Purchases and Sales Made in Q4 2023 in Ishares 0 5 Year High Yield CO (SHYG)

SHYG Quotes by TradingView

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
Concorde Asset Management, LLC

BUY
 -
1.02K
+ 12.61%
$41K - $43.3K
9.11K $392K
Jan 12, 2024 Q4 2023
Sterling Investment Counsel, LLC

BUY
 -
1.01K
+ 6.67%
$40.6K - $42.9K
16.2K $694K
Feb 06, 2024 Q4 2023
South State Corp

BUY
 -
985
New
$39.6K - $41.8K
985 $42.3K
Feb 09, 2024 Q4 2023
Parallel Advisors, LLC

BUY
 -
985
+ 116.57%
$39.6K - $41.8K
1.83K $78.7K
Feb 05, 2024 Q4 2023
Vantage Financial Partners, LLC

Elm Grove, WI
BUY
 -
979
+ 14.68%
$39.3K - $41.6K
7.65K $329K
Feb 14, 2024 Q4 2023
Spectrum Wealth Counsel, LLC

Indianapolis, IN
BUY
 -
968
New
$38.9K - $41.1K
968 $41.6K
Feb 16, 2024 Q4 2023
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
961
New
$38.6K - $40.8K
961 $41.3K
Feb 02, 2024 Q4 2023
Penobscot Wealth Management

BUY
 -
955
+ 7.73%
$38.4K - $40.6K
13.3K $572K
Feb 14, 2024 Q4 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
948
+ 5.87%
$38.1K - $40.3K
17.1K $735K
Jan 17, 2024 Q4 2023
Canvas Wealth Advisors, LLC

BUY
 -
934
+ 5.83%
$37.5K - $39.7K
17K $729K
Feb 12, 2024 Q4 2023
Richardson Capital Management LLC

Menomonee Falls, WI
BUY
 -
876
New
$35.2K - $37.2K
876 $37.7K
Jan 30, 2024 Q4 2023
Svb Wealth LLC

Boston, MA
BUY
 -
862
+ 1.05%
$34.6K - $36.6K
82.9K $3.56M
Feb 21, 2024 Q4 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
850
+ 4250.0%
$34.2K - $36.1K
870 $37.4K
Apr 19, 2024 Q4 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
835
+ 3.83%
$33.6K - $35.5K
22.6K $972K
Feb 14, 2024 Q4 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
789
+ 2.59%
$31.7K - $33.5K
31.3K $1.35M
Feb 09, 2024 Q4 2023
Nbt Bank N A

BUY
 -
768
New
$30.9K - $32.6K
768 $33K
Feb 08, 2024 Q4 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
755
+ 5.48%
$30.3K - $32.1K
14.5K $625K
Feb 02, 2024 Q4 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
744
New
$29.9K - $31.6K
744 $32K
Jan 23, 2024 Q4 2023
Steel Peak Wealth Management LLC

BUY
 -
710
+ 11.67%
$28.5K - $30.2K
6.8K $292K
Feb 07, 2024 Q4 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
701
+ 11.17%
$28.2K - $29.8K
6.98K $300K
Jan 10, 2024 Q4 2023
Bkm Wealth Management, LLC

Brookfield, WI
BUY
 -
646
New
$26K - $27.4K
646 $27.8K
Jan 12, 2024 Q4 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
624
+ 2.23%
$25.1K - $26.5K
28.5K $1.23M
Nov 12, 2024 Q4 2023
Mid Atlantic Capital Management, Inc.

Richmond, VA
BUY
 -
622
+ 49.56%
$25K - $26.4K
1.88K $80.7K
Feb 14, 2024 Q4 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
609
+ 4.44%
$24.5K - $25.9K
14.3K $615K
Jan 19, 2024 Q4 2023
Pfg Advisors

BUY
 -
596
+ 6.59%
$24K - $25.3K
9.64K $414K
Feb 06, 2024 Q4 2023
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
564
+ 2.72%
$22.7K - $24K
21.3K $915K
Jan 31, 2024 Q4 2023
J.W. Cole Advisors, Inc.

BUY
 -
536
+ 6.3%
$21.5K - $22.8K
9.05K $389K
Feb 06, 2024 Q4 2023
Sheets Smith Wealth Management

BUY
 -
533
+ 1.84%
$21.4K - $22.6K
29.4K $1.27M
Feb 06, 2024 Q4 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
509
+ 22.59%
$20.5K - $21.6K
2.76K $119K
Jan 18, 2024 Q4 2023
Investments & Financial Planning, LLC

Lexington, KY
BUY
 -
459
+ 2.82%
$18.4K - $19.5K
16.8K $720K
Jan 29, 2024 Q4 2023
Mc Namara Financial Services, Inc.

BUY
 -
425
+ 2.49%
$17.1K - $18.1K
17.5K $752K
Feb 14, 2024 Q4 2023
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
424
+ 9.77%
$17K - $18K
4.76K $205K
Jan 30, 2024 Q4 2023
Dakota Wealth Management

BUY
 -
405
+ 6.93%
$16.3K - $17.2K
6.25K $268K
Jan 23, 2024 Q4 2023
Beacon Financial Advisory LLC

BUY
 -
376
+ 3.51%
$15.1K - $16K
11.1K $477K
Feb 12, 2024 Q4 2023
Cabot Wealth Management Inc

BUY
 -
370
+ 1.24%
$14.9K - $15.7K
30.2K $1.3M
Feb 13, 2024 Q4 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
335
+ 5.16%
$13.5K - $14.2K
6.83K $294K
Jan 18, 2024 Q4 2023
Gradient Investments LLC

BUY
 -
320
+ 26.89%
$12.9K - $13.6K
1.51K $64.9K
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
293
New
$11.8K - $12.4K
293 $12.6K
Feb 02, 2024 Q4 2023
Kfa Private Wealth Group, LLC

BUY
 -
279
+ 3.15%
$11.2K - $11.9K
9.13K $392K
Jan 22, 2024 Q4 2023
Financial Management Network Inc

BUY
 -
263
+ 1.81%
$10.6K - $11.2K
14.8K $635K
Jan 17, 2024 Q4 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
243
+ 4.59%
$9.77K - $10.3K
5.54K $238K
Jan 19, 2024 Q4 2023
Courage Miller Partners, LLC

BUY
 -
223
+ 2.11%
$8.96K - $9.47K
10.8K $464K
Feb 12, 2024 Q4 2023
Quaker Wealth Management, LLC

BUY
 -
212
+ 2.09%
$8.52K - $9.01K
10.4K $445K
Feb 05, 2024 Q4 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
212
New
$8.52K - $9.01K
212 $9.11K
Feb 06, 2024 Q4 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
198
New
$7.96K - $8.41K
198 $8.51K
Feb 07, 2024 Q4 2023
Avantax Advisory Services, Inc.

BUY
 -
170
+ 1.68%
$6.83K - $7.22K
10.3K $442K
Mar 04, 2024 Q4 2023
Vima LLC

Troy, MI
BUY
 -
159
+ 15900.0%
$6.39K - $6.75K
160 $6.88K
Jan 26, 2024 Q4 2023
Ckw Financial Group

BUY
 -
145
+ 1.58%
$5.83K - $6.16K
9.32K $400K
Feb 12, 2024 Q4 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
137
New
$5.51K - $5.82K
137 $5.89K

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