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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-2.42K- 10.85% |
$99.1K - $101K
|
19.9K
$849K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-2.54K- 9.02% |
$104K - $106K
|
25.6K
$1.09M
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.59K- 15.32% |
$106K - $108K
|
14.3K
$611K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.75K- 25.3% |
$112K - $114K
|
8.11K
$346K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2.75K- 16.02% |
$113K - $115K
|
14.4K
$615K
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-2.77K- 10.77% |
$113K - $115K
|
22.9K
$977K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.79K- 63.83% |
$114K - $116K
|
1.58K
$67.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-2.82K- 34.57% |
$115K - $118K
|
5.34K
$228K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.86K- 34.76% |
$117K - $119K
|
5.36K
$229K
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-2.98K- 19.65% |
$122K - $124K
|
12.2K
$520K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.1K- 13.29% |
$127K - $129K
|
20.2K
$862K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.17K- 20.73% |
$130K - $132K
|
12.1K
$516K
|
|
|
Oct 20, 2023
Q3 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-3.23K- 0.89% |
$132K - $135K
|
362K
$15.4M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.42K- 6.48% |
$140K - $143K
|
49.4K
$2.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.49K- 11.59% |
$143K - $146K
|
26.6K
$1.14M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
SELL
|
- |
-3.6K- 2.69% |
$147K - $150K
|
130K
$5.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-3.77K- 24.59% |
$154K - $157K
|
11.6K
$492K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-4.07K- 24.5% |
$166K - $170K
|
12.5K
$535K
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-4.2K- 9.94% |
$172K - $175K
|
38.1K
$1.62M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-4.38K- 8.84% |
$179K - $183K
|
45.2K
$1.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.56K- 3.01% |
$186K - $190K
|
147K
$6.27M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4.58K- 21.93% |
$187K - $191K
|
16.3K
$694K
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.59K- 32.44% |
$188K - $191K
|
9.56K
$407K
|
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
SELL
|
- |
-4.62K- 12.35% |
$189K - $192K
|
32.8K
$1.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.65K- 4.55% |
$190K - $194K
|
97.5K
$4.16M
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-4.8K- 42.97% |
$196K - $200K
|
6.36K
$271K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-5.25K- 36.66% |
$215K - $219K
|
9.08K
$387K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-5.43K- 3.78% |
$222K - $226K
|
138K
$5.89M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5.43K- 3.78% |
$222K - $226K
|
138K
$5.89M
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-5.61K- 44.76% |
$229K - $234K
|
6.92K
$295K
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-5.74K- 35.1% |
$235K - $239K
|
10.6K
$452K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-5.75K- 19.82% |
$235K - $240K
|
23.3K
$991K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-6.15K- 13.64% |
$251K - $256K
|
38.9K
$1.66M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-6.23K- 13.84% |
$255K - $260K
|
38.8K
$1.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.23K- 18.25% |
$255K - $260K
|
27.9K
$1.19M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-6.34K- 0.63% |
$259K - $264K
|
1.01M
$42.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.75K- 23.62% |
$276K - $282K
|
21.8K
$931K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.97K- 19.89% |
$285K - $291K
|
28.1K
$1.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7.27K- 88.11% |
$297K - $303K
|
980
$41.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-7.49K- 1.18% |
$306K - $312K
|
628K
$26.7M
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-7.85KClosed |
$321K - $327K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.36K- 52.84% |
$383K - $390K
|
8.35K
$356K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-9.53K- 8.7% |
$390K - $397K
|
100K
$4.26M
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
SELL
|
- |
-9.81K- 36.71% |
$401K - $409K
|
16.9K
$721K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.4K- 33.06% |
$425K - $434K
|
21.1K
$898K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-11.2K- 7.3% |
$459K - $467K
|
142K
$6.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.7K- 8.94% |
$480K - $489K
|
120K
$5.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-12.8K- 58.55% |
$522K - $532K
|
9.04K
$385K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-13.2K- 72.93% |
$541K - $551K
|
4.91K
$209K
|
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-13.3K- 5.0% |
$545K - $555K
|
253K
$10.8M
|