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 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
129New |
$5.37K - $5.46K
|
129
$5.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
83+ 0.45% |
$3.46K - $3.51K
|
18.4K
$783K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
79+ 13.04% |
$3.29K - $3.34K
|
685
$29.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
69+ 0.88% |
$2.87K - $2.92K
|
7.92K
$337K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
66+ 0.28% |
$2.75K - $2.79K
|
24K
$1.02M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
51+ 0.45% |
$2.12K - $2.16K
|
11.3K
$480K
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
48+ 0.26% |
$2K - $2.03K
|
18.8K
$799K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
42New |
$1.75K - $1.78K
|
42
$1.79K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
35+ 0.74% |
$1.46K - $1.48K
|
4.76K
$203K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
33+ 1.88% |
$1.37K - $1.4K
|
1.78K
$76K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
27New |
$1.12K - $1.14K
|
27
$1.15K
|
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
26+ 0.35% |
$1.08K - $1.1K
|
7.49K
$319K
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
26+ 0.43% |
$1.08K - $1.1K
|
6.11K
$260K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
24+ 0.49% |
$999 - $1.02K
|
4.88K
$208K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
21+ 1.78% |
$874 - $889
|
1.2K
$51.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
16+ 0.06% |
$666 - $677
|
26.4K
$1.12M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
14+ 1.7% |
$583 - $592
|
838
$35.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
12+ 0.18% |
$500 - $508
|
6.76K
$288K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 2.02% |
$291 - $296
|
353
$15K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7+ 1.61% |
$291 - $296
|
443
$18.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
5+ 3.7% |
$208 - $212
|
140
$5.97K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
2+ 0.46% |
$83.3 - $84.6
|
439
$18.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1+ 0.02% |
$41.6 - $42.3
|
6.5K
$277K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 25.0% |
$41.6 - $42.3
|
3
$128
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2- 0.63% |
$83.3 - $84.6
|
313
$13.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-6- 0.11% |
$250 - $254
|
5.6K
$239K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-32- 3.33% |
$1.33K - $1.35K
|
928
$39.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-64- 5.95% |
$2.66K - $2.71K
|
1.01K
$43.1K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-68- 16.71% |
$2.83K - $2.88K
|
339
$14.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-72- 0.94% |
$3K - $3.05K
|
7.58K
$323K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-78- 10.01% |
$3.25K - $3.3K
|
701
$29.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-85- 0.3% |
$3.54K - $3.6K
|
28.1K
$1.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-85- 0.6% |
$3.54K - $3.6K
|
14.2K
$604K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-87- 0.23% |
$3.62K - $3.68K
|
37.2K
$1.59M
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-87- 2.6% |
$3.62K - $3.68K
|
3.26K
$139K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-89- 2.6% |
$3.71K - $3.77K
|
3.33K
$142K
|
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-93- 0.07% |
$3.87K - $3.94K
|
142K
$6.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-97- 54.8% |
$4.04K - $4.11K
|
80
$3.41K
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-98- 1.06% |
$4.08K - $4.15K
|
9.15K
$390K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-102- 9.11% |
$4.25K - $4.32K
|
1.02K
$43.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-119- 13.69% |
$4.96K - $5.04K
|
750
$32K
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-129- 0.65% |
$5.37K - $5.46K
|
19.8K
$842K
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-137- 1.04% |
$5.7K - $5.8K
|
13.1K
$557K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-142- 2.28% |
$5.91K - $6.01K
|
6.1K
$260K
|
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-148- 15.4% |
$6.16K - $6.26K
|
813
$34.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-148- 1.31% |
$6.16K - $6.26K
|
11.2K
$477K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-148- 0.71% |
$6.16K - $6.26K
|
20.7K
$883K
|
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
SELL
|
- |
-150- 0.23% |
$6.25K - $6.35K
|
64.2K
$2.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-153- 30.42% |
$6.37K - $6.47K
|
350
$14.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-156- 1.36% |
$6.5K - $6.6K
|
11.3K
$481K
|