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
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
13.1K+ 7.23% |
$522K - $549K
|
194K
$8.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
12.5K+ 3.79% |
$499K - $525K
|
344K
$14.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
12.5KNew |
$496K - $522K
|
12.5K
$536K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
12.4KNew |
$493K - $519K
|
12.4K
$533K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
12K+ 145.33% |
$477K - $502K
|
20.2K
$870K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
11.9K+ 37.22% |
$474K - $499K
|
43.9K
$1.89M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
11.8KNew |
$471K - $495K
|
11.8K
$508K
|
|
|
Feb 14, 2023
Q4 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
11.8KNew |
$470K - $495K
|
11.8K
$508K
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
11.4KNew |
$455K - $479K
|
11.4K
$492K
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
11.4KNew |
$453K - $477K
|
11.4K
$490K
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11.2KNew |
$448K - $471K
|
11.2K
$484K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.2K+ 81.12% |
$444K - $467K
|
24.9K
$1.07M
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
11.1KNew |
$440K - $463K
|
11.1K
$475K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
11KNew |
$438K - $460K
|
11K
$473K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
10.9K+ 131.78% |
$434K - $456K
|
19.2K
$824K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
BUY
|
- |
10.8KNew |
$428K - $451K
|
10.8K
$463K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.7K+ 59.6% |
$426K - $449K
|
28.7K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.6KNew |
$423K - $445K
|
10.6K
$457K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
10.3KNew |
$409K - $430K
|
10.3K
$442K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.1KNew |
$402K - $423K
|
10.1K
$434K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.29KNew |
$370K - $389K
|
9.29K
$399K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.99K+ 4.99% |
$358K - $376K
|
189K
$8.13M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.81KNew |
$351K - $369K
|
8.81K
$379K
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
8.47KNew |
$337K - $355K
|
8.47K
$364K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8.39K+ 299.22% |
$334K - $351K
|
11.2K
$481K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
8.19K+ 0.8% |
$326K - $343K
|
1.04M
$44.5M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8.16K+ 856.24% |
$325K - $342K
|
9.11K
$392K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.13K+ 22.5% |
$323K - $340K
|
44.2K
$1.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
8.09KNew |
$322K - $339K
|
8.09K
$348K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.05KNew |
$320K - $337K
|
8.05K
$346K
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
8.03K+ 44.33% |
$320K - $336K
|
26.2K
$1.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.86K+ 3.53% |
$313K - $329K
|
230K
$9.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
7.79KNew |
$310K - $326K
|
7.79K
$335K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.79K+ 75.1% |
$310K - $326K
|
18.2K
$781K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7.64KNew |
$304K - $320K
|
7.64K
$328K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.58KNew |
$302K - $317K
|
7.58K
$326K
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
7.55KNew |
$301K - $316K
|
7.55K
$325K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7.52KNew |
$299K - $315K
|
7.52K
$323K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
7.4K+ 34.82% |
$294K - $310K
|
28.7K
$1.23M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
7.27KNew |
$289K - $304K
|
7.27K
$312K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7.23K+ 541.65% |
$288K - $303K
|
8.57K
$368K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.14K+ 123.41% |
$284K - $299K
|
12.9K
$556K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
7.08KNew |
$282K - $296K
|
7.08K
$304K
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
6.99KNew |
$278K - $293K
|
6.99K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.82K+ 2697.23% |
$272K - $286K
|
7.08K
$304K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
6.64K+ 4.43% |
$264K - $278K
|
156K
$6.72M
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
6.63K+ 5.68% |
$264K - $278K
|
123K
$5.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
6.63KNew |
$264K - $278K
|
6.63K
$285K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
6.53KNew |
$260K - $273K
|
6.53K
$281K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
6.52KNew |
$260K - $273K
|
6.52K
$280K
|