Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.59K+ 48.43% |
$153K - $156K
|
11K
$472K
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3.43K+ 3.07% |
$147K - $149K
|
115K
$4.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
3.37K+ 26.51% |
$144K - $146K
|
16.1K
$690K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.28K+ 7.32% |
$140K - $142K
|
48.1K
$2.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.13K+ 27.65% |
$134K - $136K
|
14.5K
$621K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.06K+ 2.64% |
$131K - $133K
|
119K
$5.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.89K+ 34.22% |
$124K - $125K
|
11.3K
$486K
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.58K+ 2.79% |
$110K - $112K
|
95K
$4.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
2.55K+ 1.95% |
$109K - $111K
|
133K
$5.71M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.46K+ 3.17% |
$105K - $107K
|
79.9K
$3.43M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.97K+ 16.98% |
$84.3K - $85.5K
|
13.6K
$583K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.91K+ 3.83% |
$81.8K - $83K
|
51.9K
$2.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.74K+ 15.58% |
$74.4K - $75.5K
|
12.9K
$554K
|
|
|
Oct 22, 2025
Q3 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
1.4K+ 0.58% |
$59.6K - $60.5K
|
243K
$10.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.39K+ 6.39% |
$59.3K - $60.2K
|
23.1K
$992K
|
|
|
Oct 02, 2025
Q3 2025
|
First Hawaiian Bank
|
BUY
|
- |
1.31K+ 5.44% |
$56K - $56.8K
|
25.4K
$1.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.2K+ 11.53% |
$51.5K - $52.2K
|
11.6K
$500K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
888New |
$38K - $38.5K
|
888
$38.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
715+ 9.28% |
$30.6K - $31K
|
8.42K
$362K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
550+ 10.05% |
$23.5K - $23.9K
|
6.02K
$258K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
500+ 30.4% |
$21.4K - $21.7K
|
2.15K
$92.1K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
479+ 0.47% |
$20.5K - $20.8K
|
102K
$4.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
443+ 3.0% |
$18.9K - $19.2K
|
15.2K
$653K
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
414New |
$17.7K - $18K
|
414
$17.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
367+ 0.28% |
$15.7K - $15.9K
|
131K
$5.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
364+ 5.27% |
$15.6K - $15.8K
|
7.27K
$312K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
361+ 2.04% |
$15.4K - $15.7K
|
18.1K
$776K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
338+ 2.41% |
$14.4K - $14.7K
|
14.4K
$617K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
302+ 1.07% |
$12.9K - $13.1K
|
28.6K
$1.23M
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
295+ 5.54% |
$12.6K - $12.8K
|
5.62K
$241K
|
|
|
Oct 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
226+ 0.83% |
$9.66K - $9.8K
|
27.5K
$1.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
200+ 3.88% |
$8.55K - $8.67K
|
5.36K
$230K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
158+ 2.85% |
$6.75K - $6.85K
|
5.7K
$244K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
139+ 9.17% |
$5.94K - $6.03K
|
1.66K
$71K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
131+ 1.72% |
$5.6K - $5.68K
|
7.75K
$333K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
75New |
$3.21K - $3.25K
|
75
$3.22K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
74+ 1.14% |
$3.16K - $3.21K
|
6.55K
$281K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
72+ 0.15% |
$3.08K - $3.12K
|
48.9K
$2.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
64New |
$2.74K - $2.78K
|
64
$2.75K
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
60+ 0.53% |
$2.57K - $2.6K
|
11.4K
$488K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
23+ 0.44% |
$983 - $998
|
5.25K
$225K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2+ 0.01% |
$85.5 - $86.7
|
13.4K
$576K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-2- 0.19% |
$85.5 - $86.7
|
1.08K
$46.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-2- 0.03% |
$85.5 - $86.7
|
7.16K
$307K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-34- 0.31% |
$1.45K - $1.47K
|
10.8K
$462K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-44- 0.5% |
$1.88K - $1.91K
|
8.74K
$375K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-90- 85.71% |
$3.85K - $3.9K
|
15
$644
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-124- 92.54% |
$5.3K - $5.38K
|
10
$429
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-133- 2.37% |
$5.69K - $5.77K
|
5.48K
$235K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-159- 3.07% |
$6.8K - $6.9K
|
5.03K
$216K
|