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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.31KClosed |
$53.2K - $54.2K
|
0
$0
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.33K- 49.09% |
$54.1K - $55.1K
|
1.37K
$58.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.42K- 5.9% |
$58K - $59.1K
|
22.7K
$966K
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.55K- 6.92% |
$63.2K - $64.4K
|
20.9K
$889K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.59K- 78.84% |
$64.7K - $65.9K
|
426
$18.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.6K- 7.62% |
$65.1K - $66.3K
|
19.3K
$825K
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.6K- 4.66% |
$65.4K - $66.6K
|
32.8K
$1.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.63K- 71.59% |
$66.3K - $67.5K
|
645
$27.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.88K- 83.14% |
$76.7K - $78.1K
|
381
$16.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.89K- 4.77% |
$76.9K - $78.3K
|
37.6K
$1.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.89K- 23.6% |
$77K - $78.4K
|
6.11K
$260K
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-2K- 10.64% |
$81.6K - $83.1K
|
16.8K
$716K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.08K- 9.04% |
$85K - $86.5K
|
21K
$893K
|
|
|
Jul 21, 2023
Q2 2023
|
Brown Financial Advisory
|
SELL
|
- |
-2.14K- 4.73% |
$87.3K - $88.9K
|
43.1K
$1.84M
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.33K- 12.1% |
$95.1K - $96.8K
|
16.9K
$721K
|
|
|
Jul 31, 2023
Q2 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-2.39K- 4.8% |
$97.6K - $99.4K
|
47.5K
$2.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.43K- 5.43% |
$99.1K - $101K
|
42.3K
$1.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-2.49K- 8.83% |
$102K - $103K
|
25.7K
$1.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.49K- 23.25% |
$102K - $103K
|
8.22K
$350K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.7K- 12.96% |
$110K - $112K
|
18.1K
$773K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-2.73K- 12.94% |
$111K - $113K
|
18.4K
$782K
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.74K- 2.48% |
$112K - $114K
|
108K
$4.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.85K- 12.66% |
$116K - $118K
|
19.6K
$837K
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-3.12K- 5.91% |
$127K - $130K
|
49.6K
$2.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.12K- 4.36% |
$127K - $130K
|
68.4K
$2.92M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-3.25K- 4.79% |
$133K - $135K
|
64.6K
$2.76M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.25K- 1.49% |
$133K - $135K
|
214K
$9.14M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-3.27K- 3.52% |
$133K - $136K
|
89.6K
$3.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-3.31K- 10.25% |
$135K - $138K
|
29K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-3.32K- 18.98% |
$135K - $138K
|
14.1K
$603K
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-3.52K- 14.13% |
$143K - $146K
|
21.4K
$911K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3.7K- 18.4% |
$151K - $154K
|
16.4K
$700K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.91K- 23.66% |
$160K - $162K
|
12.6K
$538K
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.96K- 1.87% |
$162K - $165K
|
207K
$8.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-4K- 9.47% |
$163K - $166K
|
38.3K
$1.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.13K- 8.35% |
$169K - $172K
|
45.4K
$1.94M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-4.21K- 6.4% |
$172K - $175K
|
61.6K
$2.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-4.29K- 22.04% |
$175K - $178K
|
15.2K
$647K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.33K- 19.61% |
$177K - $180K
|
17.7K
$756K
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
SELL
|
- |
-4.39K- 12.17% |
$179K - $182K
|
31.7K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-4.51K- 44.32% |
$184K - $187K
|
5.66K
$241K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-4.72K- 15.05% |
$193K - $196K
|
26.7K
$1.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-4.75K- 31.69% |
$194K - $197K
|
10.2K
$437K
|
|
|
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-4.75K- 31.69% |
$194K - $197K
|
10.2K
$437K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.78K- 23.1% |
$195K - $198K
|
15.9K
$678K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-4.84K- 22.36% |
$198K - $201K
|
16.8K
$717K
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5K- 19.92% |
$204K - $208K
|
20.1K
$857K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-5.27K- 54.86% |
$215K - $219K
|
4.34K
$185K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-5.36K- 19.72% |
$219K - $223K
|
21.8K
$930K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.1K- 17.58% |
$249K - $253K
|
28.6K
$1.22M
|