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 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
777+ 2.85% |
$32.6K - $33.7K
|
28K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
763+ 1.19% |
$32K - $33.1K
|
64.9K
$2.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
751+ 228.96% |
$31.5K - $32.6K
|
1.08K
$46K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
740+ 3.08% |
$31K - $32.1K
|
24.8K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
725+ 1.18% |
$30.4K - $31.5K
|
62.1K
$2.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
718+ 1.89% |
$30.1K - $31.2K
|
38.8K
$1.65M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
705+ 11.39% |
$29.6K - $30.6K
|
6.89K
$294K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
705+ 2.16% |
$29.6K - $30.6K
|
33.4K
$1.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
608+ 1.75% |
$25.5K - $26.4K
|
35.4K
$1.51M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
601New |
$25.2K - $26.1K
|
601
$25.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
598+ 1.66% |
$25.1K - $26K
|
36.6K
$1.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
565+ 4.7% |
$23.7K - $24.5K
|
12.6K
$536K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
499+ 1.93% |
$20.9K - $21.7K
|
26.3K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
493+ 3.24% |
$20.7K - $21.4K
|
15.7K
$669K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
492+ 0.4% |
$20.6K - $21.4K
|
124K
$5.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
490+ 3.33% |
$20.6K - $21.3K
|
15.2K
$647K
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
477+ 2.86% |
$20K - $20.7K
|
17.2K
$732K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
467+ 43.52% |
$19.6K - $20.3K
|
1.54K
$65.6K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
458+ 26.99% |
$19.2K - $19.9K
|
2.16K
$91.8K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
455+ 0.55% |
$19.1K - $19.8K
|
83.2K
$3.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
444+ 2.98% |
$18.6K - $19.3K
|
15.3K
$654K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
407New |
$17.1K - $17.7K
|
407
$17.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
405+ 4.23% |
$17K - $17.6K
|
9.98K
$425K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
385+ 4.58% |
$16.2K - $16.7K
|
8.79K
$375K
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
380+ 2.91% |
$15.9K - $16.5K
|
13.4K
$573K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
359+ 1.96% |
$15.1K - $15.6K
|
18.7K
$798K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
355+ 1.89% |
$14.9K - $15.4K
|
19.1K
$814K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
346+ 2.44% |
$14.5K - $15K
|
14.5K
$620K
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
337+ 0.78% |
$14.1K - $14.6K
|
43.8K
$1.87M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
334+ 3.61% |
$14K - $14.5K
|
9.59K
$409K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
334New |
$14K - $14.5K
|
334
$14.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
328+ 2.65% |
$13.8K - $14.2K
|
12.7K
$542K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
325+ 47.45% |
$13.6K - $14.1K
|
1.01K
$43K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
324+ 1.92% |
$13.6K - $14.1K
|
17.2K
$731K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
322+ 2.4% |
$13.5K - $14K
|
13.7K
$585K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
319+ 2.18% |
$13.4K - $13.9K
|
14.9K
$636K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
308+ 3.98% |
$12.9K - $13.4K
|
8.05K
$343K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
304+ 30400.0% |
$12.8K - $13.2K
|
305
$13K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
302New |
$12.7K - $13.1K
|
302
$12.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
276+ 28.78% |
$11.6K - $12K
|
1.24K
$52.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
252+ 2.44% |
$10.6K - $10.9K
|
10.6K
$451K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
238+ 1.9% |
$9.98K - $10.3K
|
12.7K
$543K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
230+ 2.04% |
$9.65K - $9.99K
|
11.5K
$491K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
225+ 1.31% |
$9.44K - $9.77K
|
17.4K
$741K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
213+ 1.82% |
$8.94K - $9.25K
|
11.9K
$508K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
188+ 0.41% |
$7.89K - $8.16K
|
46.4K
$1.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
181+ 1.17% |
$7.59K - $7.86K
|
15.6K
$665K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
179+ 2.29% |
$7.51K - $7.77K
|
8K
$341K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
167+ 0.4% |
$7.01K - $7.25K
|
42.4K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
166+ 22.13% |
$6.96K - $7.21K
|
916
$39K
|