Holistic Planning, LLC Ishares 0 5 Year High Yield CO Transaction History

Holistic Planning, LLC

  • $295 Billion
  • Q1 2025

A detailed history of Holistic Planning, LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Holistic Planning, LLC holds 14,459 shares of SHYG stock, worth $611,904. This represents 0.21% of its overall portfolio holdings.

Number of Shares
14,459
Previous 14,103 2.52%
Holding current value
$611,904
Previous $601 Million 2.31%
% of portfolio
0.21%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$42.38 - $43.28 $15,087 - $15,407
356 Added 2.52%
14,459 $615 Million
Q4 2024

Jan 24, 2025
BUY
$42.33 - $43.3 $596,979 - $610,659
14,103 New
14,103 $601 Million

Others Institutions Holding SHYG

# of Institutions
583
Shares Held
127M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES 0-5 YEAR HIGH YIELD CO

SHYG Quotes by TradingView
  • Ticker SHYG
  • Sector ETFs
  • Industry ETFs
More about SHYG
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