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 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-332- 53.9% |
$13.2K - $13.9K
|
284
$12.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-348- 34.29% |
$13.8K - $14.6K
|
667
$28.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-370- 0.16% |
$14.7K - $15.5K
|
233K
$10M
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-398- 0.49% |
$15.8K - $16.7K
|
81.4K
$3.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-425- 7.38% |
$16.9K - $17.8K
|
5.33K
$229K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-443- 0.64% |
$17.6K - $18.5K
|
69.2K
$2.98M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-484- 2.03% |
$19.3K - $20.3K
|
23.3K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-503- 8.3% |
$20K - $21.1K
|
5.56K
$239K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-603- 4.55% |
$24K - $25.2K
|
12.7K
$544K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-647- 51.11% |
$25.7K - $27.1K
|
619
$26.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-650- 2.81% |
$25.9K - $27.2K
|
22.5K
$966K
|
|
|
Jan 25, 2023
Q4 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-668- 9.6% |
$26.6K - $28K
|
6.29K
$270K
|
|
|
Feb 08, 2023
Q4 2022
|
Seaview Investment Managers LLC
|
SELL
|
- |
-691- 2.12% |
$27.5K - $28.9K
|
31.9K
$1.37M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-693- 2.33% |
$27.6K - $29K
|
29.1K
$1.25M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-725- 7.17% |
$28.8K - $30.4K
|
9.39K
$404K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-757- 3.65% |
$30.1K - $31.7K
|
20K
$858K
|
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-799- 9.52% |
$31.8K - $33.5K
|
7.6K
$327K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.01K- 87.46% |
$40.2K - $42.3K
|
145
$6.23K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.02K- 7.86% |
$40.7K - $42.9K
|
12K
$516K
|
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-1.05K- 0.6% |
$41.7K - $43.8K
|
172K
$7.4M
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-1.18K- 14.38% |
$46.9K - $49.4K
|
7.02K
$302K
|
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.2K- 2.81% |
$47.8K - $50.3K
|
41.5K
$1.78M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.47K- 6.53% |
$58.6K - $61.6K
|
21.1K
$905K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.68K- 1.96% |
$66.6K - $70.1K
|
83.8K
$3.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-1.83K- 17.0% |
$72.9K - $76.7K
|
8.95K
$385K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.97K- 18.3% |
$78.2K - $82.3K
|
8.77K
$377K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.99K- 23.57% |
$79.1K - $83.2K
|
6.44K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-2.23K- 13.13% |
$88.9K - $93.5K
|
14.8K
$635K
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-2.53K- 3.84% |
$101K - $106K
|
63.4K
$2.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-2.56K- 5.62% |
$102K - $107K
|
43K
$1.85M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.75K- 3.16% |
$110K - $115K
|
84.5K
$3.63M
|
|
|
Feb 08, 2023
Q4 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-2.82K- 12.77% |
$112K - $118K
|
19.3K
$829K
|
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-2.83K- 1.96% |
$113K - $119K
|
142K
$6.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.84K- 5.9% |
$113K - $119K
|
45.3K
$1.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-3K- 9.81% |
$119K - $126K
|
27.6K
$1.19M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.08K- 39.38% |
$123K - $129K
|
4.75K
$204K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.2K- 22.55% |
$127K - $134K
|
11K
$472K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-3.44K- 3.21% |
$137K - $144K
|
103K
$4.45M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-3.46K- 12.44% |
$138K - $145K
|
24.4K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.52K- 18.37% |
$140K - $148K
|
15.7K
$673K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-3.55K- 37.81% |
$141K - $149K
|
5.84K
$251K
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.78K- 3.62% |
$150K - $158K
|
101K
$4.32M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.04K- 3.29% |
$161K - $169K
|
119K
$5.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.09K- 9.11% |
$163K - $171K
|
40.8K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.28K- 13.59% |
$170K - $179K
|
27.2K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-4.54K- 13.4% |
$181K - $190K
|
29.3K
$1.26M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5.28K- 6.26% |
$210K - $221K
|
79K
$3.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.45K- 36.73% |
$217K - $228K
|
9.39K
$404K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.46K- 41.68% |
$217K - $229K
|
7.64K
$328K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.49K- 99.85% |
$218K - $230K
|
8
$344
|