A detailed history of Hofer & Associates. Inc transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Hofer & Associates. Inc holds 43,787 shares of SHYG stock, worth $1.88 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
43,787
Previous 43,450 0.78%
Holding current value
$1.88 Million
Previous $1.83 Million 3.71%
% of portfolio
1.32%
Previous 1.42%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$41.95 - $43.42 $14,137 - $14,632
337 Added 0.78%
43,787 $1.9 Million
Q2 2024

Jul 18, 2024

BUY
$41.64 - $42.32 $33,478 - $34,025
804 Added 1.89%
43,450 $1.83 Million
Q1 2024

Apr 22, 2024

BUY
$41.98 - $42.63 $46,010 - $46,722
1,096 Added 2.64%
42,646 $1.81 Million
Q4 2023

Jan 22, 2024

SELL
$40.19 - $42.48 $6,952 - $7,349
-173 Reduced 0.41%
41,550 $1.75 Million
Q3 2023

Oct 13, 2023

SELL
$40.9 - $41.68 $42,045 - $42,847
-1,028 Reduced 2.4%
41,723 $1.71 Million
Q2 2023

Jul 14, 2023

BUY
$40.8 - $41.55 $88,821 - $90,454
2,177 Added 5.37%
42,751 $1.77 Million
Q1 2023

Apr 14, 2023

SELL
$40.65 - $42.2 $14,999 - $15,571
-369 Reduced 0.9%
40,574 $1.69 Million
Q4 2022

Jan 26, 2023

BUY
$39.79 - $41.87 $21,844 - $22,986
549 Added 1.36%
40,943 $0
Q3 2022

Dec 15, 2022

BUY
$39.82 - $42.66 $22,896 - $24,529
575 Added 1.44%
40,394 $1.61 Million
Q2 2022

Dec 15, 2022

SELL
$40.27 - $44.02 $29,638 - $32,398
-736 Reduced 1.81%
39,819 $1.62 Million
Q1 2022

Dec 15, 2022

BUY
$43.01 - $45.26 $130,707 - $137,545
3,039 Added 8.1%
40,555 $1.78 Million
Q4 2021

Dec 15, 2022

BUY
$44.73 - $45.64 $1.68 Million - $1.71 Million
37,516 New
37,516 $1.7 Million

Others Institutions Holding SHYG

About ISHARES 0-5 YEAR HIGH YIELD CO


  • Ticker SHYG
  • Sector ETFs
  • Industry ETFs
More about SHYG
Track This Portfolio

Track Hofer & Associates. Inc Portfolio

Follow Hofer & Associates. Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hofer & Associates. Inc, based on Form 13F filings with the SEC.

News

Stay updated on Hofer & Associates. Inc with notifications on news.