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 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-35- 2.26% |
$1.43K - $1.51K
|
1.52K
$65.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-35- 0.02% |
$1.43K - $1.51K
|
142K
$6.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-35- 0.08% |
$1.43K - $1.51K
|
42.2K
$1.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-36- 15.25% |
$1.47K - $1.55K
|
200
$8.58K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
SELL
|
- |
-40- 0.56% |
$1.63K - $1.73K
|
7.06K
$303K
|
|
|
Jul 25, 2025
Q2 2025
|
Ckw Financial Group
|
SELL
|
- |
-54- 0.61% |
$2.2K - $2.33K
|
8.82K
$378K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-59- 2.3% |
$2.41K - $2.55K
|
2.51K
$108K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-61- 0.98% |
$2.49K - $2.63K
|
6.15K
$264K
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-67- 35.45% |
$2.73K - $2.89K
|
122
$5.24K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-71- 1.32% |
$2.9K - $3.06K
|
5.32K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-85- 0.76% |
$3.47K - $3.67K
|
11.1K
$475K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-87- 0.27% |
$3.55K - $3.75K
|
31.8K
$1.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-92- 1.12% |
$3.76K - $3.97K
|
8.14K
$349K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-120- 40.0% |
$4.9K - $5.18K
|
180
$7.73K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-126- 86.9% |
$5.14K - $5.44K
|
19
$815
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-138- 2.57% |
$5.63K - $5.95K
|
5.23K
$224K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-139- 10.31% |
$5.67K - $6K
|
1.21K
$51.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-171- 3.65% |
$6.98K - $7.38K
|
4.52K
$194K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-188- 2.18% |
$7.67K - $8.11K
|
8.44K
$362K
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-191- 0.35% |
$7.8K - $8.24K
|
54.7K
$2.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-225- 4.16% |
$9.18K - $9.71K
|
5.19K
$223K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-248- 2.69% |
$10.1K - $10.7K
|
8.97K
$385K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-275- 11.83% |
$11.2K - $11.9K
|
2.05K
$88K
|
|
|
Jul 29, 2025
Q2 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-309- 0.13% |
$12.6K - $13.3K
|
242K
$10.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-310- 72.77% |
$12.7K - $13.4K
|
116
$4.98K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-311- 2.95% |
$12.7K - $13.4K
|
10.2K
$438K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-319- 1.13% |
$13K - $13.8K
|
28K
$1.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-325- 2.92% |
$13.3K - $14K
|
10.8K
$463K
|
|
|
Aug 12, 2025
Q2 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-330- 47.48% |
$13.5K - $14.2K
|
365
$15.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-360- 25.71% |
$14.7K - $15.5K
|
1.04K
$44.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-375- 6.09% |
$15.3K - $16.2K
|
5.79K
$248K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-382- 0.79% |
$15.6K - $16.5K
|
47.9K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-440- 2.8% |
$18K - $19K
|
15.3K
$656K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-480- 7.57% |
$19.6K - $20.7K
|
5.87K
$252K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-484- 3.69% |
$19.8K - $20.9K
|
12.6K
$543K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-484- 0.42% |
$19.8K - $20.9K
|
115K
$4.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-526- 0.51% |
$21.5K - $22.7K
|
104K
$4.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-553- 3.08% |
$22.6K - $23.9K
|
17.4K
$746K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-562- 10.26% |
$22.9K - $24.2K
|
4.92K
$211K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-591- 5.41% |
$24.1K - $25.5K
|
10.3K
$444K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-600- 4.46% |
$24.5K - $25.9K
|
12.9K
$552K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-634- 0.62% |
$25.9K - $27.4K
|
101K
$4.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-652- 3.27% |
$26.6K - $28.1K
|
19.3K
$828K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-682- 8.5% |
$27.8K - $29.4K
|
7.35K
$315K
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-700- 11.95% |
$28.6K - $30.2K
|
5.16K
$221K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-839- 9.82% |
$34.2K - $36.2K
|
7.71K
$331K
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-841- 2.57% |
$34.3K - $36.3K
|
31.8K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-867- 13.48% |
$35.4K - $37.4K
|
5.57K
$239K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-874- 12.01% |
$35.7K - $37.7K
|
6.41K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1K- 2.15% |
$40.9K - $43.3K
|
45.6K
$1.96M
|