Purchases and Sales Made in Q4 2023 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 2023. 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, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
4.8M+ 236900.34% |
$193M - $204M
|
4.8M
$206M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
3.93MNew |
$158M - $167M
|
3.93M
$169M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.42M+ 16.12% |
$57M - $60.3M
|
10.2M
$439M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.16MNew |
$46.5M - $49.2M
|
1.16M
$49.8M
|
|
|
Feb 20, 2024
Q4 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
891KNew |
$35.8M - $37.9M
|
891K
$38.3M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
472KNew |
$19M - $20.1M
|
472K
$20.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
468KNew |
$18.8M - $19.9M
|
468K
$20.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
370K+ 29.32% |
$14.9M - $15.7M
|
1.63M
$70.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
341K+ 103.12% |
$13.7M - $14.5M
|
672K
$28.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
315KNew |
$12.7M - $13.4M
|
315K
$13.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
258K+ 5.91% |
$10.4M - $11M
|
4.63M
$199M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
245K+ 27.79% |
$9.86M - $10.4M
|
1.13M
$48.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
192K+ 19.86% |
$7.73M - $8.17M
|
1.16M
$49.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
186K+ 239.25% |
$7.47M - $7.9M
|
264K
$11.3M
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
177K+ 21.0% |
$7.11M - $7.52M
|
1.02M
$43.9M
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
177K+ 20.96% |
$7.1M - $7.51M
|
1.02M
$43.8M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
172K+ 10.62% |
$6.9M - $7.3M
|
1.79M
$76.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
171KNew |
$6.88M - $7.27M
|
171K
$7.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
148K+ 307.05% |
$5.95M - $6.29M
|
196K
$8.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
148K+ 10.17% |
$5.93M - $6.27M
|
1.6M
$68.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Little Harbor Advisors, LLC
|
BUY
|
- |
142KNew |
$5.71M - $6.04M
|
142K
$6.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
140K+ 22.29% |
$5.62M - $5.94M
|
767K
$33M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
133K+ 2546.12% |
$5.35M - $5.65M
|
138K
$5.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
121KNew |
$4.87M - $5.15M
|
121K
$5.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
113K+ 9.39% |
$4.53M - $4.78M
|
1.31M
$56.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
101K+ 110.05% |
$4.07M - $4.3M
|
193K
$8.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
99.9K+ 1280.96% |
$4.01M - $4.24M
|
108K
$4.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
98.2K+ 47.16% |
$3.95M - $4.17M
|
306K
$13.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
97.2K+ 160.5% |
$3.91M - $4.13M
|
158K
$6.78M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
96.4K+ 1483.79% |
$3.87M - $4.09M
|
103K
$4.42M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
92.7KNew |
$3.73M - $3.94M
|
92.7K
$3.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
83.8K+ 20.09% |
$3.37M - $3.56M
|
501K
$21.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
78.3KNew |
$3.15M - $3.33M
|
78.3K
$3.37M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
78.2K+ 52.64% |
$3.14M - $3.32M
|
227K
$9.75M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
78.2K+ 67.54% |
$3.14M - $3.32M
|
194K
$8.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
77.8KNew |
$3.13M - $3.31M
|
77.8K
$3.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
71KNew |
$2.85M - $3.02M
|
71K
$3.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
70.9KNew |
$2.85M - $3.01M
|
70.9K
$3.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
70.8K+ 199.29% |
$2.85M - $3.01M
|
106K
$4.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
69.5KNew |
$2.79M - $2.95M
|
69.5K
$2.99M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
64.1K+ 118.52% |
$2.58M - $2.72M
|
118K
$5.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
62.5K+ 378.44% |
$2.51M - $2.66M
|
79K
$3.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
59.8K+ 86.63% |
$2.4M - $2.54M
|
129K
$5.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
57.2KNew |
$2.3M - $2.43M
|
57.2K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
55.8K+ 18.48% |
$2.24M - $2.37M
|
358K
$15.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
50.5K+ 20.47% |
$2.03M - $2.15M
|
297K
$12.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
48.6K+ 2.42% |
$1.95M - $2.06M
|
2.06M
$88.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
46.9K+ 53.32% |
$1.89M - $1.99M
|
135K
$5.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
44.2KNew |
$1.78M - $1.88M
|
44.2K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
42.4KNew |
$1.7M - $1.8M
|
42.4K
$1.82M
|