Purchases and Sales Made in Q2 2023 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 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.83K+ 31.66% |
$238K - $242K
|
24.2K
$1.03M
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
5.77K+ 1.64% |
$235K - $240K
|
357K
$15.2M
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
5.73KNew |
$234K - $238K
|
5.73K
$244K
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.69KNew |
$232K - $237K
|
5.69K
$243K
|
|
Aug 03, 2023
Q2 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
5.54K+ 6.71% |
$226K - $230K
|
88K
$3.75M
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.52KNew |
$225K - $229K
|
5.52K
$235K
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
5.5K+ 31.38% |
$224K - $228K
|
23K
$981K
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.48KNew |
$224K - $228K
|
5.48K
$233K
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.47K+ 11.93% |
$223K - $227K
|
51.3K
$2.19M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.3K+ 3.62% |
$216K - $220K
|
152K
$6.46M
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
5.29KNew |
$216K - $220K
|
5.29K
$226K
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.27KNew |
$215K - $219K
|
5.27K
$225K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.24K+ 20.87% |
$214K - $218K
|
30.4K
$1.29M
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.23KNew |
$213K - $217K
|
5.23K
$223K
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.17KNew |
$211K - $215K
|
5.17K
$220K
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
4.86K+ 69.17% |
$198K - $202K
|
11.9K
$507K
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.7K+ 0.4% |
$192K - $195K
|
1.18M
$50.3M
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.64K+ 4.09% |
$189K - $193K
|
118K
$5.02M
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
4.47K+ 2.24% |
$182K - $186K
|
204K
$8.7M
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.37K+ 62.6% |
$178K - $182K
|
11.4K
$484K
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
4.13K+ 2.54% |
$169K - $172K
|
167K
$7.11M
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.85K+ 16.21% |
$157K - $160K
|
27.6K
$1.18M
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.71K+ 72.63% |
$151K - $154K
|
8.81K
$376K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.57K+ 6743.4% |
$146K - $148K
|
3.63K
$155K
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3.43K+ 3.39% |
$140K - $142K
|
105K
$4.46M
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
3.43K+ 1.47% |
$140K - $142K
|
237K
$10.1M
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
3.38K+ 5.03% |
$138K - $140K
|
70.5K
$3M
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
3.16K+ 4.29% |
$129K - $131K
|
76.9K
$3.28M
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.66K+ 9.22% |
$108K - $110K
|
31.5K
$1.34M
|
|
Jul 20, 2023
Q2 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.6K+ 6.91% |
$106K - $108K
|
40.2K
$1.71M
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.59K+ 1.37% |
$106K - $108K
|
192K
$8.16M
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.52K+ 138.22% |
$103K - $105K
|
4.34K
$185K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.37K+ 36.33% |
$96.6K - $98.4K
|
8.89K
$379K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.36K+ 6.44% |
$96.3K - $98.1K
|
39K
$1.66M
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.31K+ 7.05% |
$94.2K - $95.9K
|
35K
$1.49M
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
2.18K+ 5.37% |
$88.8K - $90.5K
|
42.8K
$1.82M
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.07K+ 15.27% |
$84.5K - $86.1K
|
15.6K
$667K
|
|
Aug 03, 2023
Q2 2023
|
Penobscot Wealth Management
|
BUY
|
- |
2.04K+ 20.95% |
$83.4K - $84.9K
|
11.8K
$503K
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2K+ 13.91% |
$81.6K - $83.1K
|
16.4K
$698K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2K+ 3.57% |
$81.6K - $83.1K
|
57.9K
$2.47M
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.86K+ 36.18% |
$76K - $77.4K
|
7.01K
$299K
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.85K+ 8.03% |
$75.6K - $77K
|
25K
$1.06M
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.85K+ 21.63% |
$75.6K - $77K
|
10.4K
$444K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.84K+ 7.19% |
$75.2K - $76.5K
|
27.5K
$1.17M
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.82K+ 2.71% |
$74.2K - $75.5K
|
68.9K
$2.94M
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.79K+ 0.51% |
$73K - $74.3K
|
349K
$14.9M
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.59K+ 7.37% |
$65K - $66.1K
|
23.2K
$988K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.59KNew |
$64.9K - $66.1K
|
1.59K
$67.8K
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.59K+ 372.54% |
$64.7K - $65.9K
|
2.01K
$85.8K
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.58K+ 4.21% |
$64.6K - $65.8K
|
39.2K
$1.67M
|