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 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
10.4KNew |
$442K - $452K
|
10.4K
$437K
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
10.3K+ 100.51% |
$436K - $446K
|
20.5K
$859K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.62KNew |
$407K - $416K
|
9.62K
$402K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.62KNew |
$407K - $416K
|
9.62K
$402K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
9.53K+ 10.18% |
$403K - $413K
|
103K
$4.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
9.37K+ 4.47% |
$396K - $406K
|
219K
$9.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
9.32KNew |
$394K - $403K
|
9.32K
$390K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.16K+ 4.16% |
$388K - $397K
|
229K
$9.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
9.1KNew |
$385K - $394K
|
9.1K
$381K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
8.89KNew |
$376K - $385K
|
8.89K
$372K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
8.72K+ 11.67% |
$369K - $378K
|
83.5K
$3.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
8.71K+ 17.6% |
$369K - $377K
|
58.2K
$2.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Little Harbor Advisors, LLC
|
BUY
|
- |
8.36K+ 5.55% |
$354K - $362K
|
159K
$6.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
BUY
|
- |
8.34K+ 45.9% |
$353K - $361K
|
26.5K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.08K+ 5.5% |
$342K - $350K
|
155K
$6.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8.04K+ 0.92% |
$340K - $348K
|
885K
$37M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
8.01K+ 4.98% |
$339K - $347K
|
169K
$7.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.63K+ 15.58% |
$323K - $330K
|
56.6K
$2.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.62K+ 8.95% |
$323K - $330K
|
92.8K
$3.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.45K+ 47.44% |
$315K - $323K
|
23.2K
$969K
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
7.34KNew |
$311K - $318K
|
7.34K
$307K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.26K+ 110.79% |
$307K - $314K
|
13.8K
$578K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
6.91K+ 82.97% |
$292K - $299K
|
15.2K
$637K
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
6.77K+ 144.45% |
$287K - $293K
|
11.5K
$479K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.75K+ 39.81% |
$286K - $292K
|
23.7K
$992K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
6.73K+ 7.74% |
$285K - $291K
|
93.7K
$3.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
6.65KNew |
$281K - $288K
|
6.65K
$278K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
6.57K+ 48.66% |
$278K - $285K
|
20.1K
$840K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.57K+ 4.37% |
$278K - $284K
|
157K
$6.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.53K+ 7.11% |
$276K - $283K
|
98.3K
$4.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.35K+ 10.55% |
$269K - $275K
|
66.6K
$2.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.85KNew |
$248K - $253K
|
5.85K
$245K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
5.72KNew |
$242K - $248K
|
5.72K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
5.6K+ 1.39% |
$237K - $242K
|
407K
$17M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5.43K+ 20.6% |
$230K - $235K
|
31.8K
$1.33M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
5.36K+ 4.25% |
$227K - $232K
|
131K
$5.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
5.32KNew |
$225K - $230K
|
5.32K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.14KNew |
$218K - $223K
|
5.14K
$215K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
5.04K+ 1.8% |
$214K - $218K
|
285K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.95K+ 1.56% |
$210K - $214K
|
323K
$13.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.89KNew |
$207K - $212K
|
4.89K
$205K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
4.81K+ 13.61% |
$204K - $208K
|
40.1K
$1.68M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.81KNew |
$203K - $208K
|
4.81K
$201K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.75K+ 7.19% |
$201K - $206K
|
70.8K
$2.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.73K+ 26.82% |
$200K - $205K
|
22.3K
$935K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
4.69KNew |
$198K - $203K
|
4.69K
$196K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.67K+ 45.69% |
$198K - $202K
|
14.9K
$623K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
4.65K+ 52.57% |
$197K - $201K
|
13.5K
$565K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.59K+ 15.79% |
$194K - $199K
|
33.7K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4.41K+ 8.52% |
$187K - $191K
|
56.1K
$2.35M
|