Purchases and Sales Made in Q4 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-5.51K- 9.87% |
$219K - $231K
|
50.3K
$2.16M
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-5.8K- 3.02% |
$231K - $243K
|
186K
$8.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-5.98K- 20.57% |
$238K - $250K
|
23.1K
$992K
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-6.48K- 56.35% |
$258K - $271K
|
5.02K
$216K
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-6.6K- 24.35% |
$263K - $276K
|
20.5K
$881K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-6.76K- 17.54% |
$269K - $283K
|
31.8K
$1.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.95K- 8.36% |
$276K - $291K
|
76.1K
$3.27M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-7.43K- 0.84% |
$296K - $311K
|
875K
$37.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-7.56K- 9.7% |
$301K - $317K
|
70.3K
$3.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-7.61K- 7.74% |
$303K - $319K
|
90.7K
$3.9M
|
|
|
Feb 28, 2023
Q4 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-8.13K- 28.53% |
$323K - $340K
|
20.4K
$875K
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-8.23K- 56.18% |
$327K - $344K
|
6.42K
$276K
|
|
|
Feb 08, 2023
Q4 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-8.25K- 6.58% |
$328K - $345K
|
117K
$5.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-8.42K- 4.64% |
$335K - $353K
|
173K
$7.44M
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-9K- 35.2% |
$358K - $377K
|
16.6K
$712K
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-9.08K- 7.35% |
$361K - $380K
|
115K
$4.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-9.14K- 63.82% |
$364K - $383K
|
5.18K
$223K
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-9.45K- 17.73% |
$376K - $396K
|
43.8K
$1.89M
|
|
|
Jan 26, 2023
Q4 2022
|
Legacy Financial Group LLC
|
SELL
|
- |
-9.63K- 2.34% |
$383K - $403K
|
401K
$17.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-9.89K- 51.96% |
$393K - $414K
|
9.14K
$393K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-10K- 88.86% |
$399K - $420K
|
1.26K
$54.1K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-10.7K- 1.03% |
$428K - $450K
|
1.04M
$44.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-10.8K- 8.89% |
$431K - $454K
|
111K
$4.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-11.5K- 5.82% |
$456K - $480K
|
186K
$7.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-11.5K- 16.77% |
$458K - $482K
|
57.1K
$2.45M
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-11.9K- 52.13% |
$475K - $500K
|
11K
$471K
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-12.8K- 71.73% |
$510K - $537K
|
5.05K
$217K
|
|
|
Jan 18, 2023
Q4 2022
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-12.9K- 13.66% |
$515K - $542K
|
81.7K
$3.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-13.3K- 2.7% |
$530K - $558K
|
479K
$20.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-13.3K- 16.03% |
$530K - $558K
|
69.8K
$3M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-13.6K- 10.74% |
$540K - $569K
|
113K
$4.85M
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-14.4K- 9.59% |
$571K - $601K
|
135K
$5.81M
|
|
|
Jan 25, 2023
Q4 2022
|
Brown Financial Advisory
|
SELL
|
- |
-14.7K- 25.18% |
$586K - $616K
|
43.7K
$1.88M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15.2K- 19.64% |
$604K - $635K
|
62.1K
$2.67M
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-17.8K- 29.32% |
$709K - $746K
|
43K
$1.85M
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
SELL
|
- |
-18.7K- 78.91% |
$743K - $782K
|
4.99K
$215K
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-19.1K- 12.25% |
$762K - $802K
|
137K
$5.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-19.4K- 40.49% |
$773K - $813K
|
28.5K
$1.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.5K- 44.9% |
$775K - $816K
|
23.9K
$1.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-22.7K- 5.01% |
$901K - $948K
|
429K
$18.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-22.7K- 5.12% |
$902K - $949K
|
420K
$18M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-24K- 11.07% |
$955K - $1M
|
193K
$8.28M
|
|
|
Nov 14, 2024
Q4 2022
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-25.7K- 7.68% |
$1.02M - $1.08M
|
309K
$13.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-26.4K- 11.24% |
$1.05M - $1.1M
|
208K
$8.96M
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-27.5K- 14.78% |
$1.1M - $1.15M
|
159K
$6.83M
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-28.4K- 38.74% |
$1.13M - $1.19M
|
44.9K
$1.93M
|
|
|
Feb 02, 2023
Q4 2022
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-28.8K- 39.85% |
$1.14M - $1.2M
|
43.4K
$1.87M
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-29.4K- 40.28% |
$1.17M - $1.23M
|
43.5K
$1.87M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-30.7K- 42.2% |
$1.22M - $1.28M
|
42K
$1.81M
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
SELL
|
- |
-33.7K- 7.75% |
$1.34M - $1.41M
|
401K
$17.2M
|