Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
100New |
$4.03K - $4.4K
|
100
$4.3K
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
99+ 0.32% |
$3.99K - $4.36K
|
30.9K
$1.33M
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
97New |
$3.91K - $4.27K
|
97
$4.17K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
93+ 6.36% |
$3.75K - $4.09K
|
1.56K
$66.8K
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
89+ 0.77% |
$3.58K - $3.92K
|
11.6K
$498K
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
82+ 3.73% |
$3.3K - $3.61K
|
2.28K
$98K
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
74+ 1.32% |
$2.98K - $3.26K
|
5.69K
$245K
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
73+ 3.17% |
$2.94K - $3.21K
|
2.38K
$102K
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
44+ 0.76% |
$1.77K - $1.94K
|
5.87K
$252K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
33+ 0.6% |
$1.33K - $1.45K
|
5.49K
$236K
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
32+ 1.08% |
$1.29K - $1.41K
|
3K
$129K
|
|
Jul 29, 2022
Q2 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
30+ 0.04% |
$1.21K - $1.32K
|
74.7K
$3.21M
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
23+ 0.21% |
$926 - $1.01K
|
10.8K
$463K
|
|
Jul 22, 2022
Q2 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
21+ 0.11% |
$846 - $924
|
18.9K
$811K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12+ 13.04% |
$483 - $528
|
104
$4.47K
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
12+ 1.06% |
$483 - $528
|
1.14K
$49.2K
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
12+ 19.67% |
$483 - $528
|
73
$3.14K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
6New |
$242 - $264
|
6
$258
|
|
Aug 05, 2022
Q2 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
5+ 0.05% |
$201 - $220
|
11.1K
$476K
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
4+ 0.03% |
$161 - $176
|
12.3K
$529K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 1.02% |
$121 - $132
|
298
$12.8K
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.91% |
$40.3 - $44
|
111
$4.77K
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.93% |
$40.3 - $44
|
108
$4.64K
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-6- 0.08% |
$242 - $264
|
7.31K
$314K
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-11- 0.77% |
$443 - $484
|
1.41K
$60.7K
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-14- 0.2% |
$564 - $616
|
6.96K
$299K
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-21- 0.36% |
$846 - $924
|
5.78K
$248K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-29Closed |
$1.17K - $1.28K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Legacy Financial Group LLC
|
SELL
|
- |
-33- 0.01% |
$1.33K - $1.45K
|
418K
$18M
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-33- 0.13% |
$1.33K - $1.45K
|
24.9K
$1.07M
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-34- 10.83% |
$1.37K - $1.5K
|
280
$12K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-37Closed |
$1.49K - $1.63K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-42- 43.3% |
$1.69K - $1.85K
|
55
$2.36K
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-44- 0.54% |
$1.77K - $1.94K
|
8.17K
$351K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-44- 1.92% |
$1.77K - $1.94K
|
2.24K
$96.5K
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-52- 0.77% |
$2.09K - $2.29K
|
6.72K
$289K
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-69Closed |
$2.78K - $3.04K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-74Closed |
$2.98K - $3.26K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-117- 0.97% |
$4.71K - $5.15K
|
12K
$514K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-119- 4.77% |
$4.79K - $5.24K
|
2.38K
$102K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-145- 1.61% |
$5.84K - $6.38K
|
8.89K
$382K
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-153- 1.6% |
$6.16K - $6.74K
|
9.39K
$404K
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-161- 57.71% |
$6.48K - $7.09K
|
118
$5.07K
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-172- 0.28% |
$6.93K - $7.57K
|
61.7K
$2.65M
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-174- 0.64% |
$7.01K - $7.66K
|
26.8K
$1.15M
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-184- 3.41% |
$7.41K - $8.1K
|
5.2K
$224K
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-187Closed |
$7.53K - $8.23K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-190- 1.88% |
$7.65K - $8.36K
|
9.91K
$426K
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-198- 92.96% |
$7.97K - $8.72K
|
15
$645
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-221- 2.94% |
$8.9K - $9.73K
|
7.29K
$313K
|