Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-105Closed |
$4.41K - $4.48K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-110- 0.22% |
$4.62K - $4.69K
|
50.7K
$2.19M
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-120- 1.47% |
$5.04K - $5.12K
|
8.05K
$347K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-126- 1.74% |
$5.29K - $5.37K
|
7.13K
$307K
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-128- 0.6% |
$5.37K - $5.46K
|
21.2K
$912K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-130- 1.54% |
$5.46K - $5.54K
|
8.29K
$358K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-143- 18.62% |
$6K - $6.1K
|
625
$27K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-161- 46.0% |
$6.76K - $6.86K
|
189
$8.15K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-169- 3.36% |
$7.09K - $7.2K
|
4.86K
$209K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-202- 3.49% |
$8.48K - $8.61K
|
5.59K
$241K
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
SELL
|
- |
-207- 2.22% |
$8.69K - $8.82K
|
9.11K
$393K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-233- 1.77% |
$9.78K - $9.93K
|
13K
$559K
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-252- 2.02% |
$10.6K - $10.7K
|
12.2K
$527K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-258- 38.8% |
$10.8K - $11K
|
407
$17.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-299- 4.98% |
$12.6K - $12.7K
|
5.7K
$246K
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-300- 5.36% |
$12.6K - $12.8K
|
5.3K
$228K
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-301- 3.1% |
$12.6K - $12.8K
|
9.42K
$406K
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-309- 0.7% |
$13K - $13.2K
|
43.9K
$1.89M
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-322- 5.23% |
$13.5K - $13.7K
|
5.84K
$252K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-332- 0.1% |
$13.9K - $14.2K
|
333K
$14.3M
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-363- 1.5% |
$15.2K - $15.5K
|
23.8K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-374- 7.85% |
$15.7K - $15.9K
|
4.39K
$189K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-384- 4.2% |
$16.1K - $16.4K
|
8.76K
$378K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-441- 58.33% |
$18.5K - $18.8K
|
315
$13.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-511- 13.01% |
$21.5K - $21.8K
|
3.42K
$147K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-555- 1.65% |
$23.3K - $23.7K
|
33K
$1.42M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-565- 6.18% |
$23.7K - $24.1K
|
8.58K
$370K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-565- 5.99% |
$23.7K - $24.1K
|
8.88K
$383K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-575- 8.64% |
$24.1K - $24.5K
|
6.08K
$262K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-585- 37.86% |
$24.6K - $24.9K
|
960
$41.4K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-612- 82.26% |
$25.7K - $26.1K
|
132
$5.69K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-637- 7.68% |
$26.7K - $27.2K
|
7.65K
$330K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-656- 65.47% |
$27.5K - $28K
|
346
$14.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-715- 0.42% |
$30K - $30.5K
|
171K
$7.39M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-728- 1.17% |
$30.6K - $31K
|
61.4K
$2.65M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-731- 48.41% |
$30.7K - $31.2K
|
779
$33.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-755- 6.19% |
$31.7K - $32.2K
|
11.4K
$493K
|
|
|
Apr 12, 2024
Q1 2024
|
Systelligence, LLC
|
SELL
|
- |
-891- 0.65% |
$37.4K - $38K
|
136K
$5.85M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-985- 53.83% |
$41.4K - $42K
|
845
$36.4K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-993- 1.15% |
$41.7K - $42.3K
|
85.1K
$3.67M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.06K- 1.28% |
$44.6K - $45.3K
|
81.8K
$3.53M
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.1K- 58.6% |
$46.2K - $46.9K
|
777
$33.5K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.1K- 14.4% |
$46.2K - $46.9K
|
6.54K
$282K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-1.15K- 2.37% |
$48.2K - $48.9K
|
47.3K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.19K- 5.51% |
$50K - $50.8K
|
20.4K
$880K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.22K- 4.15% |
$51.3K - $52.1K
|
28.2K
$1.22M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.27K- 2.79% |
$53.4K - $54.2K
|
44.3K
$1.91M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.33K- 1.54% |
$55.9K - $56.7K
|
84.9K
$3.66M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.75K- 15.93% |
$73.5K - $74.6K
|
9.23K
$398K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.94K- 1.11% |
$81.6K - $82.8K
|
174K
$7.48M
|