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 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.07K- 2.47% |
$43.5K - $45.9K
|
42.1K
$1.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-1.08K- 16.03% |
$44.2K - $46.7K
|
5.67K
$243K
|
|
|
Aug 14, 2025
Q2 2025
|
Bakala Capital Management LLC
Greenville, SC |
SELL
|
- |
-1.11K- 3.72% |
$45.5K - $48.1K
|
28.9K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.15K- 3.21% |
$47K - $49.7K
|
34.7K
$1.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.2K- 3.53% |
$49.1K - $51.9K
|
32.9K
$1.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.24K- 8.43% |
$50.6K - $53.5K
|
13.5K
$578K
|
|
|
Aug 07, 2025
Q2 2025
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-1.24K- 3.22% |
$50.7K - $53.5K
|
37.3K
$1.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.27K- 18.17% |
$51.7K - $54.6K
|
5.7K
$245K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.29K- 29.14% |
$52.7K - $55.7K
|
3.14K
$135K
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-1.3K- 11.07% |
$53K - $56K
|
10.4K
$448K
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.33K- 10.24% |
$54.2K - $57.3K
|
11.6K
$500K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.56K- 25.04% |
$63.8K - $67.5K
|
4.68K
$201K
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-1.59K- 3.28% |
$64.9K - $68.6K
|
46.9K
$2.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.77K- 15.82% |
$72.4K - $76.5K
|
9.44K
$405K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.79K- 85.54% |
$72.9K - $77.1K
|
302
$13K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.83K- 6.05% |
$74.5K - $78.8K
|
28.3K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.83K- 4.08% |
$74.6K - $78.9K
|
42.9K
$1.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.87K- 53.13% |
$76.1K - $80.5K
|
1.65K
$70.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.87K- 20.17% |
$76.4K - $80.8K
|
7.41K
$318K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-2.02K- 14.8% |
$82.3K - $87K
|
11.6K
$498K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2.19K- 4.29% |
$89.3K - $94.4K
|
48.8K
$2.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-2.23K- 11.98% |
$90.8K - $96K
|
16.3K
$702K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.26K- 30.76% |
$92.4K - $97.6K
|
5.09K
$219K
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-2.47K- 32.35% |
$101K - $106K
|
5.16K
$221K
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-2.51K- 2.68% |
$103K - $108K
|
91.4K
$3.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-2.53K- 1.35% |
$103K - $109K
|
185K
$7.96M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.59K- 9.7% |
$106K - $112K
|
24.1K
$1.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.65K- 99.74% |
$108K - $114K
|
7
$300
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.73K- 6.42% |
$111K - $118K
|
39.8K
$1.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-2.94K- 15.77% |
$120K - $127K
|
15.7K
$673K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.95K- 3.08% |
$120K - $127K
|
92.8K
$3.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.08K- 49.92% |
$126K - $133K
|
3.09K
$132K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-3.11K- 30.9% |
$127K - $134K
|
6.96K
$299K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.3K- 14.37% |
$135K - $142K
|
19.7K
$844K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-3.33K- 8.44% |
$136K - $143K
|
36.1K
$1.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-3.4K- 4.7% |
$139K - $147K
|
69K
$2.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-3.41K- 40.28% |
$139K - $147K
|
5.06K
$217K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.49K- 19.88% |
$143K - $151K
|
14.1K
$604K
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-3.53K- 6.14% |
$144K - $152K
|
53.9K
$2.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-3.59K- 2.85% |
$146K - $155K
|
122K
$5.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-3.86K- 7.32% |
$158K - $167K
|
48.9K
$2.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.04K- 3.38% |
$165K - $174K
|
116K
$4.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-4.12K- 1.68% |
$168K - $178K
|
241K
$10.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-4.3K- 0.42% |
$175K - $185K
|
1.02M
$43.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.3K- 12.7% |
$175K - $185K
|
29.6K
$1.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-4.34K- 25.03% |
$177K - $187K
|
13K
$558K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.64K- 5.36% |
$189K - $200K
|
82K
$3.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.66K- 25.35% |
$190K - $201K
|
13.7K
$589K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.8K- 5.87% |
$196K - $207K
|
76.9K
$3.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-5.04K- 13.18% |
$206K - $218K
|
33.2K
$1.43M
|