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 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-8.9K- 37.18% |
$377K - $385K
|
15K
$642K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-8.99K- 60.35% |
$381K - $389K
|
5.91K
$252K
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-9.09K- 4.17% |
$385K - $393K
|
209K
$8.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-9.2K- 6.82% |
$390K - $398K
|
126K
$5.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-9.35K- 21.77% |
$396K - $405K
|
33.6K
$1.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-9.71K- 40.68% |
$411K - $420K
|
14.2K
$605K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10.7K- 37.81% |
$453K - $462K
|
17.6K
$750K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-11.8K- 44.49% |
$499K - $510K
|
14.7K
$628K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-14.4K- 43.5% |
$612K - $625K
|
18.7K
$800K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-15.1K- 51.88% |
$640K - $653K
|
14K
$598K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-15.4K- 34.94% |
$652K - $666K
|
28.6K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-16.7K- 23.04% |
$710K - $725K
|
55.9K
$2.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-21.5K- 19.9% |
$913K - $932K
|
86.7K
$3.7M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22K- 11.52% |
$934K - $954K
|
169K
$7.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-25.9K- 3.84% |
$1.1M - $1.12M
|
647K
$27.6M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-27K- 14.05% |
$1.14M - $1.17M
|
165K
$7.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-27.1K- 41.59% |
$1.15M - $1.17M
|
38.1K
$1.62M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-32.8K- 97.65% |
$1.39M - $1.42M
|
790
$33.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-35.9K- 47.17% |
$1.52M - $1.56M
|
40.3K
$1.72M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-36.4K- 31.83% |
$1.54M - $1.57M
|
77.9K
$3.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-39.3K- 95.28% |
$1.67M - $1.7M
|
1.95K
$83.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-42.3K- 13.55% |
$1.79M - $1.83M
|
270K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-44.6K- 42.02% |
$1.89M - $1.93M
|
61.6K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-46.9K- 69.78% |
$1.99M - $2.03M
|
20.3K
$867K
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-57.4K- 89.04% |
$2.43M - $2.48M
|
7.07K
$302K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-61.4K- 6.94% |
$2.6M - $2.66M
|
823K
$35.2M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-68.1K- 96.12% |
$2.89M - $2.95M
|
2.75K
$118K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-76.4K- 59.57% |
$3.24M - $3.31M
|
51.9K
$2.22M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-96.7K- 90.7% |
$4.1M - $4.18M
|
9.91K
$423K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-110K- 77.76% |
$4.68M - $4.78M
|
31.6K
$1.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-115K- 77.01% |
$4.88M - $4.99M
|
34.4K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-118K- 4.44% |
$4.98M - $5.09M
|
2.53M
$108M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-127K- 63.59% |
$5.37M - $5.48M
|
72.5K
$3.1M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-148KClosed |
$6.29M - $6.42M
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-159K- 71.57% |
$6.73M - $6.88M
|
63.1K
$2.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-192K- 32.36% |
$8.13M - $8.3M
|
401K
$17.1M
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-281K- 47.69% |
$11.9M - $12.2M
|
308K
$13.2M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-283K- 42.03% |
$12M - $12.2M
|
390K
$16.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-324K- 7.79% |
$13.7M - $14M
|
3.84M
$164M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-770K- 23.88% |
$32.7M - $33.3M
|
2.46M
$105M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.3M- 35.1% |
$55.1M - $56.3M
|
2.4M
$103M
|