Purchases and Sales Made in Q1 2024 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 2024. 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 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
1.46K+ 9.9% |
$61.4K - $62.3K
|
16.2K
$698K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.42K+ 9.21% |
$59.5K - $60.4K
|
16.8K
$722K
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.4K+ 11.84% |
$58.6K - $59.6K
|
13.2K
$567K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.37K+ 6.05% |
$57.4K - $58.3K
|
24K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.36K+ 9.5% |
$57.1K - $58K
|
15.7K
$674K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.32K+ 10.11% |
$55.2K - $56.1K
|
14.3K
$616K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.28K+ 12.16% |
$53.9K - $54.7K
|
11.8K
$509K
|
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
1.28K+ 4.92% |
$53.7K - $54.5K
|
27.3K
$1.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.22K+ 4.01% |
$51.3K - $52.1K
|
31.7K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1.17KNew |
$49.1K - $49.8K
|
1.17K
$50.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.1K+ 2.64% |
$46K - $46.7K
|
42.6K
$1.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
1.09K+ 1.42% |
$45.9K - $46.6K
|
77.9K
$3.35M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.05K+ 11.52% |
$44.2K - $44.8K
|
10.2K
$438K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
999+ 15.42% |
$41.9K - $42.6K
|
7.48K
$322K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
984+ 3.0% |
$41.3K - $41.9K
|
33.8K
$1.45M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
956+ 5.57% |
$40.1K - $40.8K
|
18.1K
$779K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
949+ 13.02% |
$39.8K - $40.5K
|
8.24K
$354K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
941+ 3.18% |
$39.5K - $40.1K
|
30.6K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
905+ 6.3% |
$38K - $38.6K
|
15.3K
$656K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
882+ 1.65% |
$37K - $37.6K
|
54.4K
$2.34M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
856+ 6.72% |
$35.9K - $36.5K
|
13.6K
$584K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
824New |
$34.6K - $35.1K
|
824
$35.4K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
805+ 1.1% |
$33.8K - $34.3K
|
73.7K
$3.17M
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
782+ 10.23% |
$32.8K - $33.3K
|
8.43K
$362K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
745+ 600.81% |
$31.3K - $31.8K
|
869
$37.4K
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
740+ 1.38% |
$31.1K - $31.5K
|
54.3K
$2.34M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
720+ 1.84% |
$30.2K - $30.7K
|
39.9K
$1.71M
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
692+ 1.66% |
$29.1K - $29.5K
|
42.5K
$1.83M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
665+ 1.11% |
$27.9K - $28.3K
|
60.8K
$2.61M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
600+ 13.28% |
$25.2K - $25.6K
|
5.12K
$220K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
590+ 6.49% |
$24.8K - $25.2K
|
9.69K
$416K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
583New |
$24.5K - $24.9K
|
583
$25.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
542+ 5.02% |
$22.8K - $23.1K
|
11.3K
$488K
|
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
538+ 0.49% |
$22.6K - $22.9K
|
110K
$4.74M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
484+ 0.35% |
$20.3K - $20.6K
|
139K
$5.96M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
478+ 8.63% |
$20.1K - $20.4K
|
6.02K
$259K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
477+ 8.36% |
$20K - $20.3K
|
6.19K
$266K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
453New |
$19K - $19.3K
|
453
$19.5K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
417+ 1.1% |
$17.5K - $17.8K
|
38.3K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
405+ 3.47% |
$17K - $17.3K
|
12.1K
$519K
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
356+ 1.32% |
$14.9K - $15.2K
|
27.2K
$1.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
349+ 38.35% |
$14.7K - $14.9K
|
1.26K
$54.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
347+ 2.15% |
$14.6K - $14.8K
|
16.5K
$709K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
328New |
$13.8K - $14K
|
328
$14.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
314+ 2.63% |
$13.2K - $13.4K
|
12.2K
$527K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
291+ 137.26% |
$12.2K - $12.4K
|
503
$21.6K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
289+ 28.93% |
$12.1K - $12.3K
|
1.29K
$55.4K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
280New |
$11.8K - $11.9K
|
280
$12K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
268+ 9.7% |
$11.3K - $11.4K
|
3.03K
$130K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
266+ 6.39% |
$11.2K - $11.3K
|
4.43K
$190K
|