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 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-717- 2.91% |
$30.4K - $31K
|
23.9K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-718- 10.41% |
$30.4K - $31.1K
|
6.18K
$266K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-725- 3.59% |
$30.7K - $31.4K
|
19.5K
$839K
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-746- 6.84% |
$31.6K - $32.3K
|
10.2K
$438K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-748- 3.37% |
$31.7K - $32.4K
|
21.5K
$924K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-778- 1.37% |
$32.9K - $33.7K
|
56.1K
$2.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-864- 3.16% |
$36.6K - $37.4K
|
26.5K
$1.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-907- 8.09% |
$38.4K - $39.3K
|
10.3K
$444K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-935- 11.86% |
$39.6K - $40.5K
|
6.95K
$299K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-963- 95.35% |
$40.8K - $41.7K
|
47
$2.02K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.14K- 7.47% |
$48.1K - $49.2K
|
14.1K
$606K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.17K- 2.47% |
$49.3K - $50.4K
|
46K
$1.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-1.26K- 12.22% |
$53.3K - $54.6K
|
9.05K
$390K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.3K- 6.77% |
$55.1K - $56.4K
|
17.9K
$772K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.34K- 19.9% |
$56.8K - $58.2K
|
5.41K
$233K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.35K- 7.85% |
$57K - $58.3K
|
15.8K
$681K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.4K- 3.01% |
$59.1K - $60.4K
|
45K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.4K- 5.71% |
$59.4K - $60.7K
|
23.2K
$998K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.46K- 6.22% |
$61.7K - $63.1K
|
22K
$946K
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.55K- 4.19% |
$65.5K - $67K
|
35.4K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 38.71% |
$66.2K - $67.7K
|
2.48K
$107K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.6K- 2.09% |
$67.7K - $69.3K
|
75K
$3.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.6K- 8.32% |
$67.9K - $69.4K
|
17.7K
$761K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.63K- 5.32% |
$69.1K - $70.7K
|
29K
$1.25M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.64K- 4.24% |
$69.5K - $71.1K
|
37K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-1.72K- 5.81% |
$72.8K - $74.5K
|
27.9K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.74K- 12.01% |
$73.5K - $75.2K
|
12.7K
$548K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.79K- 15.72% |
$75.6K - $77.3K
|
9.57K
$412K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-1.8K- 22.94% |
$76K - $77.8K
|
6.03K
$260K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.01K- 9.7% |
$85.3K - $87.2K
|
18.7K
$808K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.27K- 11.0% |
$96.3K - $98.5K
|
18.4K
$793K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.39K- 6.27% |
$101K - $104K
|
35.8K
$1.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-2.43K- 11.22% |
$103K - $105K
|
19.2K
$827K
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.61K- 17.01% |
$110K - $113K
|
12.7K
$548K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-2.61K- 5.11% |
$111K - $113K
|
48.5K
$2.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.72K- 2.18% |
$115K - $118K
|
122K
$5.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-2.9K- 23.05% |
$123K - $126K
|
9.68K
$417K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.94K- 10.9% |
$124K - $127K
|
24K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-3.01K- 6.06% |
$127K - $130K
|
46.6K
$2.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-3.18K- 10.85% |
$135K - $138K
|
26.2K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.29K- 18.96% |
$139K - $142K
|
14.1K
$606K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-3.38K- 9.24% |
$143K - $146K
|
33.2K
$1.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.38K- 89.44% |
$143K - $146K
|
399
$17.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.47K- 14.88% |
$147K - $150K
|
19.8K
$855K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.65K- 38.12% |
$155K - $158K
|
5.93K
$255K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-3.87K- 3.16% |
$164K - $168K
|
119K
$5.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.24K- 12.47% |
$180K - $184K
|
29.8K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-4.43K- 45.1% |
$188K - $192K
|
5.39K
$232K
|
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-4.43K- 9.02% |
$188K - $192K
|
44.7K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.45K- 28.03% |
$188K - $193K
|
11.4K
$492K
|