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 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
8.65K+ 25.39% |
$366K - $374K
|
42.7K
$1.82M
|
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
8.61K+ 3.69% |
$365K - $373K
|
242K
$10.3M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8.55K+ 9.13% |
$362K - $370K
|
102K
$4.36M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
8.42K+ 7.17% |
$357K - $364K
|
126K
$5.38M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8.26K+ 18.54% |
$350K - $357K
|
52.8K
$2.25M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
8.25K+ 4.88% |
$350K - $357K
|
177K
$7.57M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
7.8K+ 38.85% |
$331K - $338K
|
27.9K
$1.19M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
7.75K+ 4.94% |
$328K - $335K
|
165K
$7.03M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.52K+ 12.07% |
$319K - $325K
|
69.8K
$2.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.49K+ 8.27% |
$318K - $324K
|
98K
$4.19M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.34KNew |
$311K - $318K
|
7.34K
$314K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
7.21K+ 17.15% |
$305K - $312K
|
49.2K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
7.03K+ 24.03% |
$298K - $304K
|
36.3K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
6.99K+ 31.99% |
$296K - $303K
|
28.9K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.98K+ 30.03% |
$296K - $302K
|
30.2K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
6.85K+ 3.13% |
$290K - $297K
|
226K
$9.64M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
6.84KNew |
$290K - $296K
|
6.84K
$292K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
6.43K+ 15.98% |
$272K - $278K
|
46.6K
$1.99M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
6.27KNew |
$266K - $272K
|
6.27K
$268K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
6.26K+ 39.78% |
$265K - $271K
|
22K
$940K
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
5.8KNew |
$246K - $251K
|
5.8K
$247K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
5.6K+ 100.77% |
$237K - $242K
|
11.1K
$476K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
5.47KNew |
$232K - $237K
|
5.47K
$234K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
5.37KNew |
$227K - $232K
|
5.37K
$229K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.35K+ 20.91% |
$227K - $232K
|
31K
$1.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5.33K+ 21.59% |
$226K - $231K
|
30K
$1.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
5.28KNew |
$224K - $229K
|
5.28K
$226K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
5.25KNew |
$222K - $227K
|
5.25K
$224K
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
5.24KNew |
$222K - $227K
|
5.24K
$224K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
5.23KNew |
$221K - $226K
|
5.23K
$223K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
5.2K+ 19.44% |
$220K - $225K
|
31.9K
$1.36M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
4.99K+ 18.81% |
$211K - $216K
|
31.5K
$1.34M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
4.9KNew |
$208K - $212K
|
4.9K
$209K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
4.89KNew |
$207K - $212K
|
4.89K
$209K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.85KNew |
$206K - $210K
|
4.85K
$207K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.82KNew |
$204K - $209K
|
4.82K
$206K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4.8K+ 14.31% |
$203K - $208K
|
38.3K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.66K+ 11.04% |
$197K - $202K
|
46.8K
$2M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
4.55K+ 5.46% |
$193K - $197K
|
88K
$3.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.55K+ 8.8% |
$193K - $197K
|
56.3K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
4.53K+ 17.82% |
$192K - $196K
|
30K
$1.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
4.26K+ 1.26% |
$180K - $184K
|
342K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.25K+ 5.49% |
$180K - $184K
|
81.7K
$3.49M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
4.14K+ 36.17% |
$176K - $179K
|
15.6K
$666K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.08K+ 13.7% |
$173K - $177K
|
33.9K
$1.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
4.08K+ 19.85% |
$173K - $176K
|
24.6K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
4.03K+ 14.15% |
$171K - $174K
|
32.5K
$1.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.82K+ 6.06% |
$162K - $166K
|
66.9K
$2.86M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.62K+ 446.91% |
$153K - $157K
|
4.43K
$189K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.51KNew |
$149K - $152K
|
3.51K
$150K
|