Purchases and Sales Made in Q4 2021 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 2021. 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 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
867KNew |
$38.8M - $39.6M
|
867K
$37.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Exelon Corp
Chicago, IL |
BUY
|
- |
840KNew |
$37.6M - $38.3M
|
840K
$36.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
773KNew |
$34.6M - $35.3M
|
773K
$33.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
440KNew |
$19.7M - $20.1M
|
440K
$18.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
391K+ 27.43% |
$17.5M - $17.8M
|
1.82M
$78M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
343K+ 88.21% |
$15.3M - $15.7M
|
732K
$31.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
342K+ 4585.02% |
$15.3M - $15.6M
|
349K
$15M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
306KNew |
$13.7M - $14M
|
306K
$13.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
293K+ 4.33% |
$13.1M - $13.4M
|
7.05M
$303M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
281K+ 103.0% |
$12.6M - $12.8M
|
554K
$23.8M
|
|
|
Oct 04, 2023
Q4 2021
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
272KNew |
$12.2M - $12.4M
|
272K
$11.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
250KNew |
$11.2M - $11.4M
|
250K
$10.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
248K+ 46.85% |
$11.1M - $11.3M
|
777K
$33.4M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
244K+ 3536.34% |
$10.9M - $11.1M
|
251K
$10.8M
|
|
|
Feb 10, 2022
Q4 2021
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
194KNew |
$8.69M - $8.86M
|
194K
$8.35M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
182K+ 99.18% |
$8.14M - $8.31M
|
366K
$15.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
162K+ 318.57% |
$7.24M - $7.38M
|
213K
$9.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
152K+ 11.82% |
$6.82M - $6.96M
|
1.44M
$62M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
152KNew |
$6.8M - $6.94M
|
152K
$6.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
145K+ 24.06% |
$6.49M - $6.62M
|
748K
$32.2M
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
128K+ 15.99% |
$5.7M - $5.82M
|
925K
$39.8M
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
122K+ 34.73% |
$5.47M - $5.58M
|
475K
$20.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
108K+ 13.9% |
$4.84M - $4.94M
|
886K
$38.1M
|
|
|
May 06, 2022
Q4 2021
|
Powers Advisory Group, LLC
|
BUY
|
- |
105KNew |
$4.68M - $4.78M
|
105K
$4.5M
|
|
|
Feb 16, 2022
Q4 2021
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
102KNew |
$4.54M - $4.64M
|
102K
$4.37M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
83.3K+ 3.27% |
$3.73M - $3.8M
|
2.63M
$113M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
83K+ 95.0% |
$3.71M - $3.79M
|
170K
$7.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
77K+ 3.55% |
$3.44M - $3.51M
|
2.25M
$96.5M
|
|
|
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
73.7KNew |
$3.29M - $3.36M
|
73.7K
$3.17M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
70.6K+ 46.06% |
$3.16M - $3.22M
|
224K
$9.62M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
69K+ 16.05% |
$3.09M - $3.15M
|
499K
$21.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
66.1KNew |
$2.96M - $3.02M
|
66.1K
$2.84M
|
|
|
Feb 10, 2022
Q4 2021
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
64K+ 329.9% |
$2.86M - $2.92M
|
83.4K
$3.58M
|
|
|
Jan 28, 2022
Q4 2021
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
61.1KNew |
$2.73M - $2.79M
|
61.1K
$2.63M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
57.5KNew |
$2.57M - $2.62M
|
57.5K
$2.47M
|
|
|
Feb 07, 2022
Q4 2021
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
56.4K+ 47.54% |
$2.52M - $2.58M
|
175K
$7.53M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
56.4K+ 24.25% |
$2.52M - $2.58M
|
289K
$12.4M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
56.4K+ 24.25% |
$2.52M - $2.58M
|
289K
$12.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
49.6K+ 29.07% |
$2.22M - $2.26M
|
220K
$9.47M
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
48.1KNew |
$2.15M - $2.2M
|
48.1K
$2.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
47.5K+ 14.95% |
$2.12M - $2.17M
|
365K
$15.7M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
44.2KNew |
$1.98M - $2.02M
|
44.2K
$1.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
41.6K+ 30.45% |
$1.86M - $1.9M
|
178K
$7.66M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
40.9K+ 23.33% |
$1.83M - $1.87M
|
216K
$9.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
40.2K+ 56.97% |
$1.8M - $1.83M
|
111K
$4.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
40.2KNew |
$1.8M - $1.83M
|
40.2K
$1.73M
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
38.5KNew |
$1.72M - $1.76M
|
38.5K
$1.65M
|
|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
38.1KNew |
$1.7M - $1.74M
|
38.1K
$1.64M
|
|
|
Dec 15, 2022
Q4 2021
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
37.5KNew |
$1.68M - $1.71M
|
37.5K
$1.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.1KNew |
$1.66M - $1.7M
|
37.1K
$1.6M
|