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 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-284- 1.4% |
$11.4K - $12.1K
|
20K
$860K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-304- 3.22% |
$12.2K - $12.9K
|
9.15K
$393K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-309- 1.56% |
$12.4K - $13.1K
|
19.5K
$840K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-316- 51.3% |
$12.7K - $13.4K
|
300
$12.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-327- 10.49% |
$13.1K - $13.9K
|
2.79K
$120K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-348- 72.96% |
$14K - $14.8K
|
129
$5.55K
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-349- 22.87% |
$14K - $14.8K
|
1.18K
$50.6K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-359- 7.03% |
$14.4K - $15.3K
|
4.75K
$204K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-368- 3.67% |
$14.8K - $15.6K
|
9.65K
$415K
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-372- 2.6% |
$15K - $15.8K
|
13.9K
$599K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-391- 1.78% |
$15.7K - $16.6K
|
21.6K
$929K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-414- 0.54% |
$16.6K - $17.6K
|
76.8K
$3.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-417- 4.36% |
$16.8K - $17.7K
|
9.14K
$393K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-426- 6.2% |
$17.1K - $18.1K
|
6.44K
$277K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-435- 1.67% |
$17.5K - $18.5K
|
25.6K
$1.1M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-441- 1.47% |
$17.7K - $18.7K
|
29.6K
$1.27M
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-475- 1.59% |
$19.1K - $20.2K
|
29.4K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-480Closed |
$19.3K - $20.4K
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-494- 1.66% |
$19.9K - $21K
|
29.3K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-500- 23.2% |
$20.1K - $21.2K
|
1.66K
$71.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-530- 8.65% |
$21.3K - $22.5K
|
5.6K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-584- 12.49% |
$23.5K - $24.8K
|
4.09K
$176K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-712- 2.08% |
$28.6K - $30.2K
|
33.6K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-717- 10.86% |
$28.8K - $30.5K
|
5.89K
$253K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-920- 13.29% |
$37K - $39.1K
|
6K
$258K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-946- 0.66% |
$38K - $40.2K
|
143K
$6.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-949- 3.11% |
$38.1K - $40.3K
|
29.5K
$1.27M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-953- 5.62% |
$38.3K - $40.5K
|
16K
$687K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-990- 17.27% |
$39.8K - $42.1K
|
4.74K
$204K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.04K- 51.05% |
$41.9K - $44.3K
|
999
$42.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.05K- 15.7% |
$42K - $44.4K
|
5.61K
$241K
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.14K- 2.51% |
$45.7K - $48.3K
|
44.2K
$1.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.28K- 5.51% |
$51.5K - $54.5K
|
22K
$945K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.28K- 1.31% |
$51.6K - $54.5K
|
96.7K
$4.16M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.31K- 8.04% |
$52.5K - $55.5K
|
15K
$643K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1.31K- 8.79% |
$52.5K - $55.5K
|
13.6K
$583K
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.38K- 5.41% |
$55.6K - $58.7K
|
24.2K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.7K- 18.2% |
$68.3K - $72.2K
|
7.64K
$328K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.79K- 19.68% |
$71.8K - $75.9K
|
7.29K
$313K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.8K- 13.5% |
$72.3K - $76.5K
|
11.5K
$496K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.93K- 1.16% |
$77.4K - $81.8K
|
165K
$7.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.95K- 17.25% |
$78.4K - $82.9K
|
9.36K
$402K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.08K- 31.48% |
$83.4K - $88.1K
|
4.52K
$194K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.11K- 18.28% |
$84.9K - $89.7K
|
9.44K
$406K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-2.18KClosed |
$87.6K - $92.6K
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-2.46K- 2.78% |
$98.8K - $104K
|
86.1K
$3.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.48K- 30.55% |
$99.6K - $105K
|
5.63K
$242K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.56K- 6.34% |
$103K - $109K
|
37.9K
$1.63M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.58K- 20.6% |
$104K - $110K
|
9.96K
$428K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-2.62K- 7.59% |
$105K - $111K
|
31.8K
$1.37M
|