Purchases and Sales Made in Q3 2023 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 2023. 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 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
19.3K+ 39.41% |
$790K - $805K
|
68.3K
$2.94M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.3K+ 17.33% |
$788K - $803K
|
130K
$5.6M
|
|
Oct 10, 2023
Q3 2023
|
Systelligence, LLC
|
BUY
|
- |
18.3K+ 11.53% |
$749K - $763K
|
177K
$7.61M
|
|
Nov 02, 2023
Q3 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
18.3K+ 6.46% |
$747K - $762K
|
301K
$12.9M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.9KNew |
$731K - $745K
|
17.9K
$768K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17.3K+ 29.62% |
$708K - $722K
|
75.8K
$3.26M
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
16.9K+ 38.17% |
$690K - $703K
|
61.1K
$2.62M
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
16.3KNew |
$665K - $678K
|
16.3K
$699K
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
16.1K+ 79.67% |
$656K - $669K
|
36.2K
$1.56M
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
15.9K+ 3.84% |
$650K - $662K
|
429K
$18.5M
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
15.8KNew |
$648K - $660K
|
15.8K
$681K
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
15.6KNew |
$640K - $652K
|
15.6K
$672K
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
15.2K+ 278.98% |
$622K - $634K
|
20.7K
$888K
|
|
Nov 03, 2023
Q3 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
15.2K+ 4.54% |
$621K - $633K
|
350K
$15M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.8K+ 53.79% |
$604K - $616K
|
42.2K
$1.82M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.8KNew |
$563K - $574K
|
13.8K
$591K
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
13.7K+ 29.77% |
$560K - $571K
|
59.7K
$2.56M
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.5K+ 24.26% |
$551K - $562K
|
69K
$2.97M
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
13.2K+ 12.56% |
$540K - $550K
|
118K
$5.08M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
12.7K+ 90.54% |
$517K - $527K
|
26.6K
$1.14M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
12K+ 32.55% |
$493K - $502K
|
49.1K
$2.11M
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
11.8K+ 8.48% |
$484K - $493K
|
152K
$6.51M
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11.7K+ 48.09% |
$477K - $486K
|
35.9K
$1.54M
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
10.6KNew |
$433K - $441K
|
10.6K
$454K
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
10.5K+ 5.81% |
$430K - $438K
|
191K
$8.22M
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
10.1K+ 7.89% |
$413K - $421K
|
138K
$5.93M
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
10KNew |
$409K - $417K
|
10K
$430K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.57K+ 16.51% |
$391K - $399K
|
67.5K
$2.9M
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.44K+ 10.18% |
$386K - $394K
|
102K
$4.39M
|
|
Nov 14, 2023
Q3 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
9.3KNew |
$380K - $388K
|
9.3K
$400K
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
9.04K+ 142.47% |
$370K - $377K
|
15.4K
$661K
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
8.8K+ 2411.78% |
$360K - $367K
|
9.17K
$394K
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
8.4K+ 3.81% |
$343K - $350K
|
229K
$9.83M
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
8.15K+ 2.28% |
$333K - $340K
|
365K
$15.7M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.77K+ 5.95% |
$318K - $324K
|
138K
$5.94M
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
7.76K+ 2.04% |
$317K - $323K
|
388K
$16.7M
|
|
Oct 10, 2023
Q3 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
7.2KNew |
$294K - $300K
|
7.2K
$309K
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
7.03K+ 3.81% |
$287K - $293K
|
192K
$8.23M
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
6.93K+ 3.34% |
$284K - $289K
|
214K
$9.21M
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
6.86K+ 3.58% |
$280K - $286K
|
198K
$8.52M
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
6.68K+ 9.48% |
$273K - $279K
|
77.2K
$3.32M
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
6.67KNew |
$273K - $278K
|
6.67K
$286K
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
6.6KNew |
$270K - $275K
|
6.6K
$284K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.52K+ 0.92% |
$267K - $272K
|
716K
$30.7M
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
6.5KNew |
$266K - $271K
|
6.5K
$279K
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
6.33K+ 5.88% |
$259K - $264K
|
114K
$4.9M
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
6.07K+ 22.45% |
$248K - $253K
|
33.1K
$1.42M
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.87K+ 23.51% |
$240K - $244K
|
30.8K
$1.32M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.61KNew |
$229K - $234K
|
5.61K
$241K
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
5.15K+ 2.58% |
$211K - $215K
|
205K
$8.79M
|