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 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12+ 0.12% |
$537 - $548
|
10.2K
$437K
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8+ 1.71% |
$358 - $365
|
477
$20.5K
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
7New |
$313 - $319
|
7
$301
|
|
Feb 25, 2022
Q4 2021
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
5+ 0.06% |
$224 - $228
|
8.39K
$361K
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 1.39% |
$179 - $183
|
292
$12.6K
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 2.78% |
$89.5 - $91.3
|
74
$3.18K
|
|
Feb 04, 2022
Q4 2021
|
J.Safra Asset Management Corp
|
BUY
|
- |
1+ 0.18% |
$44.7 - $45.6
|
555
$23.9K
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3Closed |
$134 - $137
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-6Closed |
$268 - $274
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-8- 0.81% |
$358 - $365
|
976
$42K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
SELL
|
- |
-12- 0.22% |
$537 - $548
|
5.46K
$235K
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-20Closed |
$895 - $913
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-21Closed |
$939 - $958
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-40Closed |
$1.79K - $1.83K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-51- 3.27% |
$2.28K - $2.33K
|
1.51K
$64.8K
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-88- 8.8% |
$3.94K - $4.02K
|
912
$39.2K
|
|
Feb 11, 2022
Q4 2021
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-95- 1.44% |
$4.25K - $4.34K
|
6.49K
$279K
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-101Closed |
$4.52K - $4.61K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-105- 0.61% |
$4.7K - $4.79K
|
17.2K
$738K
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
SELL
|
- |
-142- 1.54% |
$6.35K - $6.48K
|
9.07K
$390K
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-160Closed |
$7.16K - $7.3K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-189- 5.89% |
$8.45K - $8.63K
|
3.02K
$130K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-202- 8.53% |
$9.04K - $9.22K
|
2.17K
$93.1K
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-215- 0.36% |
$9.62K - $9.81K
|
60K
$2.58M
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-222- 0.67% |
$9.93K - $10.1K
|
33.1K
$1.42M
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-232- 67.84% |
$10.4K - $10.6K
|
110
$4.73K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-239- 1.07% |
$10.7K - $10.9K
|
22.1K
$950K
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-256- 3.98% |
$11.5K - $11.7K
|
6.17K
$265K
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-270- 0.07% |
$12.1K - $12.3K
|
406K
$17.5M
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-308- 2.94% |
$13.8K - $14.1K
|
10.2K
$438K
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-328- 15.08% |
$14.7K - $15K
|
1.85K
$79.4K
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-345- 3.48% |
$15.4K - $15.7K
|
9.58K
$412K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-346Closed |
$15.5K - $15.8K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-347Closed |
$15.5K - $15.8K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
SELL
|
- |
-361- 5.62% |
$16.1K - $16.5K
|
6.06K
$261K
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-367Closed |
$16.4K - $16.7K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-391- 1.31% |
$17.5K - $17.8K
|
29.4K
$1.26M
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-413- 11.9% |
$18.5K - $18.8K
|
3.06K
$132K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-415- 3.89% |
$18.6K - $18.9K
|
10.3K
$441K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-420- 33.12% |
$18.8K - $19.2K
|
848
$36.5K
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-448- 6.06% |
$20K - $20.4K
|
6.95K
$299K
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
SELL
|
- |
-468- 0.91% |
$20.9K - $21.4K
|
51.1K
$2.2M
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-472- 4.22% |
$21.1K - $21.5K
|
10.7K
$461K
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-474- 5.34% |
$21.2K - $21.6K
|
8.41K
$361K
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-490Closed |
$21.9K - $22.4K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-527- 4.17% |
$23.6K - $24.1K
|
12.1K
$521K
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-563Closed |
$25.2K - $25.7K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-664Closed |
$29.7K - $30.3K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-699- 33.51% |
$31.3K - $31.9K
|
1.39K
$59.6K
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-711- 9.36% |
$31.8K - $32.5K
|
6.88K
$296K
|