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 |
---|---|---|---|---|---|---|---|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
348New |
$14.1K - $14.7K
|
348
$14.6K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
346New |
$14.1K - $14.6K
|
346
$14.6K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
296New |
$12K - $12.5K
|
296
$12.4K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
284New |
$11.5K - $12K
|
284
$11.9K
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
187New |
$7.6K - $7.89K
|
187
$7.87K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
129New |
$5.24K - $5.44K
|
129
$5.43K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
76New |
$3.09K - $3.21K
|
76
$3.2K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
72+ 109.09% |
$2.93K - $3.04K
|
138
$5.8K
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
39New |
$1.59K - $1.65K
|
39
$1.64K
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
15New |
$610 - $633
|
15
$631
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
12+ 14.29% |
$488 - $506
|
96
$4.04K
|
|
Q4 2022 | |||||||
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
646KNew |
$26M - $27M
|
646K
$27.2M
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
381K+ 2101.61% |
$15.3M - $15.9M
|
399K
$16.8M
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
224KNew |
$9.01M - $9.36M
|
224K
$9.4M
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
177KNew |
$7.11M - $7.39M
|
177K
$7.42M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
156K+ 1.97% |
$6.3M - $6.54M
|
8.07M
$340M
|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
149KNew |
$5.99M - $6.22M
|
149K
$6.25M
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
145KNew |
$5.83M - $6.06M
|
145K
$6.09M
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
133KNew |
$5.37M - $5.58M
|
133K
$5.61M
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
131KNew |
$5.29M - $5.5M
|
131K
$5.52M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
128K+ 1043.93% |
$5.15M - $5.35M
|
140K
$5.89M
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
120KNew |
$4.84M - $5.03M
|
120K
$5.05M
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
119K+ 2613.11% |
$4.79M - $4.98M
|
124K
$5.2M
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
105KNew |
$4.23M - $4.4M
|
105K
$4.42M
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
102K+ 346.35% |
$4.1M - $4.26M
|
131K
$5.51M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
95.7K+ 38.8% |
$3.86M - $4.01M
|
342K
$14.4M
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
84.9KNew |
$3.42M - $3.55M
|
84.9K
$3.57M
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
76.8K+ 1482.39% |
$3.09M - $3.22M
|
82K
$3.45M
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
74.6K+ 928.32% |
$3M - $3.12M
|
82.6K
$3.47M
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
74.2K+ 2661.89% |
$2.99M - $3.11M
|
77K
$3.24M
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
72.4KNew |
$2.92M - $3.03M
|
72.4K
$3.04M
|
|
Feb 08, 2023
Q4 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
69.9KNew |
$2.82M - $2.93M
|
69.9K
$2.94M
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
66.3KNew |
$2.67M - $2.78M
|
66.3K
$2.79M
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
63KNew |
$2.54M - $2.64M
|
63K
$2.65M
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
62.4KNew |
$2.52M - $2.61M
|
62.4K
$2.63M
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
60.2KNew |
$2.43M - $2.52M
|
60.2K
$2.53M
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
51.3KNew |
$2.07M - $2.15M
|
51.3K
$2.16M
|
|
Jan 27, 2023
Q4 2022
|
Asio Capital, LLC
|
BUY
|
- |
48.3K+ 191.51% |
$1.95M - $2.02M
|
73.5K
$3.09M
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
47.7KNew |
$1.92M - $2M
|
47.7K
$2.01M
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
44.1KNew |
$1.78M - $1.84M
|
44.1K
$1.85M
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
37.9KNew |
$1.53M - $1.59M
|
37.9K
$1.6M
|
|
Feb 14, 2023
Q4 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
36.8KNew |
$1.48M - $1.54M
|
36.8K
$1.55M
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
36.7K+ 50212.33% |
$1.48M - $1.53M
|
36.7K
$1.54M
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
34.2KNew |
$1.38M - $1.43M
|
34.2K
$1.44M
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
32.1K+ 36.95% |
$1.29M - $1.34M
|
119K
$5M
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
30.5KNew |
$1.23M - $1.28M
|
30.5K
$1.28M
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
30.4KNew |
$1.23M - $1.27M
|
30.4K
$1.28M
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
27KNew |
$1.09M - $1.13M
|
27K
$1.14M
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
26.1KNew |
$1.05M - $1.09M
|
26.1K
$1.1M
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
24.6KNew |
$991K - $1.03M
|
24.6K
$1.03M
|