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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
261+ 1.08% |
$11K - $11.1K
|
24.4K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
213+ 1.39% |
$8.94K - $9.08K
|
15.5K
$660K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
210+ 35.0% |
$8.82K - $8.95K
|
810
$34.5K
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
202+ 1.09% |
$8.48K - $8.61K
|
18.7K
$797K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
187+ 0.25% |
$7.85K - $7.97K
|
74.7K
$3.19M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
187+ 0.9% |
$7.85K - $7.97K
|
21K
$897K
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
186+ 0.76% |
$7.81K - $7.93K
|
24.8K
$1.06M
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
176+ 1.94% |
$7.39K - $7.5K
|
9.25K
$394K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
164New |
$6.88K - $6.99K
|
164
$6.99K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
159New |
$6.67K - $6.78K
|
159
$6.78K
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
144+ 0.64% |
$6.05K - $6.14K
|
22.5K
$959K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
120New |
$5.04K - $5.12K
|
120
$5.11K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
108+ 78.83% |
$4.53K - $4.6K
|
245
$10.4K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
108+ 11.16% |
$4.53K - $4.6K
|
1.08K
$45.9K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
97+ 121.25% |
$4.07K - $4.14K
|
177
$7.54K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
93New |
$3.9K - $3.96K
|
93
$3.96K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
74New |
$3.11K - $3.15K
|
74
$3.15K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
58+ 0.83% |
$2.43K - $2.47K
|
7.04K
$300K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
57+ 0.87% |
$2.39K - $2.43K
|
6.62K
$282K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
48+ 0.43% |
$2.02K - $2.05K
|
11.1K
$475K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
45+ 15.0% |
$1.89K - $1.92K
|
345
$14.7K
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
44+ 0.3% |
$1.85K - $1.88K
|
14.9K
$636K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
43+ 0.29% |
$1.81K - $1.83K
|
15K
$639K
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
37New |
$1.55K - $1.58K
|
37
$1.58K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
25+ 0.36% |
$1.05K - $1.07K
|
6.99K
$298K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
23+ 2.32% |
$966 - $980
|
1.01K
$43.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
23+ 0.33% |
$966 - $980
|
7.06K
$301K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
23New |
$966 - $980
|
23
$980
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
21+ 0.12% |
$882 - $895
|
18.3K
$779K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10New |
$420 - $426
|
10
$426
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
7+ 0.13% |
$294 - $298
|
5.4K
$230K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5+ 1.16% |
$210 - $213
|
436
$18.6K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4+ 0.34% |
$168 - $171
|
1.18K
$50.3K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2+ 0.02% |
$84 - $85.3
|
9.36K
$399K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$42 - $42.6
|
1
$42.6
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1- 50.0% |
$42 - $42.6
|
1
$42.6
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3- 75.0% |
$126 - $128
|
1
$42.6
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4- 0.66% |
$168 - $171
|
606
$25.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-5- 0.57% |
$210 - $213
|
871
$37.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-15- 0.13% |
$630 - $639
|
11.5K
$491K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-17- 0.96% |
$714 - $725
|
1.75K
$74.6K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-18- 66.67% |
$756 - $767
|
9
$384
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-23- 1.01% |
$966 - $980
|
2.25K
$96.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-28- 0.21% |
$1.18K - $1.19K
|
13.3K
$568K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-35- 0.74% |
$1.47K - $1.49K
|
4.71K
$201K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-40- 42.55% |
$1.68K - $1.71K
|
54
$2.3K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-57- 4.84% |
$2.39K - $2.43K
|
1.12K
$47.7K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-59- 62.77% |
$2.48K - $2.52K
|
35
$1.49K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-105Closed |
$4.41K - $4.48K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-110- 0.22% |
$4.62K - $4.69K
|
50.7K
$2.16M
|