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
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
201New |
$8K - $8.42K
|
201
$8.64K
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
192+ 150.0% |
$7.64K - $8.04K
|
320
$13.8K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
180+ 60.0% |
$7.16K - $7.54K
|
480
$20.6K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
145+ 16.46% |
$5.77K - $6.07K
|
1.03K
$44.1K
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
108+ 1.35% |
$4.3K - $4.52K
|
8.09K
$348K
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
103New |
$4.1K - $4.31K
|
103
$4.43K
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
89+ 1.45% |
$3.54K - $3.73K
|
6.21K
$267K
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
84New |
$3.34K - $3.52K
|
84
$3.61K
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
66New |
$2.63K - $2.76K
|
66
$2.84K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
51New |
$2.03K - $2.14K
|
51
$2.19K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
49+ 61.25% |
$1.95K - $2.05K
|
129
$5.55K
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
37New |
$1.47K - $1.55K
|
37
$1.59K
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
35+ 0.05% |
$1.39K - $1.47K
|
65.4K
$2.81M
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
34New |
$1.35K - $1.42K
|
34
$1.46K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
30New |
$1.19K - $1.26K
|
30
$1.29K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
25New |
$995 - $1.05K
|
25
$1.07K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
24+ 0.16% |
$955 - $1K
|
14.9K
$639K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
21+ 29.17% |
$836 - $879
|
93
$4K
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
16New |
$637 - $670
|
16
$688
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
14+ 0.6% |
$557 - $586
|
2.35K
$101K
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
13New |
$517 - $544
|
13
$559
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
8New |
$318 - $335
|
8
$344
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4+ 36.36% |
$159 - $167
|
15
$645
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2+ 1.82% |
$79.6 - $83.7
|
112
$4.81K
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 2.63% |
$79.6 - $83.7
|
78
$3.35K
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$39.8 - $41.9
|
1
$43
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.01% |
$39.8 - $41.9
|
15.1K
$649K
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-22- 0.18% |
$875 - $921
|
12.2K
$526K
|
|
Feb 14, 2023
Q4 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-24- 0.27% |
$955 - $1K
|
8.78K
$377K
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-40- 0.09% |
$1.59K - $1.67K
|
42.2K
$1.81M
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-42- 1.6% |
$1.67K - $1.76K
|
2.58K
$111K
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
SELL
|
- |
-53- 0.3% |
$2.11K - $2.22K
|
17.5K
$751K
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-61- 1.59% |
$2.43K - $2.55K
|
3.77K
$162K
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-70- 0.37% |
$2.79K - $2.93K
|
18.7K
$803K
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-102- 0.82% |
$4.06K - $4.27K
|
12.3K
$528K
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
SELL
|
- |
-113- 85.61% |
$4.5K - $4.73K
|
19
$817
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-152- 37.25% |
$6.05K - $6.36K
|
256
$11K
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-153- 46.08% |
$6.09K - $6.41K
|
179
$7.7K
|
|
Feb 02, 2023
Q4 2022
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-159- 0.75% |
$6.33K - $6.66K
|
21.1K
$905K
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-169- 3.05% |
$6.72K - $7.08K
|
5.36K
$231K
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-185- 1.64% |
$7.36K - $7.75K
|
11.1K
$478K
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-188- 0.86% |
$7.48K - $7.87K
|
21.8K
$937K
|
|
Jan 18, 2023
Q4 2022
|
Ckw Financial Group
|
SELL
|
- |
-213- 2.33% |
$8.48K - $8.92K
|
8.93K
$384K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-233- 15.09% |
$9.27K - $9.76K
|
1.31K
$56.4K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-234- 41.05% |
$9.31K - $9.8K
|
336
$14.4K
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-250- 2.73% |
$9.95K - $10.5K
|
8.91K
$383K
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-282- 2.55% |
$11.2K - $11.8K
|
10.8K
$463K
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-291- 3.31% |
$11.6K - $12.2K
|
8.49K
$365K
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-300- 48.7% |
$11.9K - $12.6K
|
316
$13.6K
|