Purchases and Sales Made in Q4 2020 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 Q4 2020. 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 13, 2021 Q4 2020
Stone House Investment Management, LLC

BUY
 -
3.13K
+ 3.88%
$137K - $142K
83.7K $3.59M
Feb 12, 2021 Q4 2020
Integrated Wealth Concepts LLC

BUY
 -
3.07K
+ 17.97%
$134K - $139K
20.1K $865K
Feb 11, 2021 Q4 2020
Scotia Capital Inc.

BUY
 -
2.9K
+ 25.04%
$127K - $132K
14.5K $622K
Jan 29, 2021 Q4 2020
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
2.77K
+ 33.29%
$121K - $126K
11.1K $476K
Jan 26, 2021 Q4 2020
Private Capital Group, LLC

BUY
 -
2.65K
+ 15.62%
$116K - $121K
19.6K $843K
Feb 09, 2021 Q4 2020
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
2.55K
+ 68.94%
$111K - $116K
6.25K $268K
Feb 01, 2021 Q4 2020
Prosperity Planning, Inc.

BUY
 -
2.55K
New
$111K - $116K
2.55K $109K
Feb 11, 2021 Q4 2020
Lazard Asset Management LLC

New York, NY
BUY
 -
2.5K
New
$109K - $114K
2.5K $107K
Feb 08, 2021 Q4 2020
Principal Financial Group Inc

Des Moines, IA
BUY
 -
2.44K
+ 30.67%
$107K - $111K
10.4K $446K
Jul 17, 2024 Q4 2020
Kelly Financial Services LLC

Braintree, MA
BUY
 -
2.35K
+ 138.01%
$103K - $107K
4.06K $174K
Feb 16, 2021 Q4 2020
Jt Stratford LLC

Gainesville, GA
BUY
 -
2.27K
+ 4.69%
$99.4K - $103K
50.7K $2.18M
Feb 16, 2021 Q4 2020
Belpointe Asset Management LLC

BUY
 -
2.22K
+ 12.47%
$96.9K - $101K
20K $858K
Feb 09, 2021 Q4 2020
Spectrum Management Group, LLC

BUY
 -
2.17K
+ 3.84%
$94.8K - $98.5K
58.7K $2.52M
Jan 28, 2021 Q4 2020
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
2.09K
+ 54.4%
$91.3K - $94.9K
5.93K $254K
Jan 22, 2021 Q4 2020
Avantax Advisory Services, Inc.

BUY
 -
1.99K
+ 12.17%
$87.2K - $90.6K
18.4K $789K
Feb 11, 2021 Q4 2020
First Horizon Advisors, Inc.

BUY
 -
1.96K
+ 51.57%
$85.6K - $89K
5.76K $247K
Feb 02, 2021 Q4 2020
Successful Portfolios LLC

BUY
 -
1.91K
+ 13.75%
$83.5K - $86.8K
15.8K $678K
Jan 28, 2021 Q4 2020
Le Jeune Puetz Investment Counsel LLC

BUY
 -
1.9K
+ 7.7%
$83.1K - $86.3K
26.6K $1.14M
Jan 14, 2021 Q4 2020
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
1.83K
+ 2.35%
$80.1K - $83.3K
79.8K $3.43M
May 15, 2024 Q4 2020
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
1.68K
New
$73.5K - $76.4K
1.68K $72.2K
Jan 11, 2021 Q4 2020
Chesley Taft & Associates LLC

BUY
 -
1.64K
+ 4.68%
$71.7K - $74.5K
36.7K $1.58M
Feb 10, 2021 Q4 2020
Aptus Capital Advisors, LLC

BUY
 -
1.64K
+ 694.49%
$71.7K - $74.5K
1.88K $80.5K
Feb 09, 2021 Q4 2020
Summit Wealth & Retirement Planning, Inc.

BUY
 -
1.63K
+ 8.29%
$71.3K - $74.1K
21.3K $914K
Feb 01, 2021 Q4 2020
Novare Capital Management LLC

BUY
 -
1.63K
+ 13.03%
$71.1K - $73.9K
14.1K $606K
Feb 10, 2021 Q4 2020
Alesco Advisors LLC

Pittsford, NY
BUY
 -
1.63K
+ 1.5%
$71K - $73.8K
110K $4.7M
Jan 26, 2021 Q4 2020
Csenge Advisory Group

BUY
 -
1.6K
+ 11.27%
$69.9K - $72.7K
15.8K $677K
Jan 15, 2021 Q4 2020
Baystate Wealth Management LLC

BUY
 -
1.57K
+ 11235.71%
$68.8K - $71.5K
1.59K $68.1K
Feb 04, 2021 Q4 2020
Steel Peak Wealth Management LLC

BUY
 -
1.44K
+ 0.7%
$62.9K - $65.4K
207K $8.89M
Feb 02, 2021 Q4 2020
Savior LLC

BUY
 -
1.36K
New
$59.3K - $61.7K
1.36K $58.2K
Mar 22, 2023 Q4 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
1.27K
+ 53.78%
$55.7K - $57.8K
3.64K $156K
Jan 13, 2021 Q4 2020
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
1.21K
+ 18.59%
$52.8K - $54.8K
7.7K $330K
Feb 12, 2021 Q4 2020
Legacy Wealth Planning, LLC

BUY
 -
1.21K
+ 25.34%
$52.8K - $54.8K
5.97K $256K
Feb 17, 2021 Q4 2020
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.19K
+ 22.54%
$52.2K - $54.3K
6.49K $279K
Feb 11, 2021 Q4 2020
Fsa Wealth Management LLC

Needham, MA
BUY
 -
1.16K
New
$50.5K - $52.5K
1.16K $49.6K
Feb 16, 2021 Q4 2020
Aspire Private Capital, LLC

BUY
 -
1.09K
+ 33.54%
$47.6K - $49.4K
4.33K $186K
Feb 16, 2021 Q4 2020
Fin Trust Capital Advisors, LLC

BUY
 -
1.08K
+ 12.36%
$47.2K - $49.1K
9.82K $421K
Feb 12, 2021 Q4 2020
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1.05K
+ 2.77%
$46.1K - $47.9K
39K $1.68M
May 17, 2021 Q4 2020
Money Concepts Capital Corp

BUY
 -
1K
New
$43.7K - $45.4K
1K $42.9K
Feb 10, 2021 Q4 2020
Flc Capital Advisors

BUY
 -
943
+ 0.51%
$41.2K - $42.8K
184K $7.9M
Feb 03, 2021 Q4 2020
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
896
New
$39.2K - $40.7K
896 $38.5K
Feb 12, 2021 Q4 2020
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
871
+ 10.03%
$38.1K - $39.6K
9.56K $410K
Feb 12, 2021 Q4 2020
Peak Asset Management, LLC

Louisville, CO
BUY
 -
838
+ 3.95%
$36.6K - $38.1K
22.1K $947K
Jan 29, 2021 Q4 2020
First Heartland Consultants, Inc.

BUY
 -
817
+ 17.9%
$35.7K - $37.1K
5.38K $231K
Jan 29, 2021 Q4 2020
Creative Planning

Overland Park, KS
BUY
 -
800
+ 2.17%
$35K - $36.4K
37.7K $1.62M
Jan 19, 2021 Q4 2020
Ritholtz Wealth Management

BUY
 -
784
+ 7.02%
$34.3K - $35.6K
12K $513K
Feb 12, 2021 Q4 2020
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
748
+ 15.29%
$32.7K - $34K
5.64K $242K
Feb 16, 2021 Q4 2020
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
722
+ 8.72%
$31.6K - $32.8K
9K $386K
Feb 12, 2021 Q4 2020
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
617
+ 15.51%
$27K - $28K
4.6K $197K
Feb 09, 2021 Q4 2020
Omni Star Financial Group, Inc.

BUY
 -
587
+ 10.26%
$25.7K - $26.7K
6.31K $271K

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