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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
9.16KNew |
$365K - $391K
|
9.16K
$390K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.01K+ 2.03% |
$359K - $384K
|
453K
$19.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.66K+ 2.1% |
$345K - $370K
|
421K
$17.9M
|
|
|
Oct 14, 2022
Q3 2022
|
Next Capital Management LLC
|
BUY
|
- |
8.61K+ 163.76% |
$343K - $367K
|
13.9K
$590K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
8.14K+ 18.53% |
$324K - $347K
|
52.1K
$2.22M
|
|
|
Oct 28, 2022
Q3 2022
|
Financial Life Advisors
|
BUY
|
- |
7.92KNew |
$316K - $338K
|
7.92K
$337K
|
|
|
Oct 14, 2022
Q3 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
7.75K+ 5.36% |
$309K - $331K
|
152K
$6.48M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.06KNew |
$281K - $301K
|
7.06K
$300K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.79KNew |
$230K - $247K
|
5.79K
$246K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.78K+ 17.65% |
$230K - $247K
|
38.6K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.56KNew |
$222K - $237K
|
5.56K
$237K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.56K+ 21.48% |
$221K - $237K
|
31.5K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
5.51KNew |
$219K - $235K
|
5.51K
$234K
|
|
|
Oct 04, 2023
Q3 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
5.28K+ 1.74% |
$210K - $225K
|
309K
$13.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.2KNew |
$207K - $222K
|
5.2K
$221K
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.12K+ 15.33% |
$204K - $218K
|
38.5K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
5K+ 2.36% |
$199K - $213K
|
217K
$9.22M
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4.55KNew |
$181K - $194K
|
4.55K
$194K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4.5K+ 27.73% |
$179K - $192K
|
20.7K
$882K
|
|
|
Oct 13, 2022
Q3 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
4.4K+ 0.89% |
$175K - $188K
|
498K
$21.2M
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
BUY
|
- |
4.29K+ 10.08% |
$171K - $183K
|
46.8K
$1.99M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.2K+ 4329.9% |
$167K - $179K
|
4.3K
$183K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.91K+ 245.35% |
$156K - $167K
|
5.5K
$234K
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.71K+ 17.61% |
$148K - $158K
|
24.8K
$1.05M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.52K+ 15.31% |
$140K - $150K
|
26.5K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.42K+ 33.12% |
$136K - $146K
|
13.8K
$586K
|
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
3.41K+ 18.82% |
$136K - $145K
|
21.5K
$916K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
3.34K+ 3.32% |
$133K - $142K
|
104K
$4.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.08KNew |
$122K - $131K
|
3.08K
$131K
|
|
|
Oct 18, 2022
Q3 2022
|
Ballast, Inc.
|
BUY
|
- |
3.06K+ 3.43% |
$122K - $131K
|
92.4K
$3.93M
|
|
|
Oct 26, 2022
Q3 2022
|
Quaker Wealth Management, LLC
|
BUY
|
- |
2.94K+ 16.06% |
$117K - $125K
|
21.2K
$903K
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2.69K+ 181.86% |
$107K - $115K
|
4.16K
$177K
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
2.65K+ 26.7% |
$105K - $113K
|
12.6K
$534K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.53K+ 3.6% |
$101K - $108K
|
72.7K
$3.09M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.4K+ 31.54% |
$95.5K - $102K
|
10K
$426K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.37KNew |
$94.3K - $101K
|
2.37K
$101K
|
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.34K+ 1.01% |
$93.1K - $99.7K
|
235K
$10M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.29K+ 1.48% |
$91.1K - $97.6K
|
157K
$6.66M
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.25K+ 2.27% |
$89.7K - $96.1K
|
101K
$4.31M
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.22K+ 380.96% |
$88.4K - $94.7K
|
2.8K
$119K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.13K+ 10.16% |
$84.9K - $91K
|
23.1K
$984K
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2.1K+ 4.82% |
$83.4K - $89.4K
|
45.5K
$1.94M
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.05K+ 35.53% |
$81.7K - $87.5K
|
7.83K
$333K
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2K+ 31.29% |
$79.7K - $85.4K
|
8.4K
$357K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.9K+ 7.6% |
$75.7K - $81.1K
|
26.9K
$1.15M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.84K+ 1.4% |
$73.2K - $78.5K
|
133K
$5.68M
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
1.82K+ 4.72% |
$72.3K - $77.5K
|
40.3K
$1.72M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.81K+ 12.99% |
$72.2K - $77.3K
|
15.8K
$671K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.78K+ 3.83% |
$70.8K - $75.8K
|
48.2K
$2.05M
|
|
|
Nov 09, 2022
Q3 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.77K+ 14.24% |
$70.6K - $75.7K
|
14.2K
$606K
|