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
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.39K+ 3.05% |
$186K - $190K
|
148K
$6.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.36K+ 16.73% |
$184K - $189K
|
30.4K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.27K+ 13.13% |
$181K - $185K
|
36.8K
$1.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.25K+ 2.27% |
$180K - $184K
|
191K
$8.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
4.14K+ 12.96% |
$175K - $179K
|
36.1K
$1.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4.03K+ 19.47% |
$170K - $174K
|
24.7K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.98K+ 26.79% |
$168K - $172K
|
18.8K
$788K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
3.67K+ 8.38% |
$155K - $159K
|
47.5K
$1.99M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.63K+ 44.52% |
$153K - $157K
|
11.8K
$492K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.55K+ 14.58% |
$150K - $154K
|
27.9K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
3.44K+ 3.01% |
$146K - $149K
|
118K
$4.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.43K+ 9.31% |
$145K - $148K
|
40.2K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.33K+ 287.73% |
$141K - $144K
|
4.49K
$188K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
3.26K+ 8.4% |
$138K - $141K
|
42K
$1.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.22K+ 14.38% |
$136K - $139K
|
25.6K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.1K+ 9.38% |
$131K - $134K
|
36.2K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.1K+ 14.02% |
$131K - $134K
|
25.2K
$1.05M
|
|
|
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
$126K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.99K+ 7.04% |
$126K - $129K
|
45.4K
$1.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
2.98K+ 8.92% |
$126K - $129K
|
36.4K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.9K+ 12.45% |
$123K - $125K
|
26.2K
$1.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.89K+ 6.82% |
$122K - $125K
|
45.3K
$1.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
2.86K+ 27.58% |
$121K - $124K
|
13.2K
$554K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.85K+ 13.54% |
$121K - $123K
|
23.9K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.79K+ 14.62% |
$118K - $121K
|
21.9K
$916K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
2.69K+ 3.84% |
$114K - $116K
|
72.7K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.61K+ 6.56% |
$110K - $113K
|
42.3K
$1.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
2.6K+ 1.43% |
$110K - $113K
|
185K
$7.72M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.56K+ 1.84% |
$109K - $111K
|
142K
$5.94M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.55K+ 36.94% |
$108K - $110K
|
9.45K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.51K+ 8.94% |
$106K - $109K
|
30.5K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.5K+ 12.68% |
$106K - $108K
|
22.2K
$928K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.49K+ 39.44% |
$105K - $108K
|
8.79K
$368K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.48K+ 9.83% |
$105K - $107K
|
27.7K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.48K+ 2.3% |
$105K - $107K
|
110K
$4.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.46K+ 101.32% |
$104K - $106K
|
4.88K
$204K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
2.45K+ 1.18% |
$104K - $106K
|
210K
$8.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
2.39K+ 12.94% |
$101K - $103K
|
20.8K
$871K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.34K+ 5.16% |
$99.2K - $101K
|
47.8K
$2M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.24K+ 3.82% |
$95K - $97.2K
|
61.1K
$2.55M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.16K+ 100.37% |
$91.6K - $93.7K
|
4.32K
$181K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.14K+ 5.33% |
$90.4K - $92.5K
|
42.2K
$1.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.09K+ 4.4% |
$88.6K - $90.6K
|
49.6K
$2.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.03K+ 3.67% |
$85.7K - $87.7K
|
57.2K
$2.4M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.95K+ 11.61% |
$82.6K - $84.5K
|
18.8K
$785K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
1.93K+ 2.48% |
$81.5K - $83.4K
|
79.4K
$3.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
1.92K+ 2.81% |
$81.1K - $82.9K
|
70K
$2.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.92K+ 1.13% |
$81.1K - $82.9K
|
172K
$7.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
1.89K+ 40.32% |
$79.8K - $81.6K
|
6.56K
$274K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.81K+ 0.6% |
$76.5K - $78.2K
|
304K
$12.7M
|