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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.17K+ 11.93% |
$88.1K - $91.4K
|
20.3K
$865K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.04K+ 4.64% |
$82.8K - $85.9K
|
45.9K
$1.95M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
2.02K+ 1.79% |
$82.2K - $85.3K
|
115K
$4.89M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.96K+ 266.35% |
$79.5K - $82.5K
|
2.69K
$114K
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.87K+ 0.97% |
$76.1K - $79K
|
195K
$8.28M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.82KNew |
$74K - $76.8K
|
1.82K
$77.5K
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
1.81K+ 3.59% |
$73.5K - $76.3K
|
52.1K
$2.22M
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.77K+ 19.79% |
$72K - $74.8K
|
10.7K
$456K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.77K+ 8.67% |
$72K - $74.7K
|
22.2K
$945K
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
BUY
|
- |
1.68K+ 9.46% |
$68.4K - $71K
|
19.5K
$829K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.62K+ 2.48% |
$65.9K - $68.4K
|
67.1K
$2.85M
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.61K+ 21.18% |
$65.4K - $67.9K
|
9.21K
$392K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.56K+ 268.27% |
$63.6K - $66K
|
2.15K
$91.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Brown Financial Advisory
|
BUY
|
- |
1.55K+ 3.53% |
$62.8K - $65.2K
|
45.3K
$1.93M
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.53K+ 3.56% |
$62.1K - $64.5K
|
44.5K
$1.89M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.49K+ 1442.72% |
$60.4K - $62.7K
|
1.59K
$67.6K
|
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
1.42K+ 28.87% |
$57.8K - $60K
|
6.35K
$270K
|
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.36K+ 4.25% |
$55.4K - $57.5K
|
33.4K
$1.42M
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.19K+ 165.74% |
$48.4K - $50.2K
|
1.91K
$81.2K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.16K+ 0.52% |
$47.1K - $48.9K
|
222K
$9.46M
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.14K+ 100.0% |
$46.1K - $47.9K
|
2.27K
$96.6K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.12K+ 0.72% |
$45.6K - $47.3K
|
158K
$6.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.02K+ 3.23% |
$41.6K - $43.2K
|
32.7K
$1.39M
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
985+ 4.25% |
$40K - $41.6K
|
24.2K
$1.03M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
874+ 5.58% |
$35.5K - $36.9K
|
16.5K
$704K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
870+ 0.37% |
$35.4K - $36.7K
|
234K
$9.94M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
845New |
$34.3K - $35.7K
|
845
$36K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
799+ 2.49% |
$32.5K - $33.7K
|
32.9K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
792+ 9900.0% |
$32.2K - $33.4K
|
800
$34K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
743+ 6.69% |
$30.2K - $31.4K
|
11.9K
$504K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
692New |
$28.1K - $29.2K
|
692
$29.5K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
617+ 1.94% |
$25.1K - $26K
|
32.5K
$1.38M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
590+ 2269.23% |
$24K - $24.9K
|
616
$26.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
520+ 6.46% |
$21.1K - $21.9K
|
8.57K
$365K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
501+ 3.18% |
$20.4K - $21.1K
|
16.3K
$693K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
501New |
$20.4K - $21.1K
|
501
$21.3K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
425+ 7.1% |
$17.3K - $17.9K
|
6.41K
$273K
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
BUY
|
- |
367+ 7.35% |
$14.9K - $15.5K
|
5.36K
$228K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
363+ 35.38% |
$14.8K - $15.3K
|
1.39K
$59.1K
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
349+ 1.46% |
$14.2K - $14.7K
|
24.3K
$1.04M
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
348New |
$14.1K - $14.7K
|
348
$14.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
346New |
$14.1K - $14.6K
|
346
$14.7K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
327New |
$13.3K - $13.8K
|
327
$13.9K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
326+ 4.32% |
$13.3K - $13.8K
|
7.88K
$335K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
296New |
$12K - $12.5K
|
296
$12.6K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
284New |
$11.5K - $12K
|
284
$12.1K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
279+ 0.75% |
$11.3K - $11.8K
|
37.6K
$1.6M
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
255+ 1.37% |
$10.4K - $10.8K
|
18.9K
$806K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
254+ 1.11% |
$10.3K - $10.7K
|
23K
$981K
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
225+ 2.65% |
$9.15K - $9.5K
|
8.72K
$371K
|