Purchases and Sales Made in Q3 2023 in Ishares 0 5 Year High Yield CO (SHYG)

SHYG Quotes by TradingView

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
Syntax Research, Inc.

Boca Raton, FL
BUY
 -
961
New
$39.3K - $40.1K
961 $41.3K
Nov 06, 2023 Q3 2023
E Rn Financial, LLC

BUY
 -
925
+ 14.89%
$37.8K - $38.6K
7.14K $307K
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
827
+ 68.12%
$33.8K - $34.5K
2.04K $87.7K
Nov 14, 2023 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
788
+ 0.86%
$32.2K - $32.8K
92K $3.96M
Nov 06, 2023 Q3 2023
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
777
+ 5.77%
$31.8K - $32.4K
14.2K $612K
Nov 07, 2023 Q3 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
762
+ 13.81%
$31.2K - $31.8K
6.28K $270K
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
747
New
$30.6K - $31.1K
747 $32.1K
Nov 06, 2023 Q3 2023
David Kennon Inc

Sarasota, FL
BUY
 -
731
+ 0.37%
$29.9K - $30.5K
199K $8.55M
Oct 10, 2023 Q3 2023
Cadent Capital Advisors, LLC

BUY
 -
701
+ 8.51%
$28.7K - $29.2K
8.94K $384K
Oct 10, 2023 Q3 2023
Mc Namara Financial Services, Inc.

BUY
 -
699
+ 4.27%
$28.6K - $29.1K
17.1K $733K
Nov 09, 2023 Q3 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
696
+ 1.01%
$28.5K - $29K
69.6K $2.99M
Oct 25, 2023 Q3 2023
Penobscot Wealth Management

BUY
 -
559
+ 4.74%
$22.9K - $23.3K
12.4K $531K
Oct 31, 2023 Q3 2023
Sierra Capital LLC

BUY
 -
556
+ 1.76%
$22.7K - $23.2K
32.2K $1.38M
Oct 19, 2023 Q3 2023
Sterling Investment Counsel, LLC

BUY
 -
553
+ 3.79%
$22.6K - $23K
15.1K $651K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
547
New
$22.4K - $22.8K
547 $23.5K
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
496
+ 0.2%
$20.3K - $20.7K
247K $10.6M
Oct 24, 2023 Q3 2023
4 J Wealth Management LLC

BUY
 -
482
+ 2.0%
$19.7K - $20.1K
24.6K $1.06M
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
431
New
$17.6K - $18K
431 $18.5K
Nov 15, 2023 Q3 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
426
New
$17.4K - $17.8K
426 $18.3K
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
383
+ 4.31%
$15.7K - $16K
9.27K $398K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
369
+ 2.32%
$15.1K - $15.4K
16.3K $699K
Oct 31, 2023 Q3 2023
Blankinship & Foster, LLC

Solana Beach, CA
BUY
 -
333
+ 1.07%
$13.6K - $13.9K
31.6K $1.36M
Nov 14, 2023 Q3 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
327
+ 1.08%
$13.4K - $13.6K
30.5K $1.31M
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
314
+ 1.33%
$12.8K - $13.1K
23.8K $1.02M
Nov 03, 2023 Q3 2023
New Square Capital LLC

BUY
 -
311
New
$12.7K - $13K
311 $13.4K
Oct 25, 2023 Q3 2023
Beacon Financial Advisory LLC

BUY
 -
294
+ 2.82%
$12K - $12.3K
10.7K $460K
Nov 13, 2023 Q3 2023
Asset Dedication, LLC

BUY
 -
288
New
$11.8K - $12K
288 $12.4K
Nov 08, 2023 Q3 2023
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
251
+ 2.73%
$10.3K - $10.5K
9.46K $406K
Nov 14, 2023 Q3 2023
Westwood Holdings Group Inc

Dallas, TX
BUY
 -
242
+ 3.65%
$9.9K - $10.1K
6.87K $295K
Nov 13, 2023 Q3 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
239
+ 1.01%
$9.78K - $9.96K
24K $1.03M
Oct 11, 2023 Q3 2023
First Financial Corp

BUY
 -
236
New
$9.65K - $9.84K
236 $10.1K
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
230
+ 0.16%
$9.41K - $9.59K
144K $6.19M
Oct 23, 2023 Q3 2023
Svb Wealth LLC

Boston, MA
BUY
 -
201
+ 0.25%
$8.22K - $8.38K
82K $3.53M
Nov 14, 2023 Q3 2023
Brandywine Oak Private Wealth LLC

BUY
 -
200
+ 3.86%
$8.18K - $8.34K
5.38K $231K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
197
+ 1.0%
$8.06K - $8.21K
19.8K $853K
Oct 10, 2023 Q3 2023
Goal Vest Advisory LLC

BUY
 -
197
+ 70.36%
$8.06K - $8.21K
477 $20.5K
Oct 18, 2023 Q3 2023
Iron Horse Wealth Management, LLC

BUY
 -
181
New
$7.4K - $7.54K
181 $7.78K
Oct 20, 2023 Q3 2023
Kathleen S. Wright Associates Inc.

BUY
 -
175
+ 1.96%
$7.16K - $7.29K
9.1K $391K
Oct 16, 2023 Q3 2023
Columbia Advisory Partners LLC

BUY
 -
174
+ 1.89%
$7.12K - $7.25K
9.38K $403K
Nov 09, 2023 Q3 2023
Hunter Associates Investment Management LLC

Pittsburgh, PA
BUY
 -
170
+ 2.43%
$6.95K - $7.09K
7.18K $308K
Oct 25, 2023 Q3 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
161
+ 85.19%
$6.58K - $6.71K
350 $15K
Nov 13, 2023 Q3 2023
Fwl Investment Management, LLC

BUY
 -
145
New
$5.93K - $6.04K
145 $6.23K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
143
+ 2.22%
$5.85K - $5.96K
6.59K $283K
Nov 06, 2023 Q3 2023
Curi Wealth Management, LLC

BUY
 -
141
+ 0.96%
$5.77K - $5.88K
14.9K $639K
Nov 02, 2023 Q3 2023
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
139
+ 0.99%
$5.69K - $5.79K
14.2K $612K
Oct 25, 2023 Q3 2023
Kfa Private Wealth Group, LLC

BUY
 -
131
+ 1.5%
$5.36K - $5.46K
8.85K $380K
Oct 30, 2023 Q3 2023
Eagle Global Advisors LLC

Houston, TX
BUY
 -
118
+ 1.96%
$4.83K - $4.92K
6.13K $263K
Nov 09, 2023 Q3 2023
Concorde Asset Management, LLC

BUY
 -
96
+ 1.2%
$3.93K - $4K
8.09K $348K
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
86
+ 3.97%
$3.52K - $3.58K
2.25K $96.8K

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