Latest Institutional Transactions on Ishares 0 5 Year High Yield CO (SHYG)
This table provides information on the latest institutional transactions involving Ishares 0 5 Year High Yield CO (SHYG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-907- 8.09% |
$38.4K - $39.3K
|
10.3K
$439K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4+ 2.11% |
$169 - $173
|
194
$8.27K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.31K+ 1.78% |
$55.3K - $56.6K
|
74.8K
$3.19M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
215New |
$9.1K - $9.31K
|
215
$9.16K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-453- 14.17% |
$19.2K - $19.6K
|
2.75K
$117K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
5.36K+ 4.25% |
$227K - $232K
|
131K
$5.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.55K+ 36.94% |
$108K - $110K
|
9.45K
$403K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
58.9K+ 70.8% |
$2.49M - $2.55M
|
142K
$6.06M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
132+ 15.38% |
$5.59K - $5.72K
|
990
$42.2K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
53.6K+ 101.04% |
$2.27M - $2.32M
|
107K
$4.54M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-47- 0.62% |
$1.99K - $2.04K
|
7.57K
$323K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.9K- 24.1% |
$584K - $605K
|
43.9K
$1.87M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
7.65K+ 141.31% |
$321K - $332K
|
13.1K
$556K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.5K- 13.53% |
$62.9K - $65.1K
|
9.58K
$408K
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
16.2K+ 31.33% |
$682K - $705K
|
68.1K
$2.9M
|
|
|
Dec 03, 2024
Q3 2024
|
Little Harbor Advisors, LLC
|
BUY
|
- |
11.1K+ 8.0% |
$468K - $484K
|
151K
$6.42M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-957K- 96.9% |
$40.1M - $41.6M
|
30.6K
$1.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
48.9KNew |
$2.05M - $2.12M
|
48.9K
$2.09M
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
10.8KNew |
$452K - $468K
|
10.8K
$460K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
179+ 2.29% |
$7.51K - $7.77K
|
8K
$341K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.01K+ 4.34% |
$84.3K - $87.2K
|
48.3K
$2.06M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.77K- 2.25% |
$74.3K - $76.9K
|
77K
$3.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
87.5K+ 95.54% |
$3.67M - $3.8M
|
179K
$7.64M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.16K+ 13.85% |
$216K - $224K
|
42.4K
$1.81M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-87.6K- 91.44% |
$3.67M - $3.8M
|
8.2K
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
912+ 4.97% |
$38.3K - $39.6K
|
19.3K
$821K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.95K+ 70.51% |
$333K - $345K
|
19.2K
$819K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.75K+ 10.72% |
$115K - $119K
|
28.4K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.54K+ 17.72% |
$64.6K - $66.8K
|
10.2K
$436K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-48- 34.78% |
$2.01K - $2.08K
|
90
$3.84K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.96K- 3.29% |
$124K - $129K
|
87.2K
$3.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-14.7K- 23.68% |
$615K - $636K
|
47.2K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-409- 1.06% |
$17.2K - $17.8K
|
38.2K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
213+ 1.82% |
$8.94K - $9.25K
|
11.9K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-10.3K- 1.59% |
$430K - $445K
|
635K
$27.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
13.8K+ 44.76% |
$577K - $598K
|
44.5K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
493+ 3.24% |
$20.7K - $21.4K
|
15.7K
$669K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
48.8K+ 89.89% |
$2.05M - $2.12M
|
103K
$4.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8.58K+ 94.98% |
$360K - $373K
|
17.6K
$751K
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-237K- 35.5% |
$9.93M - $10.3M
|
430K
$18.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
25.1K+ 15.27% |
$1.05M - $1.09M
|
190K
$8.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.1K+ 17.01% |
$758K - $785K
|
124K
$5.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22.4K+ 51.25% |
$938K - $971K
|
66K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.25K+ 5.38% |
$52.2K - $54.1K
|
24.4K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
492+ 0.4% |
$20.6K - $21.4K
|
124K
$5.27M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.9K+ 6.61% |
$1.09M - $1.13M
|
418K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.88K+ 10.99% |
$78.8K - $81.5K
|
19K
$808K
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
341K+ 98.52% |
$14.3M - $14.8M
|
687K
$29.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
84.6K+ 32.75% |
$3.55M - $3.67M
|
343K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-14K- 6.59% |
$585K - $606K
|
198K
$8.44M
|
|