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 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-102K- 43.85% |
$4.16M - $4.39M
|
130K
$5.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-104K- 5.45% |
$4.23M - $4.48M
|
1.8M
$77.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-110K- 25.52% |
$4.48M - $4.73M
|
320K
$13.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-133K- 78.26% |
$5.41M - $5.72M
|
36.8K
$1.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-162K- 93.48% |
$6.63M - $7M
|
11.3K
$486K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-183K- 45.77% |
$7.49M - $7.92M
|
217K
$9.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-194K- 76.35% |
$7.92M - $8.37M
|
60.1K
$2.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-282K- 30.92% |
$11.5M - $12.2M
|
630K
$27M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-668K- 17.41% |
$27.3M - $28.8M
|
3.17M
$136M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-705K- 89.19% |
$28.8M - $30.4M
|
85.5K
$3.67M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-707K- 92.63% |
$28.8M - $30.5M
|
56.2K
$2.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.85M- 92.77% |
$75.5M - $79.8M
|
144K
$6.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-4.81M- 99.79% |
$196M - $208M
|
10K
$431K
|