Latest Institutional Purchases of Ishares 0 5 Year High Yield CO (SHYG)
This list provides information on the latest institutional transactions involving Ishares 0 5 Year High Yield CO (SHYG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
491K+ 6.06% |
$20.8M - $21.3M
|
8.6M
$371M
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
237K+ 5.39% |
$10M - $10.3M
|
4.64M
$200M
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
86.1K+ 25.16% |
$3.65M - $3.73M
|
429K
$18.5M
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
66KNew |
$2.79M - $2.86M
|
66K
$2.85M
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
65.3K+ 60.4% |
$2.76M - $2.83M
|
173K
$7.48M
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
63.8K+ 17.72% |
$2.7M - $2.76M
|
424K
$18.3M
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
58.9K+ 70.8% |
$2.49M - $2.55M
|
142K
$6.13M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
55.8K+ 19.8% |
$2.36M - $2.42M
|
338K
$14.6M
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
53.6K+ 101.04% |
$2.27M - $2.32M
|
107K
$4.6M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
51.4K+ 14.2% |
$2.18M - $2.23M
|
414K
$17.9M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
36.6K+ 92.5% |
$1.55M - $1.59M
|
76.2K
$3.29M
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
33.3K+ 3.4% |
$1.41M - $1.44M
|
1.01M
$43.7M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
32.2KNew |
$1.36M - $1.39M
|
32.2K
$1.39M
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
23.8K+ 99.42% |
$1.01M - $1.03M
|
47.6K
$2.06M
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
21KNew |
$889K - $909K
|
21K
$906K
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
20.2KNew |
$855K - $875K
|
20.2K
$872K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
19.4K+ 3.38% |
$821K - $840K
|
593K
$25.6M
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
16.7K+ 11.26% |
$707K - $723K
|
165K
$7.13M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
16.6K+ 157.36% |
$703K - $719K
|
27.2K
$1.17M
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
14.1KNew |
$597K - $611K
|
14.1K
$609K
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
13.7KNew |
$581K - $594K
|
13.7K
$592K
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
13.6K+ 5.85% |
$575K - $589K
|
246K
$10.6M
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
13.2K+ 3.7% |
$557K - $570K
|
369K
$15.9M
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
11.3K+ 49.45% |
$477K - $488K
|
34K
$1.47M
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
10.3K+ 100.51% |
$436K - $446K
|
20.5K
$887K
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.62KNew |
$407K - $416K
|
9.62K
$415K
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
9.53K+ 10.18% |
$403K - $413K
|
103K
$4.45M
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
9.37K+ 4.47% |
$396K - $406K
|
219K
$9.45M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.16K+ 4.16% |
$388K - $397K
|
229K
$9.9M
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
8.72K+ 11.67% |
$369K - $378K
|
83.5K
$3.6M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.63K+ 15.58% |
$323K - $330K
|
56.6K
$2.44M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.62K+ 8.95% |
$323K - $330K
|
92.8K
$4M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.26K+ 110.79% |
$307K - $314K
|
13.8K
$596K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.75K+ 39.81% |
$286K - $292K
|
23.7K
$1.02M
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
6.73K+ 7.74% |
$285K - $291K
|
93.7K
$4.04M
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.57K+ 4.37% |
$278K - $284K
|
157K
$6.77M
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.53K+ 7.11% |
$276K - $283K
|
98.3K
$4.24M
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
5.36K+ 4.25% |
$227K - $232K
|
131K
$5.68M
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
5.04K+ 1.8% |
$214K - $218K
|
285K
$12.3M
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
4.81K+ 13.61% |
$204K - $208K
|
40.1K
$1.73M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.75K+ 7.19% |
$201K - $206K
|
70.8K
$3.05M
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4.41K+ 8.52% |
$187K - $191K
|
56.1K
$2.42M
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.36K+ 16.73% |
$184K - $189K
|
30.4K
$1.31M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.27K+ 13.13% |
$181K - $185K
|
36.8K
$1.59M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.25K+ 2.27% |
$180K - $184K
|
191K
$8.26M
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4.03K+ 19.47% |
$170K - $174K
|
24.7K
$1.07M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.98K+ 26.79% |
$168K - $172K
|
18.8K
$813K
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
3.67K+ 8.38% |
$155K - $159K
|
47.5K
$2.05M
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.63K+ 44.52% |
$153K - $157K
|
11.8K
$508K
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
3.44K+ 3.01% |
$146K - $149K
|
118K
$5.08M
|