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
|
Financial Management Network Inc
|
BUY
|
- |
919+ 5.66% |
$38.3K - $38.9K
|
17.2K
$737K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
916+ 2.55% |
$38.1K - $38.8K
|
36.8K
$1.58M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
880+ 6.52% |
$36.6K - $37.2K
|
14.4K
$618K
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
858+ 6.43% |
$35.7K - $36.3K
|
14.2K
$610K
|
|
Jul 18, 2024
Q2 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
804+ 1.89% |
$33.5K - $34K
|
43.5K
$1.87M
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
772+ 9.16% |
$32.1K - $32.7K
|
9.2K
$396K
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
770+ 3.15% |
$32.1K - $32.6K
|
25.2K
$1.09M
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
710+ 3.77% |
$29.6K - $30K
|
19.6K
$841K
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
709+ 10.08% |
$29.5K - $30K
|
7.75K
$333K
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
700New |
$29.1K - $29.6K
|
700
$30.1K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
693+ 2.54% |
$28.9K - $29.3K
|
28K
$1.21M
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
684New |
$28.5K - $28.9K
|
684
$29.4K
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
665+ 1.09% |
$27.7K - $28.1K
|
61.4K
$2.64M
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
650+ 2.74% |
$27.1K - $27.5K
|
24.3K
$1.05M
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
615+ 7.64% |
$25.6K - $26K
|
8.67K
$373K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
610New |
$25.4K - $25.8K
|
610
$26.2K
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
581+ 0.34% |
$24.2K - $24.6K
|
172K
$7.39M
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
553+ 27.31% |
$23K - $23.4K
|
2.58K
$111K
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
528+ 7.55% |
$22K - $22.3K
|
7.52K
$323K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
451New |
$18.8K - $19.1K
|
451
$19.4K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
422+ 2.69% |
$17.6K - $17.9K
|
16.1K
$692K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
409+ 31.75% |
$17K - $17.3K
|
1.7K
$73K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
400+ 1142.86% |
$16.7K - $16.9K
|
435
$18.7K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
372+ 46.73% |
$15.5K - $15.7K
|
1.17K
$50.2K
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
350New |
$14.6K - $14.8K
|
350
$15K
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
336+ 2.04% |
$14K - $14.2K
|
16.8K
$724K
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
329+ 1.06% |
$13.7K - $13.9K
|
31.4K
$1.35M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
303+ 0.54% |
$12.6K - $12.8K
|
56.2K
$2.42M
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
302+ 0.99% |
$12.6K - $12.8K
|
30.9K
$1.33M
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
300+ 1.76% |
$12.5K - $12.7K
|
17.4K
$747K
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
286+ 2.0% |
$11.9K - $12.1K
|
14.6K
$628K
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
258+ 11.45% |
$10.7K - $10.9K
|
2.51K
$108K
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
246+ 1.46% |
$10.2K - $10.4K
|
17K
$733K
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
240+ 1.13% |
$9.99K - $10.2K
|
21.4K
$920K
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
230New |
$9.58K - $9.73K
|
230
$9.89K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
219New |
$9.12K - $9.27K
|
219
$9.41K
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
202+ 23.19% |
$8.41K - $8.55K
|
1.07K
$46.1K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
200+ 39.29% |
$8.33K - $8.46K
|
709
$30.5K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
198+ 0.72% |
$8.24K - $8.38K
|
27.6K
$1.19M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
196+ 0.74% |
$8.16K - $8.29K
|
26.5K
$1.14M
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
191New |
$7.95K - $8.08K
|
191
$8.21K
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
190+ 1.71% |
$7.91K - $8.04K
|
11.3K
$487K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
187New |
$7.79K - $7.91K
|
187
$8.04K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
179+ 331.48% |
$7.45K - $7.58K
|
233
$10K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
175+ 0.54% |
$7.29K - $7.41K
|
32.7K
$1.4M
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
174+ 2.98% |
$7.25K - $7.36K
|
6.01K
$259K
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
164+ 2.3% |
$6.83K - $6.94K
|
7.29K
$313K
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
157+ 1.54% |
$6.54K - $6.64K
|
10.3K
$444K
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
152New |
$6.33K - $6.43K
|
152
$6.53K
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
135+ 1.39% |
$5.62K - $5.71K
|
9.82K
$422K
|