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 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-80- 9.67% |
$3.44K - $3.62K
|
747
$32.1K
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-85Closed |
$3.66K - $3.85K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-87Closed |
$3.74K - $3.94K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-95- 1.13% |
$4.09K - $4.3K
|
8.29K
$356K
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-100- 33.33% |
$4.3K - $4.53K
|
200
$8.6K
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-101- 1.53% |
$4.34K - $4.57K
|
6.51K
$280K
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-115- 0.57% |
$4.95K - $5.2K
|
20.1K
$863K
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-142- 1.86% |
$6.11K - $6.43K
|
7.51K
$323K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-184- 3.26% |
$7.91K - $8.33K
|
5.46K
$235K
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-194- 3.6% |
$8.34K - $8.78K
|
5.19K
$223K
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-208- 3.49% |
$8.95K - $9.41K
|
5.76K
$248K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-209- 0.79% |
$8.99K - $9.46K
|
26.3K
$1.13M
|
|
May 03, 2022
Q1 2022
|
Peoples Bank
|
SELL
|
- |
-219- 3.87% |
$9.42K - $9.91K
|
5.45K
$234K
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-230- 2.98% |
$9.89K - $10.4K
|
7.5K
$322K
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-250- 89.61% |
$10.8K - $11.3K
|
29
$1.25K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-267- 11.28% |
$11.5K - $12.1K
|
2.1K
$90.3K
|
|
May 16, 2022
Q1 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-284- 0.15% |
$12.2K - $12.9K
|
187K
$8.02M
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-341Closed |
$14.7K - $15.4K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
SELL
|
- |
-355- 0.33% |
$15.3K - $16.1K
|
108K
$4.64M
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-375- 1.08% |
$16.1K - $17K
|
34.3K
$1.47M
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-408- 3.88% |
$17.5K - $18.5K
|
10.1K
$434K
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-415- 5.68% |
$17.8K - $18.8K
|
6.89K
$296K
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-496- 3.23% |
$21.3K - $22.4K
|
14.9K
$639K
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-500- 3.3% |
$21.5K - $22.6K
|
14.6K
$629K
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-535- 6.36% |
$23K - $24.2K
|
7.87K
$338K
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-546- 7.23% |
$23.5K - $24.7K
|
7.01K
$301K
|
|
May 09, 2022
Q1 2022
|
J.Safra Asset Management Corp
|
SELL
|
- |
-555Closed |
$23.9K - $25.1K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-559- 8.37% |
$24K - $25.3K
|
6.12K
$263K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-565- 18.47% |
$24.3K - $25.6K
|
2.49K
$107K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-568- 28.06% |
$24.4K - $25.7K
|
1.46K
$62.6K
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-620Closed |
$26.7K - $28.1K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-621- 6.05% |
$26.7K - $28.1K
|
9.64K
$415K
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-684- 86.47% |
$29.4K - $31K
|
107
$4.6K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-712Closed |
$30.6K - $32.2K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-722- 8.0% |
$31.1K - $32.7K
|
8.3K
$357K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-756- 15.46% |
$32.5K - $34.2K
|
4.14K
$178K
|
|
May 02, 2022
Q1 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-781- 2.84% |
$33.6K - $35.3K
|
26.8K
$1.15M
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-831- 12.31% |
$35.7K - $37.6K
|
5.92K
$255K
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-837- 1.89% |
$36K - $37.9K
|
43.4K
$1.86M
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-854- 9.42% |
$36.7K - $38.7K
|
8.21K
$353K
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-860- 28.5% |
$37K - $38.9K
|
2.16K
$92.8K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-892- 5.2% |
$38.4K - $40.4K
|
16.3K
$700K
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-893- 9.12% |
$38.4K - $40.4K
|
8.9K
$382K
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-925- 6.3% |
$39.8K - $41.9K
|
13.8K
$591K
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-935Closed |
$40.2K - $42.3K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-976Closed |
$42K - $44.2K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
SELL
|
- |
-1.02K- 16.84% |
$43.9K - $46.2K
|
5.04K
$217K
|
|
May 13, 2022
Q1 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.05K- 4.53% |
$45K - $47.4K
|
22K
$948K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.13K- 0.74% |
$48.5K - $51K
|
151K
$6.49M
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-1.18K- 16.88% |
$50.9K - $53.5K
|
5.83K
$250K
|