Purchases and Sales Made in Q3 2024 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 2024. 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 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.93K- 29.19% |
$81K - $83.9K
|
4.69K
$200K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-1.94K- 0.82% |
$81.5K - $84.4K
|
234K
$9.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.08K- 0.86% |
$87.1K - $90.2K
|
239K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.09K- 12.06% |
$87.5K - $90.5K
|
15.2K
$649K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-2.19K- 48.08% |
$91.8K - $95K
|
2.36K
$101K
|
|
|
Nov 08, 2024
Q3 2024
|
Share Andrew L.
Manchester, NH |
SELL
|
- |
-2.39K- 26.12% |
$100K - $104K
|
6.76K
$289K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.46K- 31.13% |
$103K - $107K
|
5.45K
$233K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-2.54K- 19.24% |
$107K - $110K
|
10.7K
$455K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.55K- 17.7% |
$107K - $111K
|
11.8K
$505K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.57K- 7.02% |
$108K - $112K
|
34K
$1.45M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-2.61K- 2.71% |
$110K - $113K
|
93.6K
$4M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.76K- 11.81% |
$116K - $120K
|
20.6K
$881K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.83K- 1.59% |
$119K - $123K
|
174K
$7.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.88K- 5.74% |
$121K - $125K
|
47.2K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.96K- 3.29% |
$124K - $129K
|
87.2K
$3.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.14K- 2.73% |
$132K - $136K
|
112K
$4.77M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.26K- 0.89% |
$137K - $142K
|
362K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.33K- 20.68% |
$140K - $145K
|
12.8K
$545K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-3.38K- 4.17% |
$142K - $147K
|
77.5K
$3.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.49K- 24.64% |
$147K - $152K
|
10.7K
$456K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-3.73K- 18.43% |
$156K - $162K
|
16.5K
$704K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.74K- 8.85% |
$157K - $162K
|
38.5K
$1.64M
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-3.8K- 2.21% |
$159K - $165K
|
168K
$7.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-4.2K- 34.78% |
$176K - $182K
|
7.88K
$337K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.93K- 12.96% |
$207K - $214K
|
33.1K
$1.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.15K- 96.7% |
$216K - $224K
|
176
$7.52K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.46K- 0.72% |
$229K - $237K
|
754K
$32.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.49K- 0.41% |
$230K - $238K
|
1.33M
$56.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.57K- 7.04% |
$233K - $242K
|
73.5K
$3.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.15K- 35.4% |
$258K - $267K
|
11.2K
$479K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.51K- 24.85% |
$273K - $283K
|
19.7K
$841K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-6.68K- 23.12% |
$280K - $290K
|
22.2K
$948K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-7.03K- 51.76% |
$295K - $305K
|
6.55K
$280K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-7.07K- 24.65% |
$297K - $307K
|
21.6K
$923K
|
|
|
Nov 12, 2024
Q3 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-7.36K- 13.03% |
$309K - $320K
|
49.1K
$2.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.7K- 2.32% |
$323K - $334K
|
323K
$13.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-7.93K- 3.86% |
$333K - $344K
|
198K
$8.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-8.04K- 20.11% |
$337K - $349K
|
31.9K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-8.1K- 6.38% |
$340K - $352K
|
119K
$5.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.47K- 3.7% |
$355K - $368K
|
220K
$9.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.69K- 23.63% |
$365K - $377K
|
28.1K
$1.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-8.7K- 0.72% |
$365K - $378K
|
1.2M
$51.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-9.78K- 25.16% |
$410K - $425K
|
29.1K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-9.89K- 21.12% |
$415K - $430K
|
36.9K
$1.58M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-10.2K- 10.05% |
$430K - $445K
|
91.7K
$3.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-10.3K- 1.59% |
$430K - $445K
|
635K
$27.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-11.2K- 39.45% |
$469K - $485K
|
17.2K
$732K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11.9K- 23.02% |
$498K - $515K
|
39.7K
$1.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.9K- 24.1% |
$584K - $605K
|
43.9K
$1.87M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.9K- 24.1% |
$584K - $605K
|
43.9K
$1.87M
|