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 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-131- 17.54% |
$5.22K - $5.59K
|
616
$26.3K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-141- 0.03% |
$5.61K - $6.02K
|
458K
$19.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-161- 3.1% |
$6.41K - $6.87K
|
5.04K
$215K
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-183- 3.47% |
$7.29K - $7.81K
|
5.09K
$217K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-200- 0.19% |
$7.96K - $8.53K
|
107K
$4.55M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-216- 1.14% |
$8.6K - $9.21K
|
18.7K
$796K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-219- 14.09% |
$8.72K - $9.34K
|
1.34K
$56.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
SELL
|
- |
-225- 2.34% |
$8.96K - $9.6K
|
9.39K
$400K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-226- 6.24% |
$9K - $9.64K
|
3.4K
$145K
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-249- 0.97% |
$9.92K - $10.6K
|
25.3K
$1.08M
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-290- 2.5% |
$11.5K - $12.4K
|
11.3K
$481K
|
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-291- 46.71% |
$11.6K - $12.4K
|
332
$14.1K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-300- 75.0% |
$11.9K - $12.8K
|
100
$4.26K
|
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-301- 0.43% |
$12K - $12.8K
|
70K
$2.99M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-317- 96.65% |
$12.6K - $13.5K
|
11
$469
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-324- 0.89% |
$12.9K - $13.8K
|
36.1K
$1.54M
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-333- 1.39% |
$13.3K - $14.2K
|
23.7K
$1.01M
|
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-337- 29.3% |
$13.4K - $14.4K
|
813
$34.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-347- 2.76% |
$13.8K - $14.8K
|
12.2K
$522K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-359- 1.84% |
$14.3K - $15.3K
|
19.2K
$818K
|
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-365- 0.66% |
$14.5K - $15.6K
|
55.3K
$2.36M
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-375- 31.25% |
$14.9K - $16K
|
825
$35.2K
|
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-419- 4.25% |
$16.7K - $17.9K
|
9.44K
$402K
|
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-421- 4.61% |
$16.8K - $18K
|
8.71K
$371K
|
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-442- 0.72% |
$17.6K - $18.9K
|
60.8K
$2.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-454- 8.06% |
$18.1K - $19.4K
|
5.18K
$221K
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-480- 3.39% |
$19.1K - $20.5K
|
13.7K
$583K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-505- 2.84% |
$20.1K - $21.5K
|
17.3K
$737K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-505- 6.91% |
$20.1K - $21.5K
|
6.81K
$290K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-506- 1.65% |
$20.1K - $21.6K
|
30.2K
$1.29M
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-524- 87.33% |
$20.9K - $22.4K
|
76
$3.24K
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-611- 9.94% |
$24.3K - $26.1K
|
5.53K
$236K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-645- 89.34% |
$25.7K - $27.5K
|
77
$3.28K
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-651- 0.43% |
$25.9K - $27.8K
|
150K
$6.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-666- 6.03% |
$26.5K - $28.4K
|
10.4K
$442K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-685- 9.1% |
$27.3K - $29.2K
|
6.85K
$292K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-739- 2.07% |
$29.4K - $31.5K
|
35K
$1.49M
|
|
|
Nov 01, 2022
Q3 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-770- 12.96% |
$30.7K - $32.8K
|
5.17K
$220K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-792- 14.42% |
$31.5K - $33.8K
|
4.7K
$200K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-800- 36.65% |
$31.9K - $34.1K
|
1.38K
$58.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-813- 10.46% |
$32.4K - $34.7K
|
6.96K
$297K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-814- 9.39% |
$32.4K - $34.7K
|
7.85K
$335K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-835- 12.0% |
$33.2K - $35.6K
|
6.12K
$261K
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-872- 0.6% |
$34.7K - $37.2K
|
145K
$6.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-905- 2.87% |
$36K - $38.6K
|
30.6K
$1.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-986- 76.49% |
$39.3K - $42.1K
|
303
$12.9K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1K- 4.23% |
$40K - $42.8K
|
22.7K
$970K
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-1.06K- 8.32% |
$42.3K - $45.3K
|
11.7K
$499K
|
|
|
Oct 25, 2022
Q3 2022
|
Friedenthal Financial
|
SELL
|
- |
-1.09K- 1.87% |
$43.2K - $46.3K
|
57K
$2.43M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-1.09K- 5.86% |
$43.3K - $46.4K
|
17.5K
$745K
|