Purchases and Sales Made in Q4 2020 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 2020. 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 22, 2021
Q4 2020
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
71.4KNew |
$3.12M - $3.25M
|
71.4K
$3.07M
|
|
Feb 16, 2021
Q4 2020
|
Townsquare Capital LLC
|
BUY
|
- |
69.7K+ 6.65% |
$3.05M - $3.17M
|
1.12M
$48M
|
|
Feb 12, 2021
Q4 2020
|
Betterment LLC
New York, NY |
BUY
|
- |
65.4KNew |
$2.86M - $2.97M
|
65.4K
$2.81M
|
|
Jan 13, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
62.4KNew |
$2.73M - $2.83M
|
62.4K
$2.68M
|
|
Feb 04, 2021
Q4 2020
|
Sigma Investment Counselors Inc
|
BUY
|
- |
57.7K+ 78.39% |
$2.52M - $2.62M
|
131K
$5.64M
|
|
Feb 02, 2021
Q4 2020
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
56.2KNew |
$2.46M - $2.56M
|
56.2K
$2.41M
|
|
Feb 23, 2021
Q4 2020
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
54K+ 96.19% |
$2.36M - $2.45M
|
110K
$4.73M
|
|
Feb 16, 2021
Q4 2020
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
53.3KNew |
$2.33M - $2.42M
|
53.3K
$2.29M
|
|
Mar 19, 2021
Q4 2020
|
Curi Wealth Management, LLC
|
BUY
|
- |
53KNew |
$2.32M - $2.41M
|
53K
$2.27M
|
|
Feb 16, 2021
Q4 2020
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
52.8KNew |
$2.31M - $2.4M
|
52.8K
$2.27M
|
|
Feb 16, 2021
Q4 2020
|
Tradition Wealth Management, LLC
|
BUY
|
- |
52.2KNew |
$2.28M - $2.37M
|
52.2K
$2.24M
|
|
Feb 12, 2021
Q4 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
44.9K+ 18.44% |
$1.97M - $2.04M
|
289K
$12.4M
|
|
Feb 16, 2021
Q4 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
44.8K+ 7.58% |
$1.96M - $2.03M
|
636K
$27.3M
|
|
Feb 02, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
40.6KNew |
$1.77M - $1.84M
|
40.6K
$1.74M
|
|
Jan 19, 2021
Q4 2020
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
39.8K+ 23398.82% |
$1.74M - $1.81M
|
39.9K
$1.72M
|
|
Jan 15, 2021
Q4 2020
|
4 J Wealth Management LLC
|
BUY
|
- |
37.9KNew |
$1.66M - $1.72M
|
37.9K
$1.63M
|
|
Feb 16, 2021
Q4 2020
|
United Maritime Capital LLC
New York, NY |
BUY
|
- |
37.6KNew |
$1.64M - $1.71M
|
37.6K
$1.61M
|
|
Mar 09, 2021
Q4 2020
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
35.5KNew |
$1.55M - $1.61M
|
35.5K
$1.52M
|
|
Feb 12, 2021
Q4 2020
|
Wealthsource Partners, LLC
|
BUY
|
- |
35K+ 8.35% |
$1.53M - $1.59M
|
455K
$19.5M
|
|
Jan 28, 2021
Q4 2020
|
Montecito Bank & Trust
|
BUY
|
- |
34.2K+ 258.93% |
$1.49M - $1.55M
|
47.4K
$2.03M
|
|
Feb 16, 2021
Q4 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
33.5K+ 61.42% |
$1.46M - $1.52M
|
87.9K
$3.78M
|
|
Feb 16, 2021
Q4 2020
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
32.4K+ 7.81% |
$1.42M - $1.47M
|
447K
$19.2M
|
|
Jan 13, 2021
Q4 2020
|
Brookstone Capital Management
|
BUY
|
- |
31.7K+ 34.42% |
$1.38M - $1.44M
|
124K
$5.31M
|
|
Jan 11, 2021
Q4 2020
|
Sound Income Strategies, LLC
|
BUY
|
- |
31.3K+ 3.14% |
$1.37M - $1.42M
|
1.03M
$44.1M
|
|
Jan 22, 2021
Q4 2020
|
Regal Wealth Group, Inc.
|
BUY
|
- |
30.5K+ 51.06% |
$1.33M - $1.38M
|
90.1K
$3.87M
|
|
Feb 05, 2021
Q4 2020
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
30.4K+ 18.17% |
$1.33M - $1.38M
|
198K
$8.5M
|
|
Sep 10, 2024
Q4 2020
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
28.4K+ 12.11% |
$1.24M - $1.29M
|
263K
$11.3M
|
|
Feb 16, 2021
Q4 2020
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
28.1K+ 40.71% |
$1.23M - $1.28M
|
97.2K
$4.17M
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.7K+ 6.63% |
$1.17M - $1.21M
|
429K
$18.4M
|
|
Feb 05, 2021
Q4 2020
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
26.5KNew |
$1.16M - $1.21M
|
26.5K
$1.14M
|
|
Feb 11, 2021
Q4 2020
|
Brown Financial Advisory
|
BUY
|
- |
26.1KNew |
$1.14M - $1.19M
|
26.1K
$1.12M
|
|
Jan 25, 2021
Q4 2020
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
26K+ 11.59% |
$1.14M - $1.18M
|
250K
$10.7M
|
|
Feb 12, 2021
Q4 2020
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
25.3KNew |
$1.11M - $1.15M
|
25.3K
$1.09M
|
|
Apr 19, 2024
Q4 2020
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
25.2KNew |
$1.1M - $1.15M
|
25.2K
$1.08M
|
|
Jan 29, 2021
Q4 2020
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
25.1K+ 136.24% |
$1.1M - $1.14M
|
43.6K
$1.87M
|
|
Jan 27, 2021
Q4 2020
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25.1K+ 13.71% |
$1.1M - $1.14M
|
208K
$8.94M
|
|
Feb 03, 2021
Q4 2020
|
Toews Corp
|
BUY
|
- |
25KNew |
$1.09M - $1.14M
|
25K
$1.07M
|
|
Mar 11, 2024
Q4 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
23.5K+ 20.39% |
$1.03M - $1.07M
|
139K
$5.95M
|
|
Jan 11, 2021
Q4 2020
|
Tri Star Advisors Inc.
|
BUY
|
- |
23.3K+ 14.23% |
$1.02M - $1.06M
|
187K
$8.04M
|
|
Feb 16, 2021
Q4 2020
|
Mcdonald Partners LLC
|
BUY
|
- |
22.9KNew |
$1M - $1.04M
|
22.9K
$985K
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22.9K+ 123.65% |
$1M - $1.04M
|
41.4K
$1.78M
|
|
Jan 20, 2021
Q4 2020
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
22.8K+ 238.71% |
$997K - $1.04M
|
32.4K
$1.39M
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.6K+ 18.61% |
$987K - $1.03M
|
144K
$6.18M
|
|
Jan 12, 2021
Q4 2020
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
22.5K+ 27.62% |
$983K - $1.02M
|
104K
$4.46M
|
|
Feb 12, 2021
Q4 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
22.2K+ 52.36% |
$972K - $1.01M
|
64.7K
$2.78M
|
|
Feb 19, 2021
Q4 2020
|
Round Rock Advisors, LLC
|
BUY
|
- |
21.8KNew |
$951K - $989K
|
21.8K
$935K
|
|
Feb 09, 2021
Q4 2020
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
21.3K+ 9.3% |
$931K - $968K
|
250K
$10.7M
|
|
Jan 22, 2021
Q4 2020
|
Cypress Wealth Services, LLC
|
BUY
|
- |
21K+ 31.29% |
$919K - $955K
|
88.2K
$3.79M
|
|
Jan 19, 2021
Q4 2020
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
20.6KNew |
$902K - $937K
|
20.6K
$886K
|
|
Feb 16, 2021
Q4 2020
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
20.4KNew |
$891K - $926K
|
20.4K
$875K
|