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 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-5.2K- 7.76% |
$212K - $224K
|
61.7K
$2.65M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.68K- 23.91% |
$232K - $245K
|
18.1K
$776K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.82K- 5.54% |
$238K - $251K
|
99.3K
$4.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.04K- 14.46% |
$246K - $260K
|
35.7K
$1.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.22K- 1.95% |
$254K - $268K
|
314K
$13.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.79K- 13.1% |
$277K - $293K
|
45.1K
$1.93M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-7.53K- 23.83% |
$307K - $325K
|
24.1K
$1.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-7.63K- 61.07% |
$312K - $329K
|
4.87K
$209K
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-7.65K- 6.4% |
$312K - $330K
|
112K
$4.8M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.11K- 13.16% |
$331K - $350K
|
53.5K
$2.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-10.9K- 69.5% |
$444K - $469K
|
4.77K
$205K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-11.1K- 4.8% |
$451K - $477K
|
219K
$9.41M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.5K- 37.82% |
$469K - $495K
|
18.9K
$810K
|
|
|
Aug 05, 2025
Q2 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-11.6K- 5.57% |
$474K - $501K
|
197K
$8.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-11.7K- 17.48% |
$476K - $503K
|
55K
$2.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-12.6K- 18.26% |
$516K - $545K
|
56.6K
$2.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
SELL
|
- |
-13K- 59.88% |
$529K - $559K
|
8.68K
$373K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-14.2K- 17.75% |
$579K - $611K
|
65.7K
$2.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.4K- 19.06% |
$630K - $666K
|
65.5K
$2.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-15.6KClosed |
$638K - $674K
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Capital, Inc.
Omaha, NE |
SELL
|
- |
-17.7K- 30.31% |
$724K - $765K
|
40.8K
$1.75M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-19.4K- 7.18% |
$791K - $836K
|
250K
$10.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20K- 9.3% |
$818K - $864K
|
195K
$8.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-20.4K- 3.1% |
$833K - $880K
|
637K
$27.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-21.5K- 100.0% |
$879K - $929K
|
1
$42.9
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-23.1K- 46.44% |
$942K - $996K
|
26.6K
$1.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-23.2K- 4.17% |
$949K - $1M
|
534K
$22.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-24.8K- 54.5% |
$1.01M - $1.07M
|
20.7K
$887K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-24.8K- 24.29% |
$1.01M - $1.07M
|
77.4K
$3.32M
|
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-26K- 22.1% |
$1.06M - $1.12M
|
91.7K
$3.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-27.5K- 36.02% |
$1.12M - $1.19M
|
48.9K
$2.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-28.7K- 81.47% |
$1.17M - $1.24M
|
6.52K
$280K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-29.6K- 21.15% |
$1.21M - $1.28M
|
110K
$4.73M
|
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-31.1K- 31.84% |
$1.27M - $1.34M
|
66.6K
$2.86M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-32.9K- 6.6% |
$1.34M - $1.42M
|
465K
$20M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-42.6K- 1.79% |
$1.74M - $1.84M
|
2.34M
$100M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-42.8K- 10.1% |
$1.75M - $1.84M
|
381K
$16.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-43.4K- 5.51% |
$1.77M - $1.87M
|
744K
$31.9M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-44.4K- 34.38% |
$1.81M - $1.92M
|
84.8K
$3.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-44.6K- 49.88% |
$1.82M - $1.93M
|
44.8K
$1.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-47.3K- 15.79% |
$1.93M - $2.04M
|
253K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-52.4K- 42.21% |
$2.14M - $2.26M
|
71.8K
$3.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-56K- 64.19% |
$2.29M - $2.42M
|
31.3K
$1.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-56.7K- 26.65% |
$2.32M - $2.45M
|
156K
$6.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-57.9K- 32.87% |
$2.36M - $2.5M
|
118K
$5.08M
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-61.8K- 9.66% |
$2.52M - $2.67M
|
578K
$24.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-64K- 91.76% |
$2.61M - $2.76M
|
5.75K
$247K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-90.5K- 23.19% |
$3.69M - $3.9M
|
300K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-91.3K- 40.19% |
$3.73M - $3.94M
|
136K
$5.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-96.5K- 58.45% |
$3.94M - $4.16M
|
68.6K
$2.95M
|