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 28, 2021
Q4 2020
|
Time Scale Financial, Inc.
|
BUY
|
- |
567+ 4.79% |
$24.8K - $25.8K
|
12.4K
$533K
|
|
|
Feb 11, 2021
Q4 2020
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
565+ 5.33% |
$24.7K - $25.7K
|
11.2K
$480K
|
|
|
Feb 12, 2021
Q4 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
559+ 2.76% |
$24.4K - $25.4K
|
20.8K
$896K
|
|
|
Feb 12, 2021
Q4 2020
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
546+ 15.22% |
$23.9K - $24.8K
|
4.13K
$178K
|
|
|
Feb 03, 2021
Q4 2020
|
Shilanski & Associates, Inc.
|
BUY
|
- |
504+ 5.77% |
$22K - $22.9K
|
9.25K
$397K
|
|
|
Feb 11, 2021
Q4 2020
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
476+ 6.3% |
$20.8K - $21.6K
|
8.03K
$345K
|
|
|
Jan 07, 2021
Q4 2020
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
450+ 33.33% |
$19.7K - $20.4K
|
1.8K
$77.4K
|
|
|
Feb 12, 2021
Q4 2020
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
375New |
$16.4K - $17K
|
375
$16.1K
|
|
|
Jan 26, 2021
Q4 2020
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
365+ 2.68% |
$16K - $16.6K
|
14K
$601K
|
|
|
Jan 19, 2021
Q4 2020
|
Archford Capital Strategies, LLC
|
BUY
|
- |
298+ 0.68% |
$13K - $13.5K
|
43.8K
$1.88M
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
291New |
$12.7K - $13.2K
|
291
$12.5K
|
|
|
Feb 04, 2021
Q4 2020
|
Atwood & Palmer Inc
|
BUY
|
- |
261New |
$11.4K - $11.9K
|
261
$11.2K
|
|
|
Feb 12, 2021
Q4 2020
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
250+ 2.5% |
$10.9K - $11.4K
|
10.3K
$441K
|
|
|
Feb 09, 2021
Q4 2020
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
250+ 0.38% |
$10.9K - $11.4K
|
66.1K
$2.84M
|
|
|
Jan 26, 2021
Q4 2020
|
Signal Point Asset Management, LLC
|
BUY
|
- |
243+ 2.87% |
$10.6K - $11K
|
8.7K
$374K
|
|
|
Feb 04, 2021
Q4 2020
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
192+ 0.57% |
$8.39K - $8.72K
|
33.6K
$1.45M
|
|
|
Jan 15, 2021
Q4 2020
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
188+ 25.1% |
$8.22K - $8.54K
|
937
$40.3K
|
|
|
Feb 18, 2021
Q4 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
177+ 12.26% |
$7.74K - $8.04K
|
1.62K
$69.7K
|
|
|
Feb 02, 2021
Q4 2020
|
S.A. Mason LLC
|
BUY
|
- |
150+ 30.0% |
$6.56K - $6.82K
|
650
$27.9K
|
|
|
Feb 09, 2021
Q4 2020
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
140New |
$6.12K - $6.36K
|
140
$6.02K
|
|
|
Feb 16, 2021
Q4 2020
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
125New |
$5.47K - $5.68K
|
125
$5.37K
|
|
|
Jan 25, 2021
Q4 2020
|
Toth Financial Advisory Corp
|
BUY
|
- |
115+ 100.0% |
$5.03K - $5.23K
|
230
$9.89K
|
|
|
Feb 01, 2021
Q4 2020
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
109+ 4.13% |
$4.77K - $4.95K
|
2.75K
$118K
|
|
|
Feb 12, 2021
Q4 2020
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
108+ 1.31% |
$4.72K - $4.91K
|
8.35K
$359K
|
|
|
Feb 11, 2021
Q4 2020
|
Bison Wealth, LLC
|
BUY
|
- |
95+ 182.69% |
$4.15K - $4.32K
|
147
$6.32K
|
|
|
Feb 09, 2021
Q4 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
92+ 4.18% |
$4.02K - $4.18K
|
2.29K
$98.5K
|
|
|
Jan 26, 2021
Q4 2020
|
Allworth Financial LP
|
BUY
|
- |
87New |
$3.8K - $3.95K
|
87
$3.74K
|
|
|
Feb 04, 2021
Q4 2020
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
83+ 14.34% |
$3.63K - $3.77K
|
662
$28.5K
|
|
|
Jan 13, 2021
Q4 2020
|
Raymond James Trust N.A.
|
BUY
|
- |
80+ 0.41% |
$3.5K - $3.64K
|
19.6K
$841K
|
|
|
Feb 24, 2021
Q4 2020
|
E Rn Financial, LLC
|
BUY
|
- |
77+ 0.85% |
$3.37K - $3.5K
|
9.11K
$392K
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
71+ 10.6% |
$3.1K - $3.23K
|
741
$31.9K
|
|
|
Feb 03, 2021
Q4 2020
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
70New |
$3.06K - $3.18K
|
70
$3.01K
|
|
|
Feb 22, 2021
Q4 2020
|
Retirement Group, LLC
|
BUY
|
- |
70+ 0.8% |
$3.06K - $3.18K
|
8.84K
$380K
|
|
|
Jan 12, 2021
Q4 2020
|
City Holding CO
|
BUY
|
- |
61New |
$2.67K - $2.77K
|
61
$2.62K
|
|
|
Feb 08, 2021
Q4 2020
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
58+ 0.39% |
$2.54K - $2.64K
|
14.7K
$634K
|
|
|
Feb 12, 2021
Q4 2020
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
54New |
$2.36K - $2.45K
|
54
$2.32K
|
|
|
Feb 05, 2021
Q4 2020
|
Element Wealth, LLC
|
BUY
|
- |
50New |
$2.19K - $2.27K
|
50
$2.15K
|
|
|
Jan 11, 2021
Q4 2020
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
28New |
$1.22K - $1.27K
|
28
$1.2K
|
|
|
Feb 01, 2021
Q4 2020
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
26+ 0.33% |
$1.14K - $1.18K
|
7.83K
$337K
|
|
|
Mar 11, 2022
Q4 2020
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
21+ 0.37% |
$918 - $954
|
5.68K
$244K
|
|
|
Feb 09, 2021
Q4 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
21+ 0.37% |
$918 - $954
|
5.65K
$243K
|
|
|
Feb 09, 2021
Q4 2020
|
Arkadios Wealth Advisors
|
BUY
|
- |
13+ 6.84% |
$568 - $591
|
203
$8.73K
|
|
|
Feb 11, 2021
Q4 2020
|
Valley National Advisers Inc
|
BUY
|
- |
8+ 11.94% |
$350 - $364
|
75
$3.22K
|
|
|
Feb 12, 2021
Q4 2020
|
M&T Bank Corp
|
BUY
|
- |
7+ 0.06% |
$306 - $318
|
11.5K
$494K
|
|
|
Feb 02, 2021
Q4 2020
|
Duncker Streett & CO Inc
|
BUY
|
- |
5+ 0.22% |
$219 - $227
|
2.31K
$99.4K
|
|
|
Jan 21, 2021
Q4 2020
|
Optimum Investment Advisors
|
BUY
|
- |
3+ 1.83% |
$131 - $136
|
167
$7.18K
|
|
|
Feb 08, 2021
Q4 2020
|
Jacobi Capital Management LLC
|
BUY
|
- |
3+ 0.88% |
$131 - $136
|
342
$14.7K
|
|
|
Feb 04, 2021
Q4 2020
|
Ellevest, Inc.
|
BUY
|
- |
2+ 0.85% |
$87.4 - $90.9
|
236
$10.1K
|
|
|
Jan 29, 2021
Q4 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-19- 0.02% |
$831 - $863
|
86.8K
$3.73M
|
|
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-35- 60.34% |
$1.53K - $1.59K
|
23
$989
|