Latest Institutional Purchases of Ishares 0 5 Year High Yield CO (SHYG)
This list provides information on the latest institutional transactions involving Ishares 0 5 Year High Yield CO (SHYG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
21.9KNew |
$883K - $917K
|
21.9K
$921K
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
21.2K+ 126.17% |
$855K - $888K
|
38K
$1.6M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
20.9KNew |
$844K - $877K
|
20.9K
$881K
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
18.2KNew |
$732K - $760K
|
18.2K
$764K
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
16.4KNew |
$660K - $686K
|
16.4K
$689K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
15.1KNew |
$607K - $631K
|
15.1K
$634K
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
14.1KNew |
$567K - $590K
|
14.1K
$592K
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
13.3KNew |
$535K - $556K
|
13.3K
$558K
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
12.5KNew |
$502K - $522K
|
12.5K
$524K
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
12.4KNew |
$500K - $519K
|
12.4K
$521K
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
12K+ 145.33% |
$483K - $502K
|
20.2K
$851K
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
11.4KNew |
$461K - $479K
|
11.4K
$481K
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11.2KNew |
$453K - $471K
|
11.2K
$473K
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
11.1KNew |
$445K - $463K
|
11.1K
$465K
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
11KNew |
$443K - $460K
|
11K
$462K
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.6KNew |
$429K - $445K
|
10.6K
$448K
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.29KNew |
$374K - $389K
|
9.29K
$391K
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.81KNew |
$355K - $369K
|
8.81K
$371K
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
8.09KNew |
$326K - $339K
|
8.09K
$340K
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.58KNew |
$305K - $317K
|
7.58K
$319K
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
7.27KNew |
$293K - $304K
|
7.27K
$306K
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
6.99KNew |
$282K - $293K
|
6.99K
$294K
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
6.52KNew |
$263K - $273K
|
6.52K
$274K
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
6.48KNew |
$261K - $271K
|
6.48K
$272K
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
6.41KNew |
$258K - $268K
|
6.41K
$269K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.11KNew |
$246K - $256K
|
6.11K
$257K
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
6.09KNew |
$245K - $255K
|
6.09K
$256K
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5.51KNew |
$222K - $231K
|
5.51K
$232K
|
|
Feb 13, 2023
Q4 2022
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
5.43KNew |
$219K - $228K
|
5.43K
$229K
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
5.37KNew |
$216K - $225K
|
5.37K
$226K
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
5.36KNew |
$216K - $225K
|
5.36K
$226K
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
5.21K+ 65.75% |
$210K - $218K
|
13.1K
$552K
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
5.02K+ 39.28% |
$202K - $210K
|
17.8K
$749K
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4.54KNew |
$183K - $190K
|
4.54K
$191K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.51K+ 3261.04% |
$101K - $105K
|
2.59K
$109K
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
1.82K+ 18.68% |
$73.2K - $76.1K
|
11.6K
$486K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.24KNew |
$49.9K - $51.8K
|
1.24K
$52.1K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
931New |
$37.5K - $39K
|
931
$39.2K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
700New |
$28.2K - $29.3K
|
700
$29.4K
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
655+ 12.67% |
$26.4K - $27.4K
|
5.83K
$245K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
483New |
$19.5K - $20.2K
|
483
$20.3K
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
366New |
$14.7K - $15.3K
|
366
$15.4K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
320New |
$12.9K - $13.4K
|
320
$13.5K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
288New |
$11.6K - $12.1K
|
288
$12.1K
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
201New |
$8.1K - $8.42K
|
201
$8.45K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
180+ 60.0% |
$7.25K - $7.54K
|
480
$20.2K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
51New |
$2.05K - $2.14K
|
51
$2.15K
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
37New |
$1.49K - $1.55K
|
37
$1.56K
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
34New |
$1.37K - $1.42K
|
34
$1.43K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
30New |
$1.21K - $1.26K
|
30
$1.26K
|