Purchases and Sales Made in Q1 2023 in Ishares 0 5 Year High Yield CO (SHYG)

SHYG Quotes by TradingView

This table provides information about the institutional ownership of Ishares 0 5 Year High Yield CO (SHYG) during Q1 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
May 11, 2023 Q1 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
254
+ 1.11%
$10.3K - $10.7K
23K $993K
May 05, 2023 Q1 2023
Kfa Private Wealth Group, LLC

BUY
 -
225
+ 2.65%
$9.15K - $9.5K
8.72K $375K
Sep 04, 2024 Q1 2023
Mas Advisors LLC

Miami, FL
BUY
 -
216
+ 1.46%
$8.78K - $9.12K
15K $646K
May 12, 2023 Q1 2023
Mas Advisors LLC

Miami, FL
BUY
 -
216
+ 1.46%
$8.78K - $9.12K
15K $646K
Apr 12, 2023 Q1 2023
Kraematon Investment Advisors, Inc

BUY
 -
210
+ 0.73%
$8.54K - $8.86K
28.9K $1.24M
May 05, 2023 Q1 2023
Steward Financial Group LLC

BUY
 -
187
New
$7.6K - $7.89K
187 $8.06K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
178
+ 26.69%
$7.24K - $7.51K
845 $36.4K
May 12, 2023 Q1 2023
Westwood Holdings Group Inc

Dallas, TX
BUY
 -
170
+ 2.64%
$6.91K - $7.17K
6.61K $285K
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
156
+ 1.08%
$6.34K - $6.58K
14.5K $626K
Apr 21, 2023 Q1 2023
Kathleen S. Wright Associates Inc.

BUY
 -
150
+ 1.71%
$6.1K - $6.33K
8.92K $384K
May 12, 2023 Q1 2023
Ckw Financial Group

BUY
 -
132
+ 1.48%
$5.37K - $5.57K
9.06K $390K
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
129
New
$5.24K - $5.44K
129 $5.56K
May 09, 2023 Q1 2023
Us Bancorp \De\

BUY
 -
86
+ 6.25%
$3.5K - $3.63K
1.46K $63K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
76
New
$3.09K - $3.21K
76 $3.27K
Apr 18, 2023 Q1 2023
Horan Securities, Inc.

BUY
 -
72
+ 109.09%
$2.93K - $3.04K
138 $5.95K
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
61
+ 0.24%
$2.48K - $2.57K
25.6K $1.1M
Apr 17, 2023 Q1 2023
Cadent Capital Advisors, LLC

BUY
 -
58
+ 0.72%
$2.36K - $2.45K
8.14K $351K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
57
+ 44.19%
$2.32K - $2.41K
186 $8.01K
May 12, 2023 Q1 2023
Svb Wealth LLC

Boston, MA
BUY
 -
44
+ 0.05%
$1.79K - $1.86K
82K $3.53M
May 03, 2023 Q1 2023
Raymond James Trust N.A.

BUY
 -
39
+ 0.17%
$1.59K - $1.65K
22.5K $970K
Apr 20, 2023 Q1 2023
Tompkins Financial Corp

BUY
 -
39
New
$1.59K - $1.65K
39 $1.68K
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
34
+ 0.31%
$1.38K - $1.43K
11K $474K
May 10, 2023 Q1 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
18
+ 0.77%
$732 - $760
2.37K $102K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
17
New
$691 - $717
17 $732
May 02, 2023 Q1 2023
All Square Wealth Management LLC

Albany, NY
BUY
 -
15
New
$610 - $633
15 $646
May 11, 2023 Q1 2023
Financial Advisory Service, Inc.

BUY
 -
15
+ 1.13%
$610 - $633
1.34K $57.6K
May 12, 2023 Q1 2023
Farmers & Merchants Investments Inc

BUY
 -
12
+ 14.29%
$488 - $506
96 $4.14K
May 11, 2023 Q1 2023
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
7
+ 0.13%
$285 - $295
5.37K $231K
May 12, 2023 Q1 2023
Retirement Group, LLC

BUY
 -
6
+ 0.19%
$244 - $253
3.17K $137K
May 05, 2023 Q1 2023
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
4
+ 0.01%
$163 - $169
37.6K $1.62M
May 12, 2023 Q1 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
4
+ 0.65%
$163 - $169
623 $26.8K
May 11, 2023 Q1 2023
Shilanski & Associates, Inc.

BUY
 -
2
+ 0.01%
$81.3 - $84.4
16.3K $704K
May 10, 2023 Q1 2023
Wallace Advisory Group, LLC

Lafayette, CA
SELL
 -
-2
- 0.02%
$81.3 - $84.4
11.4K $491K
May 15, 2023 Q1 2023
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-16
- 2.41%
$650 - $675
647 $27.9K
Feb 10, 2025 Q1 2023
Saiph Capital, LLC

Wyckoff, NJ
SELL
 -
-39
- 0.43%
$1.59K - $1.65K
9.03K $389K
May 10, 2023 Q1 2023
Bell Investment Advisors, Inc

Oakland, CA
SELL
 -
-49
- 0.57%
$1.99K - $2.07K
8.52K $367K
Aug 13, 2024 Q1 2023
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-53
- 47.75%
$2.15K - $2.24K
58 $2.5K
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

SELL
 -
-59
- 18.44%
$2.4K - $2.49K
261 $11.2K
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-75
- 5.72%
$3.05K - $3.17K
1.24K $53.2K
May 05, 2023 Q1 2023
Bellwether Advisors, LLC

SELL
 -
-84
- 6.68%
$3.41K - $3.54K
1.17K $50.6K
Apr 21, 2023 Q1 2023
Harbor Investment Advisory, LLC

SELL
 -
-85
- 58.62%
$3.46K - $3.59K
60 $2.58K
May 11, 2023 Q1 2023
Citigroup Inc

SELL
 -
-108
- 25.53%
$4.39K - $4.56K
315 $13.6K
May 04, 2023 Q1 2023
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
-108
- 96.43%
$4.39K - $4.56K
4 $172
Apr 19, 2023 Q1 2023
Marcum Wealth, LLC

SELL
 -
-142
- 0.65%
$5.77K - $5.99K
21.7K $933K
Apr 21, 2023 Q1 2023
Time Scale Financial, Inc.

SELL
 -
-163
- 2.39%
$6.63K - $6.88K
6.65K $286K
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
SELL
 -
-178
- 1.72%
$7.24K - $7.51K
10.2K $439K
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-182
- 7.81%
$7.4K - $7.68K
2.15K $92.5K
May 03, 2023 Q1 2023
Mainstay Capital Management LLC

SELL
 -
-184
- 1.71%
$7.48K - $7.76K
10.6K $456K
May 11, 2023 Q1 2023
Colonial Trust Advisors

Spartanburg, SC
SELL
 -
-200
- 6.5%
$8.13K - $8.44K
2.88K $124K

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