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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
57.3K+ 10.27% |
$2.28M - $2.4M
|
615K
$26.4M
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
57.2KNew |
$2.27M - $2.39M
|
57.2K
$2.46M
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
55.5K+ 209.31% |
$2.21M - $2.32M
|
82K
$3.52M
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
54.7K+ 276.16% |
$2.18M - $2.29M
|
74.5K
$3.2M
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
52.7K+ 65.25% |
$2.1M - $2.21M
|
133K
$5.74M
|
|
Jan 23, 2023
Q4 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
52.6KNew |
$2.09M - $2.2M
|
52.6K
$2.26M
|
|
Jan 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
51.8KNew |
$2.06M - $2.17M
|
51.8K
$2.23M
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
51.3KNew |
$2.04M - $2.15M
|
51.3K
$2.21M
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
50.4KNew |
$2.01M - $2.11M
|
50.4K
$2.17M
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
50.2K+ 462.54% |
$2M - $2.1M
|
61.1K
$2.63M
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
48.6KNew |
$1.94M - $2.04M
|
48.6K
$2.09M
|
|
Jan 27, 2023
Q4 2022
|
Asio Capital, LLC
|
BUY
|
- |
48.3K+ 191.51% |
$1.92M - $2.02M
|
73.5K
$3.16M
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
47.7KNew |
$1.9M - $2M
|
47.7K
$2.05M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
46.9K+ 10.26% |
$1.87M - $1.97M
|
504K
$21.7M
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
46.3KNew |
$1.84M - $1.94M
|
46.3K
$1.99M
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
44.8KNew |
$1.78M - $1.88M
|
44.8K
$1.93M
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
44.5K+ 639.65% |
$1.77M - $1.86M
|
51.5K
$2.21M
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
44.1KNew |
$1.75M - $1.84M
|
44.1K
$1.89M
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
43.5KNew |
$1.73M - $1.82M
|
43.5K
$1.87M
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
BUY
|
- |
43K+ 505.12% |
$1.71M - $1.8M
|
51.5K
$2.22M
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
42.4K+ 113.23% |
$1.69M - $1.78M
|
79.8K
$3.43M
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
41.9KNew |
$1.67M - $1.76M
|
41.9K
$1.8M
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
40KNew |
$1.59M - $1.67M
|
40K
$1.72M
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
38.6KNew |
$1.53M - $1.61M
|
38.6K
$1.66M
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
37.9KNew |
$1.51M - $1.59M
|
37.9K
$1.63M
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
37.5K+ 430.56% |
$1.49M - $1.57M
|
46.2K
$1.99M
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
37.5K+ 1103.45% |
$1.49M - $1.57M
|
40.9K
$1.76M
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
37.2KNew |
$1.48M - $1.56M
|
37.2K
$1.6M
|
|
Feb 14, 2023
Q4 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
36.8KNew |
$1.46M - $1.54M
|
36.8K
$1.58M
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
36.7K+ 50212.33% |
$1.46M - $1.53M
|
36.7K
$1.58M
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
36.5K+ 123.01% |
$1.45M - $1.53M
|
66.1K
$2.84M
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
34.2KNew |
$1.36M - $1.43M
|
34.2K
$1.47M
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
32.7K+ 67.26% |
$1.3M - $1.37M
|
81.3K
$3.5M
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
32.7K+ 477.02% |
$1.3M - $1.37M
|
39.5K
$1.7M
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
32.3K+ 16.36% |
$1.28M - $1.35M
|
229K
$9.86M
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
32.1K+ 36.95% |
$1.28M - $1.34M
|
119K
$5.11M
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
BUY
|
- |
31.7K+ 170.33% |
$1.26M - $1.33M
|
50.3K
$2.16M
|
|
Feb 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
31.7KNew |
$1.26M - $1.33M
|
31.7K
$1.36M
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
30.8KNew |
$1.22M - $1.29M
|
30.8K
$1.32M
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
30.5KNew |
$1.22M - $1.28M
|
30.5K
$1.31M
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
30.5KNew |
$1.21M - $1.28M
|
30.5K
$1.31M
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
30.5KNew |
$1.21M - $1.28M
|
30.5K
$1.31M
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
30.4KNew |
$1.21M - $1.27M
|
30.4K
$1.31M
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
30.3K+ 58.17% |
$1.21M - $1.27M
|
82.3K
$3.54M
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
30K+ 173.66% |
$1.19M - $1.26M
|
47.3K
$2.03M
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
29.1KNew |
$1.16M - $1.22M
|
29.1K
$1.25M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29KNew |
$1.15M - $1.22M
|
29K
$1.25M
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
29KNew |
$1.15M - $1.21M
|
29K
$1.24M
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
28.4K+ 203.89% |
$1.13M - $1.19M
|
42.4K
$1.82M
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
27KNew |
$1.08M - $1.13M
|
27K
$1.16M
|