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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-33.2K- 74.46% |
$1.4M - $1.44M
|
11.4K
$483K
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-33.3K- 19.82% |
$1.41M - $1.44M
|
135K
$5.73M
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-37.1K- 10.62% |
$1.57M - $1.61M
|
312K
$13.3M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-43.5K- 93.77% |
$1.84M - $1.88M
|
2.89K
$123K
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-44.3K- 82.87% |
$1.87M - $1.92M
|
9.15K
$389K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-55.2K- 53.57% |
$2.34M - $2.39M
|
47.9K
$2.04M
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-56.7K- 6.7% |
$2.4M - $2.46M
|
790K
$33.6M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-57.1K- 82.02% |
$2.42M - $2.47M
|
12.5K
$533K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-86.1K- 36.04% |
$3.65M - $3.73M
|
153K
$6.5M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-97.8K- 4.53% |
$4.14M - $4.23M
|
2.06M
$87.6M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-98.5K- 11.35% |
$4.17M - $4.26M
|
769K
$32.7M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-122K- 80.64% |
$5.18M - $5.3M
|
29.4K
$1.25M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-154K- 97.84% |
$6.53M - $6.68M
|
3.4K
$145K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-166K- 12.42% |
$7.01M - $7.17M
|
1.17M
$49.6M
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-233K- 65.7% |
$9.88M - $10.1M
|
122K
$5.18M
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-234K- 54.38% |
$9.9M - $10.1M
|
196K
$8.34M
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-337K- 49.08% |
$14.3M - $14.6M
|
350K
$14.9M
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-525K- 43.8% |
$22.2M - $22.7M
|
673K
$28.6M
|
|
Jan 27, 2025
Q4 2024
|
Japan Science & Technology Agency
Tokyo, M0 |
SELL
|
- |
-620K- 12.24% |
$26.3M - $26.9M
|
4.45M
$189M
|