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 |
---|---|---|---|---|---|---|---|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
25New |
$1.01K - $1.05K
|
25
$1.05K
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
16New |
$645 - $670
|
16
$673
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
13New |
$524 - $544
|
13
$547
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
8New |
$322 - $335
|
8
$336
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 2.63% |
$80.6 - $83.7
|
78
$3.28K
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$40.3 - $41.9
|
1
$42.1
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2022 | |||||||
Jan 26, 2023
Q3 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
670KNew |
$26.9M - $28.6M
|
670K
$28.2M
|
|
Nov 10, 2022
Q3 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
196KNew |
$7.87M - $8.35M
|
196K
$8.23M
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
37.7KNew |
$1.52M - $1.61M
|
37.7K
$1.59M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
25.3KNew |
$1.02M - $1.08M
|
25.3K
$1.06M
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
BUY
|
- |
19.2K+ 55.89% |
$773K - $821K
|
53.7K
$2.26M
|
|
Nov 14, 2022
Q3 2022
|
Western Asset Management Company, LLC
Pasadena, CA |
BUY
|
- |
19KNew |
$764K - $811K
|
19K
$799K
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
13KNew |
$523K - $555K
|
13K
$547K
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
1.82K+ 4.72% |
$73K - $77.5K
|
40.3K
$1.7M
|
|
Oct 12, 2022
Q3 2022
|
Divergent Planning, LLC
|
BUY
|
- |
1.74K+ 0.48% |
$69.9K - $74.1K
|
365K
$15.4M
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.2KNew |
$48.2K - $51.2K
|
1.2K
$50.5K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.15KNew |
$46.4K - $49.2K
|
1.15K
$48.5K
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
765New |
$30.8K - $32.6K
|
765
$32.2K
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
677New |
$27.2K - $28.9K
|
677
$28.5K
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
613New |
$24.6K - $26.2K
|
613
$25.8K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
600New |
$24.1K - $25.6K
|
600
$25.2K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
390New |
$15.7K - $16.6K
|
390
$16.4K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
367New |
$14.8K - $15.7K
|
367
$15.4K
|
|
Q2 2022 | |||||||
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
44.5KNew |
$1.79M - $1.96M
|
44.5K
$1.87M
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
32.4KNew |
$1.3M - $1.42M
|
32.4K
$1.36M
|
|
Jul 11, 2022
Q2 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
25.6KNew |
$1.03M - $1.13M
|
25.6K
$1.08M
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
25.2KNew |
$1.01M - $1.11M
|
25.2K
$1.06M
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
23.4KNew |
$941K - $1.03M
|
23.4K
$982K
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
21.9KNew |
$882K - $964K
|
21.9K
$921K
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.82KNew |
$315K - $344K
|
7.82K
$329K
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.24KNew |
$292K - $319K
|
7.24K
$304K
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.18K+ 8.21% |
$289K - $316K
|
94.6K
$3.98M
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
5.01KNew |
$202K - $221K
|
5.01K
$211K
|
|
Jul 21, 2022
Q2 2022
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.63K+ 0.99% |
$65.6K - $71.8K
|
166K
$6.97M
|
|
Jul 27, 2022
Q2 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
1.37K+ 24.01% |
$55K - $60.1K
|
7.05K
$297K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
1.22KNew |
$49K - $53.6K
|
1.22K
$51.2K
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
455New |
$18.3K - $20K
|
455
$19.1K
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
212New |
$8.54K - $9.33K
|
212
$8.92K
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
178New |
$7.17K - $7.84K
|
178
$7.49K
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
BUY
|
- |
171+ 3.39% |
$6.89K - $7.53K
|
5.21K
$219K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
153New |
$6.16K - $6.74K
|
153
$6.44K
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
122New |
$4.91K - $5.37K
|
122
$5.13K
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
100New |
$4.03K - $4.4K
|
100
$4.21K
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
82+ 3.73% |
$3.3K - $3.61K
|
2.28K
$95.9K
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
12+ 19.67% |
$483 - $528
|
73
$3.07K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
6New |
$242 - $264
|
6
$252
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
40.1KNew |
$1.73M - $1.82M
|
40.1K
$1.69M
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
555New |
$23.9K - $25.1K
|
555
$23.3K
|
|
May 13, 2022
Q1 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
220+ 0.73% |
$9.46K - $9.96K
|
30.3K
$1.27M
|