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 |
---|---|---|---|---|---|---|---|
Apr 26, 2022
Q1 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
9.98K+ 32.35% |
$429K - $451K
|
40.8K
$1.75M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
9.81K+ 46.13% |
$422K - $444K
|
31.1K
$1.34M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.76K+ 211.4% |
$420K - $442K
|
14.4K
$618K
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
9.6K+ 79.02% |
$413K - $435K
|
21.8K
$935K
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
BUY
|
- |
9.48K+ 53.92% |
$408K - $429K
|
27.1K
$1.16M
|
|
Apr 28, 2022
Q1 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
9.26KNew |
$398K - $419K
|
9.26K
$398K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
9.25K+ 13.66% |
$398K - $419K
|
76.9K
$3.31M
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
9.18K+ 118.49% |
$395K - $415K
|
16.9K
$727K
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
8.84KNew |
$380K - $400K
|
8.84K
$380K
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.82K+ 2.19% |
$380K - $399K
|
412K
$17.7M
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
8.75K+ 8.42% |
$376K - $396K
|
113K
$4.84M
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.63K+ 24.04% |
$371K - $390K
|
44.5K
$1.91M
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
BUY
|
- |
8.47KNew |
$364K - $383K
|
8.47K
$364K
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
8.47KNew |
$364K - $383K
|
8.47K
$364K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
8.45K+ 65.85% |
$363K - $382K
|
21.3K
$915K
|
|
May 02, 2022
Q1 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
8.36K+ 13.67% |
$359K - $378K
|
69.5K
$2.99M
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.87K+ 66.38% |
$339K - $356K
|
19.7K
$848K
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7.62K+ 14.05% |
$328K - $345K
|
61.8K
$2.66M
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.03K+ 140.18% |
$302K - $318K
|
12K
$518K
|
|
May 04, 2022
Q1 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
6.95KNew |
$299K - $315K
|
6.95K
$299K
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
6.38K+ 3.26% |
$274K - $289K
|
202K
$8.69M
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6.31KNew |
$271K - $286K
|
6.31K
$271K
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
6.18KNew |
$266K - $280K
|
6.18K
$266K
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
6.13K+ 16.88% |
$264K - $278K
|
42.5K
$1.83M
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6.07K+ 78.37% |
$261K - $275K
|
13.8K
$594K
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
6K+ 300000.0% |
$258K - $272K
|
6K
$258K
|
|
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
5.86KNew |
$252K - $265K
|
5.86K
$252K
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
BUY
|
- |
5.67K+ 51.15% |
$244K - $257K
|
16.8K
$721K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
5.65K+ 619.85% |
$243K - $256K
|
6.57K
$282K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.57K+ 71.03% |
$239K - $252K
|
13.4K
$576K
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
5.45KNew |
$234K - $246K
|
5.45K
$234K
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
4.88KNew |
$210K - $221K
|
4.88K
$210K
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4.87K+ 71.98% |
$210K - $220K
|
11.6K
$500K
|
|
May 05, 2022
Q1 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
4.87KNew |
$209K - $220K
|
4.87K
$209K
|
|
May 16, 2022
Q1 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
4.85KNew |
$208K - $219K
|
4.85K
$208K
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
4.84KNew |
$208K - $219K
|
4.84K
$208K
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
BUY
|
- |
4.84K+ 13.77% |
$208K - $219K
|
40K
$1.72M
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.82K+ 18.15% |
$207K - $218K
|
31.3K
$1.35M
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4.72K+ 14.4% |
$203K - $214K
|
37.5K
$1.61M
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.62K+ 41.18% |
$199K - $209K
|
15.8K
$681K
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.6K+ 14.04% |
$198K - $208K
|
37.4K
$1.61M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.92K+ 13.33% |
$169K - $177K
|
33.3K
$1.43M
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3.85K+ 2.79% |
$166K - $174K
|
142K
$6.1M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.79K+ 37.32% |
$163K - $172K
|
14K
$600K
|
|
Apr 18, 2022
Q1 2022
|
Ballast, Inc.
|
BUY
|
- |
3.79K+ 4.54% |
$163K - $171K
|
87.2K
$3.75M
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.78K+ 52.6% |
$162K - $171K
|
11K
$471K
|
|
May 10, 2022
Q1 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
3.72K+ 9.77% |
$160K - $168K
|
41.8K
$1.8M
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.63K+ 19.27% |
$156K - $164K
|
22.4K
$965K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.45K+ 1.59% |
$148K - $156K
|
220K
$9.44M
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.35KNew |
$144K - $151K
|
3.35K
$144K
|