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
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
485KNew |
$19.8M - $20.9M
|
485K
$20.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
334KNew |
$13.6M - $14.4M
|
334K
$14.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
191K+ 474.81% |
$7.8M - $8.25M
|
231K
$9.97M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
150K+ 52.5% |
$6.13M - $6.48M
|
436K
$18.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
95.9KNew |
$3.91M - $4.14M
|
95.9K
$4.13M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
82.5K+ 833.01% |
$3.37M - $3.56M
|
92.4K
$3.98M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
74.4K+ 195.46% |
$3.04M - $3.21M
|
112K
$4.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
72.1K+ 114.04% |
$2.94M - $3.11M
|
135K
$5.83M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
62.5K+ 18.28% |
$2.55M - $2.7M
|
404K
$17.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
33.7K+ 10.7% |
$1.37M - $1.45M
|
348K
$15M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
33.5K+ 37.38% |
$1.37M - $1.45M
|
123K
$5.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
27.7K+ 78.93% |
$1.13M - $1.19M
|
62.8K
$2.7M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
27.3KNew |
$1.11M - $1.18M
|
27.3K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
25.8K+ 172.78% |
$1.06M - $1.12M
|
40.8K
$1.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
25.6KNew |
$1.05M - $1.11M
|
25.6K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
23.6K+ 6.02% |
$962K - $1.02M
|
415K
$17.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
15.5K+ 1040.94% |
$633K - $669K
|
17K
$732K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
13.5K+ 4.94% |
$553K - $584K
|
288K
$12.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
13K+ 37.5% |
$531K - $561K
|
47.7K
$2.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
11.6KNew |
$475K - $502K
|
11.6K
$501K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11K+ 11.24% |
$450K - $475K
|
109K
$4.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.9K+ 5.62% |
$447K - $472K
|
206K
$8.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
10.7KNew |
$437K - $462K
|
10.7K
$462K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
9.66K+ 182.93% |
$394K - $417K
|
14.9K
$644K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.19K+ 189.41% |
$375K - $397K
|
14K
$605K
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
8.16K+ 16.56% |
$333K - $352K
|
57.4K
$2.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
6.97K+ 4.0% |
$285K - $301K
|
181K
$7.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.57K+ 42.68% |
$268K - $283K
|
22K
$945K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.51K+ 3.95% |
$266K - $281K
|
171K
$7.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
5.85K+ 20.26% |
$239K - $252K
|
34.7K
$1.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
5.81K+ 6.6% |
$237K - $251K
|
93.8K
$4.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
5.75K+ 14.72% |
$235K - $248K
|
44.8K
$1.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.65K+ 10.04% |
$231K - $244K
|
61.9K
$2.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.58K+ 2.63% |
$228K - $241K
|
218K
$9.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.54KNew |
$226K - $239K
|
5.54K
$238K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.47K+ 12.27% |
$223K - $236K
|
50K
$2.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
5.4K+ 2.39% |
$220K - $233K
|
231K
$9.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
5.22KNew |
$213K - $225K
|
5.22K
$225K
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
5.13KNew |
$209K - $221K
|
5.13K
$221K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
5.11K+ 6.31% |
$208K - $220K
|
86.1K
$3.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
4.73K+ 9.58% |
$193K - $204K
|
54K
$2.33M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.7K+ 12.65% |
$192K - $203K
|
41.8K
$1.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.28K+ 13.62% |
$175K - $185K
|
35.7K
$1.54M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.19K+ 174.89% |
$171K - $181K
|
6.59K
$284K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
4.02K+ 4.56% |
$164K - $173K
|
92K
$3.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3.19K+ 12.96% |
$130K - $138K
|
27.8K
$1.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.15K+ 127.42% |
$128K - $136K
|
5.62K
$242K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
2.84K+ 3.13% |
$116K - $122K
|
93.6K
$4.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.6K+ 134.72% |
$106K - $112K
|
4.53K
$195K
|