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 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
786+ 13.58% |
$35.2K - $35.9K
|
6.57K
$283K
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
740+ 1.93% |
$33.1K - $33.8K
|
39.1K
$1.68M
|
|
|
Jan 24, 2022
Q4 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
736+ 6.58% |
$32.9K - $33.6K
|
11.9K
$512K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
705+ 3.13% |
$31.5K - $32.2K
|
23.2K
$998K
|
|
|
Feb 14, 2022
Q4 2021
|
Quaker Wealth Management, LLC
|
BUY
|
- |
657+ 4.18% |
$29.4K - $30K
|
16.4K
$704K
|
|
|
Jan 05, 2022
Q4 2021
|
Crestmont Private Wealth LLC
|
BUY
|
- |
652New |
$29.2K - $29.8K
|
652
$28K
|
|
|
Jan 21, 2022
Q4 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
640+ 0.49% |
$28.6K - $29.2K
|
131K
$5.63M
|
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
577+ 0.33% |
$25.8K - $26.3K
|
174K
$7.5M
|
|
|
Jan 31, 2022
Q4 2021
|
J.Safra Asset Management Corp
|
BUY
|
- |
554New |
$24.8K - $25.3K
|
554
$23.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
542+ 36.57% |
$24.2K - $24.7K
|
2.02K
$87K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
542+ 3.41% |
$24.2K - $24.7K
|
16.4K
$707K
|
|
|
Jan 24, 2022
Q4 2021
|
Penobscot Wealth Management
|
BUY
|
- |
521+ 4.05% |
$23.3K - $23.8K
|
13.4K
$576K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
515+ 23.99% |
$23K - $23.5K
|
2.66K
$114K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
468+ 2.85% |
$20.9K - $21.4K
|
16.9K
$727K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
461+ 1.77% |
$20.6K - $21K
|
26.5K
$1.14M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
432+ 13.23% |
$19.3K - $19.7K
|
3.7K
$159K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
394+ 2.76% |
$17.6K - $18K
|
14.7K
$631K
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
393+ 2.9% |
$17.6K - $17.9K
|
13.9K
$599K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
384+ 8.58% |
$17.2K - $17.5K
|
4.86K
$209K
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
381+ 1.87% |
$17K - $17.4K
|
20.7K
$890K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
372+ 8.4% |
$16.6K - $17K
|
4.8K
$206K
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
371+ 0.53% |
$16.6K - $16.9K
|
70.2K
$3.02M
|
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
350+ 1.61% |
$15.7K - $16K
|
22.2K
$952K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
341New |
$15.3K - $15.6K
|
341
$14.7K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
334+ 1.63% |
$14.9K - $15.2K
|
20.8K
$893K
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
294+ 5.65% |
$13.2K - $13.4K
|
5.5K
$236K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
293+ 35.22% |
$13.1K - $13.4K
|
1.13K
$48.4K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
279New |
$12.5K - $12.7K
|
279
$12K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
278New |
$12.4K - $12.7K
|
278
$12K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
269+ 3.07% |
$12K - $12.3K
|
9.03K
$388K
|
|
|
Jan 12, 2022
Q4 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
243+ 1.57% |
$10.9K - $11.1K
|
15.7K
$674K
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
225+ 0.65% |
$10.1K - $10.3K
|
34.7K
$1.49M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
160New |
$7.16K - $7.3K
|
160
$6.88K
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
113+ 1.7% |
$5.05K - $5.16K
|
6.77K
$291K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
85New |
$3.8K - $3.88K
|
85
$3.65K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
72New |
$3.22K - $3.29K
|
72
$3.1K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
69+ 1.03% |
$3.09K - $3.15K
|
6.77K
$291K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
69New |
$3.09K - $3.15K
|
69
$2.97K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
60New |
$2.68K - $2.74K
|
60
$2.58K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
48New |
$2.15K - $2.19K
|
48
$2.06K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
40+ 6.9% |
$1.79K - $1.83K
|
620
$26.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
36New |
$1.61K - $1.64K
|
36
$1.55K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
30New |
$1.34K - $1.37K
|
30
$1.29K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
30+ 13.04% |
$1.34K - $1.37K
|
260
$11.2K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
26+ 0.56% |
$1.16K - $1.19K
|
4.64K
$199K
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.23% |
$1.03K - $1.05K
|
9.91K
$426K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
20+ 1.58% |
$895 - $913
|
1.29K
$55.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
18+ 33.33% |
$805 - $822
|
72
$3.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16+ 0.55% |
$716 - $730
|
2.94K
$126K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
12New |
$537 - $548
|
12
$516
|