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 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-337K- 49.08% |
$14.3M - $14.6M
|
350K
$14.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-438- 1.24% |
$18.5K - $19K
|
35K
$1.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
509KNew |
$21.5M - $22M
|
509K
$21.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.4KNew |
$59.3K - $60.6K
|
1.4K
$58.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.33K+ 287.73% |
$141K - $144K
|
4.49K
$187K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
131+ 0.84% |
$5.55K - $5.67K
|
15.7K
$655K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
703K+ 20.35% |
$29.8M - $30.4M
|
4.16M
$173M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.92K+ 1.13% |
$81.1K - $82.9K
|
172K
$7.14M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
4.65K+ 52.57% |
$197K - $201K
|
13.5K
$562K
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.55K- 4.19% |
$65.5K - $67K
|
35.4K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-86.1K- 36.04% |
$3.65M - $3.73M
|
153K
$6.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-91- 1.07% |
$3.85K - $3.94K
|
8.44K
$351K
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
8.34K+ 45.9% |
$353K - $361K
|
26.5K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
217New |
$9.19K - $9.4K
|
217
$9.03K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
783+ 5.7% |
$33.1K - $33.9K
|
14.5K
$604K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-122K- 80.64% |
$5.18M - $5.3M
|
29.4K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7K- 9.7% |
$296K - $303K
|
65.1K
$2.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.01K- 9.7% |
$85.3K - $87.2K
|
18.7K
$780K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-320- 2.19% |
$13.5K - $13.9K
|
14.3K
$595K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
22.7K+ 124.82% |
$962K - $984K
|
40.9K
$1.7M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
910+ 15.7% |
$38.5K - $39.4K
|
6.71K
$279K
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
117K+ 120.52% |
$4.94M - $5.05M
|
214K
$8.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.62KNew |
$407K - $416K
|
9.62K
$400K
|
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-155- 0.45% |
$6.56K - $6.71K
|
33.9K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
260+ 3.38% |
$11K - $11.3K
|
7.96K
$331K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-57.1K- 82.02% |
$2.42M - $2.47M
|
12.5K
$521K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
374+ 85.78% |
$15.8K - $16.2K
|
810
$33.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
22.8KNew |
$966K - $988K
|
22.8K
$950K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
355New |
$15K - $15.4K
|
355
$14.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.5K- 7.06% |
$1.38M - $1.41M
|
428K
$17.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
1.47K+ 3.55% |
$62.4K - $63.8K
|
43K
$1.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 2.23% |
$339 - $346
|
367
$15.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
8+ 2.32% |
$339 - $346
|
353
$14.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
16.4KNew |
$693K - $709K
|
16.4K
$681K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.59K+ 15.79% |
$194K - $199K
|
33.7K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
11.4K+ 91.09% |
$482K - $493K
|
23.9K
$995K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
6.57K+ 48.66% |
$278K - $285K
|
20.1K
$836K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
43.9K+ 10.51% |
$1.86M - $1.9M
|
462K
$19.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-935- 11.86% |
$39.6K - $40.5K
|
6.95K
$289K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 38.71% |
$66.2K - $67.7K
|
2.48K
$103K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.08K+ 5.5% |
$342K - $350K
|
155K
$6.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
134New |
$5.67K - $5.8K
|
134
$5.58K
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
4.14K+ 12.96% |
$175K - $179K
|
36.1K
$1.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
85+ 0.14% |
$3.6K - $3.68K
|
62.2K
$2.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
10.7K+ 12.45% |
$455K - $465K
|
97K
$4.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.55K+ 14.58% |
$150K - $154K
|
27.9K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
132New |
$5.59K - $5.72K
|
132
$5.49K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1+ 100.0% |
$42.3 - $43.3
|
2
$83.2
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
560K+ 7.24% |
$23.7M - $24.2M
|
8.29M
$345M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-98.5K- 11.35% |
$4.17M - $4.26M
|
769K
$32M
|