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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.87K+ 1.78% |
$120K - $125K
|
164K
$6.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.85K+ 7.65% |
$119K - $124K
|
40K
$1.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.8K+ 8.22% |
$117K - $121K
|
36.8K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.75K+ 10.72% |
$115K - $119K
|
28.4K
$1.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
2.58K+ 12.79% |
$108K - $112K
|
22.8K
$971K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
2.56KNew |
$107K - $111K
|
2.56K
$109K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.56K+ 16.33% |
$107K - $111K
|
18.2K
$776K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.42KNew |
$102K - $105K
|
2.42K
$103K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
2.33K+ 35.81% |
$97.8K - $101K
|
8.85K
$377K
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
2.3K+ 11.76% |
$96.5K - $99.9K
|
21.9K
$932K
|
|
|
Oct 22, 2024
Q3 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
2.25K+ 2.01% |
$94.3K - $97.6K
|
114K
$4.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.25KNew |
$94.2K - $97.5K
|
2.25K
$95.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.05K+ 10.08% |
$86K - $89K
|
22.4K
$954K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.01K+ 4.34% |
$84.3K - $87.2K
|
48.3K
$2.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
2K+ 4.07% |
$83.7K - $86.7K
|
51.1K
$2.18M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.94KNew |
$81.4K - $84.2K
|
1.94K
$82.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
1.88K+ 6.67% |
$79K - $81.8K
|
30.1K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.88K+ 10.99% |
$78.8K - $81.5K
|
19K
$808K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.84K+ 4.76% |
$77.1K - $79.8K
|
40.4K
$1.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
1.84K+ 4.62% |
$77K - $79.7K
|
41.5K
$1.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.72K+ 18.64% |
$71.9K - $74.5K
|
10.9K
$465K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.71K+ 15.25% |
$71.6K - $74.1K
|
12.9K
$550K
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.7K+ 7.0% |
$71.4K - $73.9K
|
26K
$1.11M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.68K+ 7.3% |
$70.4K - $72.8K
|
24.7K
$1.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.67K+ 3.22% |
$70K - $72.5K
|
53.5K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.56K+ 2.78% |
$65.6K - $67.9K
|
57.8K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.54K+ 17.72% |
$64.6K - $66.8K
|
10.2K
$436K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.42K+ 9.21% |
$59.5K - $61.6K
|
16.8K
$716K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.38K+ 10.21% |
$57.7K - $59.7K
|
14.9K
$633K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.37K+ 6.61% |
$57.5K - $59.5K
|
22.1K
$942K
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.3K+ 2.89% |
$54.7K - $56.6K
|
46.4K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.28K+ 6.49% |
$53.8K - $55.7K
|
21K
$897K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.26KNew |
$52.6K - $54.5K
|
1.26K
$53.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.25K+ 5.38% |
$52.2K - $54.1K
|
24.4K
$1.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.24K+ 18.88% |
$51.9K - $53.8K
|
7.8K
$332K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.2K+ 3.62% |
$50.2K - $52K
|
34.3K
$1.46M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.16K+ 15.66% |
$48.7K - $50.5K
|
8.58K
$366K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.16KNew |
$48.5K - $50.2K
|
1.16K
$49.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.1K+ 8.01% |
$46.2K - $47.8K
|
14.9K
$633K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.09K+ 6.27% |
$45.9K - $47.5K
|
18.5K
$790K
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.08K+ 4.81% |
$45.1K - $46.7K
|
23.4K
$998K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
993+ 0.72% |
$41.7K - $43.1K
|
139K
$5.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
968+ 3.38% |
$40.6K - $42K
|
29.6K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
921+ 212.21% |
$38.6K - $40K
|
1.36K
$57.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
912+ 4.97% |
$38.3K - $39.6K
|
19.3K
$821K
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
901+ 9.5% |
$37.8K - $39.1K
|
10.4K
$442K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
885New |
$37.1K - $38.4K
|
885
$37.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
884+ 3.69% |
$37.1K - $38.4K
|
24.9K
$1.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
858New |
$36K - $37.3K
|
858
$36.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
842+ 0.68% |
$35.3K - $36.6K
|
125K
$5.32M
|