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 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
9.31KNew |
$395K - $403K
|
9.31K
$398K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
24New |
$1.02K - $1.04K
|
24
$1.03K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-471- 7.9% |
$20K - $20.4K
|
5.49K
$235K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-488- 78.71% |
$20.7K - $21.1K
|
132
$5.64K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-633- 10.78% |
$26.8K - $27.4K
|
5.24K
$224K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-763- 2.18% |
$32.3K - $33K
|
34.2K
$1.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
10New |
$424 - $433
|
10
$427
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-3.87K- 14.78% |
$164K - $167K
|
22.3K
$952K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-372- 31.85% |
$15.8K - $16.1K
|
796
$34K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-25.9K- 3.84% |
$1.1M - $1.12M
|
647K
$27.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.3K- 5.59% |
$55.1K - $56.3K
|
22K
$938K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
25.6KNew |
$1.09M - $1.11M
|
25.6K
$1.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
317+ 5.41% |
$13.4K - $13.7K
|
6.17K
$264K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
4.9KNew |
$208K - $212K
|
4.9K
$209K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
9.79KNew |
$415K - $424K
|
9.79K
$418K
|
|
| Q4 2024 | |||||||
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.61KNew |
$68.2K - $69.8K
|
1.61K
$68.8K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-229- 0.67% |
$9.69K - $9.92K
|
34K
$1.45M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
21.6KNew |
$912K - $933K
|
21.6K
$921K
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
7.34KNew |
$311K - $318K
|
7.34K
$314K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.64K- 4.24% |
$69.5K - $71.1K
|
37K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-234K- 54.38% |
$9.9M - $10.1M
|
196K
$8.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
33.4KNew |
$1.41M - $1.44M
|
33.4K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-695- 9.88% |
$29.4K - $30.1K
|
6.34K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
102KNew |
$4.33M - $4.43M
|
102K
$4.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
714New |
$30.2K - $30.9K
|
714
$30.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
23.2KNew |
$980K - $1M
|
23.2K
$989K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.48KNew |
$62.5K - $63.9K
|
1.48K
$63.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
42+ 0.29% |
$1.78K - $1.82K
|
14.7K
$628K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
64New |
$2.71K - $2.77K
|
64
$2.73K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
20New |
$847 - $866
|
20
$855
|
|
|
Feb 13, 2025
Q4 2024
|
Little Harbor Advisors, LLC
|
BUY
|
- |
8.36K+ 5.55% |
$354K - $362K
|
159K
$6.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-225- 2.44% |
$9.52K - $9.74K
|
9.01K
$385K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-11.5K- 13.24% |
$489K - $500K
|
75.6K
$3.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
194New |
$8.21K - $8.4K
|
194
$8.29K
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
23.2K+ 14.53% |
$980K - $1M
|
182K
$7.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
556New |
$23.5K - $24.1K
|
556
$23.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
SELL
|
- |
-5.26K- 17.61% |
$223K - $228K
|
24.6K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-65- 2.52% |
$2.75K - $2.81K
|
2.51K
$107K
|
|
|
Feb 11, 2025
Q4 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
21.5K+ 3.7% |
$908K - $929K
|
601K
$25.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.33K+ 287.73% |
$141K - $144K
|
4.49K
$192K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
217New |
$9.19K - $9.4K
|
217
$9.27K
|
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-155- 0.45% |
$6.56K - $6.71K
|
33.9K
$1.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
134New |
$5.67K - $5.8K
|
134
$5.73K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1+ 100.0% |
$42.3 - $43.3
|
2
$85.5
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-131- 22.47% |
$5.55K - $5.67K
|
452
$19.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
16+ 1.58% |
$677 - $693
|
1.03K
$43.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-748- 3.37% |
$31.7K - $32.4K
|
21.5K
$917K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
380+ 6.81% |
$16.1K - $16.5K
|
5.96K
$255K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
12+ 6.74% |
$508 - $520
|
190
$8.12K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
789+ 5.29% |
$33.4K - $34.2K
|
15.7K
$672K
|
|