Purchases and Sales Made in Q2 2024 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 2024. 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 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
2.63M+ 38.13% |
$109M - $111M
|
9.52M
$406M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
2.14M+ 43.32% |
$88.9M - $90.4M
|
7.06M
$301M
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
908KNew |
$37.8M - $38.4M
|
908K
$38.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
683K+ 6.21% |
$28.4M - $28.9M
|
11.7M
$498M
|
|
|
Aug 07, 2024
Q2 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
654K+ 16.97% |
$27.2M - $27.7M
|
4.5M
$192M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
241K+ 98296.33% |
$10M - $10.2M
|
241K
$10.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
236K+ 3.15% |
$9.84M - $10M
|
7.73M
$329M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
178K+ 5.63% |
$7.4M - $7.52M
|
3.33M
$142M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
172K+ 4.24% |
$7.18M - $7.3M
|
4.24M
$181M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
154K+ 5.11% |
$6.41M - $6.51M
|
3.17M
$135M
|
|
|
Jul 22, 2024
Q2 2024
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
151K+ 77.18% |
$6.31M - $6.41M
|
348K
$14.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
140K+ 39.08% |
$5.85M - $5.94M
|
500K
$21.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
139K+ 21.03% |
$5.8M - $5.89M
|
801K
$34.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
127KNew |
$5.29M - $5.37M
|
127K
$5.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
118K+ 8.62% |
$4.9M - $4.98M
|
1.48M
$63.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
117K+ 6.51% |
$4.86M - $4.94M
|
1.91M
$81.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
115KNew |
$4.78M - $4.86M
|
115K
$4.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
113K+ 17.9% |
$4.72M - $4.8M
|
747K
$31.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
111KNew |
$4.63M - $4.7M
|
111K
$4.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
109K+ 456.57% |
$4.55M - $4.62M
|
133K
$5.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
98.9K+ 2097.43% |
$4.12M - $4.18M
|
104K
$4.41M
|
|
|
Jul 26, 2024
Q2 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
96.7KNew |
$4.03M - $4.09M
|
96.7K
$4.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
96.5K+ 7.77% |
$4.02M - $4.08M
|
1.34M
$57M
|
|
|
Jul 29, 2024
Q2 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
96.3K+ 22.46% |
$4.01M - $4.07M
|
525K
$22.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
95.8KNew |
$3.99M - $4.05M
|
95.8K
$4.08M
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
83.8KNew |
$3.49M - $3.54M
|
83.8K
$3.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
76.9K+ 22.36% |
$3.2M - $3.25M
|
421K
$17.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
75.3K+ 19.0% |
$3.14M - $3.19M
|
472K
$20.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
69K+ 623.97% |
$2.87M - $2.92M
|
80.1K
$3.41M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
65.1KNew |
$2.71M - $2.75M
|
65.1K
$2.77M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
64.6K+ 39.29% |
$2.69M - $2.73M
|
229K
$9.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
61.9KNew |
$2.58M - $2.62M
|
61.9K
$2.64M
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
59.7KNew |
$2.49M - $2.53M
|
59.7K
$2.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
56.3K+ 27.87% |
$2.35M - $2.38M
|
258K
$11M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
53.2K+ 42.66% |
$2.22M - $2.25M
|
178K
$7.58M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
53.1K+ 17.0% |
$2.21M - $2.25M
|
365K
$15.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
51.7K+ 39.18% |
$2.15M - $2.19M
|
184K
$7.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
50.4K+ 145.31% |
$2.1M - $2.13M
|
85K
$3.62M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
50.1K+ 88.3% |
$2.09M - $2.12M
|
107K
$4.55M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
48.3K+ 52.66% |
$2.01M - $2.04M
|
140K
$5.96M
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
48K+ 635.19% |
$2M - $2.03M
|
55.6K
$2.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
47.5K+ 3.02% |
$1.98M - $2.01M
|
1.62M
$69.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
46.8KNew |
$1.95M - $1.98M
|
46.8K
$2M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
44.9K+ 83.3% |
$1.87M - $1.9M
|
98.9K
$4.21M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
44.3K+ 115.22% |
$1.84M - $1.87M
|
82.7K
$3.53M
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
43.8K+ 26.13% |
$1.82M - $1.85M
|
211K
$9.01M
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
43.8K+ 26.13% |
$1.82M - $1.85M
|
211K
$9.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
43.4K+ 15.1% |
$1.81M - $1.84M
|
331K
$14.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
42.6K+ 1192.22% |
$1.77M - $1.8M
|
46.2K
$1.97M
|
|
|
Jul 26, 2024
Q2 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
42.5K+ 21.97% |
$1.77M - $1.8M
|
236K
$10M
|