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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Friedenthal Financial
|
SELL
|
- |
-1.09K- 1.87% |
$43.2K - $46.3K
|
57K
$2.38M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-1.09K- 5.86% |
$43.3K - $46.4K
|
17.5K
$731K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.13K- 47.75% |
$45.2K - $48.4K
|
1.24K
$51.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.2K- 8.45% |
$47.9K - $51.3K
|
13K
$544K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.24K- 2.11% |
$49.3K - $52.8K
|
57.4K
$2.4M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-1.27K- 32.71% |
$50.7K - $54.3K
|
2.62K
$109K
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.31K- 2.09% |
$52.2K - $55.9K
|
61.3K
$2.56M
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-1.58K- 15.74% |
$62.9K - $67.4K
|
8.46K
$353K
|
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-1.6K- 4.4% |
$63.7K - $68.2K
|
34.7K
$1.45M
|
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.6K- 9.85% |
$63.7K - $68.3K
|
14.6K
$612K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.96K- 62.38% |
$77.9K - $83.5K
|
1.18K
$49.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.03K- 2.56% |
$81K - $86.7K
|
77.3K
$3.23M
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
SELL
|
- |
-2.38K- 21.81% |
$94.6K - $101K
|
8.52K
$356K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.39K- 72.36% |
$95.1K - $102K
|
912
$38.1K
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
SELL
|
- |
-2.43K- 94.84% |
$96.6K - $103K
|
132
$5.51K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.03K- 33.59% |
$121K - $129K
|
5.99K
$250K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.15K- 34.18% |
$125K - $134K
|
6.06K
$253K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-3.24K- 10.43% |
$129K - $138K
|
27.8K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-3.28K- 1.63% |
$130K - $140K
|
197K
$8.24M
|
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-3.38K- 16.56% |
$134K - $144K
|
17K
$711K
|
|
|
Nov 04, 2022
Q3 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-3.44K- 3.38% |
$137K - $147K
|
98.3K
$4.11M
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
SELL
|
- |
-3.46K- 7.19% |
$138K - $148K
|
44.7K
$1.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-3.77K- 0.76% |
$150K - $161K
|
493K
$20.6M
|
|
|
Oct 14, 2022
Q3 2022
|
Jb Capital LLC
|
SELL
|
- |
-3.92K- 17.77% |
$156K - $167K
|
18.1K
$757K
|
|
|
Nov 14, 2022
Q3 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-4.05K- 31.51% |
$161K - $173K
|
8.81K
$368K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.3K- 9.01% |
$171K - $183K
|
43.4K
$1.81M
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-4.49K- 2.34% |
$179K - $192K
|
187K
$7.81M
|
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-4.78K- 44.65% |
$190K - $204K
|
5.93K
$248K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-4.98KClosed |
$198K - $212K
|
0
$0
|
|
|
Oct 03, 2022
Q3 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-5.33KClosed |
$212K - $227K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-5.37K- 91.55% |
$214K - $229K
|
496
$20.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-5.89K- 16.51% |
$235K - $251K
|
29.8K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-6K- 99.98% |
$239K - $256K
|
1
$41.8
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-6.45K- 14.7% |
$257K - $275K
|
37.4K
$1.56M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.53K- 8.94% |
$260K - $279K
|
66.6K
$2.78M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.53K- 8.94% |
$260K - $279K
|
66.6K
$2.78M
|
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-6.79K- 13.71% |
$270K - $289K
|
42.7K
$1.78M
|
|
|
Oct 21, 2022
Q3 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-6.87K- 19.41% |
$273K - $293K
|
28.5K
$1.19M
|
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-6.9K- 29.84% |
$275K - $294K
|
16.2K
$677K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.93K- 6.46% |
$276K - $296K
|
100K
$4.19M
|
|
|
Oct 13, 2022
Q3 2022
|
Legacy Financial Group LLC
|
SELL
|
- |
-7.22K- 1.73% |
$287K - $308K
|
411K
$17.2M
|
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-7.29KClosed |
$290K - $311K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-7.41K- 3.92% |
$295K - $316K
|
182K
$7.59M
|
|
|
Nov 09, 2022
Q3 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-7.6K- 4.21% |
$303K - $324K
|
173K
$7.23M
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-7.88K- 37.27% |
$314K - $336K
|
13.3K
$554K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.92K- 6.88% |
$315K - $338K
|
107K
$4.48M
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-8.68K- 11.07% |
$346K - $370K
|
69.7K
$2.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.82K- 73.75% |
$351K - $376K
|
3.14K
$131K
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-8.83K- 6.75% |
$351K - $376K
|
122K
$5.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-8.87K- 60.65% |
$353K - $379K
|
5.76K
$241K
|