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
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.58K+ 4.21% |
$64.6K - $65.8K
|
39.2K
$1.68M
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.54K+ 12.23% |
$62.7K - $63.9K
|
14.1K
$604K
|
|
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
$6.16M
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.41K+ 12.84% |
$57.7K - $58.8K
|
12.4K
$532K
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.33K+ 3.49% |
$54.3K - $55.3K
|
39.4K
$1.69M
|
|
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
BUY
|
- |
1.33K+ 2.18% |
$54.1K - $55.1K
|
62.1K
$2.66M
|
|
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
$2.29M
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.19K+ 7.17% |
$48.4K - $49.3K
|
17.7K
$759K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
1.1K+ 33.69% |
$45K - $45.8K
|
4.38K
$188K
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.1K+ 14.96% |
$44.9K - $45.7K
|
8.45K
$362K
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1K+ 8.71% |
$41K - $41.7K
|
12.5K
$537K
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
990+ 2.44% |
$40.4K - $41.1K
|
41.6K
$1.78M
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
990+ 2.44% |
$40.4K - $41.1K
|
41.6K
$1.78M
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
911+ 2.11% |
$37.2K - $37.9K
|
44.2K
$1.89M
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
911+ 5.6% |
$37.2K - $37.9K
|
17.2K
$736K
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
872+ 149.57% |
$35.6K - $36.2K
|
1.46K
$62.3K
|
|
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
$92.9K
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
757+ 1.27% |
$30.9K - $31.5K
|
60.2K
$2.58M
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
732+ 3.18% |
$29.9K - $30.4K
|
23.8K
$1.02M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
649New |
$26.5K - $27K
|
649
$27.8K
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
580+ 7.98% |
$23.7K - $24.1K
|
7.85K
$336K
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
577+ 18.18% |
$23.5K - $24K
|
3.75K
$161K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
547+ 4.48% |
$22.3K - $22.7K
|
12.8K
$546K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
488New |
$19.9K - $20.3K
|
488
$20.9K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
483+ 6.41% |
$19.7K - $20.1K
|
8.02K
$344K
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
BUY
|
- |
483+ 5.33% |
$19.7K - $20.1K
|
9.55K
$409K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
468+ 0.65% |
$19.1K - $19.4K
|
72K
$3.08M
|
|
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
$53.9K
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
421+ 1.5% |
$17.2K - $17.5K
|
28.4K
$1.22M
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
403+ 7.5% |
$16.4K - $16.7K
|
5.77K
$247K
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
396+ 2.72% |
$16.2K - $16.5K
|
14.9K
$640K
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
373+ 3.03% |
$15.2K - $15.5K
|
12.7K
$544K
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
365New |
$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
$1.34M
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
350+ 4.7% |
$14.3K - $14.5K
|
7.8K
$334K
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
BUY
|
- |
331+ 2.3% |
$13.5K - $13.8K
|
14.7K
$630K
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
280New |
$11.4K - $11.6K
|
280
$12K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
271+ 2.53% |
$11.1K - $11.3K
|
11K
$470K
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
254+ 0.94% |
$10.4K - $10.6K
|
27.3K
$1.17M
|
|
Jul 20, 2023
Q2 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
206+ 1.03% |
$8.4K - $8.56K
|
20.1K
$862K
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
194+ 1.91% |
$7.92K - $8.06K
|
10.4K
$444K
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
189+ 9.91% |
$7.71K - $7.85K
|
2.1K
$89.9K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
189New |
$7.71K - $7.85K
|
189
$8.1K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
152New |
$6.2K - $6.32K
|
152
$6.51K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
113New |
$4.61K - $4.7K
|
113
$4.84K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
108+ 12.78% |
$4.41K - $4.49K
|
953
$40.8K
|