Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-15.5K- 1.56% |
$650K - $672K
|
978K
$40.9M
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-16.9K- 66.66% |
$708K - $732K
|
8.44K
$353K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-17.7K- 67.13% |
$742K - $768K
|
8.67K
$362K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-18.3K- 11.12% |
$768K - $795K
|
146K
$6.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-19.1K- 32.68% |
$799K - $827K
|
39.3K
$1.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.8K- 2.23% |
$832K - $861K
|
868K
$36.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-20.7K- 25.2% |
$868K - $898K
|
61.4K
$2.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-21.4K- 30.16% |
$899K - $930K
|
49.6K
$2.07M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-22.8K- 13.17% |
$957K - $990K
|
150K
$6.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-24.8K- 45.86% |
$1.04M - $1.08M
|
29.3K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-25.9K- 14.09% |
$1.09M - $1.12M
|
158K
$6.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-26.7K- 27.05% |
$1.12M - $1.16M
|
72.1K
$3.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-29.6K- 34.73% |
$1.24M - $1.29M
|
55.7K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-30.1K- 47.62% |
$1.26M - $1.31M
|
33.1K
$1.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-37.3K- 86.39% |
$1.57M - $1.62M
|
5.88K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-39.4K- 22.41% |
$1.65M - $1.71M
|
136K
$5.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-42K- 18.32% |
$1.76M - $1.82M
|
187K
$7.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-43K- 24.18% |
$1.8M - $1.87M
|
135K
$5.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-61.5K- 74.77% |
$2.58M - $2.67M
|
20.8K
$867K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-63.6K- 18.42% |
$2.67M - $2.76M
|
282K
$11.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-67.2K- 62.93% |
$2.82M - $2.92M
|
39.6K
$1.65M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-77.9K- 2.46% |
$3.27M - $3.38M
|
3.09M
$129M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-87.6K- 91.44% |
$3.67M - $3.8M
|
8.2K
$342K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-108K- 49.99% |
$4.53M - $4.69M
|
108K
$4.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-118K- 83.2% |
$4.96M - $5.14M
|
23.9K
$998K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-175K- 21.86% |
$7.35M - $7.61M
|
626K
$26.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-194K- 46.12% |
$8.14M - $8.42M
|
227K
$9.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-198K- 39.58% |
$8.3M - $8.59M
|
302K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-237K- 35.5% |
$9.93M - $10.3M
|
430K
$18M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-259K- 75.36% |
$10.8M - $11.2M
|
84.5K
$3.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-286K- 38.29% |
$12M - $12.4M
|
461K
$19.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-401K- 76.76% |
$16.8M - $17.4M
|
121K
$5.07M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-800K- 17.76% |
$33.6M - $34.7M
|
3.7M
$155M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-957K- 96.9% |
$40.1M - $41.6M
|
30.6K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-2.84M- 29.83% |
$119M - $123M
|
6.68M
$279M
|