Purchases and Sales Made in Q3 2022 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 2022. 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 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
255+ 3.19% |
$10.2K - $10.9K
|
8.25K
$356K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
233+ 133.14% |
$9.28K - $9.94K
|
408
$17.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
217+ 8.44% |
$8.64K - $9.26K
|
2.79K
$120K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
212+ 0.07% |
$8.44K - $9.04K
|
290K
$12.5M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
212+ 0.07% |
$8.44K - $9.04K
|
290K
$12.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
157New |
$6.25K - $6.7K
|
157
$6.78K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
154New |
$6.13K - $6.57K
|
154
$6.65K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
151+ 1.08% |
$6.01K - $6.44K
|
14.2K
$612K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
124+ 33.79% |
$4.94K - $5.29K
|
491
$21.2K
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
115+ 0.49% |
$4.58K - $4.91K
|
23.8K
$1.03M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
109+ 0.31% |
$4.34K - $4.65K
|
35.1K
$1.52M
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
94New |
$3.74K - $4.01K
|
94
$4.06K
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
86+ 0.7% |
$3.42K - $3.67K
|
12.4K
$535K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
58+ 1.15% |
$2.31K - $2.47K
|
5.09K
$220K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
53+ 26.5% |
$2.11K - $2.26K
|
253
$10.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
33New |
$1.31K - $1.41K
|
33
$1.42K
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
30+ 0.37% |
$1.19K - $1.28K
|
8.2K
$354K
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
26+ 0.24% |
$1.04K - $1.11K
|
10.8K
$466K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
17New |
$677 - $725
|
17
$734
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
16+ 0.11% |
$637 - $683
|
14.8K
$640K
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
BUY
|
- |
15+ 7.5% |
$597 - $640
|
215
$9.28K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
13+ 1.38% |
$518 - $555
|
953
$41.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
13New |
$518 - $555
|
13
$561
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
12+ 1.05% |
$478 - $512
|
1.16K
$49.9K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.1% |
$319 - $341
|
7.94K
$343K
|
|
|
Nov 10, 2022
Q3 2022
|
Ckw Financial Group
|
BUY
|
- |
7+ 0.08% |
$279 - $299
|
9.15K
$395K
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
6+ 0.07% |
$239 - $256
|
8.43K
$364K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 1.68% |
$199 - $213
|
303
$13.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2+ 1.85% |
$79.6 - $85.3
|
110
$4.75K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1- 0.85% |
$39.8 - $42.7
|
117
$5.05K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-8- 27.59% |
$319 - $341
|
21
$907
|
|
|
Nov 15, 2022
Q3 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-10- 0.09% |
$398 - $427
|
11.1K
$477K
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.21% |
$438 - $469
|
5.19K
$224K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11- 0.71% |
$438 - $469
|
1.54K
$66.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-18- 0.06% |
$717 - $768
|
30.9K
$1.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-24- 23.08% |
$956 - $1.02K
|
80
$3.45K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-28- 0.33% |
$1.11K - $1.19K
|
8.41K
$363K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-35- 0.77% |
$1.39K - $1.49K
|
4.5K
$194K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-40- 1.68% |
$1.59K - $1.71K
|
2.34K
$101K
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-55- 4.16% |
$2.19K - $2.35K
|
1.27K
$54.7K
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-72- 1.07% |
$2.87K - $3.07K
|
6.65K
$287K
|
|
|
Oct 24, 2022
Q3 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-73- 29.32% |
$2.91K - $3.11K
|
176
$7.6K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-77- 5.45% |
$3.07K - $3.28K
|
1.34K
$57.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-80- 52.29% |
$3.19K - $3.41K
|
73
$3.15K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-104- 1.28% |
$4.14K - $4.44K
|
8.03K
$347K
|
|
|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-106- 0.56% |
$4.22K - $4.52K
|
18.7K
$809K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-108- 45.76% |
$4.3K - $4.61K
|
128
$5.53K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-113- 61.08% |
$4.5K - $4.82K
|
72
$3.11K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-116- 0.37% |
$4.62K - $4.95K
|
31K
$1.34M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-117- 21.67% |
$4.66K - $4.99K
|
423
$18.3K
|