Kestra Private Wealth Services, LLC Ishares 0 5 Year High Yield CO Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 23,708 shares of SHYG stock, worth $1.01 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
23,708
Previous 16,957 39.81%
Holding current value
$1.01 Million
Previous $736,000 37.23%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Jan 28, 2025
BUY
$42.33 - $43.3 $285,769 - $292,318
6,751 Added 39.81%
23,708 $1.01 Million
Q3 2024

Nov 13, 2024
BUY
$41.95 - $43.42 $711,346 - $736,272
16,957 New
16,957 $736,000
Q2 2023

Aug 08, 2023
SELL
$40.8 - $41.55 $33,456 - $34,071
-820 Reduced 7.77%
9,738 $403,000
Q1 2023

May 12, 2023
BUY
$40.65 - $42.2 $429,182 - $445,547
10,558 New
10,558 $440,000
Q3 2022

Nov 14, 2022
BUY
$39.82 - $42.66 $1.46 Million - $1.56 Million
36,542 Added 100.68%
72,838 $2.91 Million
Q2 2022

Aug 12, 2022
BUY
$40.27 - $44.02 $35,316 - $38,605
877 Added 2.48%
36,296 $1.47 Million
Q1 2022

May 26, 2022
BUY
$43.01 - $45.26 $122,062 - $128,447
2,838 Added 8.71%
35,419 $1.56 Million
Q4 2021

Jan 21, 2022
BUY
$44.73 - $45.64 $845,486 - $862,687
18,902 Added 138.18%
32,581 $1.48 Million
Q3 2021

Oct 21, 2021
BUY
$45.45 - $46.0 $621,710 - $629,234
13,679 New
13,679 $625,000

Others Institutions Holding SHYG

# of Institutions
590
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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