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 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.98K+ 26.79% |
$168K - $172K
|
18.8K
$811K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
3.67K+ 8.38% |
$155K - $159K
|
47.5K
$2.04M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.63K+ 44.52% |
$153K - $157K
|
11.8K
$507K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.55K+ 14.58% |
$150K - $154K
|
27.9K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
3.44K+ 3.01% |
$146K - $149K
|
118K
$5.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.43K+ 9.31% |
$145K - $148K
|
40.2K
$1.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.33K+ 287.73% |
$141K - $144K
|
4.49K
$193K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
3.26K+ 8.4% |
$138K - $141K
|
42K
$1.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.22K+ 14.38% |
$136K - $139K
|
25.6K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.1K+ 9.38% |
$131K - $134K
|
36.2K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.1K+ 14.02% |
$131K - $134K
|
25.2K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.01KNew |
$127K - $130K
|
3.01K
$130K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.99K+ 7.04% |
$126K - $129K
|
45.4K
$1.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
2.98K+ 8.92% |
$126K - $129K
|
36.4K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.9K+ 12.45% |
$123K - $125K
|
26.2K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.89K+ 6.82% |
$122K - $125K
|
45.3K
$1.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
2.86K+ 27.58% |
$121K - $124K
|
13.2K
$571K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.85K+ 13.54% |
$121K - $123K
|
23.9K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.79K+ 14.62% |
$118K - $121K
|
21.9K
$944K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
2.69K+ 3.84% |
$114K - $116K
|
72.7K
$3.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.61K+ 6.56% |
$110K - $113K
|
42.3K
$1.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
2.6K+ 1.43% |
$110K - $113K
|
185K
$7.95M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.56K+ 1.84% |
$109K - $111K
|
142K
$6.11M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.55K+ 36.94% |
$108K - $110K
|
9.45K
$407K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.51K+ 8.94% |
$106K - $109K
|
30.5K
$1.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.5K+ 12.68% |
$106K - $108K
|
22.2K
$955K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.49K+ 39.44% |
$105K - $108K
|
8.79K
$379K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.48K+ 9.83% |
$105K - $107K
|
27.7K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.48K+ 2.3% |
$105K - $107K
|
110K
$4.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.46K+ 101.32% |
$104K - $106K
|
4.88K
$210K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
2.45K+ 1.18% |
$104K - $106K
|
210K
$9.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
2.39K+ 12.94% |
$101K - $103K
|
20.8K
$897K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.34K+ 5.16% |
$99.2K - $101K
|
47.8K
$2.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.24K+ 3.82% |
$95K - $97.2K
|
61.1K
$2.63M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.16K+ 100.37% |
$91.6K - $93.7K
|
4.32K
$186K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.14K+ 5.33% |
$90.4K - $92.5K
|
42.2K
$1.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.09K+ 4.4% |
$88.6K - $90.6K
|
49.6K
$2.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.03K+ 3.67% |
$85.7K - $87.7K
|
57.2K
$2.47M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.95K+ 11.61% |
$82.6K - $84.5K
|
18.8K
$808K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
1.93K+ 2.48% |
$81.5K - $83.4K
|
79.4K
$3.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
1.92K+ 2.81% |
$81.1K - $82.9K
|
70K
$3.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.92K+ 1.13% |
$81.1K - $82.9K
|
172K
$7.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
1.89K+ 40.32% |
$79.8K - $81.6K
|
6.56K
$283K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.81K+ 0.6% |
$76.5K - $78.2K
|
304K
$13.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.78K+ 24.78% |
$75.5K - $77.2K
|
8.98K
$387K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.74K+ 4.29% |
$73.4K - $75.1K
|
42.2K
$1.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
1.71K+ 1.47% |
$72.2K - $73.9K
|
117K
$5.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.68K+ 34.2% |
$71.1K - $72.7K
|
6.59K
$284K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.65K+ 8.72% |
$70K - $71.6K
|
20.6K
$888K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.61K+ 12.68% |
$68.3K - $69.8K
|
14.3K
$617K
|