Purchases and Sales Made in Q1 2023 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 2023. 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 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.42K+ 6.39% |
$261K - $271K
|
107K
$4.55M
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.06K+ 35.55% |
$246K - $256K
|
23.1K
$983K
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6KNew |
$244K - $253K
|
6K
$255K
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
BUY
|
- |
5.94KNew |
$241K - $251K
|
5.94K
$253K
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.88K+ 18.57% |
$239K - $248K
|
37.6K
$1.6M
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5.84K+ 49.44% |
$237K - $246K
|
17.7K
$751K
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
5.67KNew |
$230K - $239K
|
5.67K
$241K
|
|
Apr 13, 2023
Q1 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
5.57KNew |
$227K - $235K
|
5.57K
$237K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.5K+ 18.66% |
$224K - $232K
|
35K
$1.49M
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
5.49KNew |
$223K - $232K
|
5.49K
$234K
|
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
5.36KNew |
$218K - $226K
|
5.36K
$228K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.29KNew |
$215K - $223K
|
5.29K
$225K
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
5.27K+ 18.11% |
$214K - $222K
|
34.4K
$1.46M
|
|
May 02, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
5.15KNew |
$209K - $217K
|
5.15K
$219K
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
5.15KNew |
$209K - $217K
|
5.15K
$219K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.11K+ 4.82% |
$208K - $216K
|
111K
$4.73M
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
5.11KNew |
$208K - $215K
|
5.11K
$217K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
5K+ 302.91% |
$203K - $211K
|
6.65K
$283K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.7KNew |
$191K - $198K
|
4.7K
$200K
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4.6K+ 22.44% |
$187K - $194K
|
25.1K
$1.07M
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
4.52K+ 3.34% |
$184K - $191K
|
140K
$5.95M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
4.31K+ 36.42% |
$175K - $182K
|
16.1K
$687K
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
4.16K+ 14.3% |
$169K - $176K
|
33.3K
$1.42M
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.06K+ 8.06% |
$165K - $171K
|
54.5K
$2.32M
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4.03K+ 20.17% |
$164K - $170K
|
24K
$1.02M
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
3.91K+ 1.7% |
$159K - $165K
|
233K
$9.93M
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.8K+ 26.05% |
$155K - $161K
|
18.4K
$783K
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.8K+ 26.05% |
$155K - $161K
|
18.4K
$783K
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
3.65K+ 1.17% |
$148K - $154K
|
315K
$13.4M
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
3.61K+ 33.5% |
$147K - $152K
|
14.4K
$612K
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.57K+ 4.37% |
$145K - $151K
|
85.3K
$3.63M
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.49K+ 2.54% |
$142K - $147K
|
141K
$5.99M
|
|
Apr 19, 2023
Q1 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
3.46K+ 21.03% |
$141K - $146K
|
19.9K
$848K
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.37K+ 30.67% |
$137K - $142K
|
14.4K
$612K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
3.26K+ 26.65% |
$133K - $138K
|
15.5K
$660K
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
3.18K+ 24.15% |
$129K - $134K
|
16.3K
$696K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.07KNew |
$125K - $130K
|
3.07K
$131K
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
3K+ 1.88% |
$122K - $127K
|
163K
$6.93M
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.99K+ 1.44% |
$122K - $126K
|
211K
$9M
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
2.97K+ 7.01% |
$121K - $125K
|
45.4K
$1.93M
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.88K+ 6.69% |
$117K - $121K
|
45.8K
$1.95M
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.79K+ 11.07% |
$114K - $118K
|
28K
$1.19M
|
|
May 11, 2023
Q1 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
2.77K+ 3.47% |
$113K - $117K
|
82.5K
$3.51M
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.7KNew |
$110K - $114K
|
2.7K
$115K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.52K+ 45.39% |
$103K - $106K
|
8.08K
$344K
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.46K+ 1.32% |
$100K - $104K
|
189K
$8.04M
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.45K+ 6.01% |
$99.7K - $103K
|
43.3K
$1.84M
|
|
May 01, 2023
Q1 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
2.38K+ 4.16% |
$96.5K - $100K
|
59.5K
$2.53M
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.33K+ 13.05% |
$94.6K - $98.2K
|
20.1K
$857K
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
2.23KNew |
$90.6K - $94.1K
|
2.23K
$94.9K
|