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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4.64K+ 4.6% |
$186K - $197K
|
105K
$4.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.55KNew |
$183K - $193K
|
4.55K
$194K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.24K+ 10.19% |
$170K - $180K
|
45.8K
$1.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4.2K+ 16.87% |
$169K - $178K
|
29.1K
$1.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
4.19K+ 8.53% |
$168K - $178K
|
53.2K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.17K+ 11.33% |
$168K - $177K
|
41K
$1.75M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.17KNew |
$167K - $177K
|
4.17K
$178K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
3.88K+ 0.9% |
$156K - $165K
|
435K
$18.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.85K+ 0.99% |
$155K - $163K
|
392K
$16.7M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.8K+ 5.46% |
$153K - $161K
|
73.4K
$3.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
3.77K+ 1.9% |
$151K - $160K
|
202K
$8.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
3.71K+ 9.52% |
$149K - $157K
|
42.7K
$1.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.36K+ 104.91% |
$135K - $143K
|
6.56K
$279K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.34K+ 2.31% |
$134K - $142K
|
148K
$6.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
3.33K+ 1.63% |
$134K - $141K
|
208K
$8.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.3K+ 20.39% |
$133K - $140K
|
19.5K
$831K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
3.27K+ 89.51% |
$131K - $139K
|
6.92K
$295K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.18K+ 22.33% |
$128K - $135K
|
17.4K
$743K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.02K+ 9.8% |
$121K - $128K
|
33.8K
$1.44M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
2.98K+ 6.91% |
$120K - $127K
|
46.1K
$1.97M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.79K+ 10.47% |
$112K - $118K
|
29.4K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.62K+ 2.56% |
$105K - $111K
|
105K
$4.47M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.42K+ 21.04% |
$97.3K - $103K
|
13.9K
$593K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.37K+ 5.29% |
$95.3K - $101K
|
47.2K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2.36K+ 25.33% |
$94.7K - $100K
|
11.7K
$497K
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.32K+ 5.88% |
$93.4K - $98.7K
|
41.8K
$1.78M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.32K+ 5.88% |
$93.4K - $98.7K
|
41.8K
$1.78M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.32K+ 1.53% |
$93.1K - $98.4K
|
154K
$6.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
2.15K+ 60.5% |
$86.5K - $91.4K
|
5.71K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
2.05K+ 54.89% |
$82.5K - $87.2K
|
5.79K
$247K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.93K+ 1.4% |
$77.5K - $81.9K
|
140K
$5.97M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.93K+ 1.4% |
$77.5K - $81.9K
|
140K
$5.97M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.92K+ 3.29% |
$77K - $81.3K
|
60.1K
$2.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 10.87% |
$74.3K - $78.5K
|
18.9K
$804K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.79K+ 16.0% |
$72.1K - $76.2K
|
13K
$554K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.79KNew |
$72.1K - $76.2K
|
1.79K
$76.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.78K+ 8.07% |
$71.6K - $75.7K
|
23.9K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.73K+ 2.43% |
$69.5K - $73.5K
|
72.9K
$3.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.69K+ 35.39% |
$68.1K - $72K
|
6.48K
$276K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.65K+ 24.46% |
$66.2K - $69.9K
|
8.38K
$357K
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.62K+ 33.09% |
$64.9K - $68.6K
|
6.5K
$277K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.59K+ 4.14% |
$63.9K - $67.5K
|
39.9K
$1.7M
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
1.3K+ 2.49% |
$52.2K - $55.2K
|
53.6K
$2.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
BUY
|
- |
1.24K+ 2.41% |
$49.9K - $52.7K
|
52.8K
$2.25M
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.17K+ 10.25% |
$47.1K - $49.8K
|
12.6K
$537K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.12K+ 0.86% |
$44.9K - $47.5K
|
131K
$5.58M
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
1.08K+ 6.98% |
$43.2K - $45.7K
|
16.5K
$702K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.08K+ 1.76% |
$43.2K - $45.7K
|
62.1K
$2.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.03K+ 149.35% |
$41.5K - $43.8K
|
1.72K
$73.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
1.02K+ 7.38% |
$41.1K - $43.4K
|
14.9K
$634K
|