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 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-181Closed |
$8.23K - $8.33K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-190- 0.95% |
$8.64K - $8.74K
|
19.9K
$859K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-200- 0.32% |
$9.09K - $9.2K
|
61.7K
$2.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-217- 3.61% |
$9.86K - $9.98K
|
5.79K
$250K
|
|
|
Oct 05, 2021
Q3 2021
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-250- 17.86% |
$11.4K - $11.5K
|
1.15K
$49.7K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-300- 11.19% |
$13.6K - $13.8K
|
2.38K
$103K
|
|
|
Nov 24, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-305- 1.15% |
$13.9K - $14K
|
26.3K
$1.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
SELL
|
- |
-341- 3.56% |
$15.5K - $15.7K
|
9.23K
$399K
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-345- 2.1% |
$15.7K - $15.9K
|
16.1K
$695K
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-363- 3.36% |
$16.5K - $16.7K
|
10.5K
$452K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-399- 16.86% |
$18.1K - $18.4K
|
1.97K
$85.1K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-464- 0.82% |
$21.1K - $21.3K
|
55.8K
$2.41M
|
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-493- 6.05% |
$22.4K - $22.7K
|
7.66K
$331K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-513- 27.51% |
$23.3K - $23.6K
|
1.35K
$58.5K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-532- 10.34% |
$24.2K - $24.5K
|
4.61K
$200K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-542- 3.3% |
$24.6K - $24.9K
|
15.9K
$688K
|
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-550- 5.02% |
$25K - $25.3K
|
10.4K
$450K
|
|
|
Nov 12, 2021
Q3 2021
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-569- 0.52% |
$25.9K - $26.2K
|
108K
$4.69M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-592- 21.34% |
$26.9K - $27.2K
|
2.18K
$94.4K
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
SELL
|
- |
-649- 4.5% |
$29.5K - $29.9K
|
13.8K
$596K
|
|
|
Oct 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-676- 12.43% |
$30.7K - $31.1K
|
4.76K
$206K
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-735- 8.82% |
$33.4K - $33.8K
|
7.59K
$329K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-768- 7.03% |
$34.9K - $35.3K
|
10.1K
$439K
|
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-778- 33.3% |
$35.4K - $35.8K
|
1.56K
$67.4K
|
|
|
Nov 09, 2021
Q3 2021
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-818- 6.16% |
$37.2K - $37.6K
|
12.5K
$539K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-834- 25.09% |
$37.9K - $38.4K
|
2.49K
$108K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-850- 5.99% |
$38.6K - $39.1K
|
13.3K
$577K
|
|
|
Oct 25, 2021
Q3 2021
|
Round Rock Advisors, LLC
|
SELL
|
- |
-875- 4.13% |
$39.8K - $40.3K
|
20.3K
$879K
|
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-912Closed |
$41.5K - $42K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-923- 12.25% |
$42K - $42.5K
|
6.61K
$286K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-930- 6.29% |
$42.3K - $42.8K
|
13.9K
$600K
|
|
|
Nov 12, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-932- 6.97% |
$42.4K - $42.9K
|
12.4K
$538K
|
|
|
Nov 15, 2021
Q3 2021
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-945- 14.47% |
$43K - $43.5K
|
5.59K
$242K
|
|
|
Nov 03, 2021
Q3 2021
|
Davidson Investment Advisors
|
SELL
|
- |
-964- 15.27% |
$43.8K - $44.3K
|
5.35K
$231K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-984- 4.22% |
$44.7K - $45.3K
|
22.3K
$966K
|
|
|
Nov 12, 2021
Q3 2021
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-1.03K- 6.15% |
$46.8K - $47.4K
|
15.7K
$680K
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.03K- 0.82% |
$47K - $47.6K
|
124K
$5.38M
|
|
|
Oct 25, 2021
Q3 2021
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-1.16K- 2.66% |
$52.5K - $53.1K
|
42.3K
$1.83M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.16K- 1.1% |
$52.6K - $53.3K
|
105K
$4.52M
|
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
SELL
|
- |
-1.21K- 2.3% |
$55.1K - $55.8K
|
51.6K
$2.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.35K- 8.8% |
$61.1K - $61.9K
|
13.9K
$603K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.37K- 8.87% |
$62K - $62.8K
|
14K
$607K
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.42K- 85.76% |
$64.6K - $65.4K
|
236
$10.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.53K- 23.46% |
$69.7K - $70.5K
|
5K
$216K
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.54K- 18.16% |
$69.9K - $70.7K
|
6.93K
$300K
|
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.59K- 4.3% |
$72.4K - $73.3K
|
35.5K
$1.53M
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-1.64K- 17.47% |
$74.4K - $75.3K
|
7.73K
$334K
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.65K- 4.93% |
$74.8K - $75.7K
|
31.7K
$1.37M
|
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.73K- 5.64% |
$78.4K - $79.4K
|
28.9K
$1.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.92K- 14.93% |
$87.2K - $88.2K
|
10.9K
$473K
|