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 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
11.2K+ 28.33% |
$451K - $477K
|
50.8K
$2.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
11.2KNew |
$449K - $475K
|
11.2K
$481K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
10.9K+ 50.89% |
$436K - $461K
|
32.2K
$1.38M
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
10.8K+ 6.23% |
$433K - $457K
|
184K
$7.89M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
10.7K+ 6.75% |
$428K - $453K
|
169K
$7.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.6KNew |
$424K - $448K
|
10.6K
$454K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
10.3KNew |
$415K - $439K
|
10.3K
$444K
|
|
|
Feb 09, 2024
Q4 2023
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
10.3KNew |
$414K - $438K
|
10.3K
$443K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.3K+ 0.58% |
$414K - $438K
|
1.79M
$76.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
10.3KNew |
$412K - $436K
|
10.3K
$441K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
10.2KNew |
$408K - $431K
|
10.2K
$436K
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
9.51KNew |
$382K - $404K
|
9.51K
$409K
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
9.35K+ 19.83% |
$376K - $397K
|
56.5K
$2.43M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
9.31K+ 15.6% |
$374K - $395K
|
69K
$2.97M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.27K+ 1.28% |
$373K - $394K
|
731K
$31.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
9.14K+ 32.29% |
$367K - $388K
|
37.4K
$1.61M
|
|
|
Jun 13, 2024
Q4 2023
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
9.13KNew |
$367K - $388K
|
9.13K
$393K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.94K+ 37.49% |
$359K - $380K
|
32.8K
$1.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.81K+ 25.16% |
$354K - $374K
|
43.8K
$1.88M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.81KNew |
$354K - $374K
|
8.81K
$379K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
8.52KNew |
$343K - $362K
|
8.52K
$366K
|
|
|
Feb 09, 2024
Q4 2023
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
8.45KNew |
$340K - $359K
|
8.45K
$363K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
8.43K+ 91.98% |
$339K - $358K
|
17.6K
$757K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
8.38K+ 4.22% |
$337K - $356K
|
207K
$8.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.32K+ 68.65% |
$334K - $353K
|
20.4K
$878K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
8.01K+ 22.12% |
$322K - $340K
|
44.2K
$1.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8K+ 1.0% |
$321K - $340K
|
805K
$34.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.75K+ 16.83% |
$311K - $329K
|
53.8K
$2.31M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
7.62K+ 4.3% |
$306K - $324K
|
185K
$7.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
7.56K+ 6.39% |
$304K - $321K
|
126K
$5.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
7.27K+ 68.98% |
$292K - $309K
|
17.8K
$766K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
7.17KNew |
$288K - $305K
|
7.17K
$308K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7.13KNew |
$286K - $303K
|
7.13K
$306K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
7.04KNew |
$283K - $299K
|
7.04K
$303K
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
6.93KNew |
$278K - $294K
|
6.93K
$298K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
6.92K+ 20.89% |
$278K - $294K
|
40.1K
$1.72M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
6.66KNew |
$268K - $283K
|
6.66K
$286K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.62K+ 23.57% |
$266K - $281K
|
34.7K
$1.49M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
6.56KNew |
$264K - $279K
|
6.56K
$282K
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
6.16KNew |
$248K - $262K
|
6.16K
$265K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.99K+ 18.44% |
$241K - $255K
|
38.5K
$1.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
5.99KNew |
$241K - $254K
|
5.99K
$257K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
5.76KNew |
$231K - $245K
|
5.76K
$248K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.71KNew |
$229K - $243K
|
5.71K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.2K+ 3.76% |
$209K - $221K
|
144K
$6.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.15K+ 120.66% |
$207K - $219K
|
9.41K
$404K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
5.03KNew |
$202K - $214K
|
5.03K
$216K
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.99KNew |
$200K - $212K
|
4.99K
$214K
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
4.84K+ 14.09% |
$194K - $205K
|
39.2K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.66K+ 12.99% |
$187K - $198K
|
40.5K
$1.74M
|