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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
10.9K+ 47.34% |
$455K - $462K
|
34K
$1.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.7K+ 201.05% |
$447K - $454K
|
16.1K
$691K
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
10.3K+ 13.19% |
$428K - $435K
|
88.2K
$3.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
10KNew |
$416K - $423K
|
10K
$430K
|
|
|
Aug 14, 2024
Q2 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
9.64K+ 3.12% |
$401K - $408K
|
319K
$13.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.6KNew |
$400K - $406K
|
9.6K
$413K
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
9.27KNew |
$386K - $392K
|
9.27K
$398K
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
9.26KNew |
$385K - $392K
|
9.26K
$398K
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
9K+ 4.74% |
$375K - $381K
|
199K
$8.55M
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
8.78K+ 27.79% |
$366K - $372K
|
40.4K
$1.74M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.69KNew |
$362K - $368K
|
8.69K
$373K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8.68K+ 27.71% |
$362K - $368K
|
40K
$1.72M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
8.44K+ 24.25% |
$351K - $357K
|
43.2K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
8.18K+ 4.71% |
$341K - $346K
|
182K
$7.82M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
8.05K+ 9.84% |
$335K - $341K
|
89.8K
$3.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.77K+ 16.5% |
$323K - $329K
|
54.8K
$2.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.57K+ 125.81% |
$315K - $320K
|
13.6K
$584K
|
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
7.52K+ 15.61% |
$313K - $318K
|
55.6K
$2.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.44K+ 8.83% |
$310K - $315K
|
91.6K
$3.94M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.05K+ 3.55% |
$293K - $298K
|
205K
$8.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.86KNew |
$286K - $290K
|
6.86K
$295K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.8K+ 72.15% |
$283K - $288K
|
16.2K
$697K
|
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
6.62KNew |
$276K - $280K
|
6.62K
$285K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
6.57K+ 10.47% |
$274K - $278K
|
69.3K
$2.98M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
6.51KNew |
$271K - $276K
|
6.51K
$280K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.38KNew |
$266K - $270K
|
6.38K
$274K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
6.19KNew |
$258K - $262K
|
6.19K
$266K
|
|
|
Aug 08, 2024
Q2 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
6.03K+ 1.77% |
$251K - $255K
|
346K
$14.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5.98K+ 5.4% |
$249K - $253K
|
117K
$5.02M
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
5.51K+ 84.83% |
$230K - $233K
|
12K
$516K
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
5.49KNew |
$229K - $233K
|
5.49K
$236K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
5.43K+ 37.63% |
$226K - $230K
|
19.9K
$854K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
5.32K+ 13.26% |
$221K - $225K
|
45.4K
$1.95M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.32KNew |
$221K - $225K
|
5.32K
$229K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
5.17K+ 21.79% |
$215K - $219K
|
28.9K
$1.24M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5.17K+ 6.7% |
$215K - $219K
|
82.3K
$3.54M
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
5.06K+ 8.7% |
$211K - $214K
|
63.2K
$2.72M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
5.01K+ 3.31% |
$209K - $212K
|
156K
$6.72M
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
4.96K+ 1.49% |
$207K - $210K
|
338K
$14.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.88K+ 31.52% |
$203K - $207K
|
20.4K
$876K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.71K+ 1.07% |
$196K - $199K
|
443K
$19M
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
4.35K+ 19.0% |
$181K - $184K
|
27.3K
$1.17M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.25K+ 32.24% |
$177K - $180K
|
17.4K
$750K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.24K+ 19.33% |
$177K - $180K
|
26.2K
$1.13M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.22K+ 3196.97% |
$176K - $179K
|
4.35K
$187K
|
|
|
Aug 14, 2024
Q2 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
4.21K+ 21.29% |
$175K - $178K
|
24K
$1.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
4.15K+ 38.95% |
$173K - $176K
|
14.8K
$636K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
4.08K+ 1.84% |
$170K - $173K
|
225K
$9.69M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.05K+ 24.88% |
$169K - $171K
|
20.3K
$874K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
3.98K+ 27.69% |
$166K - $168K
|
18.3K
$789K
|