Legacy Financial Group LLC Ishares 0 5 Year High Yield CO Transaction History

Legacy Financial Group LLC

$567 Million
Q1 2025

A detailed history of Legacy Financial Group LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Legacy Financial Group LLC holds 247,630 shares of SHYG stock, worth $10.4 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares

247,630

Previous 245,944 0.69%

Holding current value

$10.4 Million

Previous $10.5 Million 0.48%

% of portfolio

1.86%

Previous 1.95%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$42.38 - $43.28 $71,452 - $72,970	1,686 Added 0.69%	247,630 $10.5 Million
Q4 2024 Jan 21, 2025	BUY	$42.33 - $43.3 $575,434 - $588,620	13,594 Added 5.85%	245,944 $10.5 Million
Q3 2024 Oct 15, 2024	BUY	$41.95 - $43.42 $2.85 Million - $2.95 Million	67,924 Added 41.31%	232,350 $10.1 Billion
Q2 2024 Jul 17, 2024	SELL	$41.64 - $42.32 $59,420 - $60,390	-1,427 Reduced 0.86%	164,426 $6.94 Billion
Q1 2024 Apr 10, 2024	BUY	$41.98 - $42.63 $6.51 Million - $6.61 Million	155,054 Added 1435.82%	165,853 $7.06 Billion
Q4 2023 Jan 22, 2024	SELL	$40.19 - $42.48 $6.41 Million - $6.78 Million	-159,604 Reduced 93.66%	10,799 $456 Million
Q3 2023 Oct 24, 2023	SELL	$40.9 - $41.68 $5.15 Million - $5.25 Million	-125,878 Reduced 42.49%	170,403 $6.99 Million
Q2 2023 Jul 24, 2023	SELL	$40.8 - $41.55 $2.15 Million - $2.19 Million	-52,792 Reduced 15.12%	296,281 $12.3 Million
Q1 2023 Apr 21, 2023	SELL	$40.65 - $42.2 $2.12 Million - $2.2 Million	-52,223 Reduced 13.01%	349,073 $14.5 Million
Q4 2022 Jan 26, 2023	SELL	$39.79 - $41.87 $383,217 - $403,249	-9,631 Reduced 2.34%	401,296 $0
Q3 2022 Oct 13, 2022	SELL	$39.82 - $42.66 $287,380 - $307,877	-7,217 Reduced 1.73%	410,927 $16.4 Million
Q2 2022 Jul 08, 2022	SELL	$40.27 - $44.02 $1,328 - $1,452	-33 Reduced 0.01%	418,144 $17 Million
Q1 2022 Apr 12, 2022	BUY	$43.01 - $45.26 $7.84 Million - $8.25 Million	182,378 Added 77.34%	418,177 $18.4 Million
Q4 2021 Jan 20, 2022	SELL	$44.73 - $45.64 $6.14 Million - $6.27 Million	-137,334 Reduced 36.81%	235,799 $10.6 Million
Q3 2021 Oct 22, 2021	BUY	$45.45 - $46.0 $1.77 Million - $1.79 Million	38,957 Added 11.66%	373,133 $17.1 Million
Q2 2021 Jul 20, 2021	BUY	$45.56 - $46.09 $2.74 Million - $2.77 Million	60,109 Added 21.93%	334,176 $15.4 Million
Q1 2021 Apr 26, 2021	BUY	$45.28 - $45.81 $1.19 Million - $1.2 Million	26,190 Added 10.57%	274,067 $12.6 Million
Q4 2020 Jan 28, 2021	BUY	$43.72 - $45.44 $10.8 Million - $11.3 Million	247,877 New	247,877 $11.3 Million

Others Institutions Holding SHYG

# of Institutions

586

Shares Held

124M

Call Options Held

Put Options Held

View Full List

About ISHARES 0-5 YEAR HIGH YIELD CO

Ticker SHYG
Sector ETFs
Industry ETFs

More about SHYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Group LLC with notifications on news.

Account

Legacy Financial Group LLC Ishares 0 5 Year High Yield CO Transaction History