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 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-397- 16.8% |
$16.8K - $17.2K
|
1.97K
$82.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-438- 1.24% |
$18.5K - $19K
|
35K
$1.46M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-453- 14.17% |
$19.2K - $19.6K
|
2.75K
$115K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-456- 8.09% |
$19.3K - $19.7K
|
5.18K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-457- 6.84% |
$19.3K - $19.8K
|
6.23K
$261K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-536- 8.79% |
$22.7K - $23.2K
|
5.56K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-538- 8.02% |
$22.8K - $23.3K
|
6.17K
$258K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-554- 92.18% |
$23.5K - $24K
|
47
$1.97K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-556- 2.04% |
$23.5K - $24.1K
|
26.7K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-567- 5.25% |
$24K - $24.6K
|
10.2K
$428K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-677- 8.99% |
$28.7K - $29.3K
|
6.85K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-695- 9.88% |
$29.4K - $30.1K
|
6.34K
$265K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-717- 2.91% |
$30.4K - $31K
|
23.9K
$1M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-718- 10.41% |
$30.4K - $31.1K
|
6.18K
$258K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-725- 3.59% |
$30.7K - $31.4K
|
19.5K
$815K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-746- 6.84% |
$31.6K - $32.3K
|
10.2K
$425K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-748- 3.37% |
$31.7K - $32.4K
|
21.5K
$898K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-778- 1.37% |
$32.9K - $33.7K
|
56.1K
$2.35M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-820- 8.74% |
$34.7K - $35.5K
|
8.56K
$358K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-864- 3.16% |
$36.6K - $37.4K
|
26.5K
$1.11M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-907- 8.09% |
$38.4K - $39.3K
|
10.3K
$431K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-935- 11.86% |
$39.6K - $40.5K
|
6.95K
$291K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-963- 95.35% |
$40.8K - $41.7K
|
47
$1.97K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.14K- 7.47% |
$48.1K - $49.2K
|
14.1K
$588K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.17K- 2.47% |
$49.3K - $50.4K
|
46K
$1.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-1.26K- 12.22% |
$53.3K - $54.6K
|
9.05K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.3K- 6.77% |
$55.1K - $56.4K
|
17.9K
$750K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.34K- 19.9% |
$56.8K - $58.2K
|
5.41K
$226K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.35K- 7.85% |
$57K - $58.3K
|
15.8K
$661K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.4K- 3.01% |
$59.1K - $60.4K
|
45K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.4K- 5.71% |
$59.4K - $60.7K
|
23.2K
$970K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.46K- 6.22% |
$61.7K - $63.1K
|
22K
$919K
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.55K- 4.19% |
$65.5K - $67K
|
35.4K
$1.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 38.71% |
$66.2K - $67.7K
|
2.48K
$104K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.6K- 2.09% |
$67.7K - $69.3K
|
75K
$3.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.6K- 8.32% |
$67.9K - $69.4K
|
17.7K
$739K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.63K- 5.32% |
$69.1K - $70.7K
|
29K
$1.22M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.64K- 4.24% |
$69.5K - $71.1K
|
37K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-1.72K- 5.81% |
$72.8K - $74.5K
|
27.9K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.74K- 12.01% |
$73.5K - $75.2K
|
12.7K
$532K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.79K- 15.72% |
$75.6K - $77.3K
|
9.57K
$400K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-1.8K- 22.94% |
$76K - $77.8K
|
6.03K
$252K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.01K- 9.7% |
$85.3K - $87.2K
|
18.7K
$784K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.27K- 11.0% |
$96.3K - $98.5K
|
18.4K
$770K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.39K- 6.27% |
$101K - $104K
|
35.8K
$1.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-2.43K- 11.22% |
$103K - $105K
|
19.2K
$803K
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.61K- 17.01% |
$110K - $113K
|
12.7K
$532K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-2.61K- 5.11% |
$111K - $113K
|
48.5K
$2.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.72K- 2.18% |
$115K - $118K
|
122K
$5.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-2.9K- 23.05% |
$123K - $126K
|
9.68K
$405K
|