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 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.45K- 36.73% |
$217K - $228K
|
9.39K
$400K
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-9K- 35.2% |
$358K - $377K
|
16.6K
$706K
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
44.1KNew |
$1.75M - $1.84M
|
44.1K
$1.88M
|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
149KNew |
$5.91M - $6.22M
|
149K
$6.33M
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-12.8K- 71.73% |
$510K - $537K
|
5.05K
$215K
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
11KNew |
$438K - $460K
|
11K
$469K
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
34.2KNew |
$1.36M - $1.43M
|
34.2K
$1.46M
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
102K+ 346.35% |
$4.05M - $4.26M
|
131K
$5.59M
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
8.09KNew |
$322K - $339K
|
8.09K
$345K
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5.51KNew |
$219K - $231K
|
5.51K
$235K
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
32.1K+ 36.95% |
$1.28M - $1.34M
|
119K
$5.07M
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
288New |
$11.5K - $12.1K
|
288
$12.3K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
25New |
$995 - $1.05K
|
25
$1.07K
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
18.2KNew |
$723K - $760K
|
18.2K
$774K
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.81KNew |
$351K - $369K
|
8.81K
$376K
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
5.37KNew |
$214K - $225K
|
5.37K
$229K
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
16New |
$637 - $670
|
16
$682
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
13New |
$517 - $544
|
13
$554
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
36.7K+ 50212.33% |
$1.46M - $1.53M
|
36.7K
$1.57M
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.24KNew |
$49.3K - $51.8K
|
1.24K
$52.8K
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
1.82K+ 18.68% |
$72.3K - $76.1K
|
11.6K
$492K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
51New |
$2.03K - $2.14K
|
51
$2.17K
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
6.52KNew |
$260K - $273K
|
6.52K
$278K
|
|
Q3 2022 | |||||||
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-7.29KClosed |
$290K - $311K
|
0
$0
|
|
Jan 26, 2023
Q3 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
670KNew |
$26.7M - $28.6M
|
670K
$28.6M
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
367New |
$14.6K - $15.7K
|
367
$15.6K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
600New |
$23.9K - $25.6K
|
600
$25.6K
|
|
Nov 14, 2022
Q3 2022
|
Barings LLC
|
SELL
|
- |
-221K- 61.63% |
$8.79M - $9.42M
|
138K
$5.86M
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.39K- 72.36% |
$95.1K - $102K
|
912
$38.9K
|
|
Nov 14, 2022
Q3 2022
|
Western Asset Management Company, LLC
Pasadena, CA |
BUY
|
- |
19KNew |
$757K - $811K
|
19K
$810K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
390New |
$15.5K - $16.6K
|
390
$16.6K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
25.3KNew |
$1.01M - $1.08M
|
25.3K
$1.08M
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-6K- 99.98% |
$239K - $256K
|
1
$42.6
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.2KNew |
$47.8K - $51.2K
|
1.2K
$51.1K
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
13KNew |
$518K - $555K
|
13K
$555K
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
37.7KNew |
$1.5M - $1.61M
|
37.7K
$1.61M
|
|
Nov 10, 2022
Q3 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
196KNew |
$7.8M - $8.35M
|
196K
$8.34M
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-8- 27.59% |
$319 - $341
|
21
$895
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.31K- 2.09% |
$52.2K - $55.9K
|
61.3K
$2.61M
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-300- 75.0% |
$11.9K - $12.8K
|
100
$4.26K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.15KNew |
$46K - $49.2K
|
1.15K
$49.2K
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
SELL
|
- |
-3.46K- 7.19% |
$138K - $148K
|
44.7K
$1.9M
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-77- 5.45% |
$3.07K - $3.28K
|
1.34K
$56.9K
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
1.82K+ 4.72% |
$72.3K - $77.5K
|
40.3K
$1.72M
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-183- 3.47% |
$7.29K - $7.81K
|
5.09K
$217K
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-375- 31.25% |
$14.9K - $16K
|
825
$35.2K
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-216- 1.14% |
$8.6K - $9.21K
|
18.7K
$796K
|
|
Oct 24, 2022
Q3 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-73- 29.32% |
$2.91K - $3.11K
|
176
$7.5K
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
BUY
|
- |
19.2K+ 55.89% |
$766K - $821K
|
53.7K
$2.29M
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-1.6K- 4.4% |
$63.7K - $68.2K
|
34.7K
$1.48M
|