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 09, 2022
Q4 2021
|
Retirement Group, LLC
|
SELL
|
- |
-722- 9.34% |
$32.3K - $33K
|
7.01K
$301K
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-734- 12.12% |
$32.8K - $33.5K
|
5.32K
$229K
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-740- 4.66% |
$33.1K - $33.8K
|
15.1K
$650K
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-753- 2.12% |
$33.7K - $34.4K
|
34.7K
$1.49M
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-760- 9.04% |
$34K - $34.7K
|
7.65K
$329K
|
|
|
Feb 15, 2022
Q4 2021
|
Godsey & Gibb Associates
|
SELL
|
- |
-761Closed |
$34K - $34.7K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-784- 13.23% |
$35.1K - $35.8K
|
5.14K
$221K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-871- 2.24% |
$39K - $39.8K
|
38K
$1.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-967- 66.23% |
$43.3K - $44.1K
|
493
$21.2K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.04K- 7.49% |
$46.4K - $47.4K
|
12.8K
$551K
|
|
|
Jan 18, 2022
Q4 2021
|
Ballast, Inc.
|
SELL
|
- |
-1.06K- 1.25% |
$47.4K - $48.3K
|
83.4K
$3.59M
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.07K- 53.25% |
$47.6K - $48.6K
|
935
$40.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.12K- 11.03% |
$50.1K - $51.1K
|
9.02K
$388K
|
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-1.25K- 7.53% |
$55.9K - $57.1K
|
15.4K
$660K
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.28K- 6.31% |
$57.4K - $58.6K
|
19.1K
$819K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.29K- 11.82% |
$57.8K - $59K
|
9.64K
$414K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.35KClosed |
$60.5K - $61.7K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.36K- 62.15% |
$60.7K - $62K
|
827
$35.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.4K- 7.05% |
$62.6K - $63.9K
|
18.5K
$793K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.42K- 10.17% |
$63.4K - $64.7K
|
12.5K
$538K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.47K- 11.06% |
$65.9K - $67.3K
|
11.9K
$510K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.49K- 4.92% |
$66.5K - $67.8K
|
28.7K
$1.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.63K- 2.97% |
$72.9K - $74.4K
|
53.2K
$2.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-1.66K- 25.51% |
$74.3K - $75.8K
|
4.85K
$208K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.74K- 14.22% |
$77.9K - $79.5K
|
10.5K
$452K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Financial Advisory
|
SELL
|
- |
-1.8K- 5.83% |
$80.5K - $82.1K
|
29K
$1.25M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.81K- 13.48% |
$80.9K - $82.6K
|
11.6K
$499K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
SELL
|
- |
-1.87K- 28.47% |
$83.8K - $85.5K
|
4.71K
$202K
|
|
|
Feb 25, 2022
Q4 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-1.97K- 28.37% |
$88.2K - $90K
|
4.98K
$214K
|
|
|
Jan 27, 2022
Q4 2021
|
Smart Money Group LLC
|
SELL
|
- |
-2.11K- 11.67% |
$94.4K - $96.3K
|
16K
$687K
|
|
|
Jan 18, 2022
Q4 2021
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.14K- 2.07% |
$95.5K - $97.4K
|
101K
$4.34M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.18KClosed |
$97.6K - $99.6K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.25K- 7.8% |
$101K - $103K
|
26.6K
$1.14M
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
SELL
|
- |
-2.26K- 16.37% |
$101K - $103K
|
11.5K
$495K
|
|
|
Jan 31, 2022
Q4 2021
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-2.39KClosed |
$107K - $109K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-2.48K- 11.78% |
$111K - $113K
|
18.5K
$797K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.58K- 2.25% |
$115K - $118K
|
112K
$4.82M
|
|
|
Feb 10, 2022
Q4 2021
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-3.07K- 1.55% |
$138K - $140K
|
196K
$8.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-3.09K- 24.84% |
$138K - $141K
|
9.35K
$402K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.17K- 30.36% |
$142K - $145K
|
7.28K
$313K
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-3.2K- 5.26% |
$143K - $146K
|
57.7K
$2.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.32K- 33.38% |
$149K - $152K
|
6.63K
$285K
|
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-3.33K- 30.8% |
$149K - $152K
|
7.48K
$322K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.16K- 3.36% |
$186K - $190K
|
120K
$5.14M
|
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-4.18K- 33.31% |
$187K - $191K
|
8.36K
$359K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-4.49K- 38.02% |
$201K - $205K
|
7.32K
$315K
|
|
|
Feb 14, 2022
Q4 2021
|
United Maritime Capital LLC
New York, NY |
SELL
|
- |
-4.5K- 18.84% |
$201K - $205K
|
19.4K
$833K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.64K- 4.4% |
$207K - $212K
|
101K
$4.34M
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-4.64K- 36.97% |
$208K - $212K
|
7.92K
$340K
|
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-4.68KClosed |
$209K - $213K
|
0
$0
|