Heritage Wealth Management, LLC Ishares 0 5 Year High Yield CO Transaction History

Heritage Wealth Management, LLC

  • $177 Million
  • Q2 2024

A detailed history of Heritage Wealth Management, LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 23,247 shares of SHYG stock, worth $993,344. This represents 0.55% of its overall portfolio holdings.

Number of Shares
23,247
Previous 12,249 89.79%
Holding current value
$993,344
Previous $521,000 88.29%
% of portfolio
0.55%
Previous 0.26%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$41.64 - $42.32 $457,956 - $465,435
10,998 Added 89.79%
23,247 $981,000
Q1 2024

Apr 25, 2024
BUY
$41.98 - $42.63 $13,181 - $13,385
314 Added 2.63%
12,249 $521,000
Q4 2023

Feb 06, 2024
SELL
$40.19 - $42.48 $841,257 - $889,191
-20,932 Reduced 63.69%
11,935 $503,000
Q4 2022

Feb 13, 2023
BUY
$39.79 - $41.87 $636,759 - $670,045
16,003 Added 94.89%
32,867 $1.34 Million
Q3 2022

Nov 14, 2022
BUY
$39.82 - $42.66 $48,660 - $52,130
1,222 Added 7.81%
16,864 $674,000
Q2 2022

Aug 15, 2022
BUY
$40.27 - $44.02 $524,073 - $572,876
13,014 Added 495.21%
15,642 $634,000
Q1 2022

Aug 15, 2022
SELL
$43.01 - $45.26 $140,642 - $148,000
-3,270 Reduced 55.44%
2,628 $116,000
Q3 2021

Nov 10, 2021
SELL
$45.45 - $46.0 $163,620 - $165,600
-3,600 Reduced 37.9%
5,898 $270,000
Q2 2021

Aug 11, 2021
SELL
$45.56 - $46.09 $369,309 - $373,605
-8,106 Reduced 46.05%
9,498 $437,000
Q1 2021

Jul 16, 2021
BUY
$45.28 - $45.81 $797,109 - $806,439
17,604 New
17,604 $806,000

Others Institutions Holding SHYG

# of Institutions
615
Shares Held
140M
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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