Purchases and Sales Made in Q1 2025 in Ishares 0 5 Year High Yield CO (SHYG)
This table provides information about the institutional ownership of Ishares 0 5 Year High Yield CO (SHYG) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES 0-5 YEAR HIGH YIELD CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
25.6KNew |
$1.09M - $1.11M
|
25.6K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
25.6K+ 62.37% |
$1.09M - $1.11M
|
66.7K
$2.85M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
25.2K+ 248.29% |
$1.07M - $1.09M
|
35.4K
$1.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
23.8KNew |
$1.01M - $1.03M
|
23.8K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
22.9K+ 81910.71% |
$972K - $993K
|
23K
$981K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.6K+ 17.09% |
$956K - $977K
|
155K
$6.6M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
22.4K+ 6.06% |
$948K - $968K
|
391K
$16.7M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22.3K+ 96.12% |
$943K - $963K
|
45.4K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
22.1K+ 4.13% |
$937K - $957K
|
557K
$23.8M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
22K+ 91.88% |
$931K - $951K
|
45.9K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
21.6K+ 7.75% |
$915K - $934K
|
300K
$12.8M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
21.5KNew |
$913K - $932K
|
21.5K
$920K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
21.3K+ 21.72% |
$905K - $924K
|
120K
$5.11M
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
21.3K+ 29.29% |
$902K - $921K
|
93.9K
$4.01M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
21.2K+ 12.22% |
$898K - $918K
|
195K
$8.31M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.5K+ 3.22% |
$870K - $888K
|
657K
$28.1M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
20.5K+ 1.09% |
$869K - $887K
|
1.9M
$81.3M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
19.4K+ 28.55% |
$822K - $839K
|
87.3K
$3.73M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
17.6K+ 20.8% |
$744K - $760K
|
102K
$4.35M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
16.4K+ 2.12% |
$694K - $708K
|
788K
$33.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
16.2K+ 73.59% |
$688K - $702K
|
38.3K
$1.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
15.9K+ 5.24% |
$674K - $689K
|
320K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
15.5K+ 136.64% |
$658K - $672K
|
26.9K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
15.5K+ 248.29% |
$655K - $669K
|
21.7K
$926K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
15.3K+ 7.1% |
$647K - $661K
|
230K
$9.84M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
15KNew |
$634K - $648K
|
15K
$639K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.5K+ 29.24% |
$615K - $628K
|
64.1K
$2.74M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
14.5KNew |
$615K - $628K
|
14.5K
$619K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.9K+ 78.93% |
$588K - $600K
|
31.4K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.9K+ 58.44% |
$587K - $600K
|
37.6K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.8KNew |
$586K - $599K
|
13.8K
$591K
|
|
|
May 12, 2025
Q1 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
13.6KNew |
$576K - $588K
|
13.6K
$580K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.4K+ 3.14% |
$569K - $581K
|
442K
$18.9M
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
13.1K+ 205.9% |
$553K - $565K
|
19.4K
$829K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
12.9K+ 22.17% |
$547K - $559K
|
71.1K
$3.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
12.8K+ 1.26% |
$541K - $553K
|
1.02M
$43.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
11.9K+ 20.73% |
$504K - $515K
|
69.2K
$2.96M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
11.3K+ 18.57% |
$481K - $491K
|
72.4K
$3.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.1KNew |
$471K - $481K
|
11.1K
$475K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
10.9K+ 15.62% |
$463K - $473K
|
81K
$3.46M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
10.8KNew |
$458K - $467K
|
10.8K
$461K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.8K+ 3.35% |
$456K - $466K
|
332K
$14.2M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
10.6K+ 56.71% |
$451K - $460K
|
29.4K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.2K+ 11.91% |
$432K - $441K
|
95.8K
$4.09M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.2K+ 1.46% |
$432K - $441K
|
710K
$30.3M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
9.79KNew |
$415K - $424K
|
9.79K
$418K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9.77K+ 2.06% |
$414K - $423K
|
483K
$20.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
9.31KNew |
$395K - $403K
|
9.31K
$398K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
9.3KNew |
$394K - $402K
|
9.3K
$397K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
9.17K+ 22.86% |
$389K - $397K
|
49.3K
$2.1M
|