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 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-180- 2.03% |
$7.5K - $7.62K
|
8.7K
$374K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-181- 0.89% |
$7.54K - $7.66K
|
20.2K
$869K
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-193- 1.24% |
$8.04K - $8.17K
|
15.4K
$663K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-200- 93.02% |
$8.33K - $8.46K
|
15
$645
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-217- 0.27% |
$9.04K - $9.18K
|
78.8K
$3.39M
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-225- 1.51% |
$9.37K - $9.52K
|
14.7K
$632K
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-250- 3.89% |
$10.4K - $10.6K
|
6.17K
$265K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-263- 3.26% |
$11K - $11.1K
|
7.82K
$336K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
SELL
|
- |
-274- 3.13% |
$11.4K - $11.6K
|
8.49K
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-300- 10.81% |
$12.5K - $12.7K
|
2.48K
$106K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-314- 32.67% |
$13.1K - $13.3K
|
647
$27.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-345- 5.75% |
$14.4K - $14.6K
|
5.66K
$243K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-357- 6.73% |
$14.9K - $15.1K
|
4.95K
$213K
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-366- 3.85% |
$15.2K - $15.5K
|
9.15K
$393K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-380- 4.58% |
$15.8K - $16.1K
|
7.91K
$340K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-386- 4.69% |
$16.1K - $16.3K
|
7.85K
$338K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-425- 2.17% |
$17.7K - $18K
|
19.2K
$824K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-448- 56.07% |
$18.7K - $19K
|
351
$15.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-460- 29.87% |
$19.2K - $19.5K
|
1.08K
$46.4K
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-478- 38.09% |
$19.9K - $20.2K
|
777
$33.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-500- 7.08% |
$20.8K - $21.2K
|
6.56K
$282K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-544- 9.54% |
$22.7K - $23K
|
5.16K
$222K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-558- 4.31% |
$23.2K - $23.6K
|
12.4K
$533K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-568- 1.97% |
$23.7K - $24K
|
28.3K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-598- 5.93% |
$24.9K - $25.3K
|
9.48K
$408K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-628- 4.9% |
$26.1K - $26.6K
|
12.2K
$524K
|
|
|
Aug 14, 2024
Q2 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-630- 12.16% |
$26.2K - $26.7K
|
4.55K
$196K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-665- 1.31% |
$27.7K - $28.1K
|
50K
$2.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-701- 9.13% |
$29.2K - $29.7K
|
6.98K
$300K
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-710- 2.05% |
$29.6K - $30K
|
33.9K
$1.46M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-740- 0.91% |
$30.8K - $31.3K
|
80.9K
$3.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-750- 4.8% |
$31.2K - $31.7K
|
14.9K
$640K
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-751- 8.78% |
$31.3K - $31.8K
|
7.8K
$335K
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-757- 5.42% |
$31.5K - $32K
|
13.2K
$568K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-758- 0.54% |
$31.6K - $32.1K
|
138K
$5.95M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-761- 8.87% |
$31.7K - $32.2K
|
7.82K
$336K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-825- 65.53% |
$34.4K - $34.9K
|
434
$18.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-830- 0.24% |
$34.6K - $35.1K
|
344K
$14.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-960- 10.25% |
$40K - $40.6K
|
8.4K
$361K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-977- 2.89% |
$40.7K - $41.3K
|
32.8K
$1.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.15K- 8.2% |
$48K - $48.8K
|
12.9K
$555K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.26K- 0.71% |
$52.5K - $53.4K
|
177K
$7.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-1.27K- 9.75% |
$52.7K - $53.5K
|
11.7K
$503K
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.29K- 3.22% |
$53.5K - $54.4K
|
38.6K
$1.66M
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.29K- 1.03% |
$53.8K - $54.6K
|
124K
$5.33M
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.32K- 5.64% |
$54.9K - $55.8K
|
22.1K
$948K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.4K- 1.01% |
$58.2K - $59.1K
|
137K
$5.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.43K- 0.86% |
$59.4K - $60.4K
|
164K
$7.07M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.43K- 2.78% |
$59.5K - $60.5K
|
50.1K
$2.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.44K- 3.51% |
$60.1K - $61.1K
|
39.7K
$1.71M
|