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 09, 2021
Q4 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.75K- 9.71% |
$251K - $261K
|
53.5K
$2.3M
|
|
Jan 08, 2021
Q4 2020
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-5.81KClosed |
$254K - $264K
|
0
$0
|
|
Jan 11, 2021
Q4 2020
|
Ma Private Wealth
|
SELL
|
- |
-5.85KClosed |
$256K - $266K
|
0
$0
|
|
Jan 19, 2021
Q4 2020
|
One Advisory Partners, LLC
|
SELL
|
- |
-5.97K- 6.46% |
$261K - $271K
|
86.5K
$3.72M
|
|
Feb 24, 2021
Q4 2020
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-5.99K- 1.33% |
$262K - $272K
|
445K
$19.1M
|
|
Jan 11, 2021
Q4 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-6.19K- 27.47% |
$271K - $281K
|
16.4K
$703K
|
|
Feb 12, 2021
Q4 2020
|
Waddell & Associates, LLC
|
SELL
|
- |
-6.7KClosed |
$293K - $304K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-6.9K- 32.55% |
$302K - $314K
|
14.3K
$615K
|
|
Jan 19, 2021
Q4 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-6.91KClosed |
$302K - $314K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Rda Financial Network
|
SELL
|
- |
-6.99KClosed |
$306K - $318K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-7.33KClosed |
$321K - $333K
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-8.07K- 4.15% |
$353K - $367K
|
186K
$8.01M
|
|
Jan 27, 2021
Q4 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-8.11K- 23.45% |
$354K - $368K
|
26.5K
$1.14M
|
|
Feb 16, 2021
Q4 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.95K- 1.95% |
$391K - $407K
|
450K
$19.3M
|
|
Feb 12, 2021
Q4 2020
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-9.14K- 20.63% |
$400K - $415K
|
35.2K
$1.51M
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9.7K- 27.95% |
$424K - $441K
|
25K
$1.07M
|
|
Feb 02, 2021
Q4 2020
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.2K- 13.2% |
$447K - $464K
|
67.2K
$2.89M
|
|
Feb 12, 2021
Q4 2020
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-10.5KClosed |
$459K - $477K
|
0
$0
|
|
Apr 01, 2021
Q4 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.5K- 23.42% |
$461K - $479K
|
34.5K
$1.48M
|
|
Feb 08, 2021
Q4 2020
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-10.8K- 65.16% |
$473K - $491K
|
5.78K
$249K
|
|
Feb 04, 2021
Q4 2020
|
Omega Financial Group, LLC
|
SELL
|
- |
-11.8KClosed |
$515K - $536K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-12.3K- 25.76% |
$538K - $560K
|
35.5K
$1.53M
|
|
Jan 22, 2021
Q4 2020
|
Fluent Financial, LLC
|
SELL
|
- |
-13.6KClosed |
$594K - $618K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-14.5K- 14.04% |
$633K - $658K
|
88.6K
$3.81M
|
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.9K- 25.59% |
$653K - $679K
|
43.4K
$1.87M
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-15.6K- 27.38% |
$680K - $707K
|
41.3K
$1.77M
|
|
Feb 12, 2021
Q4 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-15.8K- 48.76% |
$689K - $716K
|
16.6K
$712K
|
|
Jan 20, 2021
Q4 2020
|
Ota Financial Group L.P.
|
SELL
|
- |
-15.8KClosed |
$691K - $719K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-16.4K- 6.91% |
$719K - $747K
|
221K
$9.52M
|
|
Feb 12, 2021
Q4 2020
|
Coastline Trust CO
|
SELL
|
- |
-18.2K- 25.65% |
$794K - $825K
|
52.6K
$2.26M
|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-18.5K- 22.29% |
$810K - $842K
|
64.6K
$2.78M
|
|
Feb 08, 2021
Q4 2020
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-22.6K- 21.13% |
$989K - $1.03M
|
84.4K
$3.63M
|
|
Jan 19, 2021
Q4 2020
|
Tap Consulting, LLC
|
SELL
|
- |
-23K- 63.91% |
$1M - $1.04M
|
13K
$557K
|
|
Feb 16, 2021
Q4 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-25.1KClosed |
$1.1M - $1.14M
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-27.1KClosed |
$1.19M - $1.23M
|
0
$0
|
|
Jan 13, 2021
Q4 2020
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-30.4K- 99.44% |
$1.33M - $1.38M
|
170
$7.31K
|
|
Jul 24, 2024
Q4 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-33.4KClosed |
$1.46M - $1.52M
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
F Dx Advisors, Inc.
|
SELL
|
- |
-39.7K- 68.57% |
$1.73M - $1.8M
|
18.2K
$782K
|
|
Feb 12, 2021
Q4 2020
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-41.9K- 57.74% |
$1.83M - $1.91M
|
30.7K
$1.32M
|
|
Feb 19, 2021
Q4 2020
|
Uma Financial Services, Inc.
|
SELL
|
- |
-42.2KClosed |
$1.84M - $1.92M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-42.7K- 5.33% |
$1.87M - $1.94M
|
758K
$32.6M
|
|
Feb 09, 2021
Q4 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-44.3K- 89.18% |
$1.94M - $2.01M
|
5.38K
$231K
|
|
Feb 12, 2021
Q4 2020
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-51.9K- 10.32% |
$2.27M - $2.36M
|
451K
$19.4M
|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-52.9K- 77.21% |
$2.31M - $2.4M
|
15.6K
$671K
|
|
Feb 12, 2021
Q4 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-56.3K- 61.19% |
$2.46M - $2.56M
|
35.7K
$1.54M
|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-63.6K- 51.19% |
$2.78M - $2.89M
|
60.6K
$2.61M
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
SELL
|
- |
-67.8KClosed |
$2.96M - $3.08M
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-96.3K- 36.03% |
$4.21M - $4.38M
|
171K
$7.35M
|
|
Feb 01, 2021
Q4 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-147K- 33.78% |
$6.42M - $6.67M
|
288K
$12.4M
|
|
Feb 16, 2021
Q4 2020
|
Barings LLC
|
SELL
|
- |
-163K- 30.94% |
$7.11M - $7.39M
|
363K
$15.6M
|