Morris Retirement Advisors, LLC Ishares 0 5 Year High Yield CO Transaction History

Morris Retirement Advisors, LLC

$184 Million
Q4 2024

A detailed history of Morris Retirement Advisors, LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 9,212 shares of SHYG stock, worth $398,050. This represents 0.21% of its overall portfolio holdings.

Number of Shares

9,212

Previous 9,122 0.99%

Holding current value

$398,050

Previous $396,000 1.01%

% of portfolio

0.21%

Previous 0.22%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$42.33 - $43.3 $3,809 - $3,896	90 Added 0.99%	9,212 $392,000
Q3 2024 Oct 03, 2024	SELL	$41.95 - $43.42 $1,090 - $1,128	-26 Reduced 0.28%	9,122 $396,000
Q2 2024 Aug 06, 2024	SELL	$41.64 - $42.32 $15,240 - $15,489	-366 Reduced 3.85%	9,148 $386,000
Q1 2024 May 03, 2024	SELL	$41.98 - $42.63 $819,155 - $831,839	-19,513 Reduced 67.22%	9,514 $404,000
Q4 2023 Feb 12, 2024	SELL	$40.19 - $42.48 $3.53 Million - $3.73 Million	-87,905 Reduced 75.18%	29,027 $1.23 Million
Q3 2023 Nov 08, 2023	SELL	$40.9 - $41.68 $623,602 - $635,494	-15,247 Reduced 11.54%	116,932 $4.8 Million
Q2 2023 Jul 17, 2023	BUY	$40.8 - $41.55 $1.03 Million - $1.05 Million	25,189 Added 23.54%	132,179 $5.48 Million
Q1 2023 Apr 13, 2023	BUY	$40.65 - $42.2 $261,054 - $271,008	6,422 Added 6.39%	106,990 $4.46 Million
Q4 2022 Feb 02, 2023	SELL	$39.79 - $41.87 $150,207 - $158,059	-3,775 Reduced 3.62%	100,568 $4.11 Million
Q3 2022 Oct 14, 2022	BUY	$39.82 - $42.66 $1.7 Million - $1.82 Million	42,666 Added 69.18%	104,343 $4.15 Million
Q2 2022 Aug 08, 2022	SELL	$40.27 - $44.02 $6,926 - $7,571	-172 Reduced 0.28%	61,677 $2.5 Million
Q1 2022 May 10, 2022	BUY	$43.01 - $45.26 $327,736 - $344,881	7,620 Added 14.05%	61,849 $2.72 Million
Q4 2021 Feb 02, 2022	SELL	$44.73 - $45.64 $232,461 - $237,191	-5,197 Reduced 8.75%	54,229 $2.46 Million
Q3 2021 Oct 28, 2021	BUY	$45.45 - $46.0 $2.35 Million - $2.38 Million	51,665 Added 665.7%	59,426 $2.72 Million
Q2 2021 Jul 29, 2021	BUY	$45.56 - $46.09 $10,342 - $10,462	227 Added 3.01%	7,761 $357,000
Q1 2021 May 04, 2021	BUY	$45.28 - $45.81 $30,292 - $30,646	669 Added 9.75%	7,534 $345,000
Q4 2020 Feb 01, 2021	BUY	$43.72 - $45.44 $300,137 - $311,945	6,865 New	6,865 $312,000

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

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Morris Retirement Advisors, LLC Ishares 0 5 Year High Yield CO Transaction History