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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
196KNew |
$7.8M - $8.35M
|
196K
$8.46M
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
37.7KNew |
$1.5M - $1.61M
|
37.7K
$1.63M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
25.3KNew |
$1.01M - $1.08M
|
25.3K
$1.09M
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
BUY
|
- |
19.2K+ 55.89% |
$766K - $821K
|
53.7K
$2.32M
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
13KNew |
$518K - $555K
|
13K
$563K
|
|
Oct 12, 2022
Q3 2022
|
Divergent Planning, LLC
|
BUY
|
- |
1.74K+ 0.48% |
$69.2K - $74.1K
|
365K
$15.8M
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.2KNew |
$47.8K - $51.2K
|
1.2K
$51.9K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.15KNew |
$46K - $49.2K
|
1.15K
$49.9K
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
765New |
$30.5K - $32.6K
|
765
$33.1K
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
677New |
$27K - $28.9K
|
677
$29.3K
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
613New |
$24.4K - $26.2K
|
613
$26.5K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
600New |
$23.9K - $25.6K
|
600
$25.9K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
390New |
$15.5K - $16.6K
|
390
$16.9K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
367New |
$14.6K - $15.7K
|
367
$15.9K
|
|
Q2 2022 | |||||||
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
44.5KNew |
$1.79M - $1.96M
|
44.5K
$1.92M
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
32.4KNew |
$1.3M - $1.42M
|
32.4K
$1.4M
|
|
Jul 11, 2022
Q2 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
25.6KNew |
$1.03M - $1.13M
|
25.6K
$1.11M
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
25.2KNew |
$1.01M - $1.11M
|
25.2K
$1.09M
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
21.9KNew |
$882K - $964K
|
21.9K
$946K
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.24KNew |
$292K - $319K
|
7.24K
$313K
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.18K+ 8.21% |
$289K - $316K
|
94.6K
$4.09M
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
5.01KNew |
$202K - $221K
|
5.01K
$217K
|
|
Jul 21, 2022
Q2 2022
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.63K+ 0.99% |
$65.6K - $71.8K
|
166K
$7.17M
|
|
Jul 27, 2022
Q2 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
1.37K+ 24.01% |
$55K - $60.1K
|
7.05K
$305K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
1.22KNew |
$49K - $53.6K
|
1.22K
$52.6K
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
455New |
$18.3K - $20K
|
455
$19.7K
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
212New |
$8.54K - $9.33K
|
212
$9.16K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
153New |
$6.16K - $6.74K
|
153
$6.61K
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
122New |
$4.91K - $5.37K
|
122
$5.27K
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
100New |
$4.03K - $4.4K
|
100
$4.32K
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
82+ 3.73% |
$3.3K - $3.61K
|
2.28K
$98.5K
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
12+ 19.67% |
$483 - $528
|
73
$3.16K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
6New |
$242 - $264
|
6
$259
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
40.1KNew |
$1.73M - $1.82M
|
40.1K
$1.73M
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
555New |
$23.9K - $25.1K
|
555
$24K
|
|
May 13, 2022
Q1 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
220+ 0.73% |
$9.46K - $9.96K
|
30.3K
$1.31M
|
|
Q4 2021 | |||||||
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
9.57K+ 144.76% |
$428K - $437K
|
16.2K
$699K
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
72New |
$3.22K - $3.29K
|
72
$3.11K
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.68KNew |
$122K - $123K
|
2.68K
$116K
|
|
Q2 2021 | |||||||
Jul 14, 2021
Q2 2021
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
5.37KNew |
$245K - $248K
|
5.37K
$232K
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
4.37KNew |
$199K - $201K
|
4.37K
$189K
|
|
Q4 2020 | |||||||
Mar 14, 2023
Q4 2020
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.27K+ 18.31% |
$187K - $194K
|
27.6K
$1.19M
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
291New |
$12.7K - $13.2K
|
291
$12.6K
|
|
Feb 05, 2021
Q4 2020
|
Element Wealth, LLC
|
BUY
|
- |
50New |
$2.19K - $2.27K
|
50
$2.16K
|
|
Q3 2020 | |||||||
Dec 07, 2020
Q3 2020
|
Partners Value Investments LP
Toronto, A6 |
BUY
|
- |
114K+ 89.98% |
$4.89M - $5.08M
|
241K
$10.4M
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
78.2KNew |
$3.35M - $3.48M
|
78.2K
$3.38M
|
|
Oct 28, 2020
Q3 2020
|
Red Cedar Capital, LLC
|
BUY
|
- |
10+ 0.44% |
$428 - $445
|
2.3K
$99.3K
|
|
Q2 2019 | |||||||
Aug 06, 2019
Q2 2019
|
Enterprise Trust & Investment CO
|
BUY
|
- |
639New |
$29.2K - $29.9K
|
639
$27.6K
|
|
Q3 2018 | |||||||
Nov 16, 2018
Q3 2018
|
Nine Masts Capital LTD
|
BUY
|
CALL |
112KNew |
$5.18M - $5.26M
|
112K
$4.83M
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
15.3KNew |
$712K - $722K
|
15.3K
$663K
|