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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.46K+ 37.83% |
$147K - $150K
|
12.6K
$539K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.46K+ 16.79% |
$147K - $150K
|
24.1K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.43K+ 10.18% |
$145K - $148K
|
37.1K
$1.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.39K+ 5.09% |
$143K - $147K
|
69.9K
$2.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.34K+ 4.45% |
$141K - $144K
|
78.3K
$3.34M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.31KNew |
$140K - $143K
|
3.31K
$141K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
3.09K+ 3.18% |
$131K - $134K
|
100K
$4.28M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.03K+ 19.43% |
$128K - $131K
|
18.6K
$795K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.01K+ 1.31% |
$128K - $130K
|
232K
$9.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.99KNew |
$127K - $130K
|
2.99K
$128K
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.99K+ 9.32% |
$127K - $129K
|
35.1K
$1.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
2.98K+ 22.5% |
$126K - $129K
|
16.2K
$693K
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
2.9K+ 3.95% |
$123K - $126K
|
76.4K
$3.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2.89K+ 3.07% |
$122K - $125K
|
97K
$4.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
2.89K+ 1.67% |
$122K - $125K
|
176K
$7.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.88K+ 7.94% |
$122K - $124K
|
39.1K
$1.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
2.81K+ 1.34% |
$119K - $122K
|
212K
$9.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.73K+ 11.38% |
$116K - $118K
|
26.7K
$1.14M
|
|
|
Apr 18, 2025
Q1 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
2.71K+ 6.06% |
$115K - $117K
|
47.4K
$2.02M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.7K+ 14.67% |
$114K - $117K
|
21.1K
$901K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.63K+ 3.07% |
$112K - $114K
|
88.4K
$3.78M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.51K+ 11.47% |
$106K - $109K
|
24.4K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.5K+ 7.76% |
$106K - $108K
|
34.7K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.5K+ 6.92% |
$106K - $108K
|
38.6K
$1.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.48K+ 5.5% |
$105K - $107K
|
47.5K
$2.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
2.44K+ 12.71% |
$103K - $106K
|
21.6K
$924K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
2.43KNew |
$103K - $105K
|
2.43K
$104K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.42K+ 5.33% |
$103K - $105K
|
47.8K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.09KNew |
$88.5K - $90.4K
|
2.09K
$89.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
2.03K+ 3.62% |
$86.1K - $87.9K
|
58.2K
$2.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.95K+ 36.1% |
$82.7K - $84.4K
|
7.36K
$314K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.92K+ 12.75% |
$81.2K - $82.9K
|
16.9K
$723K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.89K+ 8.43% |
$79.9K - $81.6K
|
24.2K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.88K+ 10.99% |
$79.5K - $81.2K
|
19K
$809K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.86K+ 15.76% |
$78.6K - $80.3K
|
13.6K
$582K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.79K+ 1.74% |
$75.6K - $77.3K
|
104K
$4.45M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.7K+ 9.07% |
$72.1K - $73.6K
|
20.5K
$874K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
1.69K+ 0.69% |
$71.5K - $73K
|
248K
$10.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.6K+ 17.13% |
$67.8K - $69.2K
|
10.9K
$467K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.55K+ 1.98% |
$65.5K - $66.9K
|
79.8K
$3.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.5K+ 25.09% |
$63.7K - $65.1K
|
7.5K
$320K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.45K+ 11.56% |
$61.4K - $62.7K
|
14K
$597K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
1.44K+ 1.61% |
$60.9K - $62.2K
|
90.8K
$3.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.43K+ 19.03% |
$60.7K - $62K
|
8.96K
$383K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.36K+ 1.83% |
$57.8K - $59K
|
75.9K
$3.24M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.32K+ 9.38% |
$55.9K - $57.1K
|
15.4K
$657K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.28K+ 26.21% |
$54.3K - $55.5K
|
6.17K
$264K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.15K+ 3.31% |
$48.7K - $49.8K
|
35.9K
$1.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.13K+ 12.61% |
$48K - $49K
|
10.1K
$432K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.13K+ 3.88% |
$47.8K - $48.8K
|
30.2K
$1.29M
|