Avantax Advisory Services, Inc. Ishares 0 5 Year High Yield CO Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 154,999 shares of SHYG stock, worth $6.59 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

154,999

Previous 146,919 5.5%

Holding current value

$6.59 Million

Previous $6.38 Million 3.53%

% of portfolio

0.04%

Previous 0.04%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$42.33 - $43.3 $342,026 - $349,864	8,080 Added 5.5%	154,999 $6.6 Million
Q3 2024 Nov 13, 2024	BUY	$41.95 - $43.42 $578,616 - $598,892	13,793 Added 10.36%	146,919 $6.38 Million
Q2 2024 Aug 09, 2024	BUY	$41.64 - $42.32 $4.55 Million - $4.62 Million	109,207 Added 456.57%	133,126 $5.62 Million
Q1 2024 May 08, 2024	BUY	$41.98 - $42.63 $572,019 - $580,876	13,626 Added 132.38%	23,919 $1.02 Million
Q4 2023 Feb 07, 2024	BUY	$40.19 - $42.48 $6,832 - $7,221	170 Added 1.68%	10,293 $434,000
Q3 2023 Nov 07, 2023	BUY	$40.9 - $41.68 $52,515 - $53,517	1,284 Added 14.53%	10,123 $415,000
Q2 2023 Aug 11, 2023	BUY	$40.8 - $41.55 $3,182 - $3,240	78 Added 0.89%	8,839 $366,000
Q1 2023 Apr 28, 2023	SELL	$40.65 - $42.2 $2.84 Million - $2.95 Million	-69,940 Reduced 88.87%	8,761 $365,000
Q4 2022 Feb 13, 2023	BUY	$39.79 - $41.87 $2.74 Million - $2.89 Million	68,948 Added 706.94%	78,701 $3.22 Million
Q3 2022 Nov 01, 2022	BUY	$39.82 - $42.66 $34,523 - $36,986	867 Added 9.76%	9,753 $390,000
Q2 2022 Aug 02, 2022	SELL	$40.27 - $44.02 $5,839 - $6,382	-145 Reduced 1.61%	8,886 $360,000
Q1 2022 Apr 27, 2022	SELL	$43.01 - $45.26 $86 - $90	-2 Reduced 0.02%	9,031 $400,000
Q4 2021 Jan 24, 2022	BUY	$44.73 - $45.64 $12,032 - $12,277	269 Added 3.07%	9,033 $409,000
Q3 2021 Oct 21, 2021	SELL	$45.45 - $46.0 $131,350 - $132,940	-2,890 Reduced 24.8%	8,764 $399,000
Q2 2021 Jul 29, 2021	SELL	$45.56 - $46.09 $67,611 - $68,397	-1,484 Reduced 11.3%	11,654 $536,000
Q1 2021 May 13, 2021	SELL	$45.28 - $45.81 $236,995 - $239,769	-5,234 Reduced 28.49%	13,138 $600,000
Q4 2020 Jan 22, 2021	BUY	$43.72 - $45.44 $87,177 - $90,607	1,994 Added 12.17%	18,372 $834,000
Q3 2020 Oct 14, 2020	BUY	$42.81 - $44.47 $391,839 - $407,033	9,153 Added 126.69%	16,378 $719,000
Q2 2020 Aug 06, 2020	BUY	$39.39 - $43.83 $88,351 - $98,310	2,243 Added 45.02%	7,225 $309,000
Q1 2020 Apr 30, 2020	BUY	$37.54 - $46.72 $37 - $46	1 Added 0.02%	4,982 $204,000
Q4 2019 Feb 14, 2020	BUY	$45.84 - $46.53 $228,329 - $231,765	4,981 New	4,981 $232,000

Others Institutions Holding SHYG

# of Institutions

592

Shares Held

125M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR HIGH YIELD CO

Ticker SHYG
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Avantax Advisory Services, Inc. Ishares 0 5 Year High Yield CO Transaction History