Cascade Wealth Advisors, Inc Ishares 0 5 Year High Yield CO Transaction History

Cascade Wealth Advisors, Inc

  • $148 Billion
  • Q4 2024

A detailed history of Cascade Wealth Advisors, Inc transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 267,781 shares of SHYG stock, worth $11.6 Million. This represents 7.72% of its overall portfolio holdings.

Number of Shares
267,781
Previous 233,767 14.55%
Holding current value
$11.6 Million
Previous $10.2 Billion 12.41%
% of portfolio
7.72%
Previous 7.25%

Shares

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

Feb 05, 2025
BUY
$42.33 - $43.3 $1.44 Million - $1.47 Million
34,014 Added 14.55%
267,781 $11.4 Billion
Q3 2024

Oct 15, 2024
SELL
$41.95 - $43.42 $81,508 - $84,365
-1,943 Reduced 0.82%
233,767 $10.2 Billion
Q2 2024

Jul 26, 2024
BUY
$41.64 - $42.32 $1.77 Million - $1.8 Million
42,460 Added 21.97%
235,710 $10 Billion
Q1 2024

Apr 15, 2024
BUY
$41.98 - $42.63 $8.11 Million - $8.24 Million
193,250 New
193,250 $8.1 Billion

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
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