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
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.03K+ 5.05% |
$42.2K - $44.6K
|
21.5K
$922K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.01K+ 5.86% |
$41.1K - $43.4K
|
18.2K
$780K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
968+ 0.63% |
$39.5K - $41.8K
|
156K
$6.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
920+ 2.54% |
$37.6K - $39.7K
|
37.2K
$1.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
882+ 9.9% |
$36K - $38K
|
9.79K
$420K
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
862+ 4.13% |
$35.2K - $37.2K
|
21.7K
$932K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
844+ 5.93% |
$34.5K - $36.4K
|
15.1K
$647K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
825New |
$33.7K - $35.6K
|
825
$35.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
804+ 6.37% |
$32.8K - $34.7K
|
13.4K
$576K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
792+ 4.68% |
$32.3K - $34.2K
|
17.7K
$761K
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
789+ 8.8% |
$32.2K - $34K
|
9.75K
$419K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
684+ 6.76% |
$27.9K - $29.5K
|
10.8K
$463K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
653+ 2.02% |
$26.7K - $28.2K
|
33.1K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
635+ 3.39% |
$25.9K - $27.4K
|
19.4K
$832K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
625+ 2.6% |
$25.5K - $27K
|
24.7K
$1.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
607+ 4.29% |
$24.8K - $26.2K
|
14.8K
$634K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
602+ 4.35% |
$24.6K - $26K
|
14.4K
$620K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
588+ 448.85% |
$24K - $25.4K
|
719
$30.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
551+ 5.79% |
$22.5K - $23.8K
|
10.1K
$432K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
535+ 8.53% |
$21.8K - $23.1K
|
6.81K
$292K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
524+ 2.76% |
$21.4K - $22.6K
|
19.5K
$836K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
511+ 88.1% |
$20.9K - $22K
|
1.09K
$46.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
504+ 0.47% |
$20.6K - $21.7K
|
108K
$4.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
503+ 1.22% |
$20.5K - $21.7K
|
41.8K
$1.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
489+ 5.9% |
$20K - $21.1K
|
8.78K
$377K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
483+ 4.76% |
$19.7K - $20.8K
|
10.6K
$456K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
482+ 30.56% |
$19.7K - $20.8K
|
2.06K
$88.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
475+ 5.01% |
$19.4K - $20.5K
|
9.96K
$427K
|
|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
465+ 2.87% |
$19K - $20.1K
|
16.7K
$716K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
401+ 5.93% |
$16.4K - $17.3K
|
7.16K
$307K
|
|
|
Jul 29, 2025
Q2 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
380+ 3.47% |
$15.5K - $16.4K
|
11.3K
$486K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
368+ 0.37% |
$15K - $15.9K
|
98.6K
$4.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
362+ 3.9% |
$14.8K - $15.6K
|
9.64K
$414K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
361+ 3.05% |
$14.7K - $15.6K
|
12.2K
$523K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
359+ 2.48% |
$14.7K - $15.5K
|
14.8K
$636K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
341+ 1.05% |
$13.9K - $14.7K
|
32.9K
$1.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
330+ 1.53% |
$13.5K - $14.2K
|
21.8K
$937K
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
299+ 1.99% |
$12.2K - $12.9K
|
15.3K
$658K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
291New |
$11.9K - $12.6K
|
291
$12.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
286+ 1.24% |
$11.7K - $12.3K
|
23.3K
$1M
|
|
|
Jul 31, 2025
Q2 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
270+ 1.39% |
$11K - $11.6K
|
19.7K
$844K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
265+ 1.37% |
$10.8K - $11.4K
|
19.6K
$843K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
265+ 2.73% |
$10.8K - $11.4K
|
9.96K
$428K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
259New |
$10.6K - $11.2K
|
259
$11.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
259New |
$10.6K - $11.2K
|
259
$11.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
255+ 4.4% |
$10.4K - $11K
|
6.05K
$260K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
248New |
$10.1K - $10.7K
|
248
$10.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
230+ 33.63% |
$9.39K - $9.92K
|
914
$39.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
192+ 1.8% |
$7.84K - $8.28K
|
10.9K
$466K
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
177+ 0.95% |
$7.23K - $7.64K
|
18.9K
$811K
|