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 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
6.48K+ 4.22% |
$258K - $271K
|
160K
$6.81M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
6.48KNew |
$258K - $271K
|
6.48K
$276K
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
6.41KNew |
$255K - $268K
|
6.41K
$273K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
6.4K+ 2710.17% |
$254K - $268K
|
6.63K
$283K
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
6.35K+ 107.03% |
$253K - $266K
|
12.3K
$523K
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
6.33K+ 4034.39% |
$252K - $265K
|
6.49K
$277K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.11KNew |
$243K - $256K
|
6.11K
$260K
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
6.09KNew |
$242K - $255K
|
6.09K
$260K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.99KNew |
$238K - $251K
|
5.99K
$255K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.79K+ 22.33% |
$230K - $242K
|
31.7K
$1.35M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.6K+ 1.33% |
$223K - $234K
|
427K
$18.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.54K+ 109.82% |
$220K - $232K
|
10.6K
$451K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5.51KNew |
$219K - $231K
|
5.51K
$235K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
5.48K+ 1116.09% |
$218K - $229K
|
5.97K
$254K
|
|
|
Feb 13, 2023
Q4 2022
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
5.43KNew |
$216K - $228K
|
5.43K
$232K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.43KNew |
$216K - $227K
|
5.43K
$232K
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
5.37KNew |
$214K - $225K
|
5.37K
$229K
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
5.36KNew |
$213K - $225K
|
5.36K
$229K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.27K+ 103.56% |
$210K - $221K
|
10.4K
$441K
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
5.21K+ 65.75% |
$207K - $218K
|
13.1K
$560K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.19K+ 16.8% |
$206K - $217K
|
36.1K
$1.54M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
5.07K+ 157.47% |
$202K - $212K
|
8.29K
$353K
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
5.03KNew |
$200K - $211K
|
5.03K
$214K
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
5.03KNew |
$200K - $210K
|
5.03K
$214K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
5.02K+ 39.28% |
$200K - $210K
|
17.8K
$759K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.99KNew |
$198K - $209K
|
4.99K
$213K
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4.95KNew |
$197K - $207K
|
4.95K
$211K
|
|
|
Feb 09, 2023
Q4 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
4.93KNew |
$196K - $206K
|
4.93K
$210K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.9K+ 19.79% |
$195K - $205K
|
29.7K
$1.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.84K+ 4.78% |
$193K - $203K
|
106K
$4.52M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.8K+ 48.95% |
$191K - $201K
|
14.6K
$622K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.8K+ 48.95% |
$191K - $201K
|
14.6K
$622K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.74K+ 91.33% |
$189K - $199K
|
9.94K
$423K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4.67K+ 6.07% |
$186K - $196K
|
81.7K
$3.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
4.62K+ 16.84% |
$184K - $193K
|
32.1K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4.54KNew |
$180K - $190K
|
4.54K
$193K
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
4.54K+ 44.27% |
$180K - $190K
|
14.8K
$630K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.49KNew |
$179K - $188K
|
4.49K
$191K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.46K+ 24.19% |
$177K - $187K
|
22.9K
$975K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.46K+ 24.19% |
$177K - $187K
|
22.9K
$975K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.22K+ 3604.27% |
$168K - $177K
|
4.33K
$185K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
4.01K+ 14.92% |
$159K - $168K
|
30.8K
$1.31M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.98K+ 1.64% |
$158K - $167K
|
246K
$10.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
3.73K+ 0.17% |
$148K - $156K
|
2.21M
$94.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.69K+ 27.59% |
$147K - $154K
|
17K
$726K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.66KNew |
$145K - $153K
|
3.66K
$156K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
3.58K+ 30.56% |
$142K - $150K
|
15.3K
$652K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
3.54K+ 26.69% |
$141K - $148K
|
16.8K
$715K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.48K+ 9.94% |
$138K - $146K
|
38.5K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
3.47K+ 27.63% |
$138K - $145K
|
16K
$683K
|