Rooted Wealth Advisors, Inc. Ishares 0 5 Year High Yield CO Transaction History

Rooted Wealth Advisors, Inc.

$256 Million
Q4 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 36,191 shares of SHYG stock, worth $1.54 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

36,191

Previous 33,087 9.38%

Holding current value

$1.54 Million

Previous $1.42 Million 9.02%

% of portfolio

0.6%

Previous 0.63%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$42.33 - $43.3 $131,392 - $134,403	3,104 Added 9.38%	36,191 $1.55 Million
Q3 2024 Nov 12, 2024	SELL	$41.95 - $43.42 $1.26 Million - $1.31 Million	-30,079 Reduced 47.62%	33,087 $1.42 Million
Q2 2024 Jul 25, 2024	BUY	$41.64 - $42.32 $210,573 - $214,012	5,057 Added 8.7%	63,166 $2.69 Million
Q1 2024 Apr 17, 2024	BUY	$41.98 - $42.63 $67,797 - $68,847	1,615 Added 2.86%	58,109 $2.45 Million
Q4 2023 Feb 07, 2024	BUY	$40.19 - $42.48 $375,696 - $397,103	9,348 Added 19.83%	56,494 $2.39 Million
Q3 2023 Nov 21, 2023	SELL	$40.9 - $41.68 $1.42 Million - $1.44 Million	-34,613 Reduced 42.34%	47,146 $1.95 Million
Q2 2023 Aug 03, 2023	BUY	$40.8 - $41.55 $3.34 Million - $3.4 Million	81,759 New	81,759 $3.36 Million

Others Institutions Holding SHYG

# of Institutions

591

Shares Held

123M

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 Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.

Account

Rooted Wealth Advisors, Inc. Ishares 0 5 Year High Yield CO Transaction History