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 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
17+ 0.13% |
$720 - $736
|
13.5K
$563K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
16+ 1.58% |
$677 - $693
|
1.03K
$43K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
12+ 6.74% |
$508 - $520
|
190
$7.95K
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
12+ 0.19% |
$508 - $520
|
6.34K
$265K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
8+ 2.32% |
$339 - $346
|
353
$14.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 2.23% |
$339 - $346
|
367
$15.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5+ 2.24% |
$212 - $217
|
228
$9.54K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4+ 2.11% |
$169 - $173
|
194
$8.12K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4New |
$169 - $173
|
4
$167
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1+ 100.0% |
$42.3 - $43.3
|
2
$83.7
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 0.29% |
$42.3 - $43.3
|
346
$14.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-4- 40.0% |
$169 - $173
|
6
$251
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4- 0.04% |
$169 - $173
|
10.7K
$447K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-5- 3.57% |
$212 - $217
|
135
$5.65K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-11- 0.19% |
$466 - $476
|
5.87K
$246K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-11- 1.21% |
$466 - $476
|
899
$37.6K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-27- 0.26% |
$1.14K - $1.17K
|
10.3K
$431K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-41- 0.47% |
$1.74K - $1.78K
|
8.69K
$364K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-46- 0.52% |
$1.95K - $1.99K
|
8.74K
$366K
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-47- 0.62% |
$1.99K - $2.04K
|
7.57K
$317K
|
|
|
Apr 14, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-62- 0.08% |
$2.62K - $2.68K
|
78.3K
$3.27M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-64- 0.85% |
$2.71K - $2.77K
|
7.5K
$314K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-65- 2.52% |
$2.75K - $2.81K
|
2.51K
$105K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-70- 0.87% |
$2.96K - $3.03K
|
7.98K
$334K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-70- 0.21% |
$2.96K - $3.03K
|
33.5K
$1.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-79- 9.72% |
$3.34K - $3.42K
|
734
$30.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-81- 0.47% |
$3.43K - $3.51K
|
17.1K
$715K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-84- 0.41% |
$3.56K - $3.64K
|
20.5K
$859K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-91- 1.07% |
$3.85K - $3.94K
|
8.44K
$353K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-94- 2.82% |
$3.98K - $4.07K
|
3.23K
$135K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-125- 69.83% |
$5.29K - $5.41K
|
54
$2.26K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-131- 22.47% |
$5.55K - $5.67K
|
452
$18.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-150- 6.06% |
$6.35K - $6.5K
|
2.33K
$97.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-155- 2.22% |
$6.56K - $6.71K
|
6.82K
$285K
|
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-155- 0.45% |
$6.56K - $6.71K
|
33.9K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-158- 1.23% |
$6.69K - $6.84K
|
12.7K
$530K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-174- 6.14% |
$7.37K - $7.53K
|
2.66K
$111K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-204- 1.63% |
$8.64K - $8.83K
|
12.3K
$514K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-225- 2.44% |
$9.52K - $9.74K
|
9.01K
$377K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-226- 29.47% |
$9.57K - $9.79K
|
541
$22.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-226- 2.26% |
$9.57K - $9.79K
|
9.75K
$408K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-229- 0.67% |
$9.69K - $9.92K
|
34K
$1.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-271- 20.0% |
$11.5K - $11.7K
|
1.08K
$45.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-275- 0.93% |
$11.6K - $11.9K
|
29.2K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-280- 1.36% |
$11.9K - $12.1K
|
20.3K
$850K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-291- 1.24% |
$12.3K - $12.6K
|
23.3K
$973K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-309- 33.88% |
$13.1K - $13.4K
|
603
$25.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-320- 2.19% |
$13.5K - $13.9K
|
14.3K
$599K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-321- 96.11% |
$13.6K - $13.9K
|
13
$544
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-351- 0.42% |
$14.9K - $15.2K
|
82.3K
$3.44M
|