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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
35.3K+ 56.64% |
$1.5M - $1.53M
|
97.7K
$4.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
34K+ 14.55% |
$1.44M - $1.47M
|
268K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
33.4KNew |
$1.41M - $1.44M
|
33.4K
$1.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
33.3K+ 3.4% |
$1.41M - $1.44M
|
1.01M
$43.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
32.2KNew |
$1.36M - $1.39M
|
32.2K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
31.5KNew |
$1.33M - $1.36M
|
31.5K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
30.4K+ 241.57% |
$1.29M - $1.32M
|
42.9K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
25.9K+ 43.28% |
$1.1M - $1.12M
|
85.8K
$3.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
25.2K+ 13.3% |
$1.07M - $1.09M
|
215K
$9.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.4K+ 15.71% |
$1.03M - $1.06M
|
180K
$7.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
23.8K+ 99.42% |
$1.01M - $1.03M
|
47.6K
$2.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
23.5K+ 38.3% |
$996K - $1.02M
|
84.9K
$3.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
23.2KNew |
$980K - $1M
|
23.2K
$989K
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
23.2K+ 14.53% |
$980K - $1M
|
182K
$7.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
22.8KNew |
$966K - $988K
|
22.8K
$975K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
22.7K+ 124.82% |
$962K - $984K
|
40.9K
$1.75M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
21.6KNew |
$912K - $933K
|
21.6K
$921K
|
|
|
Feb 11, 2025
Q4 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
21.5K+ 3.7% |
$908K - $929K
|
601K
$25.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
21KNew |
$889K - $909K
|
21K
$897K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
20.2KNew |
$855K - $875K
|
20.2K
$863K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
19.4K+ 3.38% |
$821K - $840K
|
593K
$25.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.7K+ 6.3% |
$790K - $808K
|
315K
$13.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
17.3KNew |
$730K - $747K
|
17.3K
$737K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
17.2K+ 3.78% |
$729K - $746K
|
473K
$20.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
16.7K+ 11.26% |
$707K - $723K
|
165K
$7.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
16.6K+ 157.36% |
$703K - $719K
|
27.2K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16.4K+ 138.72% |
$695K - $711K
|
28.2K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
16.4KNew |
$693K - $709K
|
16.4K
$699K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.3K+ 53.19% |
$688K - $704K
|
46.8K
$2M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.7K+ 20.99% |
$665K - $680K
|
90.5K
$3.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.1K+ 12.18% |
$637K - $652K
|
139K
$5.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.8K+ 25.68% |
$628K - $643K
|
72.7K
$3.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.2K+ 10.38% |
$600K - $614K
|
151K
$6.44M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
14.1K+ 6.79% |
$597K - $611K
|
222K
$9.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
14.1KNew |
$597K - $611K
|
14.1K
$602K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
14.1KNew |
$597K - $611K
|
14.1K
$602K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
13.7KNew |
$581K - $594K
|
13.7K
$586K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
13.6K+ 5.85% |
$575K - $589K
|
246K
$10.5M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
13.2K+ 3.7% |
$557K - $570K
|
369K
$15.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
13.1K+ 14.65% |
$553K - $566K
|
102K
$4.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.9K+ 3.83% |
$502K - $514K
|
322K
$13.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
11.4K+ 91.09% |
$482K - $493K
|
23.9K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
11.3K+ 49.45% |
$477K - $488K
|
34K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.9K+ 1.74% |
$460K - $471K
|
637K
$27.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
10.8K+ 1.64% |
$459K - $469K
|
673K
$28.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
10.7K+ 12.45% |
$455K - $465K
|
97K
$4.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
10.7KNew |
$452K - $462K
|
10.7K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
10.5KNew |
$446K - $456K
|
10.5K
$450K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
10.4KNew |
$442K - $452K
|
10.4K
$446K
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
10.3K+ 100.51% |
$436K - $446K
|
20.5K
$877K
|