Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
4.46K+ 3.0% |
$200K - $204K
|
153K
$6.58M
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
4.38K+ 27.07% |
$196K - $200K
|
20.6K
$884K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.27K+ 5.84% |
$191K - $195K
|
77.3K
$3.32M
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
BUY
|
- |
4.18K+ 60.45% |
$187K - $191K
|
11.1K
$477K
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.03K+ 5.83% |
$180K - $184K
|
73.1K
$3.14M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
3.84K+ 3.08% |
$172K - $175K
|
129K
$5.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.77K+ 25.96% |
$169K - $172K
|
18.3K
$787K
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.63K+ 47.83% |
$162K - $166K
|
11.2K
$482K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
3.5KNew |
$157K - $160K
|
3.5K
$151K
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
3.46K+ 2.78% |
$155K - $158K
|
128K
$5.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.36K+ 147.5% |
$150K - $153K
|
5.64K
$243K
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3.34K+ 43.62% |
$149K - $153K
|
11K
$473K
|
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.27K+ 2.18% |
$146K - $149K
|
153K
$6.58M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.24KNew |
$145K - $148K
|
3.24K
$139K
|
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
BUY
|
- |
3.19K+ 22.18% |
$143K - $146K
|
17.6K
$756K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.95K+ 3.45% |
$132K - $135K
|
88.4K
$3.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.82K+ 8.09% |
$126K - $129K
|
37.7K
$1.62M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.57K+ 34.54% |
$115K - $117K
|
10K
$430K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.39K+ 18.12% |
$107K - $109K
|
15.6K
$669K
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.34KNew |
$105K - $107K
|
2.34K
$101K
|
|
|
Feb 16, 2022
Q4 2021
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
2.27K+ 44.41% |
$101K - $103K
|
7.37K
$317K
|
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.2K+ 1.19% |
$98.5K - $100K
|
187K
$8.03M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
2.15KNew |
$96.2K - $98.1K
|
2.15K
$92.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
2.02K+ 35.48% |
$90.4K - $92.2K
|
7.72K
$332K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.99K+ 10.66% |
$88.9K - $90.7K
|
20.6K
$887K
|
|
|
Jan 28, 2022
Q4 2021
|
Davidson Investment Advisors
|
BUY
|
- |
1.78K+ 33.19% |
$79.4K - $81K
|
7.12K
$306K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.73K+ 4.17% |
$77.2K - $78.7K
|
43.1K
$1.85M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.69KNew |
$75.6K - $77.2K
|
1.69K
$72.7K
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.64K+ 2.74% |
$73.3K - $74.8K
|
61.4K
$2.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.64K+ 7.76% |
$73.2K - $74.7K
|
22.7K
$977K
|
|
|
Feb 11, 2022
Q4 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.62K+ 20.74% |
$72.6K - $74K
|
9.44K
$406K
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.57K+ 28.07% |
$70.4K - $71.8K
|
7.18K
$309K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.55KNew |
$69.5K - $70.9K
|
1.55K
$66.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.55K+ 0.03% |
$69.3K - $70.7K
|
5.14M
$221M
|
|
|
Jan 18, 2022
Q4 2021
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.45K+ 0.91% |
$64.9K - $66.2K
|
161K
$6.94M
|
|
|
Feb 09, 2022
Q4 2021
|
Ckw Financial Group
|
BUY
|
- |
1.38K+ 14.91% |
$61.6K - $62.8K
|
10.6K
$456K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.34K+ 1.97% |
$60.1K - $61.3K
|
69.5K
$2.99M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.24K+ 20.52% |
$55.6K - $56.8K
|
7.31K
$314K
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
1.23K+ 3.36% |
$54.9K - $56K
|
37.8K
$1.63M
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.11K+ 24.12% |
$49.7K - $50.7K
|
5.72K
$246K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
917+ 8.79% |
$41K - $41.9K
|
11.4K
$488K
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
910+ 9.32% |
$40.7K - $41.5K
|
10.7K
$459K
|
|
|
Jan 19, 2022
Q4 2021
|
Western Financial Corporation
|
BUY
|
- |
902+ 4.21% |
$40.3K - $41.2K
|
22.3K
$960K
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
848+ 2.5% |
$37.9K - $38.7K
|
34.8K
$1.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
828+ 0.6% |
$37K - $37.8K
|
138K
$5.94M
|
|
|
Feb 14, 2022
Q4 2021
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
825+ 1.75% |
$36.9K - $37.7K
|
47.9K
$2.06M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
815New |
$36.5K - $37.2K
|
815
$35K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
802+ 11.58% |
$35.9K - $36.6K
|
7.73K
$332K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
796New |
$35.6K - $36.3K
|
796
$34.2K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
791New |
$35.4K - $36.1K
|
791
$34K
|