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
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-290- 91.77% |
$11.8K - $12.2K
|
26
$1.11K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-319- 0.35% |
$13K - $13.5K
|
91.3K
$3.88M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-319- 0.35% |
$13K - $13.5K
|
91.3K
$3.88M
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-343- 2.79% |
$13.9K - $14.5K
|
11.9K
$508K
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-356- 1.25% |
$14.5K - $15K
|
28.2K
$1.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-369- 0.9% |
$15K - $15.6K
|
40.6K
$1.73M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-375- 2.48% |
$15.2K - $15.8K
|
14.7K
$627K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-383- 7.11% |
$15.6K - $16.2K
|
5K
$213K
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-455- 5.11% |
$18.5K - $19.2K
|
8.45K
$360K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-459- 2.87% |
$18.7K - $19.4K
|
15.6K
$662K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-476- 1.03% |
$19.3K - $20.1K
|
45.8K
$1.95M
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-477- 3.97% |
$19.4K - $20.1K
|
11.5K
$491K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-505- 2.17% |
$20.5K - $21.3K
|
22.8K
$970K
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-605- 1.34% |
$24.6K - $25.5K
|
44.7K
$1.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-651- 0.59% |
$26.5K - $27.5K
|
110K
$4.7M
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-667- 2.9% |
$27.1K - $28.1K
|
22.4K
$952K
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-669- 2.9% |
$27.2K - $28.2K
|
22.4K
$954K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-752- 4.38% |
$30.6K - $31.7K
|
16.4K
$699K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-765- 11.93% |
$31.1K - $32.3K
|
5.65K
$240K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-801- 7.3% |
$32.6K - $33.8K
|
10.2K
$433K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-802- 5.4% |
$32.6K - $33.8K
|
14.1K
$598K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-807- 10.36% |
$32.8K - $34.1K
|
6.99K
$297K
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-840- 4.36% |
$34.1K - $35.4K
|
18.4K
$785K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-847- 12.07% |
$34.4K - $35.7K
|
6.17K
$263K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-849- 18.87% |
$34.5K - $35.8K
|
3.65K
$155K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-937- 4.45% |
$38.1K - $39.5K
|
20.1K
$856K
|
|
|
Apr 28, 2023
Q1 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-973- 9.07% |
$39.6K - $41.1K
|
9.75K
$415K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.1K- 2.04% |
$44.7K - $46.4K
|
52.7K
$2.24M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.24K- 47.96% |
$50.2K - $52.1K
|
1.34K
$57K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.24K- 1.78% |
$50.5K - $52.4K
|
68.5K
$2.92M
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.27K- 4.85% |
$51.6K - $53.6K
|
24.9K
$1.06M
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
SELL
|
- |
-1.34K- 38.14% |
$54.6K - $56.7K
|
2.18K
$92.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.35K- 1.94% |
$54.7K - $56.8K
|
67.9K
$2.89M
|
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.35K- 4.66% |
$54.9K - $57K
|
27.6K
$1.18M
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.46K- 12.61% |
$59.3K - $61.6K
|
10.1K
$430K
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.56K- 8.18% |
$63.3K - $65.7K
|
17.5K
$743K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.63K- 10.02% |
$66.1K - $68.6K
|
14.6K
$621K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.63K- 3.71% |
$66.1K - $68.7K
|
42.3K
$1.8M
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-1.75K- 19.93% |
$71.1K - $73.9K
|
7.03K
$299K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.76K- 57.41% |
$71.5K - $74.2K
|
1.31K
$55.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.77K- 10.57% |
$72.1K - $74.9K
|
15K
$639K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-1.84K- 20.81% |
$74.6K - $77.4K
|
6.98K
$297K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.92K- 25.22% |
$77.8K - $80.8K
|
5.68K
$242K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.18K- 30.75% |
$88.5K - $91.9K
|
4.9K
$209K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.22K- 17.17% |
$90.2K - $93.6K
|
10.7K
$456K
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-2.22K- 8.41% |
$90.4K - $93.9K
|
24.2K
$1.03M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.39K- 9.97% |
$97.2K - $101K
|
21.6K
$919K
|
|
|
Apr 24, 2023
Q1 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-2.73K- 5.19% |
$111K - $115K
|
49.8K
$2.12M
|
|
|
May 02, 2023
Q1 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-2.85K- 14.0% |
$116K - $120K
|
17.5K
$745K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-2.86K- 63.58% |
$116K - $121K
|
1.64K
$69.6K
|