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
|
Stokes Family Office, LLC
|
SELL
|
- |
-223- 2.56% |
$9.35K - $9.68K
|
8.47K
$361K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-225- 4.42% |
$9.44K - $9.77K
|
4.87K
$207K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-227- 0.95% |
$9.52K - $9.86K
|
23.6K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-243- 0.74% |
$10.2K - $10.6K
|
32.5K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-254- 0.08% |
$10.7K - $11K
|
310K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-283- 3.6% |
$11.9K - $12.3K
|
7.57K
$323K
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-322- 0.3% |
$13.5K - $14K
|
108K
$4.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-328- 1.93% |
$13.8K - $14.2K
|
16.7K
$711K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-330- 0.97% |
$13.8K - $14.3K
|
33.6K
$1.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-331- 2.21% |
$13.9K - $14.4K
|
14.6K
$623K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-339- 2.63% |
$14.2K - $14.7K
|
12.6K
$536K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-409- 1.06% |
$17.2K - $17.8K
|
38.2K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-429- 97.72% |
$18K - $18.6K
|
10
$426
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-450- 7.94% |
$18.9K - $19.5K
|
5.22K
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-475- 4.16% |
$19.9K - $20.6K
|
10.9K
$466K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-483- 14.57% |
$20.3K - $21K
|
2.83K
$121K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-500- 46.3% |
$21K - $21.7K
|
580
$24.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-636- 2.98% |
$26.7K - $27.6K
|
20.7K
$881K
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-650- 12.27% |
$27.3K - $28.2K
|
4.65K
$198K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-651- 2.36% |
$27.3K - $28.3K
|
26.9K
$1.15M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-670- 7.6% |
$28.1K - $29.1K
|
8.14K
$347K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-738- 12.97% |
$31K - $32K
|
4.95K
$211K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-745- 13.18% |
$31.3K - $32.3K
|
4.91K
$209K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-752- 9.58% |
$31.5K - $32.7K
|
7.1K
$302K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-785- 2.79% |
$32.9K - $34.1K
|
27.3K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-876- 11.56% |
$36.7K - $38K
|
6.71K
$286K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-943- 10.18% |
$39.6K - $40.9K
|
8.32K
$355K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.03K- 3.25% |
$43.3K - $44.8K
|
30.7K
$1.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.22K- 1.76% |
$51.3K - $53.1K
|
68.1K
$2.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.27K- 1.79% |
$53.2K - $55.1K
|
69.7K
$2.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.32K- 4.98% |
$55.4K - $57.3K
|
25.2K
$1.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.33K- 9.39% |
$55.8K - $57.7K
|
12.8K
$547K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.38K- 11.3% |
$57.7K - $59.7K
|
10.8K
$461K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.49K- 2.56% |
$62.6K - $64.8K
|
56.9K
$2.42M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.5K- 13.53% |
$62.9K - $65.1K
|
9.58K
$408K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.54K- 24.1% |
$64.5K - $66.8K
|
4.84K
$206K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.61K- 7.37% |
$67.5K - $69.8K
|
20.2K
$861K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.74K- 19.84% |
$73K - $75.6K
|
7.03K
$300K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.77K- 2.25% |
$74.3K - $76.9K
|
77K
$3.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.9K- 9.9% |
$79.6K - $82.4K
|
17.3K
$736K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.93K- 7.63% |
$80.8K - $83.6K
|
23.3K
$994K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.93K- 2.18% |
$80.8K - $83.6K
|
86.3K
$3.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.93K- 29.19% |
$81K - $83.9K
|
4.69K
$200K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-1.94K- 0.82% |
$81.5K - $84.4K
|
234K
$9.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.08K- 0.86% |
$87.1K - $90.2K
|
239K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.09K- 12.06% |
$87.5K - $90.5K
|
15.2K
$648K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-2.19K- 48.08% |
$91.8K - $95K
|
2.36K
$101K
|
|
|
Nov 08, 2024
Q3 2024
|
Share Andrew L.
Manchester, NH |
SELL
|
- |
-2.39K- 26.12% |
$100K - $104K
|
6.76K
$288K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.46K- 31.13% |
$103K - $107K
|
5.45K
$232K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-2.54K- 19.24% |
$107K - $110K
|
10.7K
$454K
|