Purchases and Sales Made in Q3 2023 in Ishares 0 5 Year High Yield CO (SHYG)

SHYG Quotes by TradingView

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 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
5.13K
+ 4.84%
$210K - $214K
111K $4.74M
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
4.96K
+ 6.37%
$203K - $207K
82.8K $3.53M
Nov 14, 2023 Q3 2023
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
4.91K
+ 2.54%
$201K - $205K
198K $8.46M
Oct 17, 2023 Q3 2023
Tpg Financial Advisors, LLC

BUY
 -
4.88K
New
$200K - $204K
4.88K $208K
Nov 09, 2023 Q3 2023
Prudential PLC

London, England, X0
BUY
 -
4.8K
+ 23.88%
$196K - $200K
24.9K $1.06M
Oct 26, 2023 Q3 2023
Cabot Wealth Management Inc

BUY
 -
4.79K
+ 19.15%
$196K - $200K
29.8K $1.27M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
4.64K
+ 15.3%
$190K - $194K
35K $1.49M
Apr 19, 2024 Q3 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
4.63K
+ 26.98%
$189K - $193K
21.8K $928K
Nov 13, 2023 Q3 2023
Blue Barn Wealth, LLC

BUY
 -
4.37K
+ 3.12%
$179K - $182K
144K $6.16M
Nov 07, 2023 Q3 2023
New York Life Investment Management LLC

New York, NY
BUY
 -
4.14K
+ 2.39%
$169K - $173K
177K $7.56M
Nov 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
3.2K
New
$131K - $133K
3.2K $136K
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
3.06K
+ 0.32%
$125K - $127K
968K $41.3M
Oct 19, 2023 Q3 2023
Walkner Condon Financial Advisors LLC

BUY
 -
2.76K
+ 47.04%
$113K - $115K
8.63K $368K
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
2.72K
+ 2.48%
$111K - $113K
113K $4.8M
Nov 02, 2023 Q3 2023
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
2.64K
+ 8.31%
$108K - $110K
34.3K $1.46M
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
2.63K
+ 161.43%
$108K - $110K
4.26K $182K
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
2.6K
+ 6.66%
$106K - $108K
41.6K $1.77M
Oct 18, 2023 Q3 2023
Powers Advisory Group, LLC

BUY
 -
2.51K
+ 1.47%
$103K - $104K
173K $7.37M
Nov 09, 2023 Q3 2023
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
2.41K
+ 20.25%
$98.5K - $100K
14.3K $610K
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
2.36K
+ 9.05%
$96.4K - $98.2K
28.4K $1.21M
Oct 13, 2023 Q3 2023
Johnson Bixby & Associates, LLC

BUY
 -
2.31K
+ 6.15%
$94.6K - $96.4K
39.9K $1.7M
Oct 19, 2023 Q3 2023
Mendel Capital Management LLC

BUY
 -
2.29K
+ 19.79%
$93.6K - $95.4K
13.9K $591K
Oct 27, 2023 Q3 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
2.27K
+ 2.02%
$92.6K - $94.4K
114K $4.87M
Oct 10, 2023 Q3 2023
Activest Wealth Management

BUY
 -
2.18K
New
$89.2K - $90.9K
2.18K $92.9K
Oct 31, 2023 Q3 2023
Nwam LLC

Mercer Island, WA
BUY
 -
2.15K
+ 15.31%
$87.9K - $89.6K
16.2K $690K
Nov 14, 2023 Q3 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
2.09K
+ 24.76%
$85.6K - $87.2K
10.5K $449K
Oct 19, 2023 Q3 2023
Fin Dec Wealth Services, Inc.

Stockton, CA
BUY
 -
2.02K
+ 1.94%
$82.7K - $84.2K
106K $4.52M
Nov 13, 2023 Q3 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
2K
+ 2.08%
$81.7K - $83.3K
98K $4.18M
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
1.91K
+ 157.69%
$78K - $79.5K
3.12K $133K
Oct 18, 2023 Q3 2023
Level Financial Advisors, Inc.

BUY
 -
1.77K
+ 1.79%
$72.6K - $73.9K
101K $4.3M
Nov 02, 2023 Q3 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
1.75K
+ 17.95%
$71.6K - $72.9K
11.5K $490K
Oct 13, 2023 Q3 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
1.68K
+ 5.14%
$68.8K - $70.1K
34.5K $1.47M
Sep 11, 2024 Q3 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
1.59K
+ 0.74%
$65.2K - $66.4K
216K $9.2M
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

BUY
 -
1.5K
+ 28.71%
$61.4K - $62.6K
6.73K $287K
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
1.47K
New
$60.3K - $61.4K
1.47K $62.8K
Nov 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
1.36K
+ 10.9%
$55.4K - $56.5K
13.8K $587K
Nov 09, 2023 Q3 2023
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
1.31K
+ 5.84%
$53.5K - $54.5K
23.7K $1.01M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
1.3K
+ 4.52%
$53.3K - $54.4K
30.2K $1.29M
Oct 30, 2023 Q3 2023
First Purpose Wealth LLC

BUY
 -
1.3K
+ 3.95%
$53.3K - $54.3K
34.3K $1.46M
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
1.28K
+ 14.53%
$52.5K - $53.5K
10.1K $431K
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1.21K
+ 4.38%
$49.4K - $50.4K
28.8K $1.23M
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
1.2K
+ 8.06%
$49.2K - $50.2K
16.1K $688K
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
1.04K
+ 13.95%
$42.6K - $43.4K
8.51K $363K
Oct 24, 2023 Q3 2023
Canvas Wealth Advisors, LLC

BUY
 -
1K
+ 6.67%
$41K - $41.8K
16K $683K
Nov 14, 2023 Q3 2023
Scotia Capital Inc.

BUY
 -
999
+ 2.53%
$40.9K - $41.6K
40.4K $1.72M
Nov 13, 2023 Q3 2023
Lws Wealth Advisors, Inc.

BUY
 -
979
+ 0.59%
$40K - $40.8K
168K $7.16M
Nov 01, 2023 Q3 2023
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
976
+ 2.17%
$39.9K - $40.7K
46K $1.96M
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
972
+ 3.56%
$39.8K - $40.5K
28.3K $1.21M
Nov 14, 2023 Q3 2023
Mount Lucas Management LP

Newtown, PA
BUY
 -
964
+ 3.34%
$39.4K - $40.2K
29.8K $1.27M

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