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 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
165+ 2.85% |
$6.98K - $7.14K
|
5.96K
$257K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
132+ 15.38% |
$5.59K - $5.72K
|
990
$42.7K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
124+ 0.29% |
$5.25K - $5.37K
|
42.7K
$1.84M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
114+ 1.46% |
$4.83K - $4.94K
|
7.91K
$341K
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
90+ 0.99% |
$3.81K - $3.9K
|
9.21K
$398K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
70New |
$2.96K - $3.03K
|
70
$3.02K
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
68+ 0.85% |
$2.88K - $2.94K
|
8.1K
$350K
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
60+ 0.65% |
$2.54K - $2.6K
|
9.31K
$402K
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
48+ 0.26% |
$2.03K - $2.08K
|
18.8K
$810K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
41+ 23.3% |
$1.74K - $1.78K
|
217
$9.37K
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
33+ 2.63% |
$1.4K - $1.43K
|
1.29K
$55.6K
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
25+ 0.4% |
$1.06K - $1.08K
|
6.2K
$268K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
20+ 2.34% |
$847 - $866
|
873
$37.7K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
18New |
$762 - $779
|
18
$777
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
17+ 0.13% |
$720 - $736
|
13.5K
$581K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
12+ 6.74% |
$508 - $520
|
190
$8.2K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5+ 2.24% |
$212 - $217
|
228
$9.84K
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4New |
$169 - $173
|
4
$173
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4+ 2.11% |
$169 - $173
|
194
$8.37K
|
|
Q3 2024 | |||||||
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
664K+ 9.39% |
$27.8M - $28.8M
|
7.73M
$334M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
627K+ 5.37% |
$26.3M - $27.2M
|
12.3M
$532M
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
569K+ 31.64% |
$23.9M - $24.7M
|
2.37M
$102M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
524K+ 32.4% |
$22M - $22.8M
|
2.14M
$92.4M
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
402KNew |
$16.8M - $17.4M
|
402K
$17.3M
|
|
Nov 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
395KNew |
$16.6M - $17.2M
|
395K
$17.1M
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
341K+ 98.52% |
$14.3M - $14.8M
|
687K
$29.6M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
248K+ 12.97% |
$10.4M - $10.8M
|
2.16M
$93.2M
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
159KNew |
$6.68M - $6.92M
|
159K
$6.88M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
154K+ 11.9% |
$6.46M - $6.69M
|
1.45M
$62.6M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
153K+ 10.3% |
$6.41M - $6.63M
|
1.64M
$70.6M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
136KNew |
$5.71M - $5.91M
|
136K
$5.87M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
123K+ 3.68% |
$5.14M - $5.32M
|
3.46M
$149M
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
112K+ 194.93% |
$4.72M - $4.88M
|
170K
$7.35M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
87.5K+ 95.54% |
$3.67M - $3.8M
|
179K
$7.73M
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
84.6K+ 32.75% |
$3.55M - $3.67M
|
343K
$14.8M
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
82.7KNew |
$3.47M - $3.59M
|
82.7K
$3.57M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
81.6K+ 4.66% |
$3.42M - $3.54M
|
1.83M
$79.2M
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
78.8KNew |
$3.3M - $3.42M
|
78.8K
$3.4M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
58.3KNew |
$2.45M - $2.53M
|
58.3K
$2.52M
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
54.9K+ 10.45% |
$2.3M - $2.38M
|
580K
$25M
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
53.4KNew |
$2.24M - $2.32M
|
53.4K
$2.31M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
53.4KNew |
$2.24M - $2.32M
|
53.4K
$2.31M
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
52K+ 13.15% |
$2.18M - $2.26M
|
448K
$19.3M
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
49.4K+ 6.19% |
$2.07M - $2.15M
|
847K
$36.6M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
48.8K+ 89.89% |
$2.05M - $2.12M
|
103K
$4.45M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
38.7KNew |
$1.62M - $1.68M
|
38.7K
$1.67M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
38.3K+ 7.54% |
$1.6M - $1.66M
|
546K
$23.6M
|
|
Nov 14, 2024
Q3 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
31.9K+ 17.52% |
$1.34M - $1.38M
|
214K
$9.23M
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
29.5KNew |
$1.24M - $1.28M
|
29.5K
$1.27M
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
28.7K+ 13.59% |
$1.21M - $1.25M
|
240K
$10.4M
|