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 31, 2023 Q2 2023
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
1.54K
+ 12.23%
$62.7K - $63.9K
14.1K $601K
Jul 21, 2023 Q2 2023
First Purpose Wealth LLC

BUY
 -
1.52K
+ 4.82%
$61.9K - $63K
33K $1.41M
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
1.46K
+ 1.02%
$59.4K - $60.5K
144K $6.13M
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
1.41K
+ 12.84%
$57.7K - $58.8K
12.4K $530K
Aug 03, 2023 Q2 2023
Scotia Capital Inc.

BUY
 -
1.33K
+ 3.49%
$54.3K - $55.3K
39.4K $1.68M
Jul 21, 2023 Q2 2023
Friedenthal Financial

BUY
 -
1.33K
+ 2.18%
$54.1K - $55.1K
62.1K $2.65M
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.28K
+ 3.91%
$52.4K - $53.4K
34.2K $1.46M
Aug 07, 2023 Q2 2023
Investment Partners, Ltd.

BUY
 -
1.19K
+ 2.27%
$48.4K - $49.3K
53.3K $2.27M
Aug 07, 2023 Q2 2023
Jfs Wealth Advisors, LLC

BUY
 -
1.19K
+ 7.17%
$48.4K - $49.3K
17.7K $755K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
1.1K
+ 33.69%
$45K - $45.8K
4.38K $187K
Jul 11, 2023 Q2 2023
Capital Advisors Wealth Management, LLC

BUY
 -
1K
+ 8.71%
$41K - $41.7K
12.5K $534K
Jan 16, 2024 Q2 2023
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
990
+ 2.44%
$40.4K - $41.1K
41.6K $1.77M
Oct 19, 2023 Q2 2023
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
990
+ 2.44%
$40.4K - $41.1K
41.6K $1.77M
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

BUY
 -
911
+ 2.11%
$37.2K - $37.9K
44.2K $1.88M
Aug 14, 2023 Q2 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
911
+ 5.6%
$37.2K - $37.9K
17.2K $732K
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
872
+ 149.57%
$35.6K - $36.2K
1.46K $62K
Jul 13, 2023 Q2 2023
Cabot Wealth Management Inc

BUY
 -
856
+ 3.54%
$34.9K - $35.6K
25K $1.07M
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
778
+ 56.01%
$31.7K - $32.3K
2.17K $92.4K
Aug 03, 2023 Q2 2023
Financial Futures LTD Liability Co.

BUY
 -
757
+ 1.27%
$30.9K - $31.5K
60.2K $2.57M
Aug 15, 2023 Q2 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
732
+ 3.18%
$29.9K - $30.4K
23.8K $1.01M
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
649
New
$26.5K - $27K
649 $27.7K
Jan 24, 2024 Q2 2023
Cedrus LLC

Littleton, CO
BUY
 -
580
+ 7.98%
$23.7K - $24.1K
7.85K $334K
Aug 15, 2023 Q2 2023
Retirement Group, LLC

BUY
 -
577
+ 18.18%
$23.5K - $24K
3.75K $160K
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
547
+ 4.48%
$22.3K - $22.7K
12.8K $544K
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
488
New
$19.9K - $20.3K
488 $20.8K
Jul 05, 2023 Q2 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
483
+ 6.41%
$19.7K - $20.1K
8.02K $342K
Jul 18, 2023 Q2 2023
Ckw Financial Group

BUY
 -
483
+ 5.33%
$19.7K - $20.1K
9.55K $407K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
468
+ 0.65%
$19.1K - $19.4K
72K $3.07M
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
460
+ 14.53%
$18.8K - $19.1K
3.63K $155K
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
459
+ 57.38%
$18.7K - $19.1K
1.26K $53.7K
Aug 02, 2023 Q2 2023
Jackson Creek Investment Advisors LLC

BUY
 -
421
+ 1.5%
$17.2K - $17.5K
28.4K $1.21M
Aug 09, 2023 Q2 2023
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
403
+ 7.5%
$16.4K - $16.7K
5.77K $246K
Aug 14, 2023 Q2 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
396
+ 2.72%
$16.2K - $16.5K
14.9K $637K
Jul 17, 2023 Q2 2023
Wedmont Private Capital

BUY
 -
373
+ 3.03%
$15.2K - $15.5K
12.7K $541K
Aug 09, 2023 Q2 2023
Regions Financial Corp

BUY
 -
365
New
$14.9K - $15.2K
365 $15.6K
Jul 24, 2023 Q2 2023
Blankinship & Foster, LLC

Solana Beach, CA
BUY
 -
352
+ 1.14%
$14.4K - $14.6K
31.3K $1.33M
Aug 14, 2023 Q2 2023
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
350
+ 4.7%
$14.3K - $14.5K
7.8K $332K
Jul 28, 2023 Q2 2023
Financial Management Network Inc

BUY
 -
331
+ 2.3%
$13.5K - $13.8K
14.7K $627K
Jul 17, 2023 Q2 2023
Goal Vest Advisory LLC

BUY
 -
280
New
$11.4K - $11.6K
280 $11.9K
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
271
+ 2.53%
$11.1K - $11.3K
11K $468K
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
254
+ 0.94%
$10.4K - $10.6K
27.3K $1.16M
Jul 20, 2023 Q2 2023
Horizon Financial Services, LLC

BUY
 -
206
+ 1.03%
$8.4K - $8.56K
20.1K $858K
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
194
+ 1.91%
$7.92K - $8.06K
10.4K $442K
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
189
New
$7.71K - $7.85K
189 $8.06K
Aug 10, 2023 Q2 2023
Angeles Wealth Management, LLC

BUY
 -
189
+ 9.91%
$7.71K - $7.85K
2.1K $89.4K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
152
New
$6.2K - $6.32K
152 $6.48K
Aug 21, 2023 Q2 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
113
New
$4.61K - $4.7K
113 $4.82K
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
108
+ 12.78%
$4.41K - $4.49K
953 $40.6K
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
108
+ 12.78%
$4.41K - $4.49K
953 $40.6K

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