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 05, 2022
Q1 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.19K- 1.98% |
$51.1K - $53.7K
|
58.8K
$2.53M
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 4.17% |
$51.4K - $54.1K
|
27.5K
$1.18M
|
|
Apr 28, 2022
Q1 2022
|
Ckw Financial Group
|
SELL
|
- |
-1.21K- 11.39% |
$52K - $54.7K
|
9.4K
$404K
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.22K- 6.16% |
$52.3K - $55K
|
18.5K
$795K
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.22K- 18.62% |
$52.6K - $55.4K
|
5.35K
$230K
|
|
May 12, 2022
Q1 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.25K- 2.17% |
$53.8K - $56.6K
|
56.5K
$2.43M
|
|
May 16, 2022
Q1 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-1.27K- 12.19% |
$54.7K - $57.6K
|
9.17K
$394K
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.29K- 85.87% |
$55.7K - $58.6K
|
213
$9.16K
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.36K- 3.9% |
$58.3K - $61.3K
|
33.4K
$1.44M
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.37K- 57.35% |
$58.7K - $61.8K
|
1.02K
$43.6K
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.46K- 8.94% |
$63K - $66.3K
|
14.9K
$641K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.47K- 50.19% |
$63.4K - $66.7K
|
1.46K
$62.9K
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-1.58K- 21.16% |
$68.1K - $71.6K
|
5.9K
$254K
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.6K- 74.42% |
$68.8K - $72.4K
|
550
$23.6K
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.6K- 0.51% |
$68.9K - $72.6K
|
311K
$13.4M
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-1.64K- 7.6% |
$70.4K - $74K
|
19.9K
$855K
|
|
May 09, 2022
Q1 2022
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.66K- 2.18% |
$71.4K - $75.1K
|
74.6K
$3.21M
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.69KClosed |
$72.7K - $76.5K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.8K- 10.97% |
$77.6K - $81.6K
|
14.6K
$630K
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.87K- 9.04% |
$80.5K - $84.7K
|
18.8K
$810K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.98K- 11.7% |
$85.1K - $89.5K
|
14.9K
$642K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.12K- 5.44% |
$91.1K - $95.9K
|
36.9K
$1.58M
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.19K- 14.08% |
$94K - $98.9K
|
13.3K
$573K
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.25K- 6.82% |
$96.9K - $102K
|
30.8K
$1.32M
|
|
Apr 11, 2022
Q1 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-2.3K- 12.41% |
$98.9K - $104K
|
16.2K
$698K
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.34KClosed |
$101K - $106K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-2.53K- 13.65% |
$109K - $115K
|
16K
$689K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.73K- 7.73% |
$117K - $123K
|
32.5K
$1.4M
|
|
May 09, 2022
Q1 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-2.73K- 8.4% |
$117K - $124K
|
29.8K
$1.28M
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.74K- 10.54% |
$118K - $124K
|
23.2K
$998K
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-2.89K- 2.21% |
$124K - $131K
|
128K
$5.5M
|
|
May 02, 2022
Q1 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-3.18K- 26.71% |
$137K - $144K
|
8.74K
$376K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.24KClosed |
$139K - $147K
|
0
$0
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-3.27K- 55.44% |
$141K - $148K
|
2.63K
$113K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-3.31K- 2.14% |
$142K - $150K
|
151K
$6.51M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.39K- 22.45% |
$146K - $153K
|
11.7K
$503K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-3.44K- 2.69% |
$148K - $156K
|
124K
$5.35M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.75K- 9.85% |
$161K - $170K
|
34.3K
$1.47M
|
|
Aug 02, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-3.8K- 22.38% |
$163K - $172K
|
13.2K
$566K
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.97K- 3.32% |
$171K - $180K
|
116K
$4.97M
|
|
Apr 29, 2022
Q1 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-3.97K- 40.08% |
$171K - $180K
|
5.94K
$255K
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4K- 13.83% |
$172K - $181K
|
24.9K
$1.07M
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.05K- 9.38% |
$174K - $183K
|
39.1K
$1.68M
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-4.08K- 0.38% |
$175K - $184K
|
1.08M
$46.3M
|
|
May 19, 2022
Q1 2022
|
Penobscot Wealth Management
|
SELL
|
- |
-4.37K- 32.62% |
$188K - $198K
|
9.03K
$388K
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
SELL
|
- |
-4.43K- 28.15% |
$190K - $200K
|
11.3K
$486K
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.65KClosed |
$200K - $210K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-4.76KClosed |
$205K - $216K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-4.79KClosed |
$206K - $217K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.86KClosed |
$209K - $220K
|
0
$0
|