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 19, 2023
Q1 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-12.3K- 23.79% |
$501K - $520K
|
39.5K
$1.68M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.5K- 1.58% |
$508K - $527K
|
780K
$33.2M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-13.1K- 52.52% |
$532K - $552K
|
11.8K
$504K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13.8K- 23.53% |
$562K - $584K
|
44.9K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-13.9K- 50.52% |
$566K - $588K
|
13.6K
$581K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-15.2K- 36.3% |
$619K - $642K
|
26.7K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-15.9K- 43.45% |
$646K - $670K
|
20.7K
$880K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16.4K- 71.52% |
$665K - $690K
|
6.51K
$277K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-16.5K- 20.06% |
$671K - $697K
|
65.8K
$2.8M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-16.6K- 7.08% |
$674K - $699K
|
218K
$9.26M
|
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-16.8K- 14.38% |
$684K - $710K
|
100K
$4.26M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-18.6K- 34.94% |
$758K - $786K
|
34.7K
$1.48M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-19.1K- 67.17% |
$777K - $807K
|
9.34K
$398K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-19.2K- 45.42% |
$779K - $809K
|
23K
$981K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-20.2K- 42.8% |
$823K - $854K
|
27.1K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-21K- 43.19% |
$854K - $886K
|
27.6K
$1.18M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-21K- 99.86% |
$855K - $887K
|
30
$1.28K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-21.1K- 43.06% |
$856K - $889K
|
27.9K
$1.19M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-22.2K- 69.81% |
$903K - $937K
|
9.61K
$409K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-22.3K- 2.15% |
$906K - $941K
|
1.01M
$43.1M
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-23K- 5.47% |
$933K - $969K
|
397K
$16.9M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-23.7K- 5.89% |
$961K - $998K
|
378K
$16.1M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-23.7K- 87.87% |
$964K - $1M
|
3.27K
$139K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-23.8K- 48.67% |
$968K - $1M
|
25.1K
$1.07M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-25.7K- 13.58% |
$1.04M - $1.08M
|
163K
$6.95M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-25.7KClosed |
$1.04M - $1.08M
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-27.5K- 48.81% |
$1.12M - $1.16M
|
28.8K
$1.23M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-28.5K- 43.14% |
$1.16M - $1.2M
|
37.6K
$1.6M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-28.8K- 43.01% |
$1.17M - $1.21M
|
38.1K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-29.8K- 70.94% |
$1.21M - $1.26M
|
12.2K
$519K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-30K- 83.17% |
$1.22M - $1.27M
|
6.07K
$258K
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-30.5K- 99.86% |
$1.24M - $1.29M
|
42
$1.79K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-30.6K- 59.52% |
$1.25M - $1.29M
|
20.8K
$887K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-31.1K- 66.04% |
$1.26M - $1.31M
|
16K
$680K
|
|
|
Apr 28, 2023
Q1 2023
|
Next Capital Management LLC
|
SELL
|
- |
-31.4K- 20.85% |
$1.28M - $1.33M
|
119K
$5.08M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-31.6K- 30.27% |
$1.28M - $1.33M
|
72.7K
$3.09M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-32K- 80.0% |
$1.3M - $1.35M
|
8K
$340K
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-32K- 50.52% |
$1.3M - $1.35M
|
31.4K
$1.34M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-36.5K- 83.9% |
$1.48M - $1.54M
|
7.01K
$298K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-36.6K- 7.58% |
$1.49M - $1.54M
|
446K
$19M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-37.8K- 95.81% |
$1.54M - $1.6M
|
1.65K
$70.4K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-39.6K- 96.96% |
$1.61M - $1.67M
|
1.24K
$52.8K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-41.1K- 64.61% |
$1.67M - $1.73M
|
22.5K
$957K
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-42.5K- 82.44% |
$1.73M - $1.79M
|
9.05K
$385K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-45K- 89.42% |
$1.83M - $1.9M
|
5.32K
$227K
|
|
|
May 10, 2023
Q1 2023
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-48K- 9.82% |
$1.95M - $2.03M
|
441K
$18.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-50.6K- 29.41% |
$2.06M - $2.14M
|
121K
$5.17M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-52.2K- 13.01% |
$2.12M - $2.2M
|
349K
$14.9M
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-54K- 6.57% |
$2.19M - $2.28M
|
768K
$32.7M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-54.9K- 7.79% |
$2.23M - $2.32M
|
650K
$27.7M
|