Purchases and Sales Made in Q2 2023 in Ishares 0 5 Year High Yield CO (SHYG)

SHYG Quotes by TradingView

This table provides information about the institutional ownership of Ishares 0 5 Year High Yield CO (SHYG) during Q2 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
Jul 18, 2023 Q2 2023
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
25.7K
New
$1.05M - $1.07M
25.7K $1.09M
Jul 17, 2023 Q2 2023
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
25.2K
+ 23.54%
$1.03M - $1.05M
132K $5.63M
Jul 18, 2023 Q2 2023
Retirement Financial Solutions, LLC

Knoxville, TN
BUY
 -
23.9K
+ 7.0%
$974K - $992K
365K $15.6M
Jul 26, 2023 Q2 2023
Simplicity Wealth,Llc

BUY
 -
23K
New
$938K - $955K
23K $980K
Jul 26, 2023 Q2 2023
Sawtooth Solutions, LLC

BUY
 -
23K
New
$938K - $955K
23K $980K
Aug 15, 2023 Q2 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
22.2K
New
$904K - $921K
22.2K $945K
Aug 11, 2023 Q2 2023
Baker Avenue Asset Management, LP

BUY
 -
22.1K
+ 4.96%
$903K - $920K
468K $20M
Aug 03, 2023 Q2 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
22K
+ 2.77%
$896K - $913K
816K $34.8M
Jul 14, 2023 Q2 2023
Park Avenue Securities LLC

BUY
 -
21.7K
+ 23.19%
$886K - $902K
115K $4.92M
Aug 11, 2023 Q2 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
21.2K
+ 58.23%
$865K - $881K
57.6K $2.45M
Aug 14, 2023 Q2 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
17.6K
+ 12733.33%
$717K - $730K
17.7K $755K
Jul 14, 2023 Q2 2023
My Legacy Advisors, LLC

BUY
 -
17.4K
+ 14.27%
$711K - $725K
140K $5.95M
Aug 04, 2023 Q2 2023
New York Life Investment Management LLC

New York, NY
BUY
 -
15.7K
+ 9.96%
$640K - $652K
173K $7.38M
Aug 03, 2023 Q2 2023
Alpha Star Capital Management, LLC

BUY
 -
14.3K
New
$585K - $595K
14.3K $611K
Aug 10, 2023 Q2 2023
Stonehage Fleming Financial Services Holdings LTD

BUY
 -
14.2K
New
$581K - $591K
14.2K $607K
Aug 14, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
13.7K
+ 169.13%
$558K - $568K
21.7K $927K
Aug 04, 2023 Q2 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
13.1K
+ 5.22%
$536K - $546K
265K $11.3M
Jul 12, 2023 Q2 2023
Windsor Group LTD

BUY
 -
13K
+ 11.31%
$531K - $540K
128K $5.46M
Aug 14, 2023 Q2 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
12.8K
New
$521K - $531K
12.8K $545K
Jul 25, 2023 Q2 2023
Old National Bancorp

BUY
 -
12.7K
+ 38.23%
$519K - $528K
46K $1.96M
Aug 08, 2023 Q2 2023
Mader & Shannon Wealth Management, Inc.

BUY
 -
12.6K
+ 2.85%
$513K - $523K
454K $19.3M
Aug 09, 2023 Q2 2023
Motley Fool Wealth Management, LLC

Alexandria, VA
BUY
 -
12.2K
+ 3.04%
$498K - $507K
414K $17.6M
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
11.9K
+ 55.5%
$485K - $494K
33.3K $1.42M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
10.6K
+ 58.38%
$434K - $442K
28.9K $1.23M
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
10.3K
+ 12.47%
$420K - $427K
92.7K $3.95M
Aug 09, 2023 Q2 2023
Sweeney & Michel, LLC

Chico, CA
BUY
 -
10K
+ 5.73%
$408K - $416K
185K $7.87M
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
9.9K
+ 61.36%
$404K - $411K
26K $1.11M
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
9.66K
+ 21.37%
$394K - $401K
54.9K $2.34M
Aug 11, 2023 Q2 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
9.5K
New
$388K - $395K
9.5K $405K
Jul 20, 2023 Q2 2023
Powers Advisory Group, LLC

BUY
 -
9.25K
+ 5.74%
$377K - $384K
170K $7.26M
Aug 08, 2023 Q2 2023
Advisor Os, LLC

BUY
 -
8.25K
+ 6.58%
$336K - $343K
134K $5.69M
Jul 14, 2023 Q2 2023
Level Financial Advisors, Inc.

BUY
 -
8.1K
+ 8.91%
$331K - $337K
99K $4.22M
Jul 25, 2023 Q2 2023
Concorde Asset Management, LLC

BUY
 -
8K
New
$326K - $332K
8K $341K
Aug 07, 2023 Q2 2023
Madden Advisory Services, Inc.

BUY
 -
7.81K
+ 23.38%
$319K - $325K
41.2K $1.76M
Jul 31, 2023 Q2 2023
Hudock, Inc.

BUY
 -
7.73K
+ 39.62%
$315K - $321K
27.2K $1.16M
Aug 08, 2023 Q2 2023
Econ Financial Services Corp

BUY
 -
7.7K
+ 6.94%
$314K - $320K
119K $5.06M
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
7.37K
+ 14.42%
$301K - $306K
58.5K $2.49M
Jul 20, 2023 Q2 2023
Bailard, Inc.

BUY
 -
7.16K
New
$292K - $298K
7.16K $305K
Nov 14, 2024 Q2 2023
High Probability Advisors, LLC

Pittsford, NY
BUY
 -
7.13K
+ 2.2%
$291K - $296K
331K $14.1M
Aug 02, 2023 Q2 2023
Blue Chip Partners, Inc.

BUY
 -
7.06K
+ 5.29%
$288K - $293K
141K $6M
Aug 10, 2023 Q2 2023
Certus Wealth Management, LLC

Redwood City, CA
BUY
 -
6.83K
New
$278K - $284K
6.83K $291K
Jul 31, 2023 Q2 2023
Brighton Jones LLC

BUY
 -
6.37K
New
$260K - $265K
6.37K $271K
Aug 02, 2023 Q2 2023
Efg Capital International Corp.

Miami, FL
BUY
 -
6.35K
New
$259K - $264K
6.35K $271K
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
6.16K
+ 6.41%
$251K - $256K
102K $4.36M
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
6.14K
+ 3.04%
$251K - $255K
208K $8.86M
Jul 19, 2023 Q2 2023
Fin Dec Wealth Services, Inc.

Stockton, CA
BUY
 -
6.11K
+ 6.24%
$249K - $254K
104K $4.44M
Jul 17, 2023 Q2 2023
Mendel Capital Management LLC

BUY
 -
6.07K
+ 110.56%
$248K - $252K
11.6K $493K
Jul 21, 2023 Q2 2023
Walkner Condon Financial Advisors LLC

BUY
 -
5.87K
New
$240K - $244K
5.87K $250K
Dec 13, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
5.83K
+ 31.66%
$238K - $242K
24.2K $1.03M

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