Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
24.1K+ 54.16% |
$959K - $1.03M
|
68.6K
$2.92M
|
|
Oct 27, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
23.6KNew |
$938K - $1.01M
|
23.6K
$1M
|
|
Nov 04, 2022
Q3 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
22.9KNew |
$912K - $977K
|
22.9K
$976K
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
22.7K+ 17.74% |
$905K - $969K
|
151K
$6.43M
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
22.4K+ 476.6% |
$892K - $956K
|
27.1K
$1.16M
|
|
Nov 10, 2022
Q3 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
22K+ 209.61% |
$877K - $940K
|
32.5K
$1.39M
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
21.7KNew |
$864K - $926K
|
21.7K
$925K
|
|
Nov 14, 2022
Q3 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
21.3KNew |
$846K - $907K
|
21.3K
$906K
|
|
Nov 14, 2024
Q3 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
20.6K+ 6.58% |
$822K - $881K
|
335K
$14.3M
|
|
Nov 07, 2022
Q3 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
20.3K+ 19.31% |
$807K - $865K
|
125K
$5.34M
|
|
Nov 02, 2022
Q3 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
20K+ 26.82% |
$797K - $854K
|
94.7K
$4.04M
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
BUY
|
- |
19.2K+ 55.89% |
$766K - $821K
|
53.7K
$2.29M
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
19KNew |
$758K - $812K
|
19K
$811K
|
|
Nov 14, 2022
Q3 2022
|
Western Asset Management Company, LLC
Pasadena, CA |
BUY
|
- |
19KNew |
$757K - $811K
|
19K
$810K
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
18.6K+ 138.61% |
$740K - $793K
|
32K
$1.36M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.1K+ 25.06% |
$719K - $771K
|
90.1K
$3.84M
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
BUY
|
- |
17K+ 10.02% |
$676K - $724K
|
186K
$7.94M
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16.5K+ 81.05% |
$658K - $705K
|
36.9K
$1.57M
|
|
Nov 10, 2022
Q3 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
16.5K+ 5.23% |
$656K - $703K
|
331K
$14.1M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.2K+ 720.72% |
$644K - $690K
|
18.4K
$785K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15.6K+ 43.87% |
$622K - $666K
|
51.2K
$2.18M
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
15.2K+ 46.18% |
$606K - $649K
|
48.2K
$2.05M
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
15.2K+ 14.0% |
$605K - $648K
|
124K
$5.27M
|
|
Oct 13, 2022
Q3 2022
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
15K+ 26.33% |
$599K - $642K
|
72.2K
$3.08M
|
|
Oct 18, 2022
Q3 2022
|
Hnp Capital LLC
|
BUY
|
- |
14.8K+ 3.53% |
$591K - $633K
|
435K
$18.5M
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
14.8KNew |
$591K - $633K
|
14.8K
$633K
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14.8K+ 466.9% |
$590K - $632K
|
18K
$766K
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
14.3KNew |
$568K - $609K
|
14.3K
$608K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14K+ 6.14% |
$558K - $598K
|
242K
$10.3M
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
13.9KNew |
$555K - $595K
|
13.9K
$594K
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
13.5K+ 31.86% |
$537K - $576K
|
55.8K
$2.38M
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
13.1K+ 82.55% |
$523K - $560K
|
29.1K
$1.24M
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
13.1KNew |
$521K - $559K
|
13.1K
$558K
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
13K+ 94.22% |
$518K - $555K
|
26.8K
$1.14M
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
13KNew |
$518K - $555K
|
13K
$555K
|
|
Nov 08, 2022
Q3 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
12.9K+ 3.0% |
$514K - $551K
|
442K
$18.9M
|
|
Nov 09, 2022
Q3 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
12.7K+ 235.49% |
$507K - $543K
|
18.1K
$772K
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
12.6K+ 42.41% |
$501K - $537K
|
42.3K
$1.8M
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
12.3KNew |
$491K - $525K
|
12.3K
$525K
|
|
Oct 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
BUY
|
- |
12K+ 182.89% |
$479K - $513K
|
18.6K
$793K
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
11.8K+ 18.1% |
$470K - $503K
|
77K
$3.28M
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
11.8K+ 114.81% |
$468K - $501K
|
22K
$937K
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
BUY
|
- |
11.5KNew |
$458K - $490K
|
11.5K
$490K
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
11.1K+ 5.0% |
$442K - $474K
|
233K
$9.93M
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
10.6K+ 24.68% |
$420K - $450K
|
53.3K
$2.27M
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
10.4K+ 89.41% |
$415K - $445K
|
22.1K
$942K
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.3K+ 170.77% |
$411K - $440K
|
16.4K
$697K
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
10KNew |
$398K - $427K
|
10K
$426K
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.39K+ 395.32% |
$374K - $400K
|
11.8K
$501K
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.35K+ 5.48% |
$372K - $399K
|
180K
$7.67M
|