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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-431- 2.14% |
$17.6K - $18K
|
19.7K
$846K
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-435- 0.74% |
$17.8K - $18.1K
|
58.2K
$2.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-469- 16.8% |
$19.2K - $19.5K
|
2.32K
$99.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-472- 72.73% |
$19.3K - $19.7K
|
177
$7.61K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-488- 1.12% |
$20K - $20.3K
|
43.2K
$1.85M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-567- 9.28% |
$23.2K - $23.6K
|
5.54K
$238K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-568- 45.12% |
$23.2K - $23.7K
|
691
$29.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-573- 3.35% |
$23.4K - $23.9K
|
16.5K
$710K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-600- 2.25% |
$24.5K - $25K
|
26.1K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-656- 3.07% |
$26.8K - $27.3K
|
20.7K
$890K
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-656- 9.94% |
$26.8K - $27.3K
|
5.95K
$255K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-705- 3.98% |
$28.8K - $29.4K
|
17K
$731K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-732- 53.28% |
$29.9K - $30.5K
|
642
$27.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-765- 6.33% |
$31.3K - $31.9K
|
11.3K
$486K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-795- 2.39% |
$32.5K - $33.1K
|
32.5K
$1.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-804- 4.53% |
$32.9K - $33.5K
|
16.9K
$728K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-807- 1.12% |
$33K - $33.6K
|
71.2K
$3.06M
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-819- 4.32% |
$33.5K - $34.1K
|
18.1K
$780K
|
|
|
Oct 26, 2023
Q3 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-835- 7.89% |
$34.2K - $34.8K
|
9.75K
$419K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-875- 57.19% |
$35.8K - $36.5K
|
655
$28.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-944- 38.22% |
$38.6K - $39.3K
|
1.53K
$65.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.02K- 6.21% |
$41.7K - $42.5K
|
15.4K
$662K
|
|
|
Oct 13, 2023
Q3 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-1.03K- 2.4% |
$42K - $42.8K
|
41.7K
$1.79M
|
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-1.04K- 1.95% |
$42.5K - $43.3K
|
52.3K
$2.25M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.06K- 7.36% |
$43.4K - $44.2K
|
13.3K
$573K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-1.07K- 1.19% |
$43.6K - $44.5K
|
88.6K
$3.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.14K- 12.62% |
$46.7K - $47.6K
|
7.9K
$339K
|
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.2K- 3.13% |
$49.2K - $50.2K
|
37.3K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.28K- 5.75% |
$52.4K - $53.4K
|
21K
$903K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
SELL
|
- |
-1.32K- 4.85% |
$54K - $55K
|
25.9K
$1.11M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.33K- 21.7% |
$54.2K - $55.3K
|
4.79K
$206K
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.35K- 5.95% |
$55.2K - $56.2K
|
21.3K
$916K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.36K- 10.64% |
$55.5K - $56.6K
|
11.4K
$490K
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.42K- 0.31% |
$58K - $59.1K
|
456K
$19.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.48K- 9.44% |
$60.4K - $61.6K
|
14.2K
$609K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-1.49K- 0.93% |
$60.7K - $61.9K
|
158K
$6.79M
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.49K- 93.52% |
$60.8K - $61.9K
|
103
$4.43K
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
SELL
|
- |
-1.57K- 2.53% |
$64.3K - $65.5K
|
60.5K
$2.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.67K- 80.39% |
$68.3K - $69.6K
|
407
$17.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.69K- 4.09% |
$69.1K - $70.4K
|
39.6K
$1.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.96K- 10.69% |
$80.2K - $81.8K
|
16.4K
$704K
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.99K- 25.39% |
$81.6K - $83.1K
|
5.86K
$252K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2K- 3.09% |
$81.6K - $83.2K
|
62.7K
$2.69M
|
|
|
Oct 16, 2023
Q3 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-2K- 11.9% |
$81.8K - $83.4K
|
14.8K
$636K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.07K- 1.76% |
$84.6K - $86.2K
|
116K
$4.98M
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-2.11K- 5.08% |
$86.4K - $88.1K
|
39.5K
$1.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-2.11K- 5.08% |
$86.4K - $88.1K
|
39.5K
$1.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-2.12K- 4.47% |
$86.7K - $88.4K
|
45.3K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.2K- 0.18% |
$89.9K - $91.7K
|
1.2M
$51.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.3K- 0.49% |
$94K - $95.8K
|
464K
$19.9M
|