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

Cascade Wealth Advisors, Inc

  • $145 Billion
  • Q1 2025

A detailed history of Cascade Wealth Advisors, Inc transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 299,888 shares of SHYG stock, worth $12.9 Million. This represents 8.63% of its overall portfolio holdings.

Number of Shares
299,888
Previous 267,781 11.99%
Holding current value
$12.9 Million
Previous $11.4 Billion 9.39%
% of portfolio
8.63%
Previous 7.72%

Shares

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

May 09, 2025
BUY
$42.38 - $43.28 $1.36 Million - $1.39 Million
32,107 Added 11.99%
299,888 $12.5 Billion
Q4 2024

Feb 05, 2025
BUY
$42.33 - $43.3 $1.44 Million - $1.47 Million
34,014 Added 14.55%
267,781 $11.4 Billion
Q3 2024

Oct 15, 2024
SELL
$41.95 - $43.42 $81,508 - $84,365
-1,943 Reduced 0.82%
233,767 $10.2 Billion
Q2 2024

Jul 26, 2024
BUY
$41.64 - $42.32 $1.77 Million - $1.8 Million
42,460 Added 21.97%
235,710 $10 Billion
Q1 2024

Apr 15, 2024
BUY
$41.98 - $42.63 $8.11 Million - $8.24 Million
193,250 New
193,250 $8.1 Billion

Others Institutions Holding SHYG

# of Institutions
592
Shares Held
124M
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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