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 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-35- 60.34% |
$1.53K - $1.59K
|
23
$982
|
|
Mar 04, 2021
Q4 2020
|
Mainstay Capital Management LLC
|
SELL
|
- |
-49- 0.26% |
$2.14K - $2.23K
|
19.1K
$817K
|
|
Feb 10, 2021
Q4 2020
|
Davidson Investment Advisors
|
SELL
|
- |
-55- 0.77% |
$2.4K - $2.5K
|
7.11K
$304K
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-99Closed |
$4.33K - $4.5K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Rhs Financial, LLC
|
SELL
|
- |
-110- 0.3% |
$4.81K - $5K
|
36.8K
$1.57M
|
|
Feb 08, 2021
Q4 2020
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-130Closed |
$5.68K - $5.91K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-141- 1.72% |
$6.16K - $6.41K
|
8.05K
$344K
|
|
Feb 12, 2021
Q4 2020
|
Dakota Wealth Management
|
SELL
|
- |
-191- 2.75% |
$8.35K - $8.68K
|
6.75K
$288K
|
|
Feb 11, 2021
Q4 2020
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-253- 0.38% |
$11.1K - $11.5K
|
67.1K
$2.87M
|
|
Jan 27, 2021
Q4 2020
|
Lindbrook Capital, LLC
|
SELL
|
- |
-286Closed |
$12.5K - $13K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-304- 1.64% |
$13.3K - $13.8K
|
18.2K
$779K
|
|
Feb 09, 2021
Q4 2020
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-325- 39.44% |
$14.2K - $14.8K
|
499
$21.3K
|
|
Jan 29, 2021
Q4 2020
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-329- 3.39% |
$14.4K - $14.9K
|
9.37K
$400K
|
|
Feb 09, 2021
Q4 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-422Closed |
$18.4K - $19.2K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-457Closed |
$20K - $20.8K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Vicus Capital
State College, PA |
SELL
|
- |
-526- 2.3% |
$23K - $23.9K
|
22.4K
$955K
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-652- 3.0% |
$28.5K - $29.6K
|
21.1K
$900K
|
|
Jan 25, 2021
Q4 2020
|
Veracity Capital LLC
|
SELL
|
- |
-679- 4.95% |
$29.7K - $30.9K
|
13K
$557K
|
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-700Closed |
$30.6K - $31.8K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Strategy Asset Managers LLC
|
SELL
|
- |
-727- 5.41% |
$31.8K - $33K
|
12.7K
$543K
|
|
Jan 29, 2021
Q4 2020
|
Whittier Trust CO
|
SELL
|
- |
-775- 0.49% |
$33.9K - $35.2K
|
159K
$6.78M
|
|
Jan 12, 2021
Q4 2020
|
First Hawaiian Bank
|
SELL
|
- |
-837- 2.49% |
$36.6K - $38K
|
32.8K
$1.4M
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-905Closed |
$39.6K - $41.1K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-967- 9.14% |
$42.3K - $43.9K
|
9.61K
$410K
|
|
Jan 13, 2021
Q4 2020
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1K- 15.41% |
$43.9K - $45.6K
|
5.5K
$235K
|
|
Jan 21, 2021
Q4 2020
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1.01K- 11.56% |
$44.3K - $46.1K
|
7.76K
$331K
|
|
Feb 16, 2021
Q4 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-1.03K- 85.38% |
$45.2K - $47K
|
177
$7.56K
|
|
Feb 12, 2021
Q4 2020
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.1K- 3.14% |
$48K - $49.9K
|
34K
$1.45M
|
|
Feb 16, 2021
Q4 2020
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.25K- 3.83% |
$54.4K - $56.6K
|
31.2K
$1.33M
|
|
Feb 08, 2021
Q4 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.39K- 7.81% |
$60.6K - $63K
|
16.4K
$699K
|
|
Feb 08, 2021
Q4 2020
|
Xml Financial, LLC
|
SELL
|
- |
-1.52K- 18.13% |
$66.5K - $69.1K
|
6.86K
$293K
|
|
Aug 13, 2024
Q4 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.59K- 75.48% |
$69.4K - $72.2K
|
516
$22K
|
|
Jan 29, 2021
Q4 2020
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.85K- 2.88% |
$80.9K - $84.1K
|
62.4K
$2.66M
|
|
Jan 27, 2021
Q4 2020
|
Dearborn Partners LLC
|
SELL
|
- |
-2.03K- 29.42% |
$88.8K - $92.3K
|
4.87K
$208K
|
|
Feb 02, 2021
Q4 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.12K- 47.11% |
$92.7K - $96.3K
|
2.38K
$102K
|
|
Feb 04, 2021
Q4 2020
|
Us Bancorp \De\
|
SELL
|
- |
-2.17K- 51.79% |
$95K - $98.7K
|
2.02K
$86.4K
|
|
Feb 08, 2021
Q4 2020
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.4K- 16.74% |
$105K - $109K
|
11.9K
$510K
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.51K- 19.88% |
$110K - $114K
|
10.1K
$432K
|
|
Jan 29, 2021
Q4 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.69K- 18.57% |
$117K - $122K
|
11.8K
$503K
|
|
Feb 10, 2021
Q4 2020
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.82K- 18.18% |
$123K - $128K
|
12.7K
$542K
|
|
Feb 10, 2021
Q4 2020
|
Ckw Financial Group
|
SELL
|
- |
-2.86K- 20.33% |
$125K - $130K
|
11.2K
$479K
|
|
Feb 16, 2021
Q4 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.36K- 5.72% |
$147K - $152K
|
55.4K
$2.36M
|
|
Jan 28, 2021
Q4 2020
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.72K- 13.9% |
$162K - $169K
|
23K
$983K
|
|
Jan 25, 2021
Q4 2020
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-3.77K- 25.0% |
$165K - $171K
|
11.3K
$484K
|
|
Jan 26, 2021
Q4 2020
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-4.18K- 20.68% |
$183K - $190K
|
16K
$685K
|
|
Jan 08, 2021
Q4 2020
|
Gradient Investments LLC
|
SELL
|
- |
-4.34K- 0.55% |
$190K - $197K
|
782K
$33.4M
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-4.53KClosed |
$198K - $206K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-5.02KClosed |
$219K - $228K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-5.09KClosed |
$222K - $231K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.18KClosed |
$227K - $235K
|
0
$0
|