Purchases and Sales Made in Q3 2024 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 2024. 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 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
988KNew |
$41.4M - $42.9M
|
988K
$42.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
664K+ 9.39% |
$27.8M - $28.8M
|
7.73M
$332M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
627K+ 5.37% |
$26.3M - $27.2M
|
12.3M
$530M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
569K+ 31.64% |
$23.9M - $24.7M
|
2.37M
$102M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
524K+ 32.4% |
$22M - $22.8M
|
2.14M
$92.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
402KNew |
$16.8M - $17.4M
|
402K
$17.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
395KNew |
$16.6M - $17.2M
|
395K
$17M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
382K+ 4.94% |
$16M - $16.6M
|
8.11M
$349M
|
|
|
Nov 12, 2024
Q3 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
356KNew |
$14.9M - $15.4M
|
356K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
341K+ 98.52% |
$14.3M - $14.8M
|
687K
$29.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
248K+ 12.97% |
$10.4M - $10.8M
|
2.16M
$92.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
182KNew |
$7.64M - $7.9M
|
182K
$7.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
162K+ 3.82% |
$6.8M - $7.03M
|
4.4M
$189M
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
159KNew |
$6.68M - $6.92M
|
159K
$6.85M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
154K+ 11.9% |
$6.46M - $6.69M
|
1.45M
$62.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
153K+ 10.3% |
$6.41M - $6.63M
|
1.64M
$70.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
136KNew |
$5.71M - $5.91M
|
136K
$5.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
123K+ 3.68% |
$5.14M - $5.32M
|
3.46M
$149M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
112K+ 194.93% |
$4.72M - $4.88M
|
170K
$7.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
102K+ 21.55% |
$4.26M - $4.41M
|
573K
$24.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
87.5K+ 95.54% |
$3.67M - $3.8M
|
179K
$7.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
84.6K+ 32.75% |
$3.55M - $3.67M
|
343K
$14.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
82.7KNew |
$3.47M - $3.59M
|
82.7K
$3.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
81.6K+ 4.66% |
$3.42M - $3.54M
|
1.83M
$78.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
78.8KNew |
$3.3M - $3.42M
|
78.8K
$3.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
67.9K+ 41.31% |
$2.85M - $2.95M
|
232K
$9.99M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
61.5KNew |
$2.58M - $2.67M
|
61.5K
$2.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
60.2KNew |
$2.53M - $2.61M
|
60.2K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
58.3KNew |
$2.45M - $2.53M
|
58.3K
$2.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
54.9K+ 10.45% |
$2.3M - $2.38M
|
580K
$24.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
53.4KNew |
$2.24M - $2.32M
|
53.4K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
53.4KNew |
$2.24M - $2.32M
|
53.4K
$2.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
52K+ 13.15% |
$2.18M - $2.26M
|
448K
$19.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
49.4K+ 6.19% |
$2.07M - $2.15M
|
847K
$36.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
48.9KNew |
$2.05M - $2.12M
|
48.9K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
48.8K+ 89.89% |
$2.05M - $2.12M
|
103K
$4.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
38.7KNew |
$1.62M - $1.68M
|
38.7K
$1.66M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
38.3K+ 7.54% |
$1.6M - $1.66M
|
546K
$23.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
31.9K+ 17.52% |
$1.34M - $1.38M
|
214K
$9.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
31.9K+ 160.4% |
$1.34M - $1.38M
|
51.7K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
29.5KNew |
$1.24M - $1.28M
|
29.5K
$1.27M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
28.7K+ 13.59% |
$1.21M - $1.25M
|
240K
$10.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
27.4KNew |
$1.15M - $1.19M
|
27.4K
$1.18M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
27.3KNew |
$1.14M - $1.18M
|
27.3K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
27.1K+ 728.16% |
$1.14M - $1.18M
|
30.8K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.9K+ 6.61% |
$1.09M - $1.13M
|
418K
$18M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
25.1K+ 15.27% |
$1.05M - $1.09M
|
190K
$8.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
23.3K+ 22.82% |
$977K - $1.01M
|
125K
$5.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
23.1KNew |
$971K - $1M
|
23.1K
$995K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
22.8K+ 2.67% |
$955K - $989K
|
877K
$37.7M
|