Purchases and Sales Made in Q4 2019 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 Q4 2019. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2020
Q4 2019
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.38M+ 103.89% |
$63.4M - $64.4M
|
2.71M
$116M
|
|
|
Feb 11, 2020
Q4 2019
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.12MNew |
$51.3M - $52.1M
|
1.12M
$47.7M
|
|
|
Feb 14, 2020
Q4 2019
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
579KNew |
$26.6M - $27M
|
579K
$24.7M
|
|
|
Feb 06, 2020
Q4 2019
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
528KNew |
$24.2M - $24.6M
|
528K
$22.5M
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Group Ag
|
BUY
|
- |
429K+ 22.25% |
$19.7M - $19.9M
|
2.35M
$100M
|
|
|
Feb 13, 2020
Q4 2019
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
413KNew |
$18.9M - $19.2M
|
413K
$17.6M
|
|
|
Feb 13, 2020
Q4 2019
|
Personal Capital Advisors Corp
|
BUY
|
- |
350K+ 10.07% |
$16.1M - $16.3M
|
3.83M
$163M
|
|
|
Feb 05, 2020
Q4 2019
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
324K+ 24.69% |
$14.9M - $15.1M
|
1.64M
$69.8M
|
|
|
Jan 27, 2020
Q4 2019
|
Donoghue Forlines LLC
|
BUY
|
- |
283K+ 57.19% |
$13M - $13.2M
|
779K
$33.2M
|
|
|
Sep 09, 2024
Q4 2019
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
274KNew |
$12.6M - $12.8M
|
274K
$11.7M
|
|
|
Feb 11, 2020
Q4 2019
|
Assetmark, Inc
|
BUY
|
- |
267K+ 59.83% |
$12.2M - $12.4M
|
713K
$30.4M
|
|
|
Feb 10, 2020
Q4 2019
|
Stokes Family Office, LLC
|
BUY
|
- |
217KNew |
$9.95M - $10.1M
|
217K
$9.25M
|
|
|
Feb 14, 2020
Q4 2019
|
Truist Financial Corp
|
BUY
|
- |
216KNew |
$9.88M - $10M
|
216K
$9.19M
|
|
|
Feb 14, 2020
Q4 2019
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
203K+ 21.12% |
$9.32M - $9.46M
|
1.17M
$49.7M
|
|
|
Feb 14, 2020
Q4 2019
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
183K+ 42.08% |
$8.37M - $8.5M
|
616K
$26.3M
|
|
|
Feb 14, 2020
Q4 2019
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
170K+ 2413.65% |
$7.8M - $7.92M
|
177K
$7.56M
|
|
|
Jan 13, 2020
Q4 2019
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
163KNew |
$7.49M - $7.6M
|
163K
$6.96M
|
|
|
Jan 28, 2020
Q4 2019
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
161KNew |
$7.39M - $7.5M
|
161K
$6.87M
|
|
|
Feb 07, 2020
Q4 2019
|
Quaker Wealth Management, LLC
|
BUY
|
- |
156KNew |
$7.17M - $7.27M
|
156K
$6.66M
|
|
|
Jan 29, 2020
Q4 2019
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
130KNew |
$5.97M - $6.06M
|
130K
$5.55M
|
|
|
Apr 13, 2020
Q4 2019
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
130KNew |
$5.96M - $6.05M
|
130K
$5.54M
|
|
|
Feb 11, 2020
Q4 2019
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
113K+ 157.57% |
$5.19M - $5.26M
|
185K
$7.88M
|
|
|
Jan 30, 2020
Q4 2019
|
Iron Financial, LLC
|
BUY
|
- |
111K+ 105.56% |
$5.1M - $5.18M
|
217K
$9.24M
|
|
|
Feb 13, 2020
Q4 2019
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
103KNew |
$4.73M - $4.8M
|
103K
$4.4M
|
|
|
Feb 21, 2020
Q4 2019
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
98.4KNew |
$4.51M - $4.58M
|
98.4K
$4.19M
|
|
|
Jan 06, 2020
Q4 2019
|
Sound Income Strategies, LLC
|
BUY
|
- |
97.2K+ 11.71% |
$4.45M - $4.52M
|
927K
$39.5M
|
|
|
Jan 31, 2020
Q4 2019
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
88.5K+ 386.33% |
$4.06M - $4.12M
|
111K
$4.75M
|
|
|
Feb 10, 2020
Q4 2019
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
70.3K+ 128.32% |
$3.22M - $3.27M
|
125K
$5.33M
|
|
|
Feb 12, 2020
Q4 2019
|
Adams Wealth Management
|
BUY
|
- |
55.7KNew |
$2.55M - $2.59M
|
55.7K
$2.38M
|
|
|
Jan 31, 2020
Q4 2019
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
54.1KNew |
$2.48M - $2.52M
|
54.1K
$2.31M
|
|
|
Sep 07, 2021
Q4 2019
|
Geneos Wealth Management Inc.
|
BUY
|
- |
51.5K+ 59.68% |
$2.36M - $2.4M
|
138K
$5.87M
|
|
|
Feb 10, 2020
Q4 2019
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
49.9KNew |
$2.29M - $2.32M
|
49.9K
$2.12M
|
|
|
Feb 14, 2020
Q4 2019
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
46.6KNew |
$2.14M - $2.17M
|
46.6K
$1.99M
|
|
|
Feb 04, 2020
Q4 2019
|
Park Avenue Securities LLC
|
BUY
|
- |
44.6K+ 184.76% |
$2.05M - $2.08M
|
68.8K
$2.93M
|
|
|
May 18, 2020
Q4 2019
|
Townsquare Capital LLC
|
BUY
|
- |
41.2K+ 7.79% |
$1.89M - $1.92M
|
570K
$24.3M
|
|
|
Jan 15, 2020
Q4 2019
|
Ae Wealth Management LLC
|
BUY
|
- |
40.8K+ 861.75% |
$1.87M - $1.9M
|
45.5K
$1.94M
|
|
|
Feb 12, 2020
Q4 2019
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
38.8KNew |
$1.78M - $1.8M
|
38.8K
$1.65M
|
|
|
Jan 13, 2020
Q4 2019
|
Hnp Capital LLC
|
BUY
|
- |
38.6K+ 190.5% |
$1.77M - $1.8M
|
58.9K
$2.51M
|
|
|
Aug 05, 2021
Q4 2019
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
38.2KNew |
$1.75M - $1.78M
|
38.2K
$1.63M
|
|
|
Feb 14, 2020
Q4 2019
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
35.3K+ 174.26% |
$1.62M - $1.64M
|
55.6K
$2.37M
|
|
|
Jan 10, 2020
Q4 2019
|
Chesley Taft & Associates LLC
|
BUY
|
- |
30.9KNew |
$1.42M - $1.44M
|
30.9K
$1.32M
|
|
|
Feb 12, 2020
Q4 2019
|
Sawtooth Solutions, LLC
|
BUY
|
- |
28.5KNew |
$1.31M - $1.33M
|
28.5K
$1.22M
|
|
|
Feb 14, 2020
Q4 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
26.5K+ 14.31% |
$1.21M - $1.23M
|
212K
$9.02M
|
|
|
Jan 15, 2020
Q4 2019
|
Gradient Investments LLC
|
BUY
|
- |
24.4K+ 3.81% |
$1.12M - $1.14M
|
665K
$28.3M
|
|
|
Feb 12, 2020
Q4 2019
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.8K+ 15.79% |
$1.09M - $1.11M
|
175K
$7.45M
|
|
|
Feb 11, 2020
Q4 2019
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
21.6K+ 14.08% |
$990K - $1.01M
|
175K
$7.46M
|
|
|
Feb 18, 2020
Q4 2019
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
20.9KNew |
$959K - $974K
|
20.9K
$892K
|
|
|
Feb 11, 2020
Q4 2019
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
20.1KNew |
$922K - $936K
|
20.1K
$857K
|
|
|
Feb 14, 2020
Q4 2019
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
19.3K+ 4.55% |
$884K - $897K
|
444K
$18.9M
|
|
|
Jan 23, 2020
Q4 2019
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
18.8KNew |
$862K - $875K
|
18.8K
$801K
|