Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
491K+ 6.06% |
$20.8M - $21.3M
|
8.6M
$371M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
237K+ 5.39% |
$10M - $10.3M
|
4.64M
$200M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
86.1K+ 25.16% |
$3.65M - $3.73M
|
429K
$18.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
66KNew |
$2.79M - $2.86M
|
66K
$2.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
65.3K+ 60.4% |
$2.76M - $2.83M
|
173K
$7.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
63.8K+ 17.72% |
$2.7M - $2.76M
|
424K
$18.3M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
58.9K+ 70.8% |
$2.49M - $2.55M
|
142K
$6.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
55.8K+ 19.8% |
$2.36M - $2.42M
|
338K
$14.6M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
53.6K+ 101.04% |
$2.27M - $2.32M
|
107K
$4.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
51.4K+ 14.2% |
$2.18M - $2.23M
|
414K
$17.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
36.6K+ 92.5% |
$1.55M - $1.59M
|
76.2K
$3.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
33.3K+ 3.4% |
$1.41M - $1.44M
|
1.01M
$43.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
32.2KNew |
$1.36M - $1.39M
|
32.2K
$1.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
23.8K+ 99.42% |
$1.01M - $1.03M
|
47.6K
$2.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
21KNew |
$889K - $909K
|
21K
$906K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
20.2KNew |
$855K - $875K
|
20.2K
$872K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
19.4K+ 3.38% |
$821K - $840K
|
593K
$25.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
16.7K+ 11.26% |
$707K - $723K
|
165K
$7.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
16.6K+ 157.36% |
$703K - $719K
|
27.2K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
14.1KNew |
$597K - $611K
|
14.1K
$609K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
13.7KNew |
$581K - $594K
|
13.7K
$592K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
13.6K+ 5.85% |
$575K - $589K
|
246K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
13.2K+ 3.7% |
$557K - $570K
|
369K
$15.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
11.3K+ 49.45% |
$477K - $488K
|
34K
$1.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
10.3K+ 100.51% |
$436K - $446K
|
20.5K
$887K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.62KNew |
$407K - $416K
|
9.62K
$415K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
9.53K+ 10.18% |
$403K - $413K
|
103K
$4.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
9.37K+ 4.47% |
$396K - $406K
|
219K
$9.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.16K+ 4.16% |
$388K - $397K
|
229K
$9.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
8.72K+ 11.67% |
$369K - $378K
|
83.5K
$3.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.63K+ 15.58% |
$323K - $330K
|
56.6K
$2.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.62K+ 8.95% |
$323K - $330K
|
92.8K
$4M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.26K+ 110.79% |
$307K - $314K
|
13.8K
$596K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.75K+ 39.81% |
$286K - $292K
|
23.7K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
6.73K+ 7.74% |
$285K - $291K
|
93.7K
$4.04M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.57K+ 4.37% |
$278K - $284K
|
157K
$6.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.53K+ 7.11% |
$276K - $283K
|
98.3K
$4.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.35K+ 10.55% |
$269K - $275K
|
66.6K
$2.87M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
5.36K+ 4.25% |
$227K - $232K
|
131K
$5.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
5.04K+ 1.8% |
$214K - $218K
|
285K
$12.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
4.81K+ 13.61% |
$204K - $208K
|
40.1K
$1.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.75K+ 7.19% |
$201K - $206K
|
70.8K
$3.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4.41K+ 8.52% |
$187K - $191K
|
56.1K
$2.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.36K+ 16.73% |
$184K - $189K
|
30.4K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.27K+ 13.13% |
$181K - $185K
|
36.8K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.25K+ 2.27% |
$180K - $184K
|
191K
$8.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4.03K+ 19.47% |
$170K - $174K
|
24.7K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.98K+ 26.79% |
$168K - $172K
|
18.8K
$813K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
3.67K+ 8.38% |
$155K - $159K
|
47.5K
$2.05M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.63K+ 44.52% |
$153K - $157K
|
11.8K
$508K
|