Jfs Wealth Advisors, LLC Ishares 0 5 Year High Yield CO Transaction History

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 24,007 shares of SHYG stock, worth $1.04 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

24,007

Previous 26,943 10.9%

Holding current value

$1.04 Million

Previous $1.17 Million 12.57%

% of portfolio

0.07%

Previous 0.08%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$42.33 - $43.3 $124,280 - $127,128	-2,936 Reduced 10.9%	24,007 $1.02 Million
Q3 2024 Oct 25, 2024	SELL	$41.95 - $43.42 $27,309 - $28,266	-651 Reduced 2.36%	26,943 $1.17 Million
Q2 2024 Jul 15, 2024	BUY	$41.64 - $42.32 $8,244 - $8,379	198 Added 0.72%	27,594 $1.16 Million
Q1 2024 Apr 30, 2024	BUY	$41.98 - $42.63 $358,257 - $363,804	8,534 Added 45.24%	27,396 $1.17 Million
Q4 2023 Feb 07, 2024	BUY	$40.19 - $42.48 $74,311 - $78,545	1,849 Added 10.87%	18,862 $796,000
Q3 2023 Nov 02, 2023	SELL	$40.9 - $41.68 $28,834 - $29,384	-705 Reduced 3.98%	17,013 $698,000
Q2 2023 Aug 07, 2023	BUY	$40.8 - $41.55 $48,388 - $49,278	1,186 Added 7.17%	17,718 $734,000
Q1 2023 Apr 19, 2023	BUY	$40.65 - $42.2 $35,528 - $36,882	874 Added 5.58%	16,532 $689,000
Q4 2022 Feb 13, 2023	SELL	$39.79 - $41.87 $140,219 - $147,549	-3,524 Reduced 18.37%	15,658 $640,000
Q3 2022 Oct 21, 2022	SELL	$39.82 - $42.66 $14,295 - $15,314	-359 Reduced 1.84%	19,182 $766,000
Q2 2022 Aug 02, 2022	SELL	$40.27 - $44.02 $546,544 - $597,439	-13,572 Reduced 40.99%	19,541 $792,000
Q1 2022 May 02, 2022	BUY	$43.01 - $45.26 $1,419 - $1,493	33 Added 0.1%	33,113 $1.46 Million
Q4 2021 Feb 03, 2022	SELL	$44.73 - $45.64 $9,930 - $10,132	-222 Reduced 0.67%	33,080 $1.5 Million
Q3 2021 Nov 09, 2021	BUY	$45.45 - $46.0 $1.51 Million - $1.53 Million	33,302 New	33,302 $1.52 Million

Others Institutions Holding SHYG

# of Institutions

556

Shares Held

126M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR HIGH YIELD CO

Ticker SHYG
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Jfs Wealth Advisors, LLC Ishares 0 5 Year High Yield CO Transaction History