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 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.3K+ 73.36% |
$460K - $470K
|
24.3K
$1.05M
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
10.1K+ 96.32% |
$452K - $461K
|
20.6K
$886K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
9.98KNew |
$446K - $455K
|
9.98K
$429K
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
9.79KNew |
$438K - $447K
|
9.79K
$421K
|
|
|
Jan 18, 2022
Q4 2021
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
9.64K+ 2.25% |
$431K - $440K
|
438K
$18.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.62K+ 78.84% |
$430K - $439K
|
21.8K
$938K
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
9.57K+ 144.76% |
$428K - $437K
|
16.2K
$695K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.98K+ 2.95% |
$401K - $410K
|
313K
$13.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.87K+ 142.83% |
$397K - $405K
|
15.1K
$648K
|
|
|
Jan 24, 2022
Q4 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
8.84K+ 7.71% |
$395K - $403K
|
123K
$5.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.52K+ 181.92% |
$381K - $389K
|
13.2K
$568K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
8.4K+ 82.56% |
$376K - $383K
|
18.6K
$798K
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
8.29K+ 6.77% |
$371K - $378K
|
131K
$5.62M
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
8.28K+ 7.38% |
$370K - $378K
|
120K
$5.18M
|
|
|
Jan 19, 2022
Q4 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
8.24K+ 36.46% |
$368K - $376K
|
30.8K
$1.33M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.92K+ 26.9% |
$354K - $361K
|
37.4K
$1.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.83KNew |
$350K - $357K
|
7.83K
$337K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
7.75K+ 64.81% |
$347K - $354K
|
19.7K
$848K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7.75KNew |
$346K - $353K
|
7.75K
$333K
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
7.75KNew |
$346K - $353K
|
7.75K
$333K
|
|
|
Jan 20, 2022
Q4 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
7.65K+ 4.12% |
$342K - $349K
|
193K
$8.31M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7KNew |
$313K - $320K
|
7K
$301K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
6.65K+ 25.43% |
$297K - $303K
|
32.8K
$1.41M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
6.4KNew |
$286K - $292K
|
6.4K
$275K
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
6.29KNew |
$281K - $287K
|
6.29K
$270K
|
|
|
Feb 10, 2022
Q4 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
6.25K+ 72.11% |
$280K - $285K
|
14.9K
$641K
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
BUY
|
- |
6.24K+ 16.44% |
$279K - $285K
|
44.2K
$1.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.12KNew |
$274K - $279K
|
6.12K
$263K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.04K+ 335.2% |
$270K - $276K
|
7.84K
$337K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.02K+ 29.42% |
$269K - $275K
|
26.5K
$1.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
6K+ 25.86% |
$268K - $274K
|
29.2K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5.97KNew |
$267K - $272K
|
5.97K
$257K
|
|
|
May 03, 2023
Q4 2021
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
5.95KNew |
$266K - $272K
|
5.95K
$256K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.95K+ 9.64% |
$266K - $272K
|
67.7K
$2.91M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5.83K+ 4.47% |
$261K - $266K
|
136K
$5.86M
|
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
5.69KNew |
$254K - $259K
|
5.69K
$244K
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
5.65KNew |
$253K - $258K
|
5.65K
$243K
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
5.65K+ 57.25% |
$253K - $258K
|
15.5K
$667K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
5.63K+ 15.62% |
$252K - $257K
|
41.7K
$1.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.34KNew |
$239K - $244K
|
5.34K
$229K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.16KNew |
$231K - $236K
|
5.16K
$222K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
5.16K+ 16.54% |
$231K - $235K
|
36.3K
$1.56M
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
5.15KNew |
$231K - $235K
|
5.15K
$222K
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
5.11K+ 17.05% |
$229K - $233K
|
35.1K
$1.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.94KNew |
$221K - $225K
|
4.94K
$212K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.9KNew |
$219K - $224K
|
4.9K
$211K
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.89KNew |
$219K - $223K
|
4.89K
$210K
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
4.79KNew |
$214K - $219K
|
4.79K
$206K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.65KNew |
$208K - $212K
|
4.65K
$200K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.62KNew |
$206K - $211K
|
4.62K
$198K
|