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 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
7.62KNew |
$319K - $331K
|
7.62K
$325K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.53KNew |
$316K - $327K
|
7.53K
$321K
|
|
|
Nov 06, 2024
Q3 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
7.44K+ 27.9% |
$312K - $323K
|
34.1K
$1.45M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6.9KNew |
$289K - $300K
|
6.9K
$294K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
6.84K+ 14.81% |
$287K - $297K
|
53K
$2.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.75KNew |
$283K - $293K
|
6.75K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.69KNew |
$280K - $290K
|
6.69K
$285K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
6.31KNew |
$265K - $274K
|
6.31K
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.23K+ 12.57% |
$261K - $271K
|
55.8K
$2.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
6.1K+ 8.88% |
$256K - $265K
|
74.7K
$3.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
5.95K+ 6.63% |
$250K - $258K
|
95.8K
$4.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
5.85K+ 7.07% |
$245K - $254K
|
88.6K
$3.78M
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5.82K+ 4.99% |
$244K - $253K
|
122K
$5.22M
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
5.49KNew |
$230K - $238K
|
5.49K
$234K
|
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
5.32K+ 2.44% |
$223K - $231K
|
224K
$9.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.24K+ 98.53% |
$220K - $227K
|
10.6K
$450K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.18KNew |
$217K - $225K
|
5.18K
$221K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
5.16K+ 1.88% |
$217K - $224K
|
280K
$11.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.16K+ 13.85% |
$216K - $224K
|
42.4K
$1.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
5.05K+ 12.51% |
$212K - $219K
|
45.4K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.05K+ 9.2% |
$212K - $219K
|
59.9K
$2.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
4.99K+ 66.36% |
$209K - $217K
|
12.5K
$533K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
4.92K+ 1.46% |
$206K - $213K
|
342K
$14.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
4.89K+ 2.42% |
$205K - $212K
|
207K
$8.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4.8K+ 3.07% |
$201K - $208K
|
161K
$6.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.79K+ 1.39% |
$201K - $208K
|
349K
$14.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
4.77K+ 2.33% |
$200K - $207K
|
210K
$8.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.72KNew |
$198K - $205K
|
4.72K
$201K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.7KNew |
$197K - $204K
|
4.7K
$200K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
4.68KNew |
$196K - $203K
|
4.68K
$199K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
4.62K+ 4.16% |
$194K - $201K
|
116K
$4.93M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.58KNew |
$192K - $199K
|
4.58K
$195K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.04K+ 2.89% |
$170K - $176K
|
144K
$6.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.93K+ 69.41% |
$165K - $170K
|
9.58K
$408K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.9K+ 4.81% |
$163K - $169K
|
84.9K
$3.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.89K+ 12.37% |
$163K - $169K
|
35.3K
$1.51M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3.63K+ 21.3% |
$152K - $158K
|
20.7K
$881K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
3.63K+ 24.49% |
$152K - $157K
|
18.4K
$786K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
3.6K+ 2.49% |
$151K - $156K
|
148K
$6.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.59K+ 33.05% |
$151K - $156K
|
14.5K
$616K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.31K+ 10.7% |
$139K - $144K
|
34.2K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
3.14K+ 4.68% |
$132K - $136K
|
70.3K
$3M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.12K+ 7.79% |
$131K - $135K
|
43.1K
$1.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.11K+ 3.88% |
$130K - $135K
|
83.2K
$3.54M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
3.1K+ 114.95% |
$130K - $135K
|
5.8K
$247K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.07K+ 433.0% |
$129K - $133K
|
3.78K
$161K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
3.03K+ 2.46% |
$127K - $132K
|
126K
$5.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.01K+ 14.79% |
$126K - $131K
|
23.4K
$997K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.91K+ 5.21% |
$122K - $127K
|
58.8K
$2.51M
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.88K+ 2.16% |
$121K - $125K
|
137K
$5.82M
|