Purchases and Sales Made in Q3 2023 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 2023. 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 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.65M+ 2237.93% |
$190M - $194M
|
4.86M
$207M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.68M+ 4531.82% |
$68.9M - $70.2M
|
1.72M
$73.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.54M+ 21.17% |
$62.9M - $64.1M
|
8.8M
$375M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
400K+ 2068.73% |
$16.4M - $16.7M
|
420K
$17.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
396KNew |
$16.2M - $16.5M
|
396K
$16.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
351K+ 3.98% |
$14.3M - $14.6M
|
9.16M
$390M
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
329K+ 47.78% |
$13.5M - $13.7M
|
1.02M
$43.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
249K+ 6.06% |
$10.2M - $10.4M
|
4.37M
$186M
|
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
196K+ 111.36% |
$8.04M - $8.19M
|
373K
$15.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
196KNew |
$8.03M - $8.18M
|
196K
$8.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
185K+ 28.58% |
$7.56M - $7.7M
|
831K
$35.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Delphi Financial Group, Inc.
|
BUY
|
- |
182K+ 30.0% |
$7.46M - $7.6M
|
790K
$33.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
172K+ 7.16% |
$7.03M - $7.17M
|
2.57M
$110M
|
|
|
Nov 13, 2023
Q3 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
160KNew |
$6.53M - $6.65M
|
160K
$6.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
146K+ 44.45% |
$5.98M - $6.1M
|
476K
$20.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
133K+ 11.95% |
$5.44M - $5.55M
|
1.25M
$53.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
112KNew |
$4.59M - $4.68M
|
112K
$4.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
88.7KNew |
$3.63M - $3.7M
|
88.7K
$3.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
BUY
|
- |
76KNew |
$3.11M - $3.17M
|
76K
$3.24M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
72K+ 455.4% |
$2.94M - $3M
|
87.8K
$3.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
70.2K+ 6.71% |
$2.87M - $2.93M
|
1.12M
$47.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
68.9K+ 1237.04% |
$2.82M - $2.87M
|
74.5K
$3.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
68.2K+ 717.89% |
$2.79M - $2.84M
|
77.7K
$3.31M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
66.2K+ 25.0% |
$2.71M - $2.76M
|
331K
$14.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
57.7KNew |
$2.36M - $2.4M
|
57.7K
$2.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
56.6KNew |
$2.31M - $2.36M
|
56.6K
$2.41M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
52.5K+ 416.21% |
$2.15M - $2.19M
|
65.1K
$2.78M
|
|
|
Oct 10, 2023
Q3 2023
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
48.2KNew |
$1.97M - $2.01M
|
48.2K
$2.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
45K+ 12.08% |
$1.84M - $1.88M
|
417K
$17.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
42.5KNew |
$1.74M - $1.77M
|
42.5K
$1.81M
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
41.2K+ 17.42% |
$1.69M - $1.72M
|
278K
$11.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
40KNew |
$1.64M - $1.67M
|
40K
$1.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
37.4K+ 4.59% |
$1.53M - $1.56M
|
854K
$36.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
35.9KNew |
$1.47M - $1.5M
|
35.9K
$1.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
35.1K+ 10.04% |
$1.43M - $1.46M
|
384K
$16.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
33.3K+ 28.88% |
$1.36M - $1.39M
|
149K
$6.33M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
32.2K+ 58.6% |
$1.32M - $1.34M
|
87K
$3.71M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
31.8K+ 18.05% |
$1.3M - $1.33M
|
208K
$8.88M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
31.6K+ 2.68% |
$1.29M - $1.32M
|
1.21M
$51.7M
|
|
|
Feb 14, 2024
Q3 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
27.6KNew |
$1.13M - $1.15M
|
27.6K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
24.7K+ 432.19% |
$1.01M - $1.03M
|
30.5K
$1.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
23.9K+ 44.86% |
$979K - $997K
|
77.3K
$3.29M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
23.6K+ 8.48% |
$966K - $985K
|
302K
$12.9M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
23.5K+ 15.97% |
$963K - $981K
|
171K
$7.29M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
22.7KNew |
$930K - $947K
|
22.7K
$969K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
22.1KNew |
$903K - $920K
|
22.1K
$941K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
22KNew |
$900K - $917K
|
22K
$938K
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
20.8K+ 50.48% |
$851K - $868K
|
62K
$2.64M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.7K+ 9.78% |
$847K - $864K
|
232K
$9.91M
|
|
|
Nov 14, 2024
Q3 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
20.7K+ 6.25% |
$847K - $863K
|
352K
$15M
|