Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
65.3K+ 60.4% |
$2.76M - $2.83M
|
173K
$7.46M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
58.9K+ 70.8% |
$2.49M - $2.55M
|
142K
$6.12M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
53.6K+ 101.04% |
$2.27M - $2.32M
|
107K
$4.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
51.4K+ 14.2% |
$2.18M - $2.23M
|
414K
$17.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
36.6K+ 92.5% |
$1.55M - $1.59M
|
76.2K
$3.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
23.8K+ 99.42% |
$1.01M - $1.03M
|
47.6K
$2.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
20.2KNew |
$855K - $875K
|
20.2K
$870K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
16.7K+ 11.26% |
$707K - $723K
|
165K
$7.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
16.6K+ 157.36% |
$703K - $719K
|
27.2K
$1.17M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
13.2K+ 3.7% |
$557K - $570K
|
369K
$15.9M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
9.53K+ 10.18% |
$403K - $413K
|
103K
$4.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.16K+ 4.16% |
$388K - $397K
|
229K
$9.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.62K+ 8.95% |
$323K - $330K
|
92.8K
$3.99M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.57K+ 4.37% |
$278K - $284K
|
157K
$6.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.53K+ 7.11% |
$276K - $283K
|
98.3K
$4.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.35K+ 10.55% |
$269K - $275K
|
66.6K
$2.87M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
5.36K+ 4.25% |
$227K - $232K
|
131K
$5.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
5.04K+ 1.8% |
$214K - $218K
|
285K
$12.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4.03K+ 19.47% |
$170K - $174K
|
24.7K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.63K+ 44.52% |
$153K - $157K
|
11.8K
$507K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.9K+ 12.45% |
$123K - $125K
|
26.2K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
2.6K+ 1.43% |
$110K - $113K
|
185K
$7.95M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.55K+ 36.94% |
$108K - $110K
|
9.45K
$407K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.48K+ 9.83% |
$105K - $107K
|
27.7K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
1.92K+ 2.81% |
$81.1K - $82.9K
|
70K
$3.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.81K+ 0.6% |
$76.5K - $78.2K
|
304K
$13.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.6K+ 2.6% |
$67.6K - $69.2K
|
63.1K
$2.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.35K+ 3469.23% |
$57.3K - $58.6K
|
1.39K
$59.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.31K+ 1.78% |
$55.3K - $56.6K
|
74.8K
$3.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.25K+ 1.5% |
$52.8K - $54K
|
84.4K
$3.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.15K+ 23.76% |
$48.7K - $49.8K
|
6K
$258K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.14K+ 21.58% |
$48.4K - $49.5K
|
6.45K
$277K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.01KNew |
$42.6K - $43.6K
|
1.01K
$43.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1K+ 2.0% |
$42.3K - $43.3K
|
51K
$2.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
535+ 4.96% |
$22.6K - $23.2K
|
11.3K
$487K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
483+ 4.53% |
$20.4K - $20.9K
|
11.1K
$480K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
215New |
$9.1K - $9.31K
|
215
$9.26K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
132+ 15.38% |
$5.59K - $5.72K
|
990
$42.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
124+ 0.29% |
$5.25K - $5.37K
|
42.7K
$1.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
90+ 0.99% |
$3.81K - $3.9K
|
9.21K
$397K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
68+ 0.85% |
$2.88K - $2.94K
|
8.1K
$349K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
60+ 0.65% |
$2.54K - $2.6K
|
9.31K
$401K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
17+ 0.13% |
$720 - $736
|
13.5K
$579K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4New |
$169 - $173
|
4
$172
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4+ 2.11% |
$169 - $173
|
194
$8.35K
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-47- 0.62% |
$1.99K - $2.04K
|
7.57K
$326K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-64- 0.85% |
$2.71K - $2.77K
|
7.5K
$323K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-155- 2.22% |
$6.56K - $6.71K
|
6.82K
$294K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-271- 20.0% |
$11.5K - $11.7K
|
1.08K
$46.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-321- 96.11% |
$13.6K - $13.9K
|
13
$560
|