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 |
---|---|---|---|---|---|---|---|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
12.8K+ 1.26% |
$541K - $553K
|
1.02M
$42.6M
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
25.8K+ 107.99% |
$1.09M - $1.12M
|
49.7K
$2.07M
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-9.71K- 40.68% |
$411K - $420K
|
14.2K
$589K
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
606+ 12.46% |
$25.7K - $26.2K
|
5.47K
$228K
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
718+ 8.17% |
$30.4K - $31.1K
|
9.51K
$396K
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
23.8KNew |
$1.01M - $1.03M
|
23.8K
$989K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-35.9K- 47.17% |
$1.52M - $1.56M
|
40.3K
$1.68M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.85KNew |
$206K - $210K
|
4.85K
$202K
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
184K+ 3.96% |
$7.78M - $7.95M
|
4.82M
$201M
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
4.89KNew |
$207K - $212K
|
4.89K
$204K
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-260- 2.28% |
$11K - $11.3K
|
11.2K
$465K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.49K+ 8.27% |
$318K - $324K
|
98K
$4.08M
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-9.09K- 4.17% |
$385K - $393K
|
209K
$8.69M
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.39K+ 5.09% |
$143K - $147K
|
69.9K
$2.91M
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
2.81K+ 1.34% |
$119K - $122K
|
212K
$8.84M
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
22.4K+ 6.06% |
$948K - $968K
|
391K
$16.3M
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
16+ 0.14% |
$678 - $692
|
11.3K
$472K
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
2.98K+ 22.5% |
$126K - $129K
|
16.2K
$675K
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-194- 2.0% |
$8.22K - $8.4K
|
9.49K
$395K
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-115K- 77.01% |
$4.88M - $4.99M
|
34.4K
$1.43M
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.92K+ 12.75% |
$81.2K - $82.9K
|
16.9K
$705K
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-3.87K- 14.78% |
$164K - $167K
|
22.3K
$928K
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
800+ 0.28% |
$33.9K - $34.6K
|
286K
$11.9M
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
21.3K+ 21.72% |
$905K - $924K
|
120K
$4.98M
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
7.75K+ 4.94% |
$328K - $335K
|
165K
$6.85M
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-91- 1.28% |
$3.86K - $3.94K
|
7.01K
$292K
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.6K+ 17.13% |
$67.8K - $69.2K
|
10.9K
$455K
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-752- 3.86% |
$31.9K - $32.5K
|
18.7K
$779K
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.86K+ 15.76% |
$78.6K - $80.3K
|
13.6K
$567K
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-21.5K- 19.9% |
$913K - $932K
|
86.7K
$3.61M
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-372- 31.85% |
$15.8K - $16.1K
|
796
$33.1K
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
1.44K+ 1.61% |
$60.9K - $62.2K
|
90.8K
$3.78M
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
5.2K+ 19.44% |
$220K - $225K
|
31.9K
$1.33M
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-25.9K- 3.84% |
$1.1M - $1.12M
|
647K
$26.9M
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
2.89K+ 1.67% |
$122K - $125K
|
176K
$7.33M
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.3K- 5.59% |
$55.1K - $56.3K
|
22K
$914K
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.55K+ 1.98% |
$65.5K - $66.9K
|
79.8K
$3.32M
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-1.36K- 1.32% |
$57.6K - $58.8K
|
102K
$4.23M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.9K+ 78.93% |
$588K - $600K
|
31.4K
$1.31M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.95K+ 36.1% |
$82.7K - $84.4K
|
7.36K
$306K
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-764- 12.37% |
$32.4K - $33.1K
|
5.41K
$225K
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
992+ 7.95% |
$42K - $42.9K
|
13.5K
$560K
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-8.9K- 37.18% |
$377K - $385K
|
15K
$626K
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
599+ 12.28% |
$25.4K - $25.9K
|
5.48K
$228K
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-75- 0.29% |
$3.18K - $3.25K
|
26.1K
$1.09M
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
981+ 0.83% |
$41.6K - $42.5K
|
120K
$4.98M
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-192K- 32.36% |
$8.13M - $8.3M
|
401K
$16.7M
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-265- 2.38% |
$11.2K - $11.5K
|
10.9K
$453K
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
25.6KNew |
$1.09M - $1.11M
|
25.6K
$1.07M
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.86K- 6.2% |
$121K - $124K
|
43.2K
$1.8M
|