A detailed history of First Purpose Wealth LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, First Purpose Wealth LLC holds 33,009 shares of SHYG stock, worth $1.41 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
33,009
Previous 33,564 1.65%
Holding current value
$1.41 Million
Previous $1.42 Million 0.92%
% of portfolio
0.51%
Previous 0.55%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

SELL
$41.98 - $42.63 $23,298 - $23,659
-555 Reduced 1.65%
33,009 $1.4 Million
Q4 2023

Apr 22, 2024

SELL
$40.19 - $42.48 $28,615 - $30,245
-712 Reduced 2.08%
33,564 $1.42 Million
Q3 2023

Oct 30, 2023

BUY
$40.9 - $41.68 $53,292 - $54,309
1,303 Added 3.95%
34,276 $1.41 Million
Q2 2023

Jul 21, 2023

BUY
$40.8 - $41.55 $61,893 - $63,031
1,517 Added 4.82%
32,973 $1.37 Million
Q1 2023

May 03, 2023

BUY
$40.65 - $42.2 $349,224 - $362,540
8,591 Added 37.57%
31,456 $1.31 Million
Q4 2022

Jan 26, 2023

BUY
$39.79 - $41.87 $53,557 - $56,357
1,346 Added 6.25%
22,865 $0
Q3 2022

Oct 24, 2022

BUY
$39.82 - $42.66 $135,706 - $145,385
3,408 Added 18.82%
21,519 $859,000
Q2 2022

Jul 25, 2022

BUY
$40.27 - $44.02 $47,881 - $52,339
1,189 Added 7.03%
18,111 $734,000
Q1 2022

Apr 18, 2022

BUY
$43.01 - $45.26 $394,702 - $415,351
9,177 Added 118.49%
16,922 $744,000
Q4 2021

Feb 24, 2022

BUY
$44.73 - $45.64 $346,433 - $353,481
7,745 New
7,745 $351,000

Others Institutions Holding SHYG

About ISHARES 0-5 YEAR HIGH YIELD CO


  • Ticker SHYG
  • Sector ETFs
  • Industry ETFs
More about SHYG
Track This Portfolio

Track First Purpose Wealth LLC Portfolio

Follow First Purpose Wealth 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 First Purpose Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on First Purpose Wealth LLC with notifications on news.