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

Holistic Planning, LLC

  • $349 Billion
  • Q2 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 14,818 shares of SHYG stock, worth $637,174. This represents 0.18% of its overall portfolio holdings.

Number of Shares
14,818
Previous 14,459 2.48%
Holding current value
$637,174
Previous $615 Million 3.98%
% of portfolio
0.18%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$40.82 - $43.14 $14,654 - $15,487
359 Added 2.48%
14,818 $639 Million
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
598
Shares Held
130M
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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