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 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.01% |
$42.4 - $43.3
|
9.21K
$383K
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.82K+ 6.06% |
$162K - $166K
|
66.9K
$2.79M
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.03K- 9.99% |
$43.7K - $44.6K
|
9.28K
$386K
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
38.4K+ 16.3% |
$1.63M - $1.66M
|
274K
$11.4M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
22.9K+ 81910.71% |
$972K - $993K
|
23K
$956K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.01K+ 1.31% |
$128K - $130K
|
232K
$9.67M
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
60.5K+ 32.79% |
$2.57M - $2.62M
|
245K
$10.2M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
317+ 5.41% |
$13.4K - $13.7K
|
6.17K
$257K
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
1.69K+ 0.69% |
$71.5K - $73K
|
248K
$10.3M
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.88K+ 7.94% |
$122K - $124K
|
39.1K
$1.63M
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
83+ 1.22% |
$3.52K - $3.59K
|
6.9K
$287K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
467+ 43.08% |
$19.8K - $20.2K
|
1.55K
$64.6K
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
4.9KNew |
$208K - $212K
|
4.9K
$204K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.03K+ 114.68% |
$43.7K - $44.6K
|
1.93K
$80.3K
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
412+ 0.52% |
$17.5K - $17.8K
|
79.9K
$3.32M
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-110K- 77.76% |
$4.68M - $4.78M
|
31.6K
$1.32M
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-96.7K- 90.7% |
$4.1M - $4.18M
|
9.91K
$412K
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
9.79KNew |
$415K - $424K
|
9.79K
$407K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.31K- 94.32% |
$55.6K - $56.8K
|
79
$3.29K
|
|
Q4 2024 | |||||||
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.26MNew |
$95.7M - $97.9M
|
2.26M
$94.1M
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.61KNew |
$68.2K - $69.8K
|
1.61K
$67K
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-820- 8.74% |
$34.7K - $35.5K
|
8.56K
$356K
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-229- 0.67% |
$9.69K - $9.92K
|
34K
$1.41M
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
21.6KNew |
$912K - $933K
|
21.6K
$897K
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
8.89KNew |
$376K - $385K
|
8.89K
$370K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.44KNew |
$61.1K - $62.5K
|
1.44K
$60.1K
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
500+ 0.65% |
$21.2K - $21.7K
|
77.5K
$3.23M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.34K- 34.83% |
$141K - $145K
|
6.25K
$260K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.63KNew |
$68.9K - $70.5K
|
1.63K
$67.8K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.81KNew |
$203K - $208K
|
4.81K
$200K
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.56K+ 1.84% |
$109K - $111K
|
142K
$5.91M
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
580K+ 35.77% |
$24.5M - $25.1M
|
2.2M
$91.6M
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
7.34KNew |
$311K - $318K
|
7.34K
$305K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.97K- 14.45% |
$295K - $302K
|
41.3K
$1.72M
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-677- 8.99% |
$28.7K - $29.3K
|
6.85K
$285K
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.64K- 4.24% |
$69.5K - $71.1K
|
37K
$1.54M
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-234K- 54.38% |
$9.9M - $10.1M
|
196K
$8.17M
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-1.72K- 5.81% |
$72.8K - $74.5K
|
27.9K
$1.16M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.67K+ 45.69% |
$198K - $202K
|
14.9K
$620K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.4K+ 15.71% |
$1.03M - $1.06M
|
180K
$7.49M
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
33.4KNew |
$1.41M - $1.44M
|
33.4K
$1.39M
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-5- 3.57% |
$212 - $217
|
135
$5.62K
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
843+ 2.97% |
$35.7K - $36.5K
|
29.3K
$1.22M
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-33.2K- 74.46% |
$1.4M - $1.44M
|
11.4K
$473K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-55.2K- 53.57% |
$2.34M - $2.39M
|
47.9K
$1.99M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.39K- 6.27% |
$101K - $104K
|
35.8K
$1.49M
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-538- 8.02% |
$22.8K - $23.3K
|
6.17K
$257K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-695- 9.88% |
$29.4K - $30.1K
|
6.34K
$264K
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
10.5KNew |
$446K - $456K
|
10.5K
$438K
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
102KNew |
$4.33M - $4.43M
|
102K
$4.26M
|