Purchases and Sales Made in Q1 2022 in Ishares 0 5 Year High Yield CO (SHYG)
This table provides information about the institutional ownership of Ishares 0 5 Year High Yield CO (SHYG) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES 0-5 YEAR HIGH YIELD CO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
45.7KNew |
$1.97M - $2.07M
|
45.7K
$1.97M
|
|
Apr 19, 2022
Q1 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
44.9K+ 10.25% |
$1.93M - $2.03M
|
483K
$20.8M
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
44.5KNew |
$1.91M - $2.01M
|
44.5K
$1.91M
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
43.8K+ 454.13% |
$1.88M - $1.98M
|
53.4K
$2.3M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
43.7K+ 150.37% |
$1.88M - $1.98M
|
72.8K
$3.13M
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
42.9K+ 36.27% |
$1.85M - $1.94M
|
161K
$6.93M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
40.1KNew |
$1.73M - $1.82M
|
40.1K
$1.72M
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
39.7KNew |
$1.71M - $1.79M
|
39.7K
$1.7M
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
37.3K+ 36.99% |
$1.6M - $1.69M
|
138K
$5.94M
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
37.3KNew |
$1.6M - $1.69M
|
37.3K
$1.6M
|
|
May 06, 2022
Q1 2022
|
Value Monitoring, Inc.
|
BUY
|
- |
36.6KNew |
$1.58M - $1.66M
|
36.6K
$1.58M
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
36K+ 4.63% |
$1.55M - $1.63M
|
813K
$34.9M
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
35.7K+ 48.87% |
$1.54M - $1.62M
|
109K
$4.68M
|
|
May 11, 2022
Q1 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
34.3K+ 32.81% |
$1.48M - $1.55M
|
139K
$5.98M
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
33.7KNew |
$1.45M - $1.53M
|
33.7K
$1.45M
|
|
May 02, 2022
Q1 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
33.1KNew |
$1.42M - $1.5M
|
33.1K
$1.42M
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
30.6K+ 255.42% |
$1.32M - $1.39M
|
42.6K
$1.83M
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
28.9K+ 41.99% |
$1.24M - $1.31M
|
97.6K
$4.2M
|
|
May 18, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
25.7KNew |
$1.1M - $1.16M
|
25.7K
$1.1M
|
|
May 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
24.6K+ 5.46% |
$1.06M - $1.11M
|
475K
$20.4M
|
|
Apr 22, 2022
Q1 2022
|
Western Financial Corporation
|
BUY
|
- |
24.1K+ 107.96% |
$1.04M - $1.09M
|
46.5K
$2M
|
|
Oct 04, 2023
Q1 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
22.9K+ 8.43% |
$987K - $1.04M
|
295K
$12.7M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.3K+ 59.9% |
$958K - $1.01M
|
59.4K
$2.56M
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
22.2KNew |
$956K - $1.01M
|
22.2K
$956K
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
21.9K+ 424.31% |
$941K - $990K
|
27K
$1.16M
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
20.7K+ 4.98% |
$889K - $935K
|
436K
$18.7M
|
|
May 05, 2022
Q1 2022
|
West Wealth Group, LLC
|
BUY
|
- |
20.5KNew |
$883K - $929K
|
20.5K
$882K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.9K+ 3.99% |
$856K - $901K
|
519K
$22.3M
|
|
Apr 28, 2022
Q1 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
19.6K+ 2.82% |
$844K - $889K
|
715K
$30.8M
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
18.8KNew |
$807K - $849K
|
18.8K
$807K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.8K+ 25.74% |
$766K - $806K
|
87K
$3.74M
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
17.3K+ 85.26% |
$744K - $782K
|
37.6K
$1.61M
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
17.2KNew |
$740K - $778K
|
17.2K
$739K
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
16.2K+ 13.49% |
$699K - $735K
|
137K
$5.88M
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
15.7KNew |
$674K - $710K
|
15.7K
$674K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
15.6K+ 5.4% |
$672K - $707K
|
305K
$13.1M
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
15.6K+ 5.4% |
$672K - $707K
|
305K
$13.1M
|
|
Apr 20, 2022
Q1 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
15.3K+ 8.78% |
$659K - $693K
|
190K
$8.16M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.3K+ 62.9% |
$658K - $692K
|
39.6K
$1.7M
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
13.4K+ 110.66% |
$577K - $607K
|
25.5K
$1.1M
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
13.3KNew |
$572K - $602K
|
13.3K
$572K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
13.2K+ 24.81% |
$568K - $598K
|
66.4K
$2.86M
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
12.3KNew |
$529K - $556K
|
12.3K
$529K
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
11.5K+ 30.0% |
$497K - $523K
|
50K
$2.15M
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
11.5K+ 23.98% |
$497K - $522K
|
59.7K
$2.57M
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
11.4K+ 73.36% |
$491K - $517K
|
27K
$1.16M
|
|
Apr 28, 2022
Q1 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
10.8KNew |
$464K - $488K
|
10.8K
$464K
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
10.7K+ 107.67% |
$462K - $486K
|
20.7K
$891K
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.2K+ 86.13% |
$440K - $463K
|
22.1K
$951K
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
10K+ 34.25% |
$430K - $453K
|
39.2K
$1.69M
|