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 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
63KNew |
$2.51M - $2.64M
|
63K
$2.72M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
62.4KNew |
$2.48M - $2.61M
|
62.4K
$2.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
60.2KNew |
$2.4M - $2.52M
|
60.2K
$2.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
51.3KNew |
$2.04M - $2.15M
|
51.3K
$2.22M
|
|
|
Jan 27, 2023
Q4 2022
|
Asio Capital, LLC
|
BUY
|
- |
48.3K+ 191.51% |
$1.92M - $2.02M
|
73.5K
$3.18M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
47.7KNew |
$1.9M - $2M
|
47.7K
$2.06M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
44.1KNew |
$1.75M - $1.84M
|
44.1K
$1.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
37.9KNew |
$1.51M - $1.59M
|
37.9K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
36.8KNew |
$1.46M - $1.54M
|
36.8K
$1.59M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
36.7K+ 50212.33% |
$1.46M - $1.53M
|
36.7K
$1.59M
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
34.2KNew |
$1.36M - $1.43M
|
34.2K
$1.48M
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
32.1K+ 36.95% |
$1.28M - $1.34M
|
119K
$5.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
30.5KNew |
$1.21M - $1.28M
|
30.5K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
30.4KNew |
$1.21M - $1.27M
|
30.4K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
27KNew |
$1.08M - $1.13M
|
27K
$1.17M
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
26.1KNew |
$1.04M - $1.09M
|
26.1K
$1.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
24.6KNew |
$978K - $1.03M
|
24.6K
$1.06M
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
21.9KNew |
$872K - $917K
|
21.9K
$946K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
21.7KNew |
$864K - $909K
|
21.7K
$938K
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
21.2K+ 126.17% |
$844K - $888K
|
38K
$1.64M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
20.9KNew |
$833K - $877K
|
20.9K
$904K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
18.2KNew |
$723K - $760K
|
18.2K
$785K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
16.4KNew |
$652K - $686K
|
16.4K
$708K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
15.1KNew |
$600K - $631K
|
15.1K
$651K
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
14.1KNew |
$560K - $590K
|
14.1K
$608K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
13.3KNew |
$528K - $556K
|
13.3K
$574K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
12.5KNew |
$496K - $522K
|
12.5K
$539K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
12.4KNew |
$493K - $519K
|
12.4K
$536K
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
11.4KNew |
$455K - $479K
|
11.4K
$494K
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11.2KNew |
$448K - $471K
|
11.2K
$486K
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
11.1KNew |
$440K - $463K
|
11.1K
$477K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
11KNew |
$438K - $460K
|
11K
$475K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.29KNew |
$370K - $389K
|
9.29K
$401K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.81KNew |
$351K - $369K
|
8.81K
$381K
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
8.09KNew |
$322K - $339K
|
8.09K
$349K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.58KNew |
$302K - $317K
|
7.58K
$328K
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
7.27KNew |
$289K - $304K
|
7.27K
$314K
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
6.99KNew |
$278K - $293K
|
6.99K
$302K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
6.52KNew |
$260K - $273K
|
6.52K
$282K
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
6.48KNew |
$258K - $271K
|
6.48K
$280K
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
6.41KNew |
$255K - $268K
|
6.41K
$277K
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
6.09KNew |
$242K - $255K
|
6.09K
$263K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5.51KNew |
$219K - $231K
|
5.51K
$238K
|
|
|
Feb 13, 2023
Q4 2022
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
5.43KNew |
$216K - $228K
|
5.43K
$235K
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
5.37KNew |
$214K - $225K
|
5.37K
$232K
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
5.36KNew |
$213K - $225K
|
5.36K
$232K
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
5.21K+ 65.75% |
$207K - $218K
|
13.1K
$567K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
5.02K+ 39.28% |
$200K - $210K
|
17.8K
$769K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4.54KNew |
$180K - $190K
|
4.54K
$196K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.51K+ 3261.04% |
$99.9K - $105K
|
2.59K
$112K
|