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 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.13K- 47.75% |
$45.2K - $48.4K
|
1.24K
$52.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.2K- 8.45% |
$47.9K - $51.3K
|
13K
$555K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.24K- 2.11% |
$49.3K - $52.8K
|
57.4K
$2.45M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-1.27K- 32.71% |
$50.7K - $54.3K
|
2.62K
$112K
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.31K- 2.09% |
$52.2K - $55.9K
|
61.3K
$2.61M
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-1.58K- 15.74% |
$62.9K - $67.4K
|
8.46K
$360K
|
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-1.6K- 4.4% |
$63.7K - $68.2K
|
34.7K
$1.48M
|
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.6K- 9.85% |
$63.7K - $68.3K
|
14.6K
$624K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.96K- 62.38% |
$77.9K - $83.5K
|
1.18K
$50.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.03K- 2.56% |
$81K - $86.7K
|
77.3K
$3.29M
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
SELL
|
- |
-2.38K- 21.81% |
$94.6K - $101K
|
8.52K
$363K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.39K- 72.36% |
$95.1K - $102K
|
912
$38.9K
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
SELL
|
- |
-2.43K- 94.84% |
$96.6K - $103K
|
132
$5.63K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.03K- 33.59% |
$121K - $129K
|
5.99K
$255K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.15K- 34.18% |
$125K - $134K
|
6.06K
$258K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-3.24K- 10.43% |
$129K - $138K
|
27.8K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-3.28K- 1.63% |
$130K - $140K
|
197K
$8.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-3.38K- 16.56% |
$134K - $144K
|
17K
$725K
|
|
|
Nov 04, 2022
Q3 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-3.44K- 3.38% |
$137K - $147K
|
98.3K
$4.19M
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
SELL
|
- |
-3.46K- 7.19% |
$138K - $148K
|
44.7K
$1.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-3.77K- 0.76% |
$150K - $161K
|
493K
$21M
|
|
|
Oct 14, 2022
Q3 2022
|
Jb Capital LLC
|
SELL
|
- |
-3.92K- 17.77% |
$156K - $167K
|
18.1K
$772K
|
|
|
Nov 14, 2022
Q3 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-4.05K- 31.51% |
$161K - $173K
|
8.81K
$375K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.3K- 9.01% |
$171K - $183K
|
43.4K
$1.85M
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-4.49K- 2.34% |
$179K - $192K
|
187K
$7.97M
|
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-4.78K- 44.65% |
$190K - $204K
|
5.93K
$253K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-4.98KClosed |
$198K - $212K
|
0
$0
|
|
|
Oct 03, 2022
Q3 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-5.33KClosed |
$212K - $227K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-5.37K- 91.55% |
$214K - $229K
|
496
$21.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-5.89K- 16.51% |
$235K - $251K
|
29.8K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-6K- 99.98% |
$239K - $256K
|
1
$42.6
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-6.45K- 14.7% |
$257K - $275K
|
37.4K
$1.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.53K- 8.94% |
$260K - $279K
|
66.6K
$2.84M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.53K- 8.94% |
$260K - $279K
|
66.6K
$2.84M
|
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-6.79K- 13.71% |
$270K - $289K
|
42.7K
$1.82M
|
|
|
Oct 21, 2022
Q3 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-6.87K- 19.41% |
$273K - $293K
|
28.5K
$1.22M
|
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-6.9K- 29.84% |
$275K - $294K
|
16.2K
$691K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.93K- 6.46% |
$276K - $296K
|
100K
$4.27M
|
|
|
Oct 13, 2022
Q3 2022
|
Legacy Financial Group LLC
|
SELL
|
- |
-7.22K- 1.73% |
$287K - $308K
|
411K
$17.5M
|
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-7.29KClosed |
$290K - $311K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-7.41K- 3.92% |
$295K - $316K
|
182K
$7.74M
|
|
|
Nov 09, 2022
Q3 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-7.6K- 4.21% |
$303K - $324K
|
173K
$7.38M
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-7.88K- 37.27% |
$314K - $336K
|
13.3K
$565K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.92K- 6.88% |
$315K - $338K
|
107K
$4.57M
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-8.68K- 11.07% |
$346K - $370K
|
69.7K
$2.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.82K- 73.75% |
$351K - $376K
|
3.14K
$134K
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-8.83K- 6.75% |
$351K - $376K
|
122K
$5.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-8.87K- 60.65% |
$353K - $379K
|
5.76K
$245K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-9.17K- 62.99% |
$365K - $391K
|
5.38K
$229K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.63K- 33.44% |
$384K - $411K
|
19.2K
$817K
|