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 |
---|---|---|---|---|---|---|---|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
145KNew |
$5.76M - $6.06M
|
145K
$6.22M
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
139KNew |
$5.55M - $5.84M
|
139K
$5.99M
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
138K+ 240.72% |
$5.5M - $5.78M
|
196K
$8.4M
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
137K+ 540.8% |
$5.45M - $5.73M
|
162K
$6.97M
|
|
Jan 12, 2023
Q4 2022
|
Next Capital Management LLC
|
BUY
|
- |
137K+ 986.24% |
$5.44M - $5.73M
|
151K
$6.47M
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
136KNew |
$5.42M - $5.71M
|
136K
$5.86M
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
133KNew |
$5.31M - $5.58M
|
133K
$5.73M
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
131KNew |
$5.22M - $5.5M
|
131K
$5.64M
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
128KNew |
$5.09M - $5.35M
|
128K
$5.49M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
128K+ 1043.93% |
$5.08M - $5.35M
|
140K
$6.02M
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
125KNew |
$4.97M - $5.23M
|
125K
$5.37M
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
120KNew |
$4.78M - $5.03M
|
120K
$5.16M
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
119K+ 2613.11% |
$4.74M - $4.98M
|
124K
$5.31M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
113K+ 5.31% |
$4.52M - $4.75M
|
2.25M
$96.7M
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
111K+ 21.1% |
$4.42M - $4.65M
|
638K
$27.4M
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
107KNew |
$4.26M - $4.49M
|
107K
$4.6M
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
105KNew |
$4.18M - $4.4M
|
105K
$4.51M
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
BUY
|
- |
104K+ 183.25% |
$4.15M - $4.37M
|
161K
$6.93M
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
102K+ 346.35% |
$4.05M - $4.26M
|
131K
$5.63M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
102K+ 289.35% |
$4.05M - $4.26M
|
137K
$5.88M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
100K+ 596.65% |
$4M - $4.21M
|
117K
$5.04M
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
96.1KNew |
$3.82M - $4.02M
|
96.1K
$4.13M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
95.7K+ 38.8% |
$3.81M - $4.01M
|
342K
$14.7M
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
89.7K+ 467.89% |
$3.57M - $3.76M
|
109K
$4.68M
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
88.2KNew |
$3.51M - $3.69M
|
88.2K
$3.79M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
88.1K+ 18.19% |
$3.5M - $3.69M
|
572K
$24.6M
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
87.8K+ 65.81% |
$3.49M - $3.68M
|
221K
$9.5M
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
84.9KNew |
$3.38M - $3.55M
|
84.9K
$3.65M
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
80.2K+ 849.61% |
$3.19M - $3.36M
|
89.6K
$3.85M
|
|
Feb 10, 2023
Q4 2022
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
79.7KNew |
$3.17M - $3.34M
|
79.7K
$3.43M
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
76.8K+ 1482.39% |
$3.06M - $3.22M
|
82K
$3.52M
|
|
Jan 11, 2023
Q4 2022
|
Systelligence, LLC
|
BUY
|
- |
74.6KNew |
$2.97M - $3.12M
|
74.6K
$3.21M
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
74.6K+ 928.32% |
$2.97M - $3.12M
|
82.6K
$3.55M
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
74.2K+ 2661.89% |
$2.95M - $3.11M
|
77K
$3.31M
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
73.1K+ 446.91% |
$2.91M - $3.06M
|
89.4K
$3.84M
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
72.4KNew |
$2.88M - $3.03M
|
72.4K
$3.11M
|
|
Feb 08, 2023
Q4 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
69.9KNew |
$2.78M - $2.93M
|
69.9K
$3M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
68.9K+ 706.94% |
$2.74M - $2.89M
|
78.7K
$3.38M
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
68.4KNew |
$2.72M - $2.87M
|
68.4K
$2.94M
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
66.6K+ 66.41% |
$2.65M - $2.79M
|
167K
$7.17M
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
66.3KNew |
$2.64M - $2.78M
|
66.3K
$2.85M
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
64.4K+ 226.04% |
$2.56M - $2.7M
|
93K
$3.99M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
63.3K+ 9.93% |
$2.52M - $2.65M
|
700K
$30.1M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
63.3K+ 6.9% |
$2.52M - $2.65M
|
980K
$42.1M
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
63KNew |
$2.51M - $2.64M
|
63K
$2.71M
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
62.4KNew |
$2.48M - $2.61M
|
62.4K
$2.68M
|
|
May 11, 2023
Q4 2022
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
60.5KNew |
$2.41M - $2.53M
|
60.5K
$2.6M
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
60.2KNew |
$2.4M - $2.52M
|
60.2K
$2.59M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
58.9K+ 1252.38% |
$2.34M - $2.46M
|
63.6K
$2.73M
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
58.8KNew |
$2.34M - $2.46M
|
58.8K
$2.53M
|