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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
36KNew |
$1.52M - $1.56M
|
36K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
35.3K+ 56.64% |
$1.5M - $1.53M
|
97.7K
$4.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
34K+ 14.55% |
$1.44M - $1.47M
|
268K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
33.4KNew |
$1.41M - $1.44M
|
33.4K
$1.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
33.3K+ 3.4% |
$1.41M - $1.44M
|
1.01M
$42.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
32.2KNew |
$1.36M - $1.39M
|
32.2K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
31.5KNew |
$1.33M - $1.36M
|
31.5K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
30.4K+ 241.57% |
$1.29M - $1.32M
|
42.9K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
25.9K+ 43.28% |
$1.1M - $1.12M
|
85.8K
$3.59M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
25.3KNew |
$1.07M - $1.1M
|
25.3K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
25.2K+ 13.3% |
$1.07M - $1.09M
|
215K
$9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.4K+ 15.71% |
$1.03M - $1.06M
|
180K
$7.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
23.8K+ 99.42% |
$1.01M - $1.03M
|
47.6K
$1.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
23.5K+ 38.3% |
$996K - $1.02M
|
84.9K
$3.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
23.2KNew |
$980K - $1M
|
23.2K
$969K
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
23.2K+ 14.53% |
$980K - $1M
|
182K
$7.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
22.8KNew |
$966K - $988K
|
22.8K
$955K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
22.7K+ 124.82% |
$962K - $984K
|
40.9K
$1.71M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
21.6KNew |
$912K - $933K
|
21.6K
$902K
|
|
|
Feb 11, 2025
Q4 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
21.5K+ 3.7% |
$908K - $929K
|
601K
$25.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
21KNew |
$889K - $909K
|
21K
$879K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
20.2KNew |
$855K - $875K
|
20.2K
$845K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
19.4K+ 3.38% |
$821K - $840K
|
593K
$24.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.7K+ 6.3% |
$790K - $808K
|
315K
$13.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
17.3KNew |
$730K - $747K
|
17.3K
$722K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
17.2K+ 3.78% |
$729K - $746K
|
473K
$19.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
16.7K+ 11.26% |
$707K - $723K
|
165K
$6.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
16.6K+ 157.36% |
$703K - $719K
|
27.2K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16.4K+ 138.72% |
$695K - $711K
|
28.2K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
16.4KNew |
$693K - $709K
|
16.4K
$685K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.3K+ 53.19% |
$688K - $704K
|
46.8K
$1.96M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.7K+ 20.99% |
$665K - $680K
|
90.5K
$3.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.1K+ 12.18% |
$637K - $652K
|
139K
$5.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.8K+ 25.68% |
$628K - $643K
|
72.7K
$3.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.2K+ 10.38% |
$600K - $614K
|
151K
$6.31M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
14.1K+ 6.79% |
$597K - $611K
|
222K
$9.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
14.1KNew |
$597K - $611K
|
14.1K
$590K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
14.1KNew |
$597K - $611K
|
14.1K
$590K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
13.7KNew |
$581K - $594K
|
13.7K
$574K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
13.6K+ 5.85% |
$575K - $589K
|
246K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
13.2K+ 3.7% |
$557K - $570K
|
369K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
13.1K+ 14.65% |
$553K - $566K
|
102K
$4.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.9K+ 3.83% |
$502K - $514K
|
322K
$13.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
11.4K+ 91.09% |
$482K - $493K
|
23.9K
$1M
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
11.3K+ 49.45% |
$477K - $488K
|
34K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.9K+ 1.74% |
$460K - $471K
|
637K
$26.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
10.8K+ 1.64% |
$459K - $469K
|
673K
$28.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
10.7K+ 12.45% |
$455K - $465K
|
97K
$4.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
10.7KNew |
$452K - $462K
|
10.7K
$447K
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
10.5KNew |
$446K - $456K
|
10.5K
$441K
|