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 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.78K+ 24.78% |
$75.5K - $77.2K
|
8.98K
$382K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.74K+ 4.29% |
$73.4K - $75.1K
|
42.2K
$1.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
1.71K+ 1.47% |
$72.2K - $73.9K
|
117K
$5M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.68K+ 34.2% |
$71.1K - $72.7K
|
6.59K
$280K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.65K+ 8.72% |
$70K - $71.6K
|
20.6K
$877K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.63KNew |
$68.9K - $70.5K
|
1.63K
$69.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.61K+ 12.68% |
$68.3K - $69.8K
|
14.3K
$609K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.61KNew |
$68.2K - $69.8K
|
1.61K
$68.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.6K+ 2.6% |
$67.6K - $69.2K
|
63.1K
$2.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
1.58K+ 9.17% |
$66.7K - $68.2K
|
18.8K
$798K
|
|
|
Feb 14, 2025
Q4 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.51K+ 0.71% |
$63.8K - $65.3K
|
215K
$9.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.48KNew |
$62.5K - $63.9K
|
1.48K
$62.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
1.47K+ 3.55% |
$62.4K - $63.8K
|
43K
$1.83M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.44KNew |
$61.1K - $62.5K
|
1.44K
$61.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.4KNew |
$59.3K - $60.6K
|
1.4K
$59.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.4K+ 3.24% |
$59.1K - $60.4K
|
44.5K
$1.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.35K+ 3469.23% |
$57.3K - $58.6K
|
1.39K
$59.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
1.33K+ 7.66% |
$56.3K - $57.6K
|
18.7K
$796K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.33K+ 3.72% |
$56.1K - $57.4K
|
36.9K
$1.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.32K+ 12.08% |
$55.8K - $57.1K
|
12.2K
$520K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.31K+ 1.78% |
$55.3K - $56.6K
|
74.8K
$3.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.3K+ 8.72% |
$54.8K - $56.1K
|
16.1K
$687K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.25K+ 1.5% |
$52.8K - $54K
|
84.4K
$3.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.16K+ 13.83% |
$49.1K - $50.2K
|
9.54K
$406K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.15K+ 23.76% |
$48.7K - $49.8K
|
6K
$255K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.14K+ 21.58% |
$48.4K - $49.5K
|
6.45K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.1K+ 23.67% |
$46.6K - $47.6K
|
5.75K
$244K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.02K+ 3.64% |
$43.3K - $44.3K
|
29.1K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.01KNew |
$42.6K - $43.6K
|
1.01K
$42.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1K+ 2.0% |
$42.3K - $43.3K
|
51K
$2.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
984+ 11.78% |
$41.7K - $42.6K
|
9.34K
$397K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
957+ 8.31% |
$40.5K - $41.4K
|
12.5K
$530K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
910+ 7.15% |
$38.5K - $39.4K
|
13.6K
$580K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
910+ 15.7% |
$38.5K - $39.4K
|
6.71K
$285K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
905+ 18.28% |
$38.3K - $39.2K
|
5.86K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
843+ 2.97% |
$35.7K - $36.5K
|
29.3K
$1.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
809+ 14.73% |
$34.2K - $35K
|
6.3K
$268K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
789+ 5.29% |
$33.4K - $34.2K
|
15.7K
$668K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
783+ 5.7% |
$33.1K - $33.9K
|
14.5K
$617K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
714New |
$30.2K - $30.9K
|
714
$30.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
655+ 3.06% |
$27.7K - $28.4K
|
22K
$937K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
645+ 0.76% |
$27.3K - $27.9K
|
85.6K
$3.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
609+ 4.77% |
$25.8K - $26.4K
|
13.4K
$569K
|
|
|
Feb 14, 2025
Q4 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
593+ 2.39% |
$25.1K - $25.7K
|
25.4K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
577+ 0.39% |
$24.4K - $25K
|
147K
$6.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
556New |
$23.5K - $24.1K
|
556
$23.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
535+ 4.96% |
$22.6K - $23.2K
|
11.3K
$481K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
516New |
$21.8K - $22.3K
|
516
$21.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
514+ 41.62% |
$21.8K - $22.3K
|
1.75K
$74.4K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
509New |
$21.5K - $22K
|
509
$21.6K
|