Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-8.17K- 54.42% |
$333K - $339K
|
6.84K
$294K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-7K- 58.33% |
$286K - $291K
|
5K
$215K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-5.27K- 54.86% |
$215K - $219K
|
4.34K
$186K
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-4.51K- 44.32% |
$184K - $187K
|
5.66K
$243K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.08K- 9.04% |
$85K - $86.5K
|
21K
$899K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.88K- 83.14% |
$76.7K - $78.1K
|
381
$16.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.63K- 71.59% |
$66.3K - $67.5K
|
645
$27.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.59K- 78.84% |
$64.7K - $65.9K
|
426
$18.3K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.31KClosed |
$53.2K - $54.2K
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.26K- 94.47% |
$51.6K - $52.5K
|
74
$3.18K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-525- 8.19% |
$21.4K - $21.8K
|
5.89K
$253K
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
SELL
|
- |
-117- 2.21% |
$4.77K - $4.86K
|
5.17K
$222K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-85- 1.57% |
$3.47K - $3.53K
|
5.35K
$229K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-43- 0.8% |
$1.75K - $1.79K
|
5.32K
$228K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-5- 0.06% |
$204 - $208
|
7.87K
$338K
|
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$40.8 - $41.6
|
7.38K
$317K
|
|
| Q1 2023 | |||||||
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-73.9K- 79.48% |
$3M - $3.12M
|
19.1K
$819K
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-60.5KClosed |
$2.46M - $2.55M
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-50.6K- 29.41% |
$2.06M - $2.14M
|
121K
$5.21M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-30K- 83.17% |
$1.22M - $1.27M
|
6.07K
$261K
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-25.7KClosed |
$1.04M - $1.08M
|
0
$0
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-23.7K- 5.89% |
$961K - $998K
|
378K
$16.2M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-21K- 99.86% |
$855K - $887K
|
30
$1.29K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-15.2K- 36.3% |
$619K - $642K
|
26.7K
$1.15M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-12K- 21.0% |
$488K - $507K
|
45.2K
$1.94M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-9K- 61.26% |
$366K - $380K
|
5.69K
$244K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-5.81K- 37.99% |
$236K - $245K
|
9.48K
$407K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3.59K- 95.36% |
$146K - $152K
|
175
$7.51K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-2.86K- 63.58% |
$116K - $121K
|
1.64K
$70.2K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.92K- 25.22% |
$77.8K - $80.8K
|
5.68K
$244K
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.46K- 12.61% |
$59.3K - $61.6K
|
10.1K
$434K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-765- 11.93% |
$31.1K - $32.3K
|
5.65K
$242K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-383- 7.11% |
$15.6K - $16.2K
|
5K
$215K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-163- 2.39% |
$6.63K - $6.88K
|
6.65K
$285K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-84- 6.68% |
$3.41K - $3.54K
|
1.17K
$50.4K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-218K- 50.94% |
$8.69M - $9.14M
|
210K
$9.02M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-95.1K- 95.05% |
$3.78M - $3.98M
|
4.95K
$212K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-61.1K- 8.65% |
$2.43M - $2.56M
|
646K
$27.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
SELL
|
- |
-56.5K- 67.22% |
$2.25M - $2.37M
|
27.6K
$1.18M
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-29.4K- 40.28% |
$1.17M - $1.23M
|
43.5K
$1.87M
|
|
|
Feb 02, 2023
Q4 2022
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-28.8K- 39.85% |
$1.14M - $1.2M
|
43.4K
$1.86M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-12.8K- 71.73% |
$510K - $537K
|
5.05K
$217K
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-9.14K- 63.82% |
$364K - $383K
|
5.18K
$222K
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-9K- 35.2% |
$358K - $377K
|
16.6K
$711K
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-6.48K- 56.35% |
$258K - $271K
|
5.02K
$215K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.45K- 36.73% |
$217K - $228K
|
9.39K
$403K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5.28K- 6.26% |
$210K - $221K
|
79K
$3.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-4.54K- 13.4% |
$181K - $190K
|
29.3K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-332- 53.9% |
$13.2K - $13.9K
|
284
$12.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-234- 41.05% |
$9.31K - $9.8K
|
336
$14.4K
|
|