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 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
161+ 1.02% |
$6.75K - $6.99K
|
15.9K
$677K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
142+ 2.75% |
$5.96K - $6.17K
|
5.3K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
121New |
$5.08K - $5.25K
|
121
$5.16K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
117+ 1.48% |
$4.91K - $5.08K
|
8.04K
$342K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
113+ 0.13% |
$4.74K - $4.91K
|
85.1K
$3.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
104+ 0.11% |
$4.36K - $4.52K
|
96.8K
$4.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
103+ 1.13% |
$4.32K - $4.47K
|
9.25K
$394K
|
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
BUY
|
- |
94+ 0.92% |
$3.94K - $4.08K
|
10.3K
$439K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
91+ 0.28% |
$3.82K - $3.95K
|
32.8K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
65+ 7.69% |
$2.73K - $2.82K
|
910
$38.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
65New |
$2.73K - $2.82K
|
65
$2.77K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
64+ 1.05% |
$2.68K - $2.78K
|
6.17K
$263K
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
64+ 0.74% |
$2.68K - $2.78K
|
8.73K
$372K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
55+ 72.37% |
$2.31K - $2.39K
|
131
$5.58K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
42+ 0.49% |
$1.76K - $1.82K
|
8.53K
$363K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
41+ 0.55% |
$1.72K - $1.78K
|
7.56K
$322K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
39New |
$1.64K - $1.69K
|
39
$1.66K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
31+ 0.27% |
$1.3K - $1.35K
|
11.4K
$484K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
30+ 0.38% |
$1.26K - $1.3K
|
7.83K
$334K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
26+ 0.35% |
$1.09K - $1.13K
|
7.52K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
15+ 1.79% |
$629 - $651
|
853
$36.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
14+ 0.06% |
$587 - $608
|
23.3K
$991K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9New |
$378 - $391
|
9
$384
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
9+ 0.14% |
$378 - $391
|
6.33K
$270K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 1.7% |
$252 - $261
|
359
$15.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6+ 1.77% |
$252 - $261
|
345
$14.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4+ 1.83% |
$168 - $174
|
223
$9.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3+ 1.6% |
$126 - $130
|
190
$8.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.23% |
$42 - $43.4
|
436
$18.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 33.33% |
$42 - $43.4
|
2
$85.2
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3- 0.86% |
$126 - $130
|
347
$14.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.37% |
$629 - $651
|
4.04K
$172K
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-16- 0.29% |
$671 - $695
|
5.58K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-20- 0.8% |
$839 - $868
|
2.49K
$106K
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-26- 0.28% |
$1.09K - $1.13K
|
9.12K
$389K
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-31- 0.43% |
$1.3K - $1.35K
|
7.26K
$309K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-40- 0.08% |
$1.68K - $1.74K
|
50K
$2.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-45- 13.04% |
$1.89K - $1.95K
|
300
$12.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-48- 34.78% |
$2.01K - $2.08K
|
90
$3.84K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-54- 23.18% |
$2.27K - $2.34K
|
179
$7.63K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-60- 1.84% |
$2.52K - $2.61K
|
3.2K
$136K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-106- 10.41% |
$4.45K - $4.6K
|
912
$38.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-127- 0.07% |
$5.33K - $5.51K
|
170K
$7.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-131- 0.64% |
$5.5K - $5.69K
|
20.4K
$869K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-172- 21.23% |
$7.22K - $7.47K
|
638
$27.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-175- 2.37% |
$7.34K - $7.6K
|
7.2K
$307K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-179- 2.02% |
$7.51K - $7.77K
|
8.68K
$370K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-200- 11.15% |
$8.39K - $8.68K
|
1.59K
$67.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-218- 3.62% |
$9.15K - $9.47K
|
5.8K
$247K
|