Purchases and Sales Made in Q4 2023 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 2023. 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 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
40.6K+ 17.76% |
$1.63M - $1.73M
|
269K
$11.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
39.9KNew |
$1.6M - $1.69M
|
39.9K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
37.7K+ 19.19% |
$1.51M - $1.6M
|
234K
$9.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
36.6K+ 34.47% |
$1.47M - $1.55M
|
143K
$6.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
36.5KNew |
$1.47M - $1.55M
|
36.5K
$1.55M
|
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
36.1KNew |
$1.45M - $1.53M
|
36.1K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
33.2KNew |
$1.34M - $1.41M
|
33.2K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
32.8KNew |
$1.32M - $1.4M
|
32.8K
$1.4M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
32.1KNew |
$1.29M - $1.36M
|
32.1K
$1.37M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
31.5K+ 186.32% |
$1.27M - $1.34M
|
48.4K
$2.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.8K+ 0.99% |
$1.2M - $1.27M
|
3.06M
$130M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.1K+ 11.9% |
$1.17M - $1.24M
|
274K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
28.8KNew |
$1.16M - $1.22M
|
28.8K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28.4K+ 19.34% |
$1.14M - $1.21M
|
176K
$7.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
27.8KNew |
$1.12M - $1.18M
|
27.8K
$1.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
26.7K+ 7.63% |
$1.07M - $1.13M
|
377K
$16M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
26.5K+ 6.74% |
$1.07M - $1.13M
|
420K
$17.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
26KNew |
$1.05M - $1.1M
|
26K
$1.11M
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
25.3KNew |
$1.02M - $1.08M
|
25.3K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
22.3KNew |
$898K - $949K
|
22.3K
$951K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
20.1K+ 123.77% |
$809K - $855K
|
36.4K
$1.55M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
19.6KNew |
$787K - $832K
|
19.6K
$834K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19.3K+ 64.06% |
$777K - $821K
|
49.5K
$2.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.8K+ 16.94% |
$756K - $800K
|
130K
$5.53M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
17.7KNew |
$712K - $752K
|
17.7K
$754K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
17.7KNew |
$711K - $752K
|
17.7K
$753K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
17.4K+ 15.29% |
$701K - $741K
|
131K
$5.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
17.4K+ 43.58% |
$700K - $740K
|
57.4K
$2.44M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
17.3KNew |
$696K - $736K
|
17.3K
$737K
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
17.1KNew |
$687K - $726K
|
17.1K
$727K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.2K+ 38.32% |
$651K - $688K
|
58.4K
$2.49M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
15.6K+ 35.29% |
$628K - $664K
|
59.9K
$2.55M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
15K+ 3.16% |
$603K - $638K
|
491K
$20.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
14.6K+ 10.28% |
$588K - $621K
|
157K
$6.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
14.3KNew |
$577K - $609K
|
14.3K
$611K
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
14.2KNew |
$572K - $605K
|
14.2K
$606K
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
14K+ 3.26% |
$563K - $595K
|
443K
$18.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
13.8K+ 53.41% |
$556K - $588K
|
39.8K
$1.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
13.6KNew |
$547K - $578K
|
13.6K
$579K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
13.2KNew |
$531K - $561K
|
13.2K
$562K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
12.7KNew |
$512K - $541K
|
12.7K
$542K
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
12.5KNew |
$501K - $530K
|
12.5K
$531K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.4K+ 69.1% |
$497K - $525K
|
30.2K
$1.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
12.3K+ 15.94% |
$494K - $522K
|
89.5K
$3.81M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.3K+ 249.62% |
$492K - $521K
|
17.2K
$730K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
12.2K+ 19.64% |
$490K - $518K
|
74.2K
$3.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.8K+ 83.58% |
$476K - $503K
|
26K
$1.11M
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
11.8KNew |
$474K - $501K
|
11.8K
$502K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
11.5K+ 6.86% |
$463K - $490K
|
179K
$7.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
11.4KNew |
$457K - $483K
|
11.4K
$484K
|