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 |
|---|---|---|---|---|---|---|---|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
59.7KNew |
$2.49M - $2.53M
|
59.7K
$2.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
47.5K+ 3.02% |
$1.98M - $2.01M
|
1.62M
$70M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
42.1K+ 11.3% |
$1.75M - $1.78M
|
414K
$17.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Argi Investment Services, LLC
|
BUY
|
- |
41.4KNew |
$1.72M - $1.75M
|
41.4K
$1.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
34.9KNew |
$1.45M - $1.48M
|
34.9K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
28.4KNew |
$1.18M - $1.2M
|
28.4K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
22.3K+ 737.19% |
$930K - $945K
|
25.4K
$1.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
16.9KNew |
$703K - $715K
|
16.9K
$729K
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
16.8KNew |
$699K - $711K
|
16.8K
$725K
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
13.5KNew |
$563K - $572K
|
13.5K
$584K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
11K+ 89.79% |
$458K - $465K
|
23.2K
$1M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.7K+ 201.05% |
$447K - $454K
|
16.1K
$694K
|
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
10KNew |
$416K - $423K
|
10K
$432K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.6KNew |
$400K - $406K
|
9.6K
$414K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
8.78K+ 13.2% |
$366K - $372K
|
75.3K
$3.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.86KNew |
$286K - $290K
|
6.86K
$296K
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
5.49KNew |
$229K - $233K
|
5.49K
$237K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.22K+ 3196.97% |
$176K - $179K
|
4.35K
$188K
|
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
3.4KNew |
$142K - $144K
|
3.4K
$147K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.36KNew |
$140K - $142K
|
3.36K
$145K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.28KNew |
$137K - $139K
|
3.28K
$142K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
2.62KNew |
$109K - $111K
|
2.62K
$113K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.07K+ 6088.24% |
$86.2K - $87.6K
|
2.1K
$90.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.64K+ 12.08% |
$68.3K - $69.4K
|
15.2K
$657K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
921New |
$38.4K - $39K
|
921
$39.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
700New |
$29.1K - $29.6K
|
700
$30.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
693+ 2.54% |
$28.9K - $29.3K
|
28K
$1.21M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
684New |
$28.5K - $28.9K
|
684
$29.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
610New |
$25.4K - $25.8K
|
610
$26.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
553+ 27.31% |
$23K - $23.4K
|
2.58K
$111K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
451New |
$18.8K - $19.1K
|
451
$19.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
372+ 46.73% |
$15.5K - $15.7K
|
1.17K
$50.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
350New |
$14.6K - $14.8K
|
350
$15.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
300+ 1.76% |
$12.5K - $12.7K
|
17.4K
$750K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
230New |
$9.58K - $9.73K
|
230
$9.93K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
152New |
$6.33K - $6.43K
|
152
$6.56K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
129New |
$5.37K - $5.46K
|
129
$5.57K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
42New |
$1.75K - $1.78K
|
42
$1.81K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
35+ 0.74% |
$1.46K - $1.48K
|
4.76K
$206K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
33+ 1.88% |
$1.37K - $1.4K
|
1.78K
$77K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
27New |
$1.12K - $1.14K
|
27
$1.17K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
24+ 0.49% |
$999 - $1.02K
|
4.88K
$211K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
21+ 1.78% |
$874 - $889
|
1.2K
$51.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
12+ 0.18% |
$500 - $508
|
6.76K
$292K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7+ 1.61% |
$291 - $296
|
443
$19.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
5+ 3.7% |
$208 - $212
|
140
$6.04K
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1+ 0.02% |
$41.6 - $42.3
|
6.5K
$281K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1MNew |
$42M - $42.6M
|
1M
$43.2M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
187K+ 40.05% |
$7.87M - $7.99M
|
656K
$28.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
169K+ 11.55% |
$7.07M - $7.18M
|
1.63M
$70.3M
|
|