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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
76.8K+ 1482.39% |
$3.06M - $3.22M
|
82K
$3.49M
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
51.3KNew |
$2.04M - $2.15M
|
51.3K
$2.19M
|
|
Feb 13, 2023
Q4 2022
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
5.43KNew |
$216K - $228K
|
5.43K
$232K
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
201New |
$8K - $8.42K
|
201
$8.57K
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
13.3KNew |
$528K - $556K
|
13.3K
$566K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
180+ 60.0% |
$7.16K - $7.54K
|
480
$20.5K
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
6.99KNew |
$278K - $293K
|
6.99K
$298K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
128K+ 1043.93% |
$5.08M - $5.35M
|
140K
$5.97M
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
120KNew |
$4.78M - $5.03M
|
120K
$5.12M
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
6.09KNew |
$242K - $255K
|
6.09K
$260K
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5.28K- 6.26% |
$210K - $221K
|
79K
$3.37M
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
8New |
$318 - $335
|
8
$341
|
|
Feb 08, 2023
Q4 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
69.9KNew |
$2.78M - $2.93M
|
69.9K
$2.98M
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
7.27KNew |
$289K - $304K
|
7.27K
$310K
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
24.6KNew |
$978K - $1.03M
|
24.6K
$1.05M
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
5.21K+ 65.75% |
$207K - $218K
|
13.1K
$560K
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
655+ 12.67% |
$26.1K - $27.4K
|
5.83K
$248K
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
5.36KNew |
$213K - $225K
|
5.36K
$229K
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-218K- 50.94% |
$8.69M - $9.14M
|
210K
$8.96M
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
30.5KNew |
$1.21M - $1.28M
|
30.5K
$1.3M
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
6.48KNew |
$258K - $271K
|
6.48K
$276K
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
14.1KNew |
$560K - $590K
|
14.1K
$600K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
20.9KNew |
$833K - $877K
|
20.9K
$892K
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 2.63% |
$79.6 - $83.7
|
78
$3.32K
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
62.4KNew |
$2.48M - $2.61M
|
62.4K
$2.66M
|
|
Feb 02, 2023
Q4 2022
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-28.8K- 39.85% |
$1.14M - $1.2M
|
43.4K
$1.85M
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
21.9KNew |
$872K - $917K
|
21.9K
$934K
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
SELL
|
- |
-56.5K- 67.22% |
$2.25M - $2.37M
|
27.6K
$1.18M
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
26.1KNew |
$1.04M - $1.09M
|
26.1K
$1.11M
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
37New |
$1.47K - $1.55K
|
37
$1.58K
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
SELL
|
- |
-113- 85.61% |
$4.5K - $4.73K
|
19
$810
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
131KNew |
$5.22M - $5.5M
|
131K
$5.59M
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
145KNew |
$5.76M - $6.06M
|
145K
$6.17M
|
|
Jan 27, 2023
Q4 2022
|
Asio Capital, LLC
|
BUY
|
- |
48.3K+ 191.51% |
$1.92M - $2.02M
|
73.5K
$3.13M
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-234- 41.05% |
$9.31K - $9.8K
|
336
$14.3K
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
11.1KNew |
$440K - $463K
|
11.1K
$471K
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
224KNew |
$8.9M - $9.36M
|
224K
$9.53M
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
60.2KNew |
$2.4M - $2.52M
|
60.2K
$2.57M
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
74.2K+ 2661.89% |
$2.95M - $3.11M
|
77K
$3.28M
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
37.9KNew |
$1.51M - $1.59M
|
37.9K
$1.62M
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
12.5KNew |
$496K - $522K
|
12.5K
$531K
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
11.4KNew |
$455K - $479K
|
11.4K
$488K
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
72.4KNew |
$2.88M - $3.03M
|
72.4K
$3.09M
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-29.4K- 40.28% |
$1.17M - $1.23M
|
43.5K
$1.86M
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.58KNew |
$302K - $317K
|
7.58K
$323K
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
12.4KNew |
$493K - $519K
|
12.4K
$528K
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
381K+ 2101.61% |
$15.2M - $15.9M
|
399K
$17M
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-6.48K- 56.35% |
$258K - $271K
|
5.02K
$214K
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
366New |
$14.6K - $15.3K
|
366
$15.6K
|