Bartlett & Co. Wealth Management LLC Ishares 0 5 Year High Yield CO Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.89 Trillion
  • Q4 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 303,830 shares of SHYG stock, worth $13.1 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
303,830
Previous 302,023 0.6%
Holding current value
$13.1 Million
Previous $13.1 Billion 1.28%
% of portfolio
0.19%
Previous 0.19%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$42.33 - $43.3 $76,490 - $78,243
1,807 Added 0.6%
303,830 $12.9 Billion
Q3 2024

Oct 17, 2024
SELL
$41.95 - $43.42 $8.3 Million - $8.59 Million
-197,873 Reduced 39.58%
302,023 $13.1 Billion
Q2 2024

Jul 12, 2024
BUY
$41.64 - $42.32 $5.85 Million - $5.94 Million
140,465 Added 39.08%
499,896 $21.1 Billion
Q1 2024

May 09, 2024
BUY
$41.98 - $42.63 $9.21 Million - $9.35 Million
219,342 Added 156.57%
359,431 $15.3 Billion
Q4 2023

Feb 14, 2024
BUY
$40.19 - $42.48 $77,486 - $81,901
1,928 Added 1.4%
140,089 $5.93 Billion
Q3 2023

Feb 14, 2024
SELL
$40.9 - $41.68 $221,923 - $226,155
-5,426 Reduced 3.78%
138,161 $5.67 Billion
Q2 2023

Feb 14, 2024
SELL
$40.8 - $41.55 $258,223 - $262,969
-6,329 Reduced 4.22%
143,587 $5.95 Billion
Q1 2023

Feb 14, 2024
SELL
$40.65 - $42.2 $2.24 Million - $2.33 Million
-55,117 Reduced 26.88%
149,916 $6.25 Billion
Q4 2022

Feb 14, 2024
SELL
$39.79 - $41.87 $3.38 Million - $3.55 Million
-84,898 Reduced 29.28%
205,033 $8.38 Billion
Q3 2022

Feb 14, 2024
BUY
$39.82 - $42.66 $8,441 - $9,043
212 Added 0.07%
289,931 $11.6 Billion
Q2 2022

Feb 14, 2024
SELL
$40.27 - $44.02 $605,862 - $662,280
-15,045 Reduced 4.94%
289,719 $11.7 Billion
Q1 2022

Feb 14, 2024
BUY
$43.01 - $45.26 $671,515 - $706,644
15,613 Added 5.4%
304,764 $13.4 Billion
Q4 2021

Feb 14, 2024
BUY
$44.73 - $45.64 $2.52 Million - $2.58 Million
56,425 Added 24.25%
289,151 $13.1 Billion
Q3 2021

Feb 13, 2024
BUY
$45.45 - $46.0 $446,864 - $452,272
9,832 Added 4.41%
232,726 $10.6 Billion
Q2 2021

Feb 13, 2024
SELL
$45.56 - $46.09 $201,010 - $203,349
-4,412 Reduced 1.94%
222,894 $10.3 Billion
Q1 2021

Feb 13, 2024
BUY
$45.28 - $45.81 $1.81 Million - $1.83 Million
39,929 Added 21.31%
227,306 $10.4 Billion
Q4 2020

Feb 13, 2024
BUY
$43.72 - $45.44 $8.19 Million - $8.51 Million
187,377 New
187,377 $8.51 Billion
Q2 2018

Feb 13, 2024
SELL
$46.5 - $47.05 $790 - $799
-17 Closed
0 $0
Q1 2018

Feb 13, 2024
BUY
$46.35 - $47.44 $787 - $806
17 New
17 $795,000

Others Institutions Holding SHYG

# of Institutions
589
Shares Held
123M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES 0-5 YEAR HIGH YIELD CO

SHYG Quotes by TradingView
  • Ticker SHYG
  • Sector ETFs
  • Industry ETFs
More about SHYG
Track This Portfolio

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email