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 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-194- 2.0% |
$8.22K - $8.4K
|
9.49K
$405K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-200- 1.15% |
$8.48K - $8.66K
|
17.2K
$733K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-251- 2.04% |
$10.6K - $10.9K
|
12K
$514K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-260- 2.28% |
$11K - $11.3K
|
11.2K
$477K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-265- 2.38% |
$11.2K - $11.5K
|
10.9K
$465K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-275- 3.44% |
$11.7K - $11.9K
|
7.71K
$329K
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-300- 3.22% |
$12.7K - $13K
|
9.02K
$385K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-326- 11.28% |
$13.8K - $14.1K
|
2.57K
$110K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-347- 5.63% |
$14.7K - $15K
|
5.82K
$249K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-361- 71.34% |
$15.3K - $15.6K
|
145
$6.19K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-372- 31.85% |
$15.8K - $16.1K
|
796
$34K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-374- 1.99% |
$15.9K - $16.2K
|
18.4K
$785K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-400- 6.1% |
$17K - $17.3K
|
6.16K
$263K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-415- 3.8% |
$17.6K - $18K
|
10.5K
$449K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-429- 92.86% |
$18.2K - $18.6K
|
33
$1.41K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-471- 7.9% |
$20K - $20.4K
|
5.49K
$234K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-488- 78.71% |
$20.7K - $21.1K
|
132
$5.64K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-496- 1.02% |
$21K - $21.5K
|
48K
$2.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-515- 50.0% |
$21.8K - $22.3K
|
515
$22K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-536- 6.86% |
$22.7K - $23.2K
|
7.28K
$311K
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-545- 74.25% |
$23.1K - $23.6K
|
189
$8.07K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-554- 1.31% |
$23.5K - $24K
|
41.7K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-574- 1.6% |
$24.3K - $24.8K
|
35.2K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Kitching Partners, LLC
Conshohocken, PA |
SELL
|
- |
-607- 0.28% |
$25.7K - $26.3K
|
215K
$9.17M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-622- 39.05% |
$26.4K - $26.9K
|
971
$41.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-633- 10.78% |
$26.8K - $27.4K
|
5.24K
$224K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-663- 9.68% |
$28.1K - $28.7K
|
6.19K
$264K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-685- 4.96% |
$29K - $29.6K
|
13.1K
$561K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-717- 1.58% |
$30.4K - $31K
|
44.5K
$1.9M
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-719- 1.67% |
$30.5K - $31.1K
|
42.3K
$1.8M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-736- 10.59% |
$31.2K - $31.9K
|
6.21K
$265K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-750- 11.28% |
$31.8K - $32.5K
|
5.9K
$252K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-752- 3.86% |
$31.9K - $32.5K
|
18.7K
$800K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-763- 2.18% |
$32.3K - $33K
|
34.2K
$1.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-764- 12.37% |
$32.4K - $33.1K
|
5.41K
$231K
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-852- 1.29% |
$36.1K - $36.9K
|
65.1K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-869- 0.5% |
$36.8K - $37.6K
|
174K
$7.42M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-884- 6.95% |
$37.5K - $38.3K
|
11.8K
$505K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-921- 3.97% |
$39K - $39.9K
|
22.3K
$950K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-934- 12.46% |
$39.6K - $40.4K
|
6.56K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-939- 16.42% |
$39.8K - $40.6K
|
4.78K
$204K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-997- 1.22% |
$42.3K - $43.2K
|
80.8K
$3.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.03K- 9.99% |
$43.7K - $44.6K
|
9.28K
$396K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.04K- 4.77% |
$44.2K - $45.2K
|
20.9K
$891K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.12K- 11.51% |
$47.6K - $48.6K
|
8.63K
$369K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.26K- 2.25% |
$53.4K - $54.6K
|
54.8K
$2.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.3K- 5.59% |
$55.1K - $56.3K
|
22K
$938K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.31K- 94.32% |
$55.6K - $56.8K
|
79
$3.37K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.33K- 9.3% |
$56.4K - $57.6K
|
13K
$554K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.34K- 14.01% |
$56.8K - $58K
|
8.23K
$351K
|