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 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-1.36K- 1.32% |
$57.6K - $58.8K
|
102K
$4.34M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-1.38K- 7.38% |
$58.5K - $59.8K
|
17.3K
$740K
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.48K- 9.05% |
$62.7K - $64.1K
|
14.9K
$635K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.5K- 21.17% |
$63.6K - $64.9K
|
5.58K
$238K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.7K- 16.58% |
$72K - $73.5K
|
8.54K
$365K
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-1.72K- 12.79% |
$72.9K - $74.5K
|
11.7K
$501K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.79K- 41.38% |
$75.7K - $77.3K
|
2.53K
$108K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.87K- 6.15% |
$79.2K - $80.8K
|
28.5K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.89K- 10.71% |
$80.1K - $81.8K
|
15.8K
$673K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.91K- 9.65% |
$81.1K - $82.8K
|
17.9K
$766K
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-1.99K- 21.92% |
$84.5K - $86.3K
|
7.1K
$303K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2K- 19.94% |
$84.7K - $86.5K
|
8.03K
$343K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.23K- 10.05% |
$94.5K - $96.5K
|
20K
$852K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.46K- 2.28% |
$104K - $106K
|
105K
$4.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-2.51K- 6.91% |
$106K - $109K
|
33.8K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.56K- 8.38% |
$108K - $111K
|
28K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.83K- 1.65% |
$120K - $123K
|
169K
$7.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.86K- 6.2% |
$121K - $124K
|
43.2K
$1.84M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-2.87K- 7.76% |
$121K - $124K
|
34.1K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-3.02K- 21.21% |
$128K - $131K
|
11.2K
$479K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.08K- 3.32% |
$130K - $133K
|
89.7K
$3.83M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.12K- 6.52% |
$132K - $135K
|
44.8K
$1.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-3.27K- 7.67% |
$139K - $142K
|
39.4K
$1.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-3.4K- 15.45% |
$144K - $147K
|
18.6K
$793K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.68K- 27.51% |
$156K - $159K
|
9.7K
$414K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-3.87K- 14.78% |
$164K - $167K
|
22.3K
$952K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4K- 4.71% |
$170K - $173K
|
80.9K
$3.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-4.05K- 38.73% |
$172K - $175K
|
6.4K
$273K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.13K- 32.55% |
$175K - $179K
|
8.55K
$365K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.21K- 3.77% |
$178K - $182K
|
107K
$4.59M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.38K- 30.13% |
$185K - $189K
|
10.1K
$433K
|
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-4.49K- 3.69% |
$190K - $194K
|
117K
$5.01M
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-4.91K- 23.89% |
$208K - $212K
|
15.6K
$667K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-5.04K- 1.33% |
$213K - $218K
|
374K
$16M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-5.14K- 3.5% |
$218K - $223K
|
142K
$6.06M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.25K- 4.71% |
$222K - $227K
|
106K
$4.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-5.27K- 1.23% |
$223K - $228K
|
423K
$18.1M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.3K- 1.22% |
$225K - $229K
|
430K
$18.3M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-5.44K- 2.81% |
$230K - $235K
|
188K
$8.03M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-5.47K- 6.64% |
$232K - $237K
|
76.9K
$3.28M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.74K- 53.14% |
$243K - $248K
|
5.06K
$216K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.19K- 22.35% |
$262K - $268K
|
21.5K
$918K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.6K- 0.86% |
$280K - $285K
|
763K
$32.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-6.89K- 5.64% |
$292K - $298K
|
115K
$4.92M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-7.42K- 46.96% |
$315K - $321K
|
8.38K
$358K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-7.79K- 28.68% |
$330K - $337K
|
19.4K
$827K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.9K- 56.19% |
$335K - $342K
|
6.16K
$263K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-8.31K- 32.82% |
$352K - $360K
|
17K
$726K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-8.75K- 53.42% |
$371K - $378K
|
7.62K
$326K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-8.82K- 2.73% |
$374K - $382K
|
314K
$13.4M
|