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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
42.4KNew |
$1.73M - $1.83M
|
42.4K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
39.3K+ 2018.52% |
$1.61M - $1.7M
|
41.3K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
36K+ 18.17% |
$1.47M - $1.55M
|
234K
$10M
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
34.4K+ 71.69% |
$1.4M - $1.48M
|
82.3K
$3.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
34.2K+ 126.99% |
$1.39M - $1.47M
|
61.1K
$2.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
33.7K+ 10.7% |
$1.37M - $1.45M
|
348K
$14.9M
|
|
|
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
$5.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
31.1K+ 58.76% |
$1.27M - $1.34M
|
84.1K
$3.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
27.9KNew |
$1.14M - $1.2M
|
27.9K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
27.7K+ 78.93% |
$1.13M - $1.19M
|
62.8K
$2.69M
|
|
|
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
$1.75M
|
|
|
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
$17.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
19.6K+ 12.98% |
$801K - $846K
|
171K
$7.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18K+ 4.75% |
$735K - $777K
|
398K
$17.1M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
17.6KNew |
$717K - $758K
|
17.6K
$754K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.5K+ 25.77% |
$672K - $710K
|
80.3K
$3.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
16.3KNew |
$663K - $701K
|
16.3K
$697K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
15.5K+ 1040.94% |
$633K - $669K
|
17K
$730K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
14.9KNew |
$606K - $641K
|
14.9K
$637K
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
14.4KNew |
$589K - $622K
|
14.4K
$619K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
14K+ 66.22% |
$570K - $603K
|
35.1K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.9K+ 235.15% |
$567K - $599K
|
19.8K
$850K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
13.5K+ 4.94% |
$553K - $584K
|
288K
$12.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
13K+ 37.5% |
$531K - $561K
|
47.7K
$2.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
12.5K+ 24.93% |
$509K - $538K
|
62.5K
$2.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11.9K+ 2.46% |
$485K - $512K
|
495K
$21.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
11.9K+ 14.86% |
$484K - $512K
|
91.7K
$3.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
11.6KNew |
$475K - $502K
|
11.6K
$499K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11K+ 11.24% |
$450K - $475K
|
109K
$4.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11K+ 7.08% |
$448K - $473K
|
166K
$7.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.9K+ 5.62% |
$447K - $472K
|
206K
$8.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.8K+ 31.3% |
$442K - $467K
|
45.4K
$1.95M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
10.8KNew |
$440K - $465K
|
10.8K
$463K
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
10.7KNew |
$437K - $462K
|
10.7K
$460K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.4K+ 10.21% |
$425K - $449K
|
112K
$4.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
10.4K+ 4.84% |
$424K - $448K
|
225K
$9.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
10.3K+ 3.35% |
$422K - $446K
|
319K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10K+ 34.98% |
$409K - $432K
|
38.6K
$1.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
9.66K+ 182.93% |
$394K - $417K
|
14.9K
$642K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9.38K+ 151.95% |
$383K - $405K
|
15.6K
$668K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.19K+ 189.41% |
$375K - $397K
|
14K
$603K
|
|
|
Aug 11, 2025
Q2 2025
|
Addison Capital CO
|
BUY
|
- |
9.01K+ 28.62% |
$368K - $389K
|
40.5K
$1.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.92K+ 8.39% |
$364K - $385K
|
115K
$4.94M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.89K+ 11.42% |
$363K - $384K
|
86.8K
$3.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
8.48K+ 53.78% |
$346K - $366K
|
24.2K
$1.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
8.33KNew |
$340K - $359K
|
8.33K
$358K
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
BUY
|
- |
8.28K+ 10.94% |
$338K - $357K
|
84K
$3.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8.25K+ 56.87% |
$337K - $356K
|
22.8K
$977K
|