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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
116K+ 233.9% |
$4.86M - $4.94M
|
165K
$7.14M
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
105KNew |
$4.4M - $4.47M
|
105K
$4.53M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
104KNew |
$4.38M - $4.45M
|
104K
$4.51M
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
BUY
|
- |
52.4K+ 68.99% |
$2.2M - $2.23M
|
128K
$5.54M
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
41.4KNew |
$1.74M - $1.76M
|
41.4K
$1.79M
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
31.9K+ 55.79% |
$1.34M - $1.36M
|
89K
$3.84M
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
22.9KNew |
$963K - $978K
|
22.9K
$991K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
21.7KNew |
$912K - $926K
|
21.7K
$938K
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
15.4KNew |
$645K - $655K
|
15.4K
$663K
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
11.4KNew |
$480K - $487K
|
11.4K
$493K
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
9.68KNew |
$406K - $412K
|
9.68K
$418K
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.34KNew |
$308K - $313K
|
7.34K
$317K
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
6.56KNew |
$275K - $280K
|
6.56K
$283K
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.35KNew |
$266K - $270K
|
6.35K
$274K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
6.12K+ 82.22% |
$257K - $261K
|
13.6K
$586K
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
5.49KNew |
$231K - $234K
|
5.49K
$237K
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.41KNew |
$227K - $231K
|
5.41K
$234K
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.93KNew |
$207K - $210K
|
4.93K
$213K
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.76KNew |
$200K - $203K
|
4.76K
$205K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.83KNew |
$119K - $121K
|
2.83K
$122K
|
|
Jun 13, 2024
Q1 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
1.47K+ 1.87% |
$61.5K - $62.5K
|
79.8K
$3.44M
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1.17KNew |
$49.1K - $49.8K
|
1.17K
$50.5K
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
453New |
$19K - $19.3K
|
453
$19.6K
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
280New |
$11.8K - $11.9K
|
280
$12.1K
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
159New |
$6.67K - $6.78K
|
159
$6.86K
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
120New |
$5.04K - $5.12K
|
120
$5.18K
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
93New |
$3.9K - $3.96K
|
93
$4.01K
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
74New |
$3.11K - $3.15K
|
74
$3.19K
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
57+ 0.87% |
$2.39K - $2.43K
|
6.62K
$286K
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
37New |
$1.55K - $1.58K
|
37
$1.6K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
23+ 2.32% |
$966 - $980
|
1.01K
$43.8K
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
23New |
$966 - $980
|
23
$993
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10New |
$420 - $426
|
10
$432
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$42 - $42.6
|
1
$43.2
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
472KNew |
$19M - $20.1M
|
472K
$20.4M
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
44.2KNew |
$1.78M - $1.88M
|
44.2K
$1.91M
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
36.1KNew |
$1.45M - $1.53M
|
36.1K
$1.56M
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
33.2KNew |
$1.34M - $1.41M
|
33.2K
$1.44M
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
15.6K+ 35.29% |
$628K - $664K
|
59.9K
$2.59M
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
14.2KNew |
$572K - $605K
|
14.2K
$614K
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
12.7KNew |
$512K - $541K
|
12.7K
$550K
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
11.5K+ 6.86% |
$463K - $490K
|
179K
$7.75M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
7.17KNew |
$288K - $305K
|
7.17K
$309K
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7.13KNew |
$286K - $303K
|
7.13K
$308K
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
6.93KNew |
$278K - $294K
|
6.93K
$299K
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
5.99KNew |
$241K - $254K
|
5.99K
$259K
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.71KNew |
$229K - $243K
|
5.71K
$247K
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.99KNew |
$200K - $212K
|
4.99K
$215K
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.85K+ 0.99% |
$155K - $163K
|
392K
$16.9M
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
3.71K+ 9.52% |
$149K - $157K
|
42.7K
$1.84M
|