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 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.42K+ 43.27% |
$140K - $148K
|
11.3K
$486K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3.19K+ 12.96% |
$130K - $138K
|
27.8K
$1.19M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.15K+ 127.42% |
$128K - $136K
|
5.62K
$241K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.12K+ 4.94% |
$127K - $135K
|
66.2K
$2.84M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.06K+ 5.48% |
$125K - $132K
|
59K
$2.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.06K+ 4.78% |
$125K - $132K
|
67.2K
$2.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
2.97K+ 19.99% |
$121K - $128K
|
17.8K
$766K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
2.84K+ 3.13% |
$116K - $122K
|
93.6K
$4.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.8K+ 24.25% |
$114K - $121K
|
14.3K
$615K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.72K+ 765.35% |
$111K - $117K
|
3.07K
$132K
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.65K+ 12.21% |
$108K - $114K
|
24.3K
$1.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
2.65K+ 14.31% |
$108K - $114K
|
21.1K
$907K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.62KNew |
$107K - $113K
|
2.62K
$112K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.61K+ 5.58% |
$107K - $113K
|
49.4K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.6KNew |
$106K - $112K
|
2.6K
$112K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.6K+ 134.72% |
$106K - $112K
|
4.53K
$194K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.55K+ 10.47% |
$104K - $110K
|
26.9K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2.54K+ 15.73% |
$104K - $110K
|
18.7K
$803K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
2.5KNew |
$102K - $108K
|
2.5K
$107K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.48K+ 1.47% |
$101K - $107K
|
171K
$7.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
2.45K+ 0.99% |
$99.9K - $106K
|
250K
$10.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
2.4K+ 5.63% |
$98.1K - $104K
|
45.1K
$1.94M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
2.38K+ 10.79% |
$96.9K - $102K
|
24.4K
$1.05M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
2.35K+ 17.41% |
$95.9K - $101K
|
15.8K
$680K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.29K+ 3.27% |
$93.4K - $98.7K
|
72.2K
$3.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.16K+ 45.1% |
$88K - $93K
|
6.93K
$298K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.01K+ 4.24% |
$82.2K - $86.8K
|
49.5K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
2K+ 1290.97% |
$81.7K - $86.3K
|
2.16K
$92.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.84K+ 6.11% |
$74.9K - $79.2K
|
31.9K
$1.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.77K+ 2.3% |
$72.3K - $76.4K
|
78.6K
$3.37M
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.71K+ 19.99% |
$69.6K - $73.6K
|
10.2K
$439K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.7K+ 14.12% |
$69.4K - $73.3K
|
13.7K
$590K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.68K+ 34.39% |
$68.7K - $72.6K
|
6.57K
$282K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.67K+ 5.13% |
$68K - $71.9K
|
34.1K
$1.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.65K+ 2.18% |
$67.4K - $71.2K
|
77.5K
$3.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.61KNew |
$65.6K - $69.3K
|
1.61K
$69K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.6KNew |
$65.2K - $68.9K
|
1.6K
$68.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.58K+ 28.88% |
$64.5K - $68.2K
|
7.05K
$303K
|
|
|
Jul 02, 2025
Q2 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
1.49K+ 3.14% |
$60.7K - $64.2K
|
48.9K
$2.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.48K+ 24.8% |
$60.5K - $63.9K
|
7.46K
$320K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.46K+ 5.23% |
$59.7K - $63.1K
|
29.4K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.32K+ 11.66% |
$54K - $57K
|
12.7K
$543K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.3K+ 17.39% |
$53.2K - $56.3K
|
8.8K
$378K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.24K+ 6.71% |
$50.7K - $53.6K
|
19.8K
$848K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
1.21K+ 7.09% |
$49.2K - $52K
|
18.2K
$781K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
1.2K+ 17.44% |
$49K - $51.8K
|
8.08K
$347K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.2KNew |
$48.9K - $51.6K
|
1.2K
$51.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.18KNew |
$48.3K - $51K
|
1.18K
$50.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.12K+ 8.01% |
$45.7K - $48.3K
|
15.1K
$648K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.04KNew |
$42.3K - $44.7K
|
1.04K
$44.5K
|