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 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.75K+ 6.83% |
$69.8K - $74.8K
|
27.4K
$1.17M
|
|
Oct 12, 2022
Q3 2022
|
Divergent Planning, LLC
|
BUY
|
- |
1.74K+ 0.48% |
$69.2K - $74.1K
|
365K
$15.6M
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.73K+ 1.12% |
$68.7K - $73.6K
|
156K
$6.66M
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.57K+ 10.41% |
$62.4K - $66.9K
|
16.6K
$709K
|
|
Nov 10, 2022
Q3 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.38K+ 11.49% |
$54.8K - $58.7K
|
13.4K
$569K
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
1.34K+ 61.65% |
$53.5K - $57.3K
|
3.52K
$150K
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.34K+ 5.0% |
$53.3K - $57.1K
|
28.1K
$1.2M
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
BUY
|
- |
1.29K+ 7.96% |
$51.4K - $55.1K
|
17.5K
$747K
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
1.28K+ 2.01% |
$50.9K - $54.6K
|
64.9K
$2.77M
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.25K+ 21.91% |
$49.6K - $53.2K
|
6.93K
$296K
|
|
Oct 28, 2022
Q3 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.23K+ 13.13% |
$49K - $52.5K
|
10.6K
$452K
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.22K+ 7.81% |
$48.7K - $52.1K
|
16.9K
$719K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.2KNew |
$47.8K - $51.2K
|
1.2K
$51.1K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.15KNew |
$46K - $49.2K
|
1.15K
$49.2K
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.13K+ 1.76% |
$45.2K - $48.4K
|
65.4K
$2.79M
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.13K+ 5.29% |
$44.9K - $48.1K
|
22.4K
$956K
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.09K+ 5.09% |
$43.4K - $46.5K
|
22.5K
$960K
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
1.01K+ 3.55% |
$40.1K - $43K
|
29.4K
$1.25M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
867+ 9.76% |
$34.5K - $37K
|
9.75K
$416K
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
832+ 0.79% |
$33.1K - $35.5K
|
106K
$4.51M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
830+ 7.26% |
$33.1K - $35.4K
|
12.3K
$523K
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
792New |
$31.5K - $33.8K
|
792
$33.8K
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
776+ 1.64% |
$30.9K - $33.1K
|
48K
$2.04M
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
765New |
$30.5K - $32.6K
|
765
$32.6K
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
725+ 7.72% |
$28.9K - $30.9K
|
10.1K
$431K
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
718New |
$28.6K - $30.6K
|
718
$30.6K
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
BUY
|
- |
711+ 253.93% |
$28.3K - $30.3K
|
991
$42.2K
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
693+ 2.38% |
$27.6K - $29.6K
|
29.8K
$1.27M
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
677New |
$27K - $28.9K
|
677
$28.9K
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
667New |
$26.6K - $28.5K
|
667
$28.4K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
643+ 270.17% |
$25.6K - $27.4K
|
881
$37.5K
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
613New |
$24.4K - $26.2K
|
613
$26.1K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
600New |
$23.9K - $25.6K
|
600
$25.6K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
594+ 1.34% |
$23.7K - $25.3K
|
44.9K
$1.91M
|
|
Dec 15, 2022
Q3 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
575+ 1.44% |
$22.9K - $24.5K
|
40.4K
$1.72M
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
561+ 2.62% |
$22.3K - $23.9K
|
22K
$936K
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
559+ 0.86% |
$22.3K - $23.8K
|
65.8K
$2.81M
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
549+ 2.16% |
$21.9K - $23.4K
|
25.9K
$1.1M
|
|
Nov 23, 2022
Q3 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
445+ 2.47% |
$17.7K - $19K
|
18.4K
$786K
|
|
Oct 28, 2022
Q3 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
433+ 0.23% |
$17.2K - $18.5K
|
192K
$8.2M
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
431+ 63.01% |
$17.2K - $18.4K
|
1.12K
$47.5K
|
|
Nov 15, 2022
Q3 2022
|
Penobscot Wealth Management
|
BUY
|
- |
415+ 4.4% |
$16.5K - $17.7K
|
9.84K
$419K
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
398+ 7.24% |
$15.8K - $17K
|
5.9K
$251K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
390New |
$15.5K - $16.6K
|
390
$16.6K
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
370+ 3.57% |
$14.7K - $15.8K
|
10.7K
$458K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
367New |
$14.6K - $15.7K
|
367
$15.6K
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
330+ 2.0% |
$13.1K - $14.1K
|
16.8K
$717K
|
|
Oct 17, 2022
Q3 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
315+ 0.43% |
$12.5K - $13.4K
|
72.9K
$3.11M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
300New |
$11.9K - $12.8K
|
300
$12.8K
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
255+ 3.19% |
$10.2K - $10.9K
|
8.25K
$351K
|