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 |
---|---|---|---|---|---|---|---|
Apr 19, 2024
Q4 2019
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.23K- 15.87% |
$56.4K - $57.3K
|
6.53K
$279K
|
|
Feb 13, 2020
Q4 2019
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.25K- 10.78% |
$57.2K - $58K
|
10.3K
$441K
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-1.26KClosed |
$57.6K - $58.5K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.4K- 45.94% |
$64K - $65K
|
1.64K
$70.2K
|
|
Feb 10, 2020
Q4 2019
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.49K- 7.01% |
$68.3K - $69.4K
|
19.8K
$844K
|
|
Feb 12, 2020
Q4 2019
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.68K- 13.41% |
$76.8K - $78K
|
10.8K
$462K
|
|
Jan 31, 2020
Q4 2019
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1.77K- 1.42% |
$81K - $82.2K
|
123K
$5.25M
|
|
Jan 09, 2020
Q4 2019
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.77K- 5.35% |
$81.2K - $82.4K
|
31.3K
$1.34M
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-2.21KClosed |
$101K - $103K
|
0
$0
|
|
Aug 30, 2024
Q4 2019
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.4KClosed |
$110K - $112K
|
0
$0
|
|
Feb 06, 2020
Q4 2019
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.66K- 34.3% |
$122K - $124K
|
5.09K
$217K
|
|
Feb 10, 2020
Q4 2019
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.01K- 35.68% |
$138K - $140K
|
5.43K
$232K
|
|
Feb 11, 2020
Q4 2019
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.12K- 33.35% |
$143K - $145K
|
6.24K
$267K
|
|
Jan 17, 2020
Q4 2019
|
Fluent Financial, LLC
|
SELL
|
- |
-3.2K- 16.82% |
$147K - $149K
|
15.8K
$676K
|
|
Feb 07, 2020
Q4 2019
|
Adviser Investments LLC
|
SELL
|
- |
-3.75K- 1.35% |
$172K - $175K
|
275K
$11.7M
|
|
Feb 14, 2020
Q4 2019
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-3.83K- 87.18% |
$176K - $178K
|
563
$24K
|
|
Sep 14, 2021
Q4 2019
|
Cwm, LLC
|
SELL
|
- |
-4.83K- 32.21% |
$221K - $225K
|
10.2K
$434K
|
|
Feb 03, 2020
Q4 2019
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-4.96K- 6.95% |
$227K - $231K
|
66.4K
$2.84M
|
|
Feb 11, 2020
Q4 2019
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.01KClosed |
$229K - $233K
|
0
$0
|
|
Jan 09, 2020
Q4 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.04KClosed |
$231K - $234K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.16KClosed |
$237K - $240K
|
0
$0
|
|
Jan 10, 2020
Q4 2019
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-5.23KClosed |
$240K - $243K
|
0
$0
|
|
Feb 03, 2020
Q4 2019
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-5.33K- 49.56% |
$244K - $248K
|
5.42K
$232K
|
|
Feb 07, 2020
Q4 2019
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.52KClosed |
$299K - $303K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-6.8KClosed |
$312K - $316K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-7.2K- 2.57% |
$330K - $335K
|
273K
$11.7M
|
|
Feb 12, 2020
Q4 2019
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-7.75K- 3.33% |
$355K - $361K
|
225K
$9.61M
|
|
Feb 14, 2020
Q4 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8.6K- 40.8% |
$394K - $400K
|
12.5K
$533K
|
|
Feb 14, 2020
Q4 2019
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-9K- 29.32% |
$413K - $419K
|
21.7K
$927K
|
|
Feb 14, 2020
Q4 2019
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-10.7K- 95.89% |
$489K - $496K
|
457
$19.5K
|
|
Jan 23, 2020
Q4 2019
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-11.6K- 7.57% |
$534K - $542K
|
142K
$6.07M
|
|
Feb 12, 2020
Q4 2019
|
Wealthsource Partners, LLC
|
SELL
|
- |
-13.4K- 7.22% |
$616K - $625K
|
173K
$7.38M
|
|
Feb 13, 2020
Q4 2019
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14.9KClosed |
$683K - $693K
|
0
$0
|
|
Jan 16, 2020
Q4 2019
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-15.5K- 6.93% |
$708K - $719K
|
207K
$8.86M
|
|
Feb 12, 2020
Q4 2019
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-15.6KClosed |
$717K - $728K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-18.4K- 54.1% |
$841K - $854K
|
15.6K
$665K
|
|
Feb 12, 2020
Q4 2019
|
Retirement Capital Strategies
|
SELL
|
- |
-21.1K- 17.08% |
$966K - $980K
|
102K
$4.37M
|
|
Jan 15, 2020
Q4 2019
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-21.9KClosed |
$1.01M - $1.02M
|
0
$0
|
|
Jan 24, 2020
Q4 2019
|
Sheets Smith Wealth Management
|
SELL
|
- |
-22.1K- 74.22% |
$1.01M - $1.03M
|
7.67K
$328K
|
|
Feb 14, 2020
Q4 2019
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-35K- 7.91% |
$1.6M - $1.63M
|
407K
$17.4M
|
|
Feb 14, 2020
Q4 2019
|
Old Mission Capital LLC
|
SELL
|
- |
-36KClosed |
$1.65M - $1.68M
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-39.7KClosed |
$1.82M - $1.85M
|
0
$0
|
|
Jan 17, 2020
Q4 2019
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-40.9K- 47.55% |
$1.88M - $1.9M
|
45.2K
$1.93M
|
|
Feb 14, 2020
Q4 2019
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-45.1KClosed |
$2.07M - $2.1M
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-48.8KClosed |
$2.24M - $2.27M
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-52.4K- 46.32% |
$2.4M - $2.44M
|
60.8K
$2.6M
|
|
Feb 14, 2020
Q4 2019
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-115K- 63.05% |
$5.28M - $5.36M
|
67.5K
$2.88M
|
|
Jan 24, 2020
Q4 2019
|
Transform Wealth, LLC
|
SELL
|
- |
-213KClosed |
$9.76M - $9.91M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-400K- 12.63% |
$18.3M - $18.6M
|
2.77M
$118M
|
|
Feb 14, 2020
Q4 2019
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-669K- 81.98% |
$30.7M - $31.1M
|
147K
$6.28M
|