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 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.71K- 27.43% |
$109K - $115K
|
7.18K
$305K
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-2.81K- 25.61% |
$113K - $119K
|
8.17K
$348K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.86K- 3.28% |
$115K - $121K
|
84.2K
$3.58M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-3.05K- 10.92% |
$123K - $130K
|
24.9K
$1.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.07K- 5.42% |
$123K - $130K
|
53.5K
$2.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-3.09K- 1.11% |
$124K - $131K
|
275K
$11.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-3.5K- 17.78% |
$141K - $149K
|
16.2K
$689K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.58K- 17.67% |
$144K - $152K
|
16.7K
$709K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.84K- 7.77% |
$154K - $163K
|
45.5K
$1.94M
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-3.95K- 3.78% |
$159K - $168K
|
101K
$4.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4.33K- 26.18% |
$174K - $184K
|
12.2K
$519K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-4.36K- 1.45% |
$175K - $185K
|
297K
$12.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-4.36K- 11.46% |
$175K - $185K
|
33.7K
$1.43M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-4.43K- 19.3% |
$178K - $188K
|
18.5K
$787K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5.16K- 13.31% |
$207K - $219K
|
33.6K
$1.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.19K- 14.46% |
$209K - $221K
|
30.7K
$1.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-5.34K- 16.56% |
$214K - $227K
|
26.9K
$1.14M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.34K- 16.71% |
$215K - $227K
|
26.6K
$1.13M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.62K- 86.06% |
$226K - $239K
|
910
$38.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.02K- 28.59% |
$242K - $256K
|
15K
$640K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.05K- 7.98% |
$243K - $257K
|
69.7K
$2.97M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-6.54K- 32.87% |
$263K - $278K
|
13.4K
$569K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-6.69K- 40.83% |
$269K - $284K
|
9.7K
$413K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-6.78K- 6.95% |
$273K - $288K
|
90.8K
$3.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-6.79K- 18.21% |
$273K - $288K
|
30.5K
$1.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-6.83K- 0.68% |
$275K - $290K
|
1M
$42.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-7K- 22.15% |
$281K - $297K
|
24.6K
$1.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-7.03K- 17.61% |
$283K - $299K
|
32.9K
$1.4M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-7.35K- 86.2% |
$295K - $312K
|
1.18K
$50.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-8.6K- 13.72% |
$345K - $365K
|
54.1K
$2.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.11K- 41.71% |
$366K - $387K
|
12.7K
$542K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-9.32K- 39.36% |
$374K - $396K
|
14.4K
$611K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-10.3K- 63.12% |
$413K - $437K
|
6.01K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-10.4K- 1.25% |
$417K - $441K
|
821K
$34.9M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-10.6K- 36.97% |
$428K - $452K
|
18.2K
$773K
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-11.2K- 24.88% |
$452K - $478K
|
34K
$1.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-11.9K- 7.79% |
$479K - $506K
|
141K
$6M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-12.2K- 28.73% |
$490K - $518K
|
30.3K
$1.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.6K- 18.48% |
$508K - $537K
|
55.7K
$2.37M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-13.3K- 6.15% |
$534K - $564K
|
203K
$8.63M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-13.6K- 16.36% |
$545K - $576K
|
69.3K
$2.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-13.6K- 51.06% |
$546K - $577K
|
13K
$555K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-14.6K- 25.93% |
$587K - $620K
|
41.7K
$1.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-15.2K- 73.58% |
$611K - $646K
|
5.46K
$232K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-16.7K- 58.79% |
$671K - $709K
|
11.7K
$498K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.9K- 3.36% |
$680K - $719K
|
487K
$20.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-17K- 75.15% |
$682K - $721K
|
5.61K
$239K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-17.2K- 38.0% |
$691K - $731K
|
28.1K
$1.19M
|
|
|
Dec 11, 2024
Q4 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-17.3K- 28.53% |
$695K - $734K
|
43.3K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-18.5K- 15.43% |
$742K - $785K
|
101K
$4.31M
|