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 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-319- 2.37% |
$13.6K - $13.8K
|
13.1K
$564K
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-353- 1.03% |
$15.1K - $15.3K
|
33.8K
$1.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-500- 1.02% |
$21.4K - $21.7K
|
48.4K
$2.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-533- 1.14% |
$22.8K - $23.1K
|
46.4K
$1.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-594- 1.75% |
$25.4K - $25.8K
|
33.4K
$1.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-606- 58.49% |
$25.9K - $26.3K
|
430
$18.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-613- 5.26% |
$26.2K - $26.6K
|
11K
$474K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-688- 6.24% |
$29.4K - $29.8K
|
10.3K
$443K
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-700- 10.28% |
$29.9K - $30.4K
|
6.11K
$262K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-862- 0.84% |
$36.9K - $37.4K
|
102K
$4.36M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-1.21K- 5.95% |
$51.6K - $52.4K
|
19.1K
$820K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.98K- 19.73% |
$84.6K - $85.9K
|
8.05K
$346K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.01K- 2.45% |
$86.1K - $87.3K
|
80K
$3.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-2.22K- 8.34% |
$94.9K - $96.2K
|
24.4K
$1.05M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.18K- 1.33% |
$179K - $181K
|
309K
$13.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-4.49K- 5.79% |
$192K - $195K
|
73K
$3.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.7K- 40.68% |
$244K - $247K
|
8.31K
$357K
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-5.79K- 2.66% |
$247K - $251K
|
212K
$9.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-8.84K- 26.59% |
$378K - $383K
|
24.4K
$1.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-9.93K- 12.06% |
$424K - $431K
|
72.4K
$3.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-10.5K- 97.46% |
$450K - $456K
|
274
$11.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-14.4K- 73.53% |
$617K - $626K
|
5.2K
$223K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-15.8K- 22.97% |
$674K - $684K
|
52.9K
$2.27M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-19.2K- 1.88% |
$819K - $831K
|
1M
$43M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-20.1K- 8.71% |
$861K - $874K
|
211K
$9.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-24.9K- 54.13% |
$1.06M - $1.08M
|
21.1K
$904K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-25.1K- 36.34% |
$1.07M - $1.09M
|
43.9K
$1.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-27K- 50.8% |
$1.16M - $1.17M
|
26.2K
$1.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-35.8K- 41.23% |
$1.53M - $1.55M
|
51K
$2.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-56.6K- 12.65% |
$2.42M - $2.46M
|
391K
$16.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-130K- 65.91% |
$5.56M - $5.64M
|
67.2K
$2.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-139K- 4.38% |
$5.92M - $6.01M
|
3.03M
$130M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-390K- 23.94% |
$16.7M - $16.9M
|
1.24M
$53.1M
|