Summit Financial, LLC Ishares 0 5 Year High Yield CO Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Summit Financial, LLC holds 25,227 shares of SHYG stock, worth $1.08 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

25,227

Previous 15,553 62.2%

Holding current value

$1.08 Million

Previous $670,000 62.99%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$42.75 - $43.37 $413,563 - $419,561	9,674 Added 62.2%	25,227 $1.09 Million
Q2 2025 Aug 13, 2025	BUY	$40.82 - $43.14 $382,891 - $404,653	9,380 Added 151.95%	15,553 $670,000
Q1 2025 May 14, 2025	BUY	$42.38 - $43.28 $54,331 - $55,484	1,282 Added 26.21%	6,173 $262,000
Q4 2024 Feb 12, 2025	BUY	$42.33 - $43.3 $207,036 - $211,780	4,891 New	4,891 $208,000
Q2 2024 Jul 31, 2024	BUY	$41.64 - $42.32 $1,457 - $1,481	35 Added 0.74%	4,762 $200,000

Q1 2024 Apr 24, 2024	BUY	$41.98 - $42.63 $198,439 - $201,512	4,727 New	4,727 $201,000

Others Institutions Holding SHYG

# of Institutions

616

Shares Held

140M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR HIGH YIELD CO

Ticker SHYG
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Summit Financial, LLC Ishares 0 5 Year High Yield CO Transaction History