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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2021
Q4 2020
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
19.9K+ 52.45% |
$869K - $903K
|
57.8K
$2.48M
|
|
|
Feb 12, 2021
Q4 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
19.7K+ 15.6% |
$860K - $894K
|
146K
$6.27M
|
|
|
Feb 12, 2021
Q4 2020
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
19.5K+ 11.8% |
$854K - $887K
|
185K
$7.95M
|
|
|
Feb 04, 2021
Q4 2020
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
19K+ 20.8% |
$833K - $865K
|
111K
$4.76M
|
|
|
Jan 29, 2021
Q4 2020
|
Austin Private Wealth, LLC
|
BUY
|
- |
18.9K+ 41.11% |
$827K - $860K
|
65K
$2.79M
|
|
|
Jan 25, 2021
Q4 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
18.7K+ 65.16% |
$817K - $850K
|
47.4K
$2.04M
|
|
|
Feb 11, 2021
Q4 2020
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
18.3K+ 74.91% |
$801K - $832K
|
42.8K
$1.84M
|
|
|
Feb 01, 2021
Q4 2020
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
18.1K+ 51.15% |
$790K - $821K
|
53.4K
$2.29M
|
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
BUY
|
- |
16.9K+ 6.49% |
$738K - $767K
|
277K
$11.9M
|
|
|
Feb 12, 2021
Q4 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
16.7KNew |
$731K - $760K
|
16.7K
$719K
|
|
|
Feb 12, 2021
Q4 2020
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
16.3K+ 67.12% |
$714K - $742K
|
40.7K
$1.75M
|
|
|
Feb 03, 2021
Q4 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.9K+ 63.22% |
$694K - $721K
|
41K
$1.76M
|
|
|
Jan 19, 2021
Q4 2020
|
Wambolt & Associates, LLC
|
BUY
|
- |
14.4K+ 312.54% |
$630K - $655K
|
19K
$817K
|
|
|
Feb 03, 2021
Q4 2020
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
14.4KNew |
$628K - $653K
|
14.4K
$618K
|
|
|
Jan 29, 2021
Q4 2020
|
Bellwether Advisors, LLC
|
BUY
|
- |
13.4KNew |
$587K - $610K
|
13.4K
$577K
|
|
|
Feb 10, 2021
Q4 2020
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
13.1K+ 40.32% |
$574K - $596K
|
45.7K
$1.96M
|
|
|
Feb 11, 2021
Q4 2020
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
12.6K+ 11.09% |
$549K - $571K
|
126K
$5.41M
|
|
|
Jan 26, 2021
Q4 2020
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.2K+ 126.84% |
$534K - $555K
|
21.9K
$940K
|
|
|
Feb 09, 2021
Q4 2020
|
Comerica Securities,Inc.
|
BUY
|
- |
12K+ 9.54% |
$523K - $544K
|
137K
$5.91M
|
|
|
Feb 16, 2021
Q4 2020
|
Cooper Financial Group
|
BUY
|
- |
11.9K+ 7.32% |
$520K - $541K
|
174K
$7.5M
|
|
|
Jan 26, 2021
Q4 2020
|
Pfg Advisors
|
BUY
|
- |
11.9K+ 67.47% |
$519K - $539K
|
29.5K
$1.27M
|
|
|
Feb 05, 2021
Q4 2020
|
Fosun International LTD
|
BUY
|
- |
11.4K+ 5.94% |
$497K - $516K
|
203K
$8.71M
|
|
|
Jan 12, 2021
Q4 2020
|
Mc Adam, LLC
|
BUY
|
- |
11.4KNew |
$496K - $516K
|
11.4K
$488K
|
|
|
Feb 16, 2021
Q4 2020
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
11.3KNew |
$493K - $512K
|
11.3K
$484K
|
|
|
Jan 26, 2021
Q4 2020
|
Peak Financial Management, Inc.
|
BUY
|
- |
10.9K+ 7.65% |
$477K - $496K
|
154K
$6.6M
|
|
|
Feb 09, 2021
Q4 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.6K+ 18.63% |
$462K - $481K
|
67.4K
$2.9M
|
|
|
Feb 05, 2021
Q4 2020
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
10.4KNew |
$454K - $472K
|
10.4K
$447K
|
|
|
Jan 19, 2021
Q4 2020
|
Procyon Advisors, LLC
|
BUY
|
- |
10.1KNew |
$440K - $457K
|
10.1K
$432K
|
|
|
Feb 09, 2021
Q4 2020
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
9.95KNew |
$435K - $452K
|
9.95K
$428K
|
|
|
Feb 16, 2021
Q4 2020
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.39K+ 185.45% |
$411K - $427K
|
14.5K
$621K
|
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.33K+ 19.21% |
$408K - $424K
|
57.9K
$2.49M
|
|
|
Feb 09, 2021
Q4 2020
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
9.32K+ 22.84% |
$407K - $423K
|
50.1K
$2.15M
|
|
|
Feb 12, 2021
Q4 2020
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.13K+ 63.28% |
$399K - $415K
|
23.5K
$1.01M
|
|
|
Jun 23, 2021
Q4 2020
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
8.82K+ 18.08% |
$385K - $401K
|
57.6K
$2.48M
|
|
|
Feb 03, 2021
Q4 2020
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
8.74K+ 7.2% |
$382K - $397K
|
130K
$5.59M
|
|
|
Feb 16, 2021
Q4 2020
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
8.69K+ 5.61% |
$380K - $395K
|
164K
$7.03M
|
|
|
Feb 12, 2021
Q4 2020
|
Financial Strategies Group, Inc.
|
BUY
|
- |
8.48K+ 9.4% |
$371K - $385K
|
98.6K
$4.24M
|
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.42K+ 6.0% |
$368K - $383K
|
149K
$6.4M
|
|
|
Feb 08, 2021
Q4 2020
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.24K+ 37.64% |
$360K - $374K
|
30.1K
$1.29M
|
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.17K+ 14.59% |
$357K - $371K
|
64.2K
$2.76M
|
|
|
Feb 12, 2021
Q4 2020
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
8.04KNew |
$351K - $365K
|
8.04K
$346K
|
|
|
Feb 04, 2021
Q4 2020
|
Sharkey, Howes & Javer
|
BUY
|
- |
7.96K+ 6.77% |
$348K - $362K
|
126K
$5.4M
|
|
|
Jan 13, 2021
Q4 2020
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.77K+ 36.84% |
$340K - $353K
|
28.9K
$1.24M
|
|
|
Jan 29, 2021
Q4 2020
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.76K+ 4.01% |
$339K - $353K
|
201K
$8.65M
|
|
|
Feb 16, 2021
Q4 2020
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
7.65K+ 10.02% |
$334K - $347K
|
84K
$3.61M
|
|
|
Feb 16, 2021
Q4 2020
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.32KNew |
$320K - $333K
|
7.32K
$315K
|
|
|
Feb 12, 2021
Q4 2020
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
7.27K+ 5.24% |
$318K - $330K
|
146K
$6.27M
|
|
|
Jan 25, 2021
Q4 2020
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.22KNew |
$315K - $328K
|
7.22K
$310K
|
|
|
Feb 04, 2021
Q4 2020
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
7.01KNew |
$306K - $319K
|
7.01K
$301K
|
|
|
Jan 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
6.92K+ 26.35% |
$303K - $315K
|
33.2K
$1.43M
|