
|
9.77K
$422K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
135+ 30.34% |
$6.14K - $6.21K
|
580
$25.1K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
121+ 2.04% |
$5.5K - $5.57K
|
6.06K
$262K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
108+ 44.63% |
$4.91K - $4.97K
|
350
$15.1K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
84+ 0.59% |
$3.82K - $3.86K
|
14.3K
$618K
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
74+ 1.14% |
$3.36K - $3.4K
|
6.58K
$285K
|
|
|
Nov 15, 2021
Q3 2021
|
Axa S.A.
Paris, I0 |
BUY
|
- |
73+ 0.24% |
$3.32K - $3.36K
|
30K
$1.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
70+ 1.06% |
$3.18K - $3.22K
|
6.7K
$290K
|
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
BUY
|
- |
60+ 0.88% |
$2.73K - $2.76K
|
6.91K
$299K
|
|
|
Feb 15, 2022
Q3 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
52+ 0.04% |
$2.36K - $2.39K
|
130K
$5.63M
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
51+ 0.43% |
$2.32K - $2.35K
|
11.8K
$511K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
31+ 0.18% |
$1.41K - $1.43K
|
17.3K
$747K
|
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
30+ 0.33% |
$1.36K - $1.38K
|
9.21K
$398K
|
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
30+ 0.36% |
$1.36K - $1.38K
|
8.41K
$364K
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
21New |
$954 - $966
|
21
$908
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
20New |
$909 - $920
|
20
$865
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15+ 1.2% |
$682 - $690
|
1.27K
$54.9K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
14New |
$636 - $644
|
14
$606
|
|
|
Nov 12, 2021
Q3 2021
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
9+ 0.11% |
$409 - $414
|
8.38K
$363K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
9+ 1.09% |
$409 - $414
|
832
$36K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8+ 0.54% |
$364 - $368
|
1.48K
$64.1K
|
|
|
Nov 03, 2021
Q3 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
7+ 0.09% |
$318 - $322
|
7.82K
$338K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6+ 0.09% |
$273 - $276
|
6.66K
$288K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3New |
$136 - $138
|
3
$130
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
1+ 0.63% |
$45.5 - $46
|
160
$6.92K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1+ 0.29% |
$45.5 - $46
|
346
$15K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.29% |
$45.5 - $46
|
342
$14.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-8- 0.81% |
$364 - $368
|
984
$42.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-10- 62.5% |
$455 - $460
|
6
$260
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-30- 4.04% |
$1.36K - $1.38K
|
712
$30.8K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-50Closed |
$2.27K - $2.3K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-71- 1.25% |
$3.23K - $3.27K
|
5.61K
$243K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-75Closed |
$3.41K - $3.45K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-80- 0.71% |
$3.64K - $3.68K
|
11.2K
$484K
|
|
|
Nov 12, 2021
Q3 2021
|
Godsey & Gibb Associates
|
SELL
|
- |
-90- 10.58% |
$4.09K - $4.14K
|
761
$32.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-105- 4.4% |
$4.77K - $4.83K
|
2.28K
$98.6K
|
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-122- 1.36% |
$5.54K - $5.61K
|
8.88K
$384K
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-133- 2.03% |
$6.04K - $6.12K
|
6.43K
$278K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-135- 9.62% |
$6.14K - $6.21K
|
1.27K
$54.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-138Closed |
$6.27K - $6.35K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-155- 6.62% |
$7.04K - $7.13K
|
2.19K
$94.5K
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-180- 3.23% |
$8.18K - $8.28K
|
5.39K
$233K
|