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 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
8.16K+ 16.56% |
$333K - $352K
|
57.4K
$2.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
7.1K+ 6.05% |
$290K - $306K
|
124K
$5.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
6.98K+ 6.97% |
$285K - $301K
|
107K
$4.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
6.97K+ 4.0% |
$285K - $301K
|
181K
$7.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.95KNew |
$284K - $300K
|
6.95K
$298K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
6.89K+ 24.72% |
$281K - $297K
|
34.8K
$1.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
6.79KNew |
$277K - $293K
|
6.79K
$292K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.73K+ 9.46% |
$275K - $290K
|
77.9K
$3.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.57K+ 42.68% |
$268K - $283K
|
22K
$942K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.51K+ 3.95% |
$266K - $281K
|
171K
$7.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
6.34KNew |
$259K - $273K
|
6.34K
$272K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.29KNew |
$257K - $271K
|
6.29K
$270K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.95K+ 12.97% |
$243K - $257K
|
51.8K
$2.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.87K+ 18.95% |
$239K - $253K
|
36.8K
$1.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
5.85K+ 20.26% |
$239K - $252K
|
34.7K
$1.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.83K+ 19.29% |
$238K - $251K
|
36.1K
$1.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
5.81K+ 6.6% |
$237K - $251K
|
93.8K
$4.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
5.75K+ 14.72% |
$235K - $248K
|
44.8K
$1.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.65K+ 10.04% |
$231K - $244K
|
61.9K
$2.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.6KNew |
$229K - $242K
|
5.6K
$240K
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.58K+ 2.63% |
$228K - $241K
|
218K
$9.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
5.55K+ 45.19% |
$227K - $239K
|
17.8K
$765K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.54KNew |
$226K - $239K
|
5.54K
$238K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
5.48K+ 5.65% |
$224K - $237K
|
102K
$4.4M
|
|
|
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
$9.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
5.33K+ 34.0% |
$218K - $230K
|
21K
$902K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
5.33KNew |
$218K - $230K
|
5.33K
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
5.22KNew |
$213K - $225K
|
5.22K
$224K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
5.13KNew |
$210K - $221K
|
5.13K
$220K
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
5.13KNew |
$209K - $221K
|
5.13K
$220K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
5.11K+ 6.31% |
$208K - $220K
|
86.1K
$3.69M
|
|
|
Aug 12, 2025
Q2 2025
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
4.93K+ 1232.25% |
$201K - $213K
|
5.33K
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
4.73K+ 9.58% |
$193K - $204K
|
54K
$2.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.7K+ 12.65% |
$192K - $203K
|
41.8K
$1.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.65K+ 24.68% |
$190K - $201K
|
23.5K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.58K+ 9.58% |
$187K - $198K
|
52.4K
$2.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.58KNew |
$187K - $197K
|
4.58K
$196K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.54K+ 513.35% |
$185K - $196K
|
5.42K
$233K
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
4.52K+ 3.59% |
$185K - $195K
|
130K
$5.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.47K+ 15.66% |
$182K - $193K
|
33K
$1.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4.33K+ 7.45% |
$177K - $187K
|
62.5K
$2.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
4.32K+ 12.21% |
$176K - $186K
|
39.7K
$1.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.28K+ 13.62% |
$175K - $185K
|
35.7K
$1.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.19K+ 174.89% |
$171K - $181K
|
6.59K
$283K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4.09K+ 2.31% |
$167K - $176K
|
181K
$7.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
4.02K+ 4.56% |
$164K - $173K
|
92K
$3.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
4K+ 51.3% |
$163K - $173K
|
11.8K
$507K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.88K+ 10.44% |
$159K - $168K
|
41.1K
$1.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.47K+ 3.92% |
$141K - $149K
|
91.9K
$3.94M
|