Heritage Family Offices, LLP Ishares 0 5 Year High Yield CO Transaction History

Heritage Family Offices, LLP

$215 Billion
Q3 2025

A detailed history of Heritage Family Offices, LLP transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Heritage Family Offices, LLP holds 30,178 shares of SHYG stock, worth $1.29 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

30,178

Previous 26,119 15.54%

Holding current value

$1.29 Million

Previous $1.11 Billion 17.66%

% of portfolio

0.61%

Previous 0.56%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	BUY	$42.75 - $43.37 $173,522 - $176,038	4,059 Added 15.54%	30,178 $1.31 Billion
Q2 2025 Jul 09, 2025	BUY	$40.82 - $43.14 $1,510 - $1,596	37 Added 0.14%	26,119 $1.11 Billion
Q1 2025 Apr 10, 2025	SELL	$42.38 - $43.28 $3,178 - $3,246	-75 Reduced 0.29%	26,082 $1.11 Billion
Q4 2024 Jan 14, 2025	BUY	$42.33 - $43.3 $122,587 - $125,396	2,896 Added 12.45%	26,157 $1.11 Billion
Q3 2024 Oct 16, 2024	BUY	$41.95 - $43.42 $587 - $607	14 Added 0.06%	23,261 $1.01 Billion

Q2 2024 Aug 01, 2024	BUY	$41.64 - $42.32 $968,005 - $983,813	23,247 New	23,247 $981 Million

Others Institutions Holding SHYG

# of Institutions

615

Shares Held

140M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR HIGH YIELD CO

Ticker SHYG
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Heritage Family Offices, LLP Ishares 0 5 Year High Yield CO Transaction History