Optivise Advisory Services LLC Ishares 0 5 Year High Yield CO Transaction History

Optivise Advisory Services LLC

  • $173 Billion
  • Q4 2025

A detailed history of Optivise Advisory Services LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Optivise Advisory Services LLC holds 6,922 shares of SHYG stock, worth $295,777. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,922
Previous 5,253 31.77%
Holding current value
$295,777
Previous $227 Million 30.47%
% of portfolio
0.17%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$42.66 - $43.29 $71,199 - $72,251
1,669 Added 31.77%
6,922 $297 Million
Q3 2025

Oct 17, 2025
BUY
$42.75 - $43.37 $983 - $997
23 Added 0.44%
5,253 $227 Million
Q2 2025

Aug 05, 2025
SELL
$40.82 - $43.14 $5,633 - $5,953
-138 Reduced 2.57%
5,230 $226 Million
Q1 2025

Apr 18, 2025
BUY
$42.38 - $43.28 $227,495 - $232,327
5,368 New
5,368 $228 Million

Others Institutions Holding SHYG

# of Institutions
617
Shares Held
140M
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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