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 03, 2021
Q4 2020
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
6.9K+ 3.08% |
$301K - $313K
|
231K
$9.92M
|
|
|
Jan 29, 2021
Q4 2020
|
Concorde Asset Management, LLC
|
BUY
|
- |
6.88K+ 11.87% |
$301K - $313K
|
64.9K
$2.79M
|
|
|
Feb 01, 2021
Q4 2020
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.87KNew |
$300K - $312K
|
6.87K
$295K
|
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.77K+ 20.47% |
$296K - $307K
|
39.8K
$1.71M
|
|
|
Feb 04, 2021
Q4 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
6.71KNew |
$293K - $305K
|
6.71K
$288K
|
|
|
Jan 15, 2021
Q4 2020
|
Monument Capital Management
|
BUY
|
- |
6.57K+ 9.29% |
$287K - $299K
|
77.3K
$3.32M
|
|
|
Feb 05, 2021
Q4 2020
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
6.55K+ 3.59% |
$286K - $298K
|
189K
$8.13M
|
|
|
Feb 05, 2021
Q4 2020
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.5KNew |
$284K - $295K
|
6.5K
$279K
|
|
|
Jan 15, 2021
Q4 2020
|
Guidance Point Advisors, LLC
|
BUY
|
- |
6.49KNew |
$284K - $295K
|
6.49K
$279K
|
|
|
Feb 04, 2021
Q4 2020
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.48K+ 7.63% |
$283K - $294K
|
91.4K
$3.93M
|
|
|
Feb 12, 2021
Q4 2020
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
6.43K+ 3.86% |
$281K - $292K
|
173K
$7.43M
|
|
|
Feb 11, 2021
Q4 2020
|
Center For Asset Management LLC
|
BUY
|
- |
6.12KNew |
$267K - $278K
|
6.12K
$263K
|
|
|
Feb 08, 2021
Q4 2020
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
6.02KNew |
$263K - $274K
|
6.02K
$259K
|
|
|
Feb 16, 2021
Q4 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
6KNew |
$262K - $273K
|
6K
$258K
|
|
|
Feb 03, 2021
Q4 2020
|
Western Financial Corporation
|
BUY
|
- |
6KNew |
$262K - $273K
|
6K
$258K
|
|
|
Feb 04, 2021
Q4 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.89K+ 9.82% |
$257K - $268K
|
65.9K
$2.83M
|
|
|
Feb 11, 2021
Q4 2020
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
5.87K+ 4.78% |
$257K - $267K
|
129K
$5.53M
|
|
|
Jan 28, 2021
Q4 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.86KNew |
$256K - $266K
|
5.86K
$252K
|
|
|
Feb 11, 2021
Q4 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.85K+ 36.0% |
$256K - $266K
|
22.1K
$950K
|
|
|
Mar 08, 2021
Q4 2020
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.75K+ 8.35% |
$252K - $261K
|
74.7K
$3.21M
|
|
|
Feb 12, 2021
Q4 2020
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
5.43KNew |
$237K - $247K
|
5.43K
$233K
|
|
|
Feb 05, 2021
Q4 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5.39KNew |
$236K - $245K
|
5.39K
$232K
|
|
|
Jan 25, 2021
Q4 2020
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.22K+ 19.58% |
$228K - $237K
|
31.9K
$1.37M
|
|
|
Feb 09, 2021
Q4 2020
|
Meeder Asset Management Inc
|
BUY
|
- |
5.18K+ 180.92% |
$226K - $235K
|
8.04K
$346K
|
|
|
Feb 01, 2021
Q4 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.16KNew |
$226K - $235K
|
5.16K
$222K
|
|
|
Jan 29, 2021
Q4 2020
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
5.07K+ 42.06% |
$222K - $230K
|
17.1K
$736K
|
|
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.93K+ 10.34% |
$216K - $224K
|
52.6K
$2.26M
|
|
|
Jan 28, 2021
Q4 2020
|
Madden Advisory Services, Inc.
|
BUY
|
- |
4.79KNew |
$209K - $218K
|
4.79K
$206K
|
|
|
Jan 25, 2021
Q4 2020
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.76KNew |
$208K - $216K
|
4.76K
$204K
|
|
|
Jan 25, 2021
Q4 2020
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.7KNew |
$205K - $214K
|
4.7K
$202K
|
|
|
Feb 12, 2021
Q4 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.7K+ 65.84% |
$205K - $213K
|
11.8K
$508K
|
|
|
Feb 01, 2021
Q4 2020
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
4.67KNew |
$204K - $212K
|
4.67K
$201K
|
|
|
Jan 28, 2021
Q4 2020
|
Comerica Bank
|
BUY
|
- |
4.6KNew |
$201K - $209K
|
4.6K
$198K
|
|
|
Jan 29, 2021
Q4 2020
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
4.57K+ 5.67% |
$200K - $208K
|
85.1K
$3.66M
|
|
|
Jan 13, 2021
Q4 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.5K+ 14.9% |
$197K - $204K
|
34.7K
$1.49M
|
|
|
Jan 20, 2021
Q4 2020
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
4.5KNew |
$197K - $204K
|
4.5K
$193K
|
|
|
Jun 07, 2023
Q4 2020
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4.35K+ 202.42% |
$190K - $197K
|
6.49K
$279K
|
|
|
Mar 14, 2023
Q4 2020
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.27K+ 18.31% |
$187K - $194K
|
27.6K
$1.19M
|
|
|
Feb 16, 2021
Q4 2020
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.27K+ 18.31% |
$187K - $194K
|
27.6K
$1.19M
|
|
|
Jan 21, 2021
Q4 2020
|
Ballast, Inc.
|
BUY
|
- |
4.23K+ 6.0% |
$185K - $192K
|
74.8K
$3.21M
|
|
|
Jan 20, 2021
Q4 2020
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.12K+ 61.67% |
$180K - $187K
|
10.8K
$465K
|
|
|
Feb 08, 2021
Q4 2020
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
4.03KNew |
$176K - $183K
|
4.03K
$173K
|
|
|
Feb 04, 2021
Q4 2020
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.91K+ 24.43% |
$171K - $178K
|
19.9K
$856K
|
|
|
Feb 01, 2021
Q4 2020
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
3.9K+ 71.14% |
$170K - $177K
|
9.37K
$403K
|
|
|
Feb 03, 2021
Q4 2020
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3.87K+ 64.93% |
$169K - $176K
|
9.83K
$423K
|
|
|
Feb 16, 2021
Q4 2020
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.86K+ 11.7% |
$169K - $176K
|
36.9K
$1.59M
|
|
|
Jan 19, 2021
Q4 2020
|
Investment Partners, Ltd.
|
BUY
|
- |
3.51K+ 13.86% |
$154K - $160K
|
28.8K
$1.24M
|
|
|
Jan 20, 2021
Q4 2020
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
3.46K+ 17.69% |
$151K - $157K
|
23K
$991K
|
|
|
Feb 09, 2021
Q4 2020
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
3.16KNew |
$138K - $143K
|
3.16K
$136K
|
|
|
Feb 10, 2021
Q4 2020
|
D.A. Davidson & Co.
|
BUY
|
- |
3.15K+ 2.8% |
$138K - $143K
|
116K
$4.98M
|