Rooted Wealth Advisors, Inc. Ishares 0 5 Year High Yield CO Transaction History

Rooted Wealth Advisors, Inc.

$256 Million
Q4 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 36,191 shares of SHYG stock, worth $1.56 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

36,191

Previous 33,087 9.38%

Holding current value

$1.56 Million

Previous $1.42 Million 9.02%

% of portfolio

0.6%

Previous 0.63%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$42.33 - $43.3 $131,392 - $134,403	3,104 Added 9.38%	36,191 $1.55 Million
Q3 2024 Nov 12, 2024	SELL	$41.95 - $43.42 $1.26 Million - $1.31 Million	-30,079 Reduced 47.62%	33,087 $1.42 Million
Q2 2024 Jul 25, 2024	BUY	$41.64 - $42.32 $210,573 - $214,012	5,057 Added 8.7%	63,166 $2.69 Million
Q1 2024 Apr 17, 2024	BUY	$41.98 - $42.63 $67,797 - $68,847	1,615 Added 2.86%	58,109 $2.45 Million
Q4 2023 Feb 07, 2024	BUY	$40.19 - $42.48 $375,696 - $397,103	9,348 Added 19.83%	56,494 $2.39 Million
Q3 2023 Nov 21, 2023	SELL	$40.9 - $41.68 $1.42 Million - $1.44 Million	-34,613 Reduced 42.34%	47,146 $1.95 Million
Q2 2023 Aug 03, 2023	BUY	$40.8 - $41.55 $3.34 Million - $3.4 Million	81,759 New	81,759 $3.36 Million

Others Institutions Holding SHYG

# of Institutions

556

Shares Held

126M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR HIGH YIELD CO

Ticker SHYG
Sector ETFs
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Rooted Wealth Advisors, Inc. Ishares 0 5 Year High Yield CO Transaction History