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 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
100+ 1.97% |
$4.08K - $4.16K
|
5.18K
$221K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
96+ 1.18% |
$3.92K - $3.99K
|
8.24K
$351K
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
92+ 0.21% |
$3.75K - $3.82K
|
44.6K
$1.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
78+ 0.89% |
$3.18K - $3.24K
|
8.84K
$377K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
65+ 0.16% |
$2.65K - $2.7K
|
41.3K
$1.76M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
65+ 25.0% |
$2.65K - $2.7K
|
325
$13.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
41New |
$1.67K - $1.7K
|
41
$1.75K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
40New |
$1.63K - $1.66K
|
40
$1.7K
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
39+ 0.63% |
$1.59K - $1.62K
|
6.21K
$265K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
33+ 0.17% |
$1.35K - $1.37K
|
19K
$808K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
30+ 0.04% |
$1.22K - $1.25K
|
77.6K
$3.31M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
30+ 50.0% |
$1.22K - $1.25K
|
90
$3.84K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
27+ 19.15% |
$1.1K - $1.12K
|
168
$7.16K
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
14+ 0.21% |
$571 - $582
|
6.63K
$282K
|
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
12+ 0.07% |
$490 - $499
|
16.4K
$697K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7+ 1.67% |
$286 - $291
|
426
$18.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7+ 1.12% |
$286 - $291
|
630
$26.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3+ 0.03% |
$122 - $125
|
8.72K
$372K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 3.45% |
$81.6 - $83.1
|
60
$2.56K
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1+ 0.01% |
$40.8 - $41.6
|
9.21K
$392K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$40.8 - $41.6
|
7.38K
$315K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1- -0.0% |
$40.8 - $41.6
|
43.6K
$1.86M
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-3- 0.02% |
$122 - $125
|
14.6K
$622K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4- 4.71% |
$163 - $166
|
81
$3.45K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-5- 0.06% |
$204 - $208
|
7.87K
$336K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-5- 0.77% |
$204 - $208
|
642
$27.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-6- 0.11% |
$245 - $249
|
5.45K
$232K
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-7- 0.03% |
$286 - $291
|
22.4K
$953K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-27- 2.18% |
$1.1K - $1.12K
|
1.21K
$51.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-42- 13.86% |
$1.71K - $1.75K
|
261
$11.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-43- 0.8% |
$1.75K - $1.79K
|
5.32K
$227K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-45- 0.87% |
$1.84K - $1.87K
|
5.11K
$218K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-51- 71.83% |
$2.08K - $2.12K
|
20
$852
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-53- 3.96% |
$2.16K - $2.2K
|
1.29K
$54.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-61- 1.15% |
$2.49K - $2.53K
|
5.23K
$223K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-64- 0.98% |
$2.61K - $2.66K
|
6.45K
$275K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-73- 39.25% |
$2.98K - $3.03K
|
113
$4.82K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-82- 6.63% |
$3.35K - $3.41K
|
1.15K
$49.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-85- 1.57% |
$3.47K - $3.53K
|
5.35K
$228K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-100- 3.48% |
$4.08K - $4.16K
|
2.78K
$118K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-103- 4.35% |
$4.2K - $4.28K
|
2.26K
$96.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-109- 0.39% |
$4.45K - $4.53K
|
27.7K
$1.18M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-111- 0.01% |
$4.53K - $4.61K
|
1.01M
$43.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
SELL
|
- |
-117- 2.21% |
$4.77K - $4.86K
|
5.17K
$220K
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
SELL
|
- |
-121- 0.14% |
$4.94K - $5.03K
|
87.4K
$3.72M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-123- 7.44% |
$5.02K - $5.11K
|
1.53K
$65.2K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-130- 0.25% |
$5.3K - $5.4K
|
52.6K
$2.24M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-181- 1.1% |
$7.38K - $7.52K
|
16.2K
$692K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-185- 1.51% |
$7.55K - $7.69K
|
12.1K
$515K
|