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 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-188- 1.59% |
$7.67K - $7.81K
|
11.7K
$497K
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-192- 0.79% |
$7.83K - $7.98K
|
24.1K
$1.03M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-195- 0.24% |
$7.96K - $8.1K
|
81.8K
$3.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-205- 9.19% |
$8.36K - $8.52K
|
2.03K
$86.3K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-206- 0.68% |
$8.4K - $8.56K
|
30.1K
$1.28M
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-224- 94.92% |
$9.14K - $9.31K
|
12
$511
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-231- 1.03% |
$9.42K - $9.6K
|
22.3K
$950K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-240- 1.54% |
$9.79K - $9.97K
|
15.3K
$653K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-253- 17.29% |
$10.3K - $10.5K
|
1.21K
$51.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-272- 3.19% |
$11.1K - $11.3K
|
8.25K
$351K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-278- 9.06% |
$11.3K - $11.6K
|
2.79K
$119K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-313- 4.76% |
$12.8K - $13K
|
6.26K
$267K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-314- 0.29% |
$12.8K - $13K
|
110K
$4.68M
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-327- 0.2% |
$13.3K - $13.6K
|
159K
$6.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-337- 1.15% |
$13.7K - $14K
|
29.1K
$1.24M
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-349- 2.27% |
$14.2K - $14.5K
|
15K
$640K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-355- 16.53% |
$14.5K - $14.8K
|
1.79K
$76.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-400- 9.24% |
$16.3K - $16.6K
|
3.93K
$167K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-415- 0.06% |
$16.9K - $17.2K
|
646K
$27.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-437- 6.13% |
$17.8K - $18.2K
|
6.69K
$285K
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-470- 7.25% |
$19.2K - $19.5K
|
6.01K
$256K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-500- 5.47% |
$20.4K - $20.8K
|
8.64K
$368K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-525- 8.19% |
$21.4K - $21.8K
|
5.89K
$251K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-528- 0.38% |
$21.5K - $21.9K
|
140K
$5.97M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-540- 8.12% |
$22K - $22.4K
|
6.11K
$260K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-553- 5.16% |
$22.6K - $23K
|
10.2K
$433K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-557- 2.33% |
$22.7K - $23.1K
|
23.3K
$994K
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-568- 4.05% |
$23.2K - $23.6K
|
13.5K
$574K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-573- 0.07% |
$23.4K - $23.8K
|
860K
$36.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-600- 7.1% |
$24.5K - $24.9K
|
7.85K
$335K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-613- 3.99% |
$25K - $25.5K
|
14.7K
$628K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-665- 12.42% |
$27.1K - $27.6K
|
4.69K
$200K
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
SELL
|
- |
-740- 12.46% |
$30.2K - $30.7K
|
5.2K
$222K
|
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-757- 2.62% |
$30.9K - $31.5K
|
28.1K
$1.2M
|
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-800- 2.44% |
$32.6K - $33.2K
|
32K
$1.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-808- 1.76% |
$33K - $33.6K
|
45K
$1.92M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-820- 7.77% |
$33.5K - $34.1K
|
9.74K
$415K
|
|
|
Aug 03, 2023
Q2 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-874- 7.64% |
$35.7K - $36.3K
|
10.6K
$450K
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-889- 9.82% |
$36.3K - $36.9K
|
8.16K
$348K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-923- 2.43% |
$37.7K - $38.4K
|
37K
$1.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-948- 2.82% |
$38.7K - $39.4K
|
32.7K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-955- 8.0% |
$39K - $39.7K
|
11K
$468K
|
|
|
Jul 18, 2023
Q2 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-965- 5.51% |
$39.4K - $40.1K
|
16.5K
$705K
|
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-984- 2.49% |
$40.1K - $40.9K
|
38.5K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1K- 0.51% |
$40.8K - $41.6K
|
194K
$8.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.03K- 3.45% |
$42.1K - $42.8K
|
28.8K
$1.23M
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.11K- 1.0% |
$45.2K - $46K
|
109K
$4.65M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.11K- 7.17% |
$45.4K - $46.2K
|
14.4K
$614K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.26K- 94.47% |
$51.6K - $52.5K
|
74
$3.15K
|
|
|
Jul 31, 2023
Q2 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-1.3K- 0.65% |
$53.2K - $54.2K
|
198K
$8.45M
|