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 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
3.01K+ 7.2% |
$120K - $126K
|
44.8K
$1.93M
|
|
|
Oct 04, 2023
Q4 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
3.01K+ 0.97% |
$120K - $126K
|
312K
$13.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.85K+ 60.02% |
$113K - $119K
|
7.59K
$326K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
2.67K+ 538.51% |
$106K - $112K
|
3.17K
$136K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.51K+ 3261.04% |
$99.9K - $105K
|
2.59K
$111K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.4K+ 359.37% |
$95.4K - $100K
|
3.06K
$132K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.2KNew |
$87.6K - $92.2K
|
2.2K
$94.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
1.97K+ 3.03% |
$78.3K - $82.4K
|
66.9K
$2.87M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
1.64K+ 12600.0% |
$65.2K - $68.6K
|
1.65K
$71K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.45K+ 20.59% |
$57.8K - $60.8K
|
8.51K
$366K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.39K+ 8.81% |
$55.3K - $58.2K
|
17.2K
$737K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
1.35K+ 6.25% |
$53.6K - $56.4K
|
22.9K
$983K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.32KNew |
$52.6K - $55.4K
|
1.32K
$56.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.24KNew |
$49.3K - $51.8K
|
1.24K
$53.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.21K+ 5.52% |
$48.2K - $50.7K
|
23.2K
$996K
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.14KNew |
$45.2K - $47.5K
|
1.14K
$48.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.07K+ 24.95% |
$42.7K - $44.9K
|
5.37K
$231K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
990+ 5.88% |
$39.4K - $41.5K
|
17.8K
$766K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
931New |
$37K - $39K
|
931
$40K
|
|
|
Feb 02, 2023
Q4 2022
|
Penobscot Wealth Management
|
BUY
|
- |
885+ 8.99% |
$35.2K - $37.1K
|
10.7K
$461K
|
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
811+ 2.22% |
$32.3K - $34K
|
37.3K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
734New |
$29.2K - $30.7K
|
734
$31.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
715+ 5.23% |
$28.4K - $29.9K
|
14.4K
$618K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
700New |
$27.9K - $29.3K
|
700
$30.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
673+ 1.05% |
$26.8K - $28.2K
|
64.9K
$2.79M
|
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
655+ 12.67% |
$26.1K - $27.4K
|
5.83K
$250K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
632+ 7.52% |
$25.1K - $26.5K
|
9.04K
$389K
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
585+ 3.17% |
$23.3K - $24.5K
|
19K
$818K
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
552+ 3.32% |
$22K - $23.1K
|
17.2K
$738K
|
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
549+ 1.36% |
$21.8K - $23K
|
40.9K
$1.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
527+ 62.0% |
$21K - $22.1K
|
1.38K
$59.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
490+ 0.32% |
$19.5K - $20.5K
|
153K
$6.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
483New |
$19.2K - $20.2K
|
483
$20.8K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
421New |
$16.8K - $17.6K
|
421
$18.1K
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
411+ 1.74% |
$16.4K - $17.2K
|
24K
$1.03M
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
398+ 3.76% |
$15.8K - $16.7K
|
11K
$473K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
366New |
$14.6K - $15.3K
|
366
$15.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
361+ 4.27% |
$14.4K - $15.1K
|
8.82K
$379K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
360+ 118.81% |
$14.3K - $15.1K
|
663
$28.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
352+ 1.57% |
$14K - $14.7K
|
22.8K
$980K
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
332New |
$13.2K - $13.9K
|
332
$14.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
325+ 0.63% |
$12.9K - $13.6K
|
51.6K
$2.22M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
320New |
$12.7K - $13.4K
|
320
$13.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
288New |
$11.5K - $12.1K
|
288
$12.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
261New |
$10.4K - $10.9K
|
261
$11.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
261+ 4.74% |
$10.4K - $10.9K
|
5.77K
$248K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
250+ 82.51% |
$9.95K - $10.5K
|
553
$23.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
245+ 1.51% |
$9.75K - $10.3K
|
16.5K
$707K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
236+ 0.5% |
$9.39K - $9.88K
|
47K
$2.02M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
225+ 19.07% |
$8.95K - $9.42K
|
1.41K
$60.4K
|