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 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
175+ 2.61% |
$7.42K - $7.57K
|
6.88K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
174+ 1.21% |
$7.37K - $7.53K
|
14.5K
$619K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
145+ 1.19% |
$6.15K - $6.28K
|
12.3K
$524K
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
133+ 2.11% |
$5.64K - $5.76K
|
6.43K
$275K
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
130+ 1.23% |
$5.51K - $5.63K
|
10.7K
$455K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
120+ 0.85% |
$5.09K - $5.19K
|
14.2K
$607K
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
110+ 1.91% |
$4.66K - $4.76K
|
5.86K
$250K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
105New |
$4.45K - $4.54K
|
105
$4.48K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
96+ 0.06% |
$4.07K - $4.15K
|
153K
$6.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
83+ 1.22% |
$3.52K - $3.59K
|
6.9K
$295K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
55+ 30.39% |
$2.33K - $2.38K
|
236
$10.1K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
50+ 1.99% |
$2.12K - $2.16K
|
2.56K
$109K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
48+ 0.81% |
$2.03K - $2.08K
|
5.98K
$255K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
44+ 733.33% |
$1.86K - $1.9K
|
50
$2.14K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
29+ 1.19% |
$1.23K - $1.26K
|
2.47K
$105K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
27+ 6.77% |
$1.14K - $1.17K
|
426
$18.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
24New |
$1.02K - $1.04K
|
24
$1.02K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
20+ 14.81% |
$848 - $866
|
155
$6.62K
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
18+ 0.11% |
$763 - $779
|
16.2K
$690K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
18+ 13.64% |
$763 - $779
|
150
$6.41K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
16+ 0.14% |
$678 - $692
|
11.3K
$484K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
11+ 1.26% |
$466 - $476
|
884
$37.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
10New |
$424 - $433
|
10
$427
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
10New |
$424 - $433
|
10
$427
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 1.42% |
$212 - $216
|
358
$15.3K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 1.36% |
$212 - $216
|
372
$15.9K
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
2+ 0.01% |
$84.8 - $86.6
|
20.8K
$889K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.01% |
$42.4 - $43.3
|
9.21K
$393K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-27- 12.44% |
$1.14K - $1.17K
|
190
$8.11K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-32- 0.53% |
$1.36K - $1.38K
|
6K
$256K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-34- 0.02% |
$1.44K - $1.47K
|
155K
$6.62M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-42- 0.45% |
$1.78K - $1.82K
|
9.28K
$396K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-44- 21.26% |
$1.86K - $1.9K
|
163
$6.96K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-51- 3.13% |
$2.16K - $2.21K
|
1.58K
$67.3K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-59- 2.38% |
$2.5K - $2.55K
|
2.42K
$103K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-72- 3.21% |
$3.05K - $3.12K
|
2.17K
$92.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-75- 0.29% |
$3.18K - $3.25K
|
26.1K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-87- 1.32% |
$3.69K - $3.77K
|
6.5K
$278K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-91- 1.28% |
$3.86K - $3.94K
|
7.01K
$299K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-95- 1.11% |
$4.03K - $4.11K
|
8.47K
$362K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-96- 6.65% |
$4.07K - $4.15K
|
1.35K
$57.6K
|
|
|
Apr 22, 2025
Q1 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-96- 0.08% |
$4.07K - $4.15K
|
118K
$5.03M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-100- 12.58% |
$4.24K - $4.33K
|
695
$29.7K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-105- 35.12% |
$4.45K - $4.54K
|
194
$8.28K
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-111- 0.4% |
$4.7K - $4.8K
|
27.8K
$1.19M
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-116- 1.53% |
$4.92K - $5.02K
|
7.45K
$318K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-145- 1.72% |
$6.15K - $6.28K
|
8.29K
$354K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-160- 1.84% |
$6.78K - $6.92K
|
8.53K
$364K
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
SELL
|
- |
-177- 1.96% |
$7.5K - $7.66K
|
8.87K
$379K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-193- 1.5% |
$8.18K - $8.35K
|
12.7K
$543K
|