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 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.81K- 52.41% |
$288K - $295K
|
6.19K
$264K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.01KNew |
$127K - $130K
|
3.01K
$129K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
33+ 2.63% |
$1.4K - $1.43K
|
1.29K
$55K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
18New |
$762 - $779
|
18
$769
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-456- 8.09% |
$19.3K - $19.7K
|
5.18K
$221K
|
|
|
Jan 27, 2025
Q4 2024
|
Japan Science & Technology Agency
Tokyo, M0 |
SELL
|
- |
-620K- 12.24% |
$26.3M - $26.9M
|
4.45M
$190M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-554- 92.18% |
$23.5K - $24K
|
47
$2.01K
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
21KNew |
$889K - $909K
|
21K
$897K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-309- 33.88% |
$13.1K - $13.4K
|
603
$25.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
324New |
$13.7K - $14K
|
324
$13.8K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
509New |
$21.5K - $22K
|
509
$21.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.62KNew |
$407K - $416K
|
9.62K
$411K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 0.29% |
$42.3 - $43.3
|
346
$14.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-3.01K- 6.06% |
$127K - $130K
|
46.6K
$1.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
16.7K+ 11.26% |
$707K - $723K
|
165K
$7.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4New |
$169 - $173
|
4
$171
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.01KNew |
$42.6K - $43.6K
|
1.01K
$43K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-321- 96.11% |
$13.6K - $13.9K
|
13
$555
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
20.2KNew |
$855K - $875K
|
20.2K
$863K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4+ 2.11% |
$169 - $173
|
194
$8.29K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
215New |
$9.1K - $9.31K
|
215
$9.19K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-453- 14.17% |
$19.2K - $19.6K
|
2.75K
$117K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
132+ 15.38% |
$5.59K - $5.72K
|
990
$42.3K
|
|
| Q3 2024 | |||||||
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
646New |
$27.1K - $28K
|
646
$27.6K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
179+ 2.29% |
$7.51K - $7.77K
|
8K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-48- 34.78% |
$2.01K - $2.08K
|
90
$3.85K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
58.3KNew |
$2.45M - $2.53M
|
58.3K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
15.2KNew |
$639K - $662K
|
15.2K
$651K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
42+ 0.49% |
$1.76K - $1.82K
|
8.53K
$364K
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
763+ 1.19% |
$32K - $33.1K
|
64.9K
$2.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
395KNew |
$16.6M - $17.2M
|
395K
$16.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
65New |
$2.73K - $2.82K
|
65
$2.78K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-475- 4.16% |
$19.9K - $20.6K
|
10.9K
$467K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-328- 1.93% |
$13.8K - $14.2K
|
16.7K
$713K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-283- 3.6% |
$11.9K - $12.3K
|
7.57K
$323K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.72KNew |
$198K - $205K
|
4.72K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
53.4KNew |
$2.24M - $2.32M
|
53.4K
$2.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
166+ 22.13% |
$6.96K - $7.21K
|
916
$39.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-259K- 75.36% |
$10.8M - $11.2M
|
84.5K
$3.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
27.4KNew |
$1.15M - $1.19M
|
27.4K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Share Andrew L.
Manchester, NH |
SELL
|
- |
-2.39K- 26.12% |
$100K - $104K
|
6.76K
$289K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
885New |
$37.1K - $38.4K
|
885
$37.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
304+ 30400.0% |
$12.8K - $13.2K
|
305
$13K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
302New |
$12.7K - $13.1K
|
302
$12.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
2.56KNew |
$107K - $111K
|
2.56K
$109K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.94KNew |
$81.4K - $84.2K
|
1.94K
$82.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
407New |
$17.1K - $17.7K
|
407
$17.4K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.74K- 8.85% |
$157K - $162K
|
38.5K
$1.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 33.33% |
$42 - $43.4
|
2
$85.5
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.46K- 31.13% |
$103K - $107K
|
5.45K
$233K
|
|