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 21, 2020
Q4 2019
|
Mainstay Capital Management LLC
|
BUY
|
- |
348+ 1.64% |
$16K - $16.2K
|
21.5K
$925K
|
|
Feb 14, 2020
Q4 2019
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
335+ 0.34% |
$15.4K - $15.6K
|
100K
$4.3M
|
|
Jan 29, 2020
Q4 2019
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
313New |
$14.3K - $14.6K
|
313
$13.5K
|
|
Jan 28, 2020
Q4 2019
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
293+ 1.3% |
$13.4K - $13.6K
|
22.8K
$981K
|
|
Feb 03, 2020
Q4 2019
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
271New |
$12.4K - $12.6K
|
271
$11.7K
|
|
Feb 13, 2020
Q4 2019
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
270+ 600.0% |
$12.4K - $12.6K
|
315
$13.5K
|
|
Feb 06, 2020
Q4 2019
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
250+ 0.5% |
$11.5K - $11.6K
|
50K
$2.15M
|
|
Feb 14, 2020
Q4 2019
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
248+ 3.2% |
$11.4K - $11.5K
|
7.99K
$343K
|
|
Feb 12, 2020
Q4 2019
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
244New |
$11.2K - $11.4K
|
244
$10.5K
|
|
Feb 07, 2020
Q4 2019
|
Citizens Financial Group Inc
|
BUY
|
- |
221New |
$10.1K - $10.3K
|
221
$9.5K
|
|
Feb 14, 2020
Q4 2019
|
Arkadios Wealth Advisors
|
BUY
|
- |
196New |
$8.98K - $9.12K
|
196
$8.43K
|
|
Jan 22, 2020
Q4 2019
|
Regal Wealth Group, Inc.
|
BUY
|
- |
196+ 0.26% |
$8.98K - $9.12K
|
75.7K
$3.26M
|
|
Jan 24, 2020
Q4 2019
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
183+ 11.02% |
$8.39K - $8.51K
|
1.84K
$79.3K
|
|
Jan 29, 2020
Q4 2019
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
97New |
$4.45K - $4.51K
|
97
$4.17K
|
|
Jan 10, 2020
Q4 2019
|
Larson Financial Group LLC
|
BUY
|
- |
97+ 48.99% |
$4.45K - $4.51K
|
295
$12.7K
|
|
Feb 05, 2020
Q4 2019
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
93+ 16.49% |
$4.26K - $4.33K
|
657
$28.2K
|
|
Feb 11, 2020
Q4 2019
|
E Rn Financial, LLC
|
BUY
|
- |
71+ 0.63% |
$3.25K - $3.3K
|
11.3K
$488K
|
|
Feb 07, 2020
Q4 2019
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
60+ 4.64% |
$2.75K - $2.79K
|
1.35K
$58.2K
|
|
Jan 02, 2024
Q4 2019
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
54+ 2.73% |
$2.48K - $2.51K
|
2.03K
$87.4K
|
|
Feb 12, 2020
Q4 2019
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
45New |
$2.06K - $2.09K
|
45
$1.93K
|
|
Feb 12, 2020
Q4 2019
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
44+ 0.4% |
$2.02K - $2.05K
|
11K
$472K
|
|
Jan 29, 2020
Q4 2019
|
Red Cedar Capital, LLC
|
BUY
|
- |
39+ 1.78% |
$1.79K - $1.81K
|
2.24K
$96.1K
|
|
Jan 27, 2020
Q4 2019
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
38+ 0.29% |
$1.74K - $1.77K
|
13.3K
$574K
|
|
Feb 12, 2020
Q4 2019
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
7New |
$321 - $326
|
7
$301
|
|
Sep 14, 2021
Q4 2019
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
6+ 0.85% |
$275 - $279
|
711
$30.6K
|
|
Feb 11, 2020
Q4 2019
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 0.23% |
$229 - $233
|
2.15K
$92.6K
|
|
Jan 22, 2020
Q4 2019
|
Optimum Investment Advisors
|
BUY
|
- |
3+ 1.94% |
$138 - $140
|
158
$6.79K
|
|
Jan 07, 2020
Q4 2019
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2- 0.03% |
$91.7 - $93.1
|
5.81K
$250K
|
|
Feb 11, 2020
Q4 2019
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4- 0.01% |
$183 - $186
|
47K
$2.02M
|
|
Jan 07, 2020
Q4 2019
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11- 0.28% |
$504 - $512
|
3.91K
$168K
|
|
Feb 13, 2020
Q4 2019
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-27- 0.08% |
$1.24K - $1.26K
|
33.1K
$1.42M
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-40Closed |
$1.83K - $1.86K
|
0
$0
|
|
Jan 17, 2020
Q4 2019
|
Creative Financial Designs Inc
|
SELL
|
- |
-46- 2.25% |
$2.11K - $2.14K
|
2K
$86K
|
|
Jan 27, 2020
Q4 2019
|
Tsfg, LLC
|
SELL
|
- |
-51- 66.23% |
$2.34K - $2.37K
|
26
$1.12K
|
|
Feb 14, 2020
Q4 2019
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-57- 0.14% |
$2.61K - $2.65K
|
39.9K
$1.72M
|
|
Feb 13, 2020
Q4 2019
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-131Closed |
$6.01K - $6.1K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-195- 0.4% |
$8.94K - $9.07K
|
48.2K
$2.07M
|
|
Jan 23, 2020
Q4 2019
|
Copperwynd Financial, LLC
|
SELL
|
- |
-199- 2.78% |
$9.12K - $9.26K
|
6.96K
$299K
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-218Closed |
$9.99K - $10.1K
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-305- 3.83% |
$14K - $14.2K
|
7.66K
$329K
|
|
Feb 20, 2020
Q4 2019
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-343- 6.32% |
$15.7K - $16K
|
5.08K
$219K
|
|
Feb 13, 2020
Q4 2019
|
Scotia Capital Inc.
|
SELL
|
- |
-506- 9.42% |
$23.2K - $23.5K
|
4.87K
$209K
|
|
Feb 12, 2020
Q4 2019
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-611- 9.97% |
$28K - $28.4K
|
5.52K
$237K
|
|
Jan 07, 2020
Q4 2019
|
Moneywise, Inc.
|
SELL
|
- |
-792- 8.16% |
$36.3K - $36.9K
|
8.91K
$383K
|
|
Feb 07, 2020
Q4 2019
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-811- 52.87% |
$37.2K - $37.7K
|
723
$31.1K
|
|
Jan 13, 2020
Q4 2019
|
First Hawaiian Bank
|
SELL
|
- |
-848- 2.59% |
$38.9K - $39.5K
|
31.9K
$1.37M
|
|
Jan 27, 2020
Q4 2019
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-907- 5.54% |
$41.6K - $42.2K
|
15.5K
$664K
|
|
Jan 16, 2020
Q4 2019
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-908- 3.97% |
$41.6K - $42.2K
|
22K
$944K
|
|
Jan 27, 2020
Q4 2019
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1.06K- 5.59% |
$48.8K - $49.5K
|
18K
$773K
|
|
Feb 14, 2020
Q4 2019
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.21K- 9.06% |
$55.4K - $56.2K
|
12.1K
$521K
|