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 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
75+ 0.26% |
$3.07K - $3.13K
|
28.5K
$1.23M
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
46+ 0.4% |
$1.88K - $1.92K
|
11.4K
$491K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
42+ 1.86% |
$1.72K - $1.75K
|
2.31K
$99.1K
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
39New |
$1.6K - $1.63K
|
39
$1.68K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
25+ 0.47% |
$1.02K - $1.04K
|
5.3K
$228K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
19+ 1.65% |
$777 - $792
|
1.17K
$50.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
15New |
$614 - $625
|
15
$645
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10+ 58.82% |
$409 - $417
|
27
$1.16K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
9+ 1.4% |
$368 - $375
|
651
$28K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 1.08% |
$40.9 - $41.7
|
94
$4.04K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1New |
$40.9 - $41.7
|
1
$43
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5- 1.17% |
$205 - $208
|
421
$18.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-9- 75.0% |
$368 - $375
|
3
$129
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-10- 0.27% |
$409 - $417
|
3.74K
$161K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-15- 2.38% |
$614 - $625
|
615
$26.4K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-16- 1.1% |
$654 - $667
|
1.44K
$61.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-17- 0.36% |
$695 - $709
|
4.67K
$201K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-30- 33.33% |
$1.23K - $1.25K
|
60
$2.58K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-33- 29.2% |
$1.35K - $1.38K
|
80
$3.44K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-41- 2.29% |
$1.68K - $1.71K
|
1.75K
$75.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-43- 0.74% |
$1.76K - $1.79K
|
5.73K
$246K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-50- 3.14% |
$2.05K - $2.08K
|
1.54K
$66.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-53- 5.81% |
$2.17K - $2.21K
|
859
$36.9K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-65- 0.22% |
$2.66K - $2.71K
|
30.1K
$1.29M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-69- 1.9% |
$2.82K - $2.88K
|
3.56K
$153K
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-94- 0.81% |
$3.84K - $3.92K
|
11.6K
$497K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-97- 7.54% |
$3.97K - $4.04K
|
1.19K
$51.1K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-97- 57.74% |
$3.97K - $4.04K
|
71
$3.05K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-108- 11.33% |
$4.42K - $4.5K
|
845
$36.3K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-108- 11.33% |
$4.42K - $4.5K
|
845
$36.3K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-124- 2.18% |
$5.07K - $5.17K
|
5.57K
$239K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-145- 0.5% |
$5.93K - $6.04K
|
28.9K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-146- 0.32% |
$5.97K - $6.09K
|
45.3K
$1.94M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-146- 1.29% |
$5.97K - $6.09K
|
11.2K
$482K
|
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
SELL
|
- |
-152- 2.92% |
$6.22K - $6.34K
|
5.05K
$217K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-153- 1.5% |
$6.26K - $6.38K
|
10K
$430K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-163- 2.44% |
$6.67K - $6.79K
|
6.53K
$280K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-171- 2.73% |
$6.99K - $7.13K
|
6.09K
$261K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-174- 66.67% |
$7.12K - $7.25K
|
87
$3.74K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-174- 66.67% |
$7.12K - $7.25K
|
87
$3.74K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-186- 71.26% |
$7.61K - $7.75K
|
75
$3.22K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-195- 1.33% |
$7.98K - $8.13K
|
14.5K
$624K
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-200- 0.62% |
$8.18K - $8.34K
|
31.8K
$1.37M
|
|
|
Oct 18, 2023
Q3 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-247- 1.49% |
$10.1K - $10.3K
|
16.3K
$700K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-301- 0.68% |
$12.3K - $12.5K
|
44.3K
$1.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-315- 1.94% |
$12.9K - $13.1K
|
15.9K
$684K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-350- 4.05% |
$14.3K - $14.6K
|
8.29K
$356K
|
|
|
Oct 19, 2023
Q3 2023
|
Ckw Financial Group
|
SELL
|
- |
-377- 3.95% |
$15.4K - $15.7K
|
9.17K
$394K
|
|
|
Oct 19, 2023
Q3 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-420- 3.98% |
$17.2K - $17.5K
|
10.1K
$436K
|