Purchases and Sales Made in Q4 2022 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 2022. 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, 2023
Q4 2022
|
Coastline Trust CO
|
SELL
|
- |
-35K- 66.31% |
$1.39M - $1.47M
|
17.8K
$765K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-36.6K- 24.25% |
$1.45M - $1.53M
|
114K
$4.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-38.2K- 44.49% |
$1.52M - $1.6M
|
47.7K
$2.05M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-42.8K- 15.47% |
$1.7M - $1.79M
|
234K
$10.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-43.8K- 79.09% |
$1.74M - $1.83M
|
11.6K
$497K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-47.2K- 31.15% |
$1.88M - $1.97M
|
104K
$4.48M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-54.3K- 82.5% |
$2.16M - $2.27M
|
11.5K
$495K
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
SELL
|
- |
-56.5K- 67.22% |
$2.25M - $2.37M
|
27.6K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-61.1K- 8.65% |
$2.43M - $2.56M
|
646K
$27.8M
|
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-63.7K- 18.13% |
$2.54M - $2.67M
|
288K
$12.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-64.1K- 91.58% |
$2.55M - $2.69M
|
5.9K
$254K
|
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-77.6K- 17.94% |
$3.09M - $3.25M
|
355K
$15.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
SELL
|
- |
-80K- 86.56% |
$3.18M - $3.35M
|
12.4K
$534K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-84.9K- 29.28% |
$3.38M - $3.55M
|
205K
$8.81M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-84.9K- 29.28% |
$3.38M - $3.55M
|
205K
$8.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-87.8K- 60.59% |
$3.49M - $3.67M
|
57.1K
$2.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-89.2K- 32.88% |
$3.55M - $3.74M
|
182K
$7.83M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-91.6K- 34.37% |
$3.65M - $3.84M
|
175K
$7.52M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-95.1K- 95.05% |
$3.78M - $3.98M
|
4.95K
$213K
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-95.5K- 11.86% |
$3.8M - $4M
|
710K
$30.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-96.2K- 12.01% |
$3.83M - $4.03M
|
705K
$30.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-147K- 29.52% |
$5.85M - $6.16M
|
351K
$15.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-159K- 90.59% |
$6.33M - $6.66M
|
16.5K
$711K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-218K- 50.94% |
$8.69M - $9.14M
|
210K
$9.04M
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-406K- 19.38% |
$16.1M - $17M
|
1.69M
$72.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-410K- 6.6% |
$16.3M - $17.1M
|
5.8M
$249M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-968K- 98.74% |
$38.5M - $40.5M
|
12.4K
$531K
|