Heritage Oak Wealth Advisors LLC Ishares 0 5 Year High Yield CO Transaction History

Heritage Oak Wealth Advisors LLC

  • $259 Billion
  • Q2 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 48,901 shares of SHYG stock, worth $2.1 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
48,901
Previous 76,427 36.02%
Holding current value
$2.1 Million
Previous $3.25 Billion 35.08%
% of portfolio
0.81%
Previous 1.43%

Shares

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

Jul 15, 2025
SELL
$40.82 - $43.14 $1.12 Million - $1.19 Million
-27,526 Reduced 36.02%
48,901 $2.11 Billion
Q1 2025

Apr 28, 2025
BUY
$42.38 - $43.28 $122,944 - $125,555
2,901 Added 3.95%
76,427 $3.25 Billion
Q4 2024

Feb 05, 2025
BUY
$42.33 - $43.3 $3.11 Million - $3.18 Million
73,526 New
73,526 $3.13 Billion
Q2 2024

Aug 28, 2024
BUY
$41.64 - $42.32 $2.49 Million - $2.53 Million
59,683 New
59,683 $2.52 Billion

Others Institutions Holding SHYG

# of Institutions
593
Shares Held
128M
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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