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 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-4.47K- 12.23% |
$189K - $194K
|
32.1K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-4.5K- 2.27% |
$191K - $195K
|
193K
$8.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-4.52K- 31.05% |
$191K - $195K
|
10K
$432K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-4.94K- 12.8% |
$209K - $214K
|
33.6K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.24K- 28.26% |
$222K - $227K
|
13.3K
$573K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
SELL
|
- |
-5.26K- 17.61% |
$223K - $228K
|
24.6K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.42K- 2.74% |
$229K - $235K
|
192K
$8.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-5.67K- 2.54% |
$240K - $246K
|
218K
$9.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-5.68K- 12.15% |
$240K - $246K
|
41.1K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-5.82K- 8.27% |
$246K - $252K
|
64.5K
$2.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.83K- 24.9% |
$247K - $252K
|
17.6K
$757K
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-6.23K- 20.7% |
$264K - $270K
|
23.9K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-6.44K- 6.72% |
$272K - $279K
|
89.3K
$3.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.81K- 52.41% |
$288K - $295K
|
6.19K
$266K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.97K- 14.45% |
$295K - $302K
|
41.3K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7K- 9.7% |
$296K - $303K
|
65.1K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.77K- 5.71% |
$329K - $336K
|
128K
$5.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-9.24K- 13.88% |
$391K - $400K
|
57.3K
$2.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-9.41K- 57.04% |
$398K - $407K
|
7.08K
$305K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-9.48K- 17.72% |
$401K - $410K
|
44K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.3K- 1.89% |
$438K - $448K
|
535K
$23.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.8K- 1.43% |
$456K - $466K
|
743K
$32M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-10.9K- 81.65% |
$460K - $470K
|
2.44K
$105K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-11.5K- 13.24% |
$489K - $500K
|
75.6K
$3.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-12.7K- 36.7% |
$537K - $549K
|
21.9K
$942K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-13.1K- 10.79% |
$554K - $567K
|
108K
$4.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.8K- 11.05% |
$586K - $600K
|
111K
$4.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-14.1K- 15.94% |
$598K - $612K
|
74.5K
$3.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-14.3K- 8.75% |
$607K - $621K
|
150K
$6.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-14.8K- 72.77% |
$628K - $643K
|
5.55K
$239K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.7K- 13.42% |
$706K - $722K
|
108K
$4.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-18.1K- 54.62% |
$765K - $783K
|
15K
$647K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-28.6K- 12.56% |
$1.21M - $1.24M
|
199K
$8.58M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-30.2K- 22.14% |
$1.28M - $1.31M
|
106K
$4.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-30.3K- 25.48% |
$1.28M - $1.31M
|
88.6K
$3.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.5K- 7.06% |
$1.38M - $1.41M
|
428K
$18.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-32.7K- 99.91% |
$1.39M - $1.42M
|
28
$1.21K
|
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-33.2K- 74.46% |
$1.4M - $1.44M
|
11.4K
$490K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-33.3K- 19.82% |
$1.41M - $1.44M
|
135K
$5.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-37.1K- 10.62% |
$1.57M - $1.61M
|
312K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-43.5K- 93.77% |
$1.84M - $1.88M
|
2.89K
$125K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-44.3K- 82.87% |
$1.87M - $1.92M
|
9.15K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-55.2K- 53.57% |
$2.34M - $2.39M
|
47.9K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-56.7K- 6.7% |
$2.4M - $2.46M
|
790K
$34M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-57.1K- 82.02% |
$2.42M - $2.47M
|
12.5K
$540K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-86.1K- 36.04% |
$3.65M - $3.73M
|
153K
$6.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-97.8K- 4.53% |
$4.14M - $4.23M
|
2.06M
$88.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-98.5K- 11.35% |
$4.17M - $4.26M
|
769K
$33.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-122K- 80.64% |
$5.18M - $5.3M
|
29.4K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-154K- 97.84% |
$6.53M - $6.68M
|
3.4K
$147K
|