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 |
---|---|---|---|---|---|---|---|
Jan 23, 2020
Q4 2019
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18.7KNew |
$858K - $871K
|
18.7K
$805K
|
|
Feb 12, 2020
Q4 2019
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
18.3K+ 15.43% |
$838K - $850K
|
137K
$5.88M
|
|
Jan 10, 2020
Q4 2019
|
Trilogy Capital Inc.
|
BUY
|
- |
18.1K+ 16.62% |
$830K - $843K
|
127K
$5.46M
|
|
Feb 07, 2020
Q4 2019
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
17.1KNew |
$783K - $794K
|
17.1K
$734K
|
|
Feb 03, 2020
Q4 2019
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.2K+ 69.32% |
$741K - $752K
|
39.5K
$1.7M
|
|
Feb 14, 2020
Q4 2019
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
16.2KNew |
$740K - $752K
|
16.2K
$694K
|
|
Jan 27, 2021
Q4 2019
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
15.7KNew |
$721K - $732K
|
15.7K
$677K
|
|
Feb 11, 2020
Q4 2019
|
Comerica Securities,Inc.
|
BUY
|
- |
14.9K+ 19.25% |
$685K - $695K
|
92.6K
$3.98M
|
|
Jan 14, 2020
Q4 2019
|
Ballast, Inc.
|
BUY
|
- |
14.8K+ 29.13% |
$679K - $689K
|
65.6K
$2.82M
|
|
Jan 22, 2020
Q4 2019
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
14.6KNew |
$672K - $682K
|
14.6K
$630K
|
|
Feb 11, 2020
Q4 2019
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
14.1K+ 22.64% |
$647K - $656K
|
76.4K
$3.29M
|
|
Feb 13, 2020
Q4 2019
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
14.1K+ 5.81% |
$644K - $654K
|
256K
$11M
|
|
Jan 30, 2020
Q4 2019
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14K+ 38.62% |
$641K - $651K
|
50.2K
$2.16M
|
|
Jan 28, 2020
Q4 2019
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
13.9K+ 108.59% |
$637K - $647K
|
26.7K
$1.15M
|
|
Feb 13, 2020
Q4 2019
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.8K+ 61.45% |
$632K - $642K
|
36.2K
$1.56M
|
|
Feb 25, 2020
Q4 2019
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
13.4K+ 7.44% |
$614K - $624K
|
193K
$8.32M
|
|
Feb 12, 2020
Q4 2019
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
13.1KNew |
$602K - $611K
|
13.1K
$564K
|
|
Jan 16, 2020
Q4 2019
|
Occidental Asset Management, LLC
|
BUY
|
- |
12.9K+ 6.61% |
$593K - $601K
|
209K
$8.97M
|
|
Feb 04, 2020
Q4 2019
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.9K+ 22.95% |
$591K - $600K
|
69.1K
$2.97M
|
|
Feb 06, 2020
Q4 2019
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12.7K+ 2438.08% |
$581K - $590K
|
13.2K
$567K
|
|
Feb 18, 2020
Q4 2019
|
Smart Money Group LLC
|
BUY
|
- |
12.4KNew |
$566K - $575K
|
12.4K
$531K
|
|
Feb 07, 2020
Q4 2019
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
12.3K+ 65.78% |
$564K - $572K
|
31K
$1.33M
|
|
Jan 29, 2020
Q4 2019
|
Provident Wealth Management, LLC
|
BUY
|
- |
12.1KNew |
$555K - $563K
|
12.1K
$520K
|
|
Feb 13, 2020
Q4 2019
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.8K+ 20.26% |
$543K - $551K
|
70.3K
$3.02M
|
|
Feb 13, 2020
Q4 2019
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.8K+ 219.72% |
$540K - $549K
|
17.2K
$738K
|
|
Feb 14, 2020
Q4 2019
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11.4KNew |
$524K - $532K
|
11.4K
$491K
|
|
Jan 10, 2020
Q4 2019
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
11.3K+ 4.11% |
$520K - $528K
|
287K
$12.4M
|
|
Feb 13, 2020
Q4 2019
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.1K+ 9.59% |
$509K - $517K
|
127K
$5.46M
|
|
Feb 28, 2020
Q4 2019
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
10.9K+ 36.03% |
$499K - $507K
|
41.1K
$1.77M
|
|
Jan 31, 2020
Q4 2019
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.8KNew |
$496K - $504K
|
10.8K
$465K
|
|
Jan 24, 2020
Q4 2019
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10.7KNew |
$488K - $496K
|
10.7K
$458K
|
|
Feb 14, 2020
Q4 2019
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10.6K+ 107.5% |
$487K - $494K
|
20.5K
$882K
|
|
Feb 11, 2020
Q4 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.2KNew |
$466K - $473K
|
10.2K
$437K
|
|
Feb 04, 2020
Q4 2019
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.89KNew |
$454K - $460K
|
9.89K
$425K
|
|
Feb 06, 2020
Q4 2019
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
9.61KNew |
$440K - $447K
|
9.61K
$413K
|
|
Feb 14, 2020
Q4 2019
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
9.57K+ 28.83% |
$439K - $445K
|
42.7K
$1.84M
|
|
Jan 17, 2020
Q4 2019
|
Ifp Advisors, Inc
|
BUY
|
- |
9.17K+ 382.44% |
$420K - $427K
|
11.6K
$497K
|
|
Jan 15, 2020
Q4 2019
|
Coastline Trust CO
|
BUY
|
- |
9.06K+ 8.27% |
$415K - $422K
|
119K
$5.1M
|
|
Aug 30, 2021
Q4 2019
|
Retirement Group, LLC
|
BUY
|
- |
8.75KNew |
$401K - $407K
|
8.75K
$376K
|
|
Feb 14, 2020
Q4 2019
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
7.82K+ 12.04% |
$358K - $364K
|
72.7K
$3.13M
|
|
Mar 24, 2023
Q4 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7.46K+ 315.08% |
$342K - $347K
|
9.83K
$422K
|
|
Jan 16, 2020
Q4 2019
|
Merit Financial Group, LLC
|
BUY
|
- |
7.04K+ 26.22% |
$323K - $327K
|
33.9K
$1.46M
|
|
Jan 22, 2020
Q4 2019
|
Wp Advisors, LLC
|
BUY
|
- |
6.78K+ 3.79% |
$311K - $315K
|
185K
$7.97M
|
|
Feb 04, 2020
Q4 2019
|
Advisory Services Network, LLC
|
BUY
|
- |
6.61K+ 21.61% |
$303K - $308K
|
37.2K
$1.6M
|
|
Feb 07, 2020
Q4 2019
|
Independent Advisor Alliance
|
BUY
|
- |
6.52KNew |
$299K - $303K
|
6.52K
$280K
|
|
Feb 14, 2020
Q4 2019
|
D.A. Davidson & Co.
|
BUY
|
- |
6.5K+ 15.38% |
$298K - $302K
|
48.7K
$2.09M
|
|
Jan 30, 2020
Q4 2019
|
Mbe Wealth Management, LLC
|
BUY
|
- |
6.17KNew |
$283K - $287K
|
6.17K
$265K
|
|
Jan 30, 2020
Q4 2019
|
Rda Financial Network
|
BUY
|
- |
5.63KNew |
$258K - $262K
|
5.63K
$242K
|
|
Jan 29, 2020
Q4 2019
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.56K+ 4.34% |
$255K - $259K
|
134K
$5.74M
|
|
Feb 12, 2020
Q4 2019
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.48K+ 1.33% |
$251K - $255K
|
417K
$17.9M
|