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
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
36.1K+ 16.57% |
$1.61M - $1.65M
|
254K
$10.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
35.9K+ 14.47% |
$1.61M - $1.64M
|
284K
$12.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Straight Path Wealth Management
|
BUY
|
- |
35.4KNew |
$1.58M - $1.61M
|
35.4K
$1.52M
|
|
|
Jan 20, 2022
Q4 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
35.3K+ 83.55% |
$1.58M - $1.61M
|
77.6K
$3.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Donoghue Forlines LLC
|
BUY
|
- |
35.2K+ 3.46% |
$1.57M - $1.61M
|
1.05M
$45.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
33.1KNew |
$1.48M - $1.51M
|
33.1K
$1.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
32.5KNew |
$1.45M - $1.48M
|
32.5K
$1.4M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
32.2K+ 128.07% |
$1.44M - $1.47M
|
57.4K
$2.47M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
31.6KNew |
$1.41M - $1.44M
|
31.6K
$1.36M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
30.9K+ 6.49% |
$1.38M - $1.41M
|
508K
$21.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
29.6KNew |
$1.33M - $1.35M
|
29.6K
$1.27M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
29K+ 3.33% |
$1.3M - $1.33M
|
902K
$38.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
29K+ 55.74% |
$1.3M - $1.33M
|
81.1K
$3.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
27.4KNew |
$1.22M - $1.25M
|
27.4K
$1.18M
|
|
|
Feb 25, 2022
Q4 2021
|
Simplicity Wealth,Llc
|
BUY
|
- |
27KNew |
$1.21M - $1.23M
|
27K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
26.5KNew |
$1.19M - $1.21M
|
26.5K
$1.14M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.2K+ 0.84% |
$1.08M - $1.1M
|
2.89M
$124M
|
|
|
Feb 16, 2022
Q4 2021
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
23.5K+ 4.92% |
$1.05M - $1.07M
|
501K
$21.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
22.6K+ 5.76% |
$1.01M - $1.03M
|
415K
$17.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
22.5K+ 5.27% |
$1.01M - $1.03M
|
450K
$19.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
BUY
|
- |
22.3K+ 5.72% |
$996K - $1.02M
|
411K
$17.7M
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
22.2K+ 2.1% |
$993K - $1.01M
|
1.08M
$46.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
21.8K+ 16.75% |
$974K - $994K
|
152K
$6.53M
|
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
21.2K+ 9.64% |
$949K - $968K
|
241K
$10.4M
|
|
|
Mar 01, 2022
Q4 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
21.2K+ 27.79% |
$947K - $967K
|
97.4K
$4.19M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
20.6K+ 15.09% |
$920K - $939K
|
157K
$6.75M
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
19.8K+ 22.42% |
$887K - $905K
|
108K
$4.65M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
18.9K+ 138.18% |
$845K - $863K
|
32.6K
$1.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
18.8KNew |
$839K - $856K
|
18.8K
$807K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.6K+ 2.43% |
$833K - $850K
|
786K
$33.8M
|
|
|
Jan 14, 2022
Q4 2021
|
Divergent Planning, LLC
|
BUY
|
- |
17.6K+ 9.14% |
$789K - $805K
|
211K
$9.05M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
16.6K+ 43.39% |
$741K - $756K
|
54.7K
$2.35M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.4K+ 31.07% |
$734K - $749K
|
69.2K
$2.98M
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
16.4KNew |
$733K - $748K
|
16.4K
$704K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
15.8K+ 98.14% |
$708K - $722K
|
31.9K
$1.37M
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
14.6K+ 16.29% |
$651K - $664K
|
104K
$4.47M
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
14.5K+ 1.19% |
$648K - $661K
|
1.23M
$52.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Greystone Financial Group, LLC
|
BUY
|
- |
14.3K+ 4.53% |
$639K - $652K
|
330K
$14.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
13.9K+ 8.75% |
$621K - $634K
|
173K
$7.42M
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
13.8K+ 8.37% |
$618K - $631K
|
179K
$7.69M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12.6K+ 3.24% |
$565K - $576K
|
403K
$17.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
12.2KNew |
$544K - $555K
|
12.2K
$522K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
12.1K+ 3471.14% |
$543K - $554K
|
12.5K
$537K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.3K+ 10.52% |
$504K - $514K
|
118K
$5.09M
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
11.1K+ 20.79% |
$495K - $505K
|
64.3K
$2.77M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
10.8K+ 7.52% |
$485K - $494K
|
155K
$6.66M
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
10.8K+ 31.67% |
$484K - $494K
|
45K
$1.93M
|
|
|
Jan 28, 2022
Q4 2021
|
Ota Financial Group L.P.
|
BUY
|
- |
10.6KNew |
$475K - $485K
|
10.6K
$457K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.5KNew |
$470K - $480K
|
10.5K
$452K
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
10.4KNew |
$464K - $473K
|
10.4K
$446K
|