Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2.37MNew |
$96.9M - $102M
|
2.37M
$102M
|
|
|
Aug 14, 2025
Q2 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
2.2MNew |
$89.8M - $94.9M
|
2.2M
$94.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.55M+ 63.22% |
$63.4M - $67M
|
4.01M
$172M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
917K+ 305.78% |
$37.4M - $39.6M
|
1.22M
$52.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
882KNew |
$36M - $38M
|
882K
$37.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
784K+ 80.17% |
$32M - $33.8M
|
1.76M
$75.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
733K+ 5.67% |
$29.9M - $31.6M
|
13.7M
$587M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
685KNew |
$28M - $29.6M
|
685K
$29.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
625K+ 141.53% |
$25.5M - $27M
|
1.07M
$45.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
550K+ 6.02% |
$22.5M - $23.7M
|
9.69M
$416M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
485KNew |
$19.8M - $20.9M
|
485K
$20.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
479K+ 18.94% |
$19.6M - $20.7M
|
3.01M
$129M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
439K+ 61.79% |
$17.9M - $18.9M
|
1.15M
$49.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
424K+ 4.26% |
$17.3M - $18.3M
|
10.4M
$446M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
334KNew |
$13.6M - $14.4M
|
334K
$14.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
314K+ 28.12% |
$12.8M - $13.6M
|
1.43M
$61.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
309K+ 13.53% |
$12.6M - $13.3M
|
2.59M
$111M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
290KNew |
$11.9M - $12.5M
|
290K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
237KNew |
$9.67M - $10.2M
|
237K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
223K+ 10.51% |
$9.1M - $9.62M
|
2.34M
$101M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
206K+ 103.12% |
$8.43M - $8.91M
|
407K
$17.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Whitford Management LLC
New York, NY |
BUY
|
- |
202KNew |
$8.25M - $8.71M
|
202K
$8.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
196KNew |
$8.01M - $8.47M
|
196K
$8.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
191K+ 474.81% |
$7.8M - $8.25M
|
231K
$9.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
188KNew |
$7.67M - $8.1M
|
188K
$8.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Western Asset Management Company, LLC
Pasadena, CA |
BUY
|
- |
165KNew |
$6.75M - $7.13M
|
165K
$7.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
165KNew |
$6.74M - $7.13M
|
165K
$7.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
153KNew |
$6.23M - $6.58M
|
153K
$6.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
150K+ 11.58% |
$6.14M - $6.49M
|
1.45M
$62.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
150K+ 52.5% |
$6.13M - $6.48M
|
436K
$18.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
109K+ 536.55% |
$4.45M - $4.7M
|
129K
$5.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
108K+ 70.62% |
$4.41M - $4.66M
|
261K
$11.2M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
107K+ 10.03% |
$4.37M - $4.62M
|
1.17M
$50.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
95.9KNew |
$3.91M - $4.14M
|
95.9K
$4.11M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
82.5K+ 833.01% |
$3.37M - $3.56M
|
92.4K
$3.97M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
76.4K+ 105.27% |
$3.12M - $3.29M
|
149K
$6.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
74.4K+ 195.46% |
$3.04M - $3.21M
|
112K
$4.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
72.1K+ 114.04% |
$2.94M - $3.11M
|
135K
$5.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
70.7KNew |
$2.89M - $3.05M
|
70.7K
$3.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
67.6K+ 196.72% |
$2.76M - $2.92M
|
102K
$4.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
65.1KNew |
$2.66M - $2.81M
|
65.1K
$2.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
63.9K+ 15.7% |
$2.61M - $2.76M
|
471K
$20.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
62.5K+ 18.28% |
$2.55M - $2.7M
|
404K
$17.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
58.5K+ 155.69% |
$2.39M - $2.52M
|
96K
$4.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
53.2KNew |
$2.17M - $2.3M
|
53.2K
$2.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
51.5K+ 15.49% |
$2.1M - $2.22M
|
384K
$16.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
50.9K+ 6.18% |
$2.08M - $2.2M
|
874K
$37.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
50.2K+ 9.28% |
$2.05M - $2.17M
|
592K
$25.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
47.3K+ 81.47% |
$1.93M - $2.04M
|
105K
$4.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
43.2KNew |
$1.76M - $1.86M
|
43.2K
$1.85M
|