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 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
27K+ 100.58% |
$1.07M - $1.13M
|
53.8K
$2.31M
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
26.5KNew |
$1.05M - $1.11M
|
26.5K
$1.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
26.3K+ 839.45% |
$1.05M - $1.1M
|
29.5K
$1.27M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
26.2K+ 115.08% |
$1.04M - $1.1M
|
48.9K
$2.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
26.1KNew |
$1.04M - $1.09M
|
26.1K
$1.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
26.1K+ 86.49% |
$1.04M - $1.09M
|
56.3K
$2.42M
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
25.2KNew |
$1M - $1.06M
|
25.2K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25K+ 37.58% |
$995K - $1.05M
|
91.6K
$3.94M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25K+ 37.58% |
$995K - $1.05M
|
91.6K
$3.94M
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
24.6KNew |
$978K - $1.03M
|
24.6K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
24.4K+ 60.85% |
$971K - $1.02M
|
64.5K
$2.77M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
24K+ 305.26% |
$954K - $1M
|
31.8K
$1.37M
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
23KNew |
$917K - $965K
|
23K
$990K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
22.4K+ 72.19% |
$890K - $936K
|
53.3K
$2.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
22.3KNew |
$886K - $932K
|
22.3K
$957K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
22.1K+ 220.53% |
$878K - $924K
|
32.1K
$1.38M
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
21.9KNew |
$872K - $917K
|
21.9K
$941K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
21.7KNew |
$864K - $909K
|
21.7K
$933K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21.6K+ 144.78% |
$860K - $905K
|
36.6K
$1.57M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
21.2K+ 126.17% |
$844K - $888K
|
38K
$1.63M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
21.1KNew |
$838K - $882K
|
21.1K
$905K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
21K+ 350.53% |
$836K - $879K
|
27K
$1.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
20.9KNew |
$833K - $877K
|
20.9K
$900K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.6KNew |
$822K - $864K
|
20.6K
$887K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20.2K+ 171.78% |
$804K - $846K
|
32K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
20.1KNew |
$801K - $842K
|
20.1K
$865K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20K+ 359.61% |
$796K - $838K
|
25.6K
$1.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
18.7K+ 191.63% |
$744K - $783K
|
28.5K
$1.22M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
18.2KNew |
$723K - $760K
|
18.2K
$780K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18K+ 46.7% |
$716K - $754K
|
56.6K
$2.43M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
17.9K+ 1446.17% |
$714K - $751K
|
19.2K
$825K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
17.3K+ 54.69% |
$688K - $724K
|
48.9K
$2.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
16.8KNew |
$669K - $704K
|
16.8K
$722K
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
16.7KNew |
$663K - $698K
|
16.7K
$716K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
16.4KNew |
$654K - $688K
|
16.4K
$707K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
16.4KNew |
$652K - $686K
|
16.4K
$704K
|
|
|
Jan 30, 2023
Q4 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
16.3KNew |
$650K - $684K
|
16.3K
$702K
|
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
16.2KNew |
$645K - $679K
|
16.2K
$697K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
16K+ 94.89% |
$637K - $670K
|
32.9K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
15.8KNew |
$628K - $660K
|
15.8K
$678K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
15.1KNew |
$600K - $631K
|
15.1K
$648K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
15K+ 86.01% |
$599K - $630K
|
32.5K
$1.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
14.9K+ 16.08% |
$593K - $624K
|
108K
$4.62M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
14.7KNew |
$585K - $615K
|
14.7K
$631K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14.4K+ 39.05% |
$574K - $604K
|
51.4K
$2.21M
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
14.1KNew |
$560K - $590K
|
14.1K
$605K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13.5K+ 50.25% |
$538K - $567K
|
40.5K
$1.74M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13.3K+ 47.46% |
$530K - $558K
|
41.4K
$1.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
13.3KNew |
$528K - $556K
|
13.3K
$571K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
13.3KNew |
$528K - $555K
|
13.3K
$570K
|