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 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
130+ 1.45% |
$5.22K - $5.52K
|
9.07K
$387K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
125New |
$5.02K - $5.31K
|
125
$5.33K
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
124New |
$4.98K - $5.27K
|
124
$5.28K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
122+ 38.73% |
$4.9K - $5.18K
|
437
$18.6K
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
120New |
$4.82K - $5.1K
|
120
$5.11K
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
110+ 0.61% |
$4.42K - $4.67K
|
18.3K
$778K
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
105New |
$4.22K - $4.46K
|
105
$4.48K
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
94+ 0.39% |
$3.78K - $3.99K
|
24.1K
$1.03M
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
91+ 0.09% |
$3.66K - $3.87K
|
100K
$4.27M
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
72+ 1.0% |
$2.89K - $3.06K
|
7.25K
$309K
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
61+ 0.21% |
$2.45K - $2.59K
|
28.6K
$1.22M
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
54+ 135.0% |
$2.17K - $2.29K
|
94
$4.01K
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
54+ 2.58% |
$2.17K - $2.29K
|
2.15K
$91.7K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
53New |
$2.13K - $2.25K
|
53
$2.26K
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
43+ 0.13% |
$1.73K - $1.83K
|
32.8K
$1.4M
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
32+ 0.04% |
$1.29K - $1.36K
|
74.5K
$3.18M
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
30+ 0.56% |
$1.21K - $1.27K
|
5.39K
$230K
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
26New |
$1.04K - $1.1K
|
26
$1.11K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
22+ 2.24% |
$884 - $935
|
1K
$42.7K
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
17+ 0.97% |
$683 - $722
|
1.77K
$75.4K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
17New |
$683 - $722
|
17
$725
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
17New |
$683 - $722
|
17
$725
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
14+ 2.15% |
$563 - $595
|
665
$28.3K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 2.46% |
$402 - $425
|
417
$17.8K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10+ 2.38% |
$402 - $425
|
431
$18.4K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5+ 2.82% |
$201 - $212
|
182
$7.76K
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1+ 100.0% |
$40.2 - $42.5
|
2
$85.2
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$40.2 - $42.5
|
1
$42.6
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 33.33% |
$40.2 - $42.5
|
4
$170
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5- 0.81% |
$201 - $212
|
610
$26K
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-7- 2.73% |
$281 - $297
|
249
$10.6K
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-10- 6.9% |
$402 - $425
|
135
$5.75K
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-13- 0.08% |
$522 - $552
|
15.4K
$656K
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-29- 0.3% |
$1.17K - $1.23K
|
9.72K
$414K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-29- 1.26% |
$1.17K - $1.23K
|
2.28K
$97K
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-32- 13.56% |
$1.29K - $1.36K
|
204
$8.69K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-38- 2.4% |
$1.53K - $1.61K
|
1.55K
$65.8K
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-39- 2.39% |
$1.57K - $1.66K
|
1.59K
$67.9K
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-55- 8.4% |
$2.21K - $2.34K
|
600
$25.6K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-59- 98.33% |
$2.37K - $2.51K
|
1
$42.6
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-82- 42.93% |
$3.3K - $3.48K
|
109
$4.65K
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-103- 11.99% |
$4.14K - $4.38K
|
756
$32.2K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-104- 13.92% |
$4.18K - $4.42K
|
643
$27.4K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-147- 0.7% |
$5.91K - $6.24K
|
20.9K
$889K
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-170- 2.38% |
$6.83K - $7.22K
|
6.97K
$297K
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-173- 0.41% |
$6.95K - $7.35K
|
41.6K
$1.77M
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-210- 2.43% |
$8.44K - $8.92K
|
8.42K
$359K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-237- 2.08% |
$9.53K - $10.1K
|
11.2K
$476K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-276- 23.53% |
$11.1K - $11.7K
|
897
$38.2K
|