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 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.1K- 5.73% |
$467K - $474K
|
183K
$7.86M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-12.5K- 48.11% |
$525K - $533K
|
13.5K
$580K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-13K- 37.56% |
$547K - $555K
|
21.7K
$931K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-13.2K- 24.7% |
$552K - $561K
|
40.1K
$1.72M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-13.6K- 53.57% |
$570K - $579K
|
11.8K
$506K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-13.8K- 68.83% |
$578K - $587K
|
6.24K
$268K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-14.6K- 15.61% |
$613K - $623K
|
79K
$3.4M
|
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
SELL
|
- |
-14.7K- 18.62% |
$618K - $627K
|
64.3K
$2.77M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-15.5K- 32.77% |
$651K - $661K
|
31.8K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15.9K- 6.26% |
$666K - $677K
|
238K
$10.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-15.9K- 8.17% |
$667K - $677K
|
178K
$7.67M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-15.9K- 9.18% |
$667K - $677K
|
157K
$6.76M
|
|
|
May 09, 2024
Q1 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-16K- 22.6% |
$672K - $683K
|
54.8K
$2.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.4K- 26.65% |
$689K - $699K
|
45.2K
$1.94M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17K- 16.81% |
$714K - $725K
|
84.2K
$3.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-19.3K- 44.04% |
$809K - $821K
|
24.5K
$1.05M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-19.5K- 67.22% |
$819K - $832K
|
9.51K
$409K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-19.8K- 2.41% |
$829K - $842K
|
801K
$34.4M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-26.5K- 50.11% |
$1.11M - $1.13M
|
26.3K
$1.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-45.6K- 44.3% |
$1.91M - $1.94M
|
57.3K
$2.46M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-47.2K- 43.08% |
$1.98M - $2.01M
|
62.4K
$2.68M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-58.4K- 41.41% |
$2.45M - $2.49M
|
82.6K
$3.55M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-61.6K- 91.61% |
$2.59M - $2.63M
|
5.64K
$242K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-65.7K- 13.1% |
$2.76M - $2.8M
|
435K
$18.7M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-66.4K- 19.03% |
$2.79M - $2.83M
|
283K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-78.3K- 40.48% |
$3.29M - $3.34M
|
115K
$4.95M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-87K- 51.59% |
$3.65M - $3.71M
|
81.6K
$3.51M
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-95K- 60.21% |
$3.99M - $4.05M
|
62.8K
$2.7M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-102K- 33.16% |
$4.27M - $4.33M
|
205K
$8.81M
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-104K- 23.36% |
$4.35M - $4.42M
|
340K
$14.6M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-104K- 13.55% |
$4.36M - $4.43M
|
663K
$28.5M
|
|
|
May 06, 2024
Q1 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-125K- 92.53% |
$5.24M - $5.32M
|
10.1K
$433K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-130K- 29.97% |
$5.48M - $5.56M
|
305K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-132KClosed |
$5.54M - $5.62M
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-141K- 50.51% |
$5.93M - $6.02M
|
138K
$5.95M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-217K- 79.3% |
$9.12M - $9.26M
|
56.7K
$2.44M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-244K- 92.49% |
$10.2M - $10.4M
|
19.8K
$851K
|
|
|
May 03, 2024
Q1 2024
|
Delphi Financial Group, Inc.
|
SELL
|
- |
-260K- 32.86% |
$10.9M - $11.1M
|
531K
$22.8M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-318K- 33.4% |
$13.3M - $13.5M
|
634K
$27.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-518K- 64.28% |
$21.7M - $22.1M
|
288K
$12.4M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-568K- 96.34% |
$23.8M - $24.2M
|
21.6K
$928K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-683K- 5.84% |
$28.7M - $29.1M
|
11M
$473M
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-852K- 83.57% |
$35.8M - $36.3M
|
168K
$7.2M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-853K- 83.57% |
$35.8M - $36.3M
|
168K
$7.2M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.61M- 34.9% |
$67.8M - $68.8M
|
3.01M
$129M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4.47M- 91.95% |
$188M - $191M
|
391K
$16.8M
|