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
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22.4K+ 51.25% |
$938K - $971K
|
66K
$2.84M
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
21.1KNew |
$883K - $914K
|
21.1K
$905K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.7K+ 6.76% |
$786K - $814K
|
296K
$12.7M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.1K+ 17.01% |
$758K - $785K
|
124K
$5.34M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17KNew |
$711K - $736K
|
17K
$729K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.9K+ 23.39% |
$708K - $733K
|
89.1K
$3.83M
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
16.2K+ 31.33% |
$682K - $705K
|
68.1K
$2.93M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.6K+ 49.87% |
$652K - $675K
|
46.7K
$2.01M
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
15.2KNew |
$639K - $662K
|
15.2K
$655K
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
14.7K+ 2.27% |
$617K - $639K
|
663K
$28.5M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.4K+ 10.52% |
$606K - $627K
|
152K
$6.53M
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
14.4K+ 4.53% |
$606K - $627K
|
334K
$14.3M
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
14.3K+ 25.74% |
$601K - $622K
|
70K
$3.01M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.8K+ 10.36% |
$579K - $599K
|
147K
$6.32M
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
13.8K+ 44.76% |
$577K - $598K
|
44.5K
$1.91M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
13.5KNew |
$567K - $586K
|
13.5K
$581K
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
13.3K+ 62.7% |
$558K - $578K
|
34.5K
$1.49M
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
13KNew |
$545K - $564K
|
13K
$559K
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
12.7KNew |
$535K - $553K
|
12.7K
$548K
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
12.7K+ 2.87% |
$533K - $551K
|
456K
$19.6M
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
12.5KNew |
$524K - $542K
|
12.5K
$537K
|
|
Nov 12, 2024
Q3 2024
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
12.3K+ 3.55% |
$518K - $536K
|
360K
$15.5M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.4K+ 2.13% |
$480K - $497K
|
548K
$23.6M
|
|
Dec 03, 2024
Q3 2024
|
Little Harbor Advisors, LLC
|
BUY
|
- |
11.1K+ 8.0% |
$468K - $484K
|
151K
$6.47M
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
11K+ 19.85% |
$463K - $479K
|
66.6K
$2.86M
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
10.9KNew |
$458K - $474K
|
10.9K
$469K
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
10.8K+ 3.53% |
$455K - $471K
|
318K
$13.7M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.8K+ 29.52% |
$454K - $470K
|
47.5K
$2.04M
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
10.8KNew |
$452K - $468K
|
10.8K
$464K
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
10.7K+ 14.08% |
$450K - $466K
|
86.9K
$3.74M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
10.3KNew |
$434K - $449K
|
10.3K
$444K
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
10.2K+ 4.53% |
$429K - $444K
|
236K
$10.1M
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.1K+ 4.65% |
$425K - $440K
|
228K
$9.8M
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
10.1K+ 12.73% |
$423K - $437K
|
89.2K
$3.84M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
9.81K+ 21.61% |
$412K - $426K
|
55.2K
$2.37M
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
9.8K+ 34.06% |
$411K - $425K
|
38.6K
$1.66M
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
9.78K+ 29.82% |
$410K - $424K
|
42.6K
$1.83M
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
9.51K+ 14.18% |
$399K - $413K
|
76.6K
$3.29M
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
9.5K+ 109.64% |
$399K - $412K
|
18.2K
$781K
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
9.38KNew |
$394K - $407K
|
9.38K
$403K
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
9.28K+ 17.62% |
$389K - $403K
|
62K
$2.66M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9K+ 6.14% |
$378K - $391K
|
156K
$6.69M
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
8.99K+ 4.52% |
$377K - $390K
|
208K
$8.94M
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8.58K+ 94.98% |
$360K - $373K
|
17.6K
$758K
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
8.53KNew |
$358K - $370K
|
8.53K
$367K
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
8.38KNew |
$351K - $364K
|
8.38K
$360K
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
8.35KNew |
$350K - $363K
|
8.35K
$359K
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
8.07K+ 28.35% |
$339K - $350K
|
36.5K
$1.57M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.95K+ 70.51% |
$333K - $345K
|
19.2K
$826K
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
7.92K+ 19.03% |
$332K - $344K
|
49.5K
$2.13M
|