4 J Wealth Management LLC Ishares 0 5 Year High Yield CO Transaction History

4 J Wealth Management LLC

$103 Million
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 24, 2023	BUY	$40.9 - $41.68 $19,713 - $20,089	482 Added 2.0%	24,617 $1.01 Million
Q2 2023 Jul 14, 2023	SELL	$40.8 - $41.55 $7,833 - $7,977	-192 Reduced 0.79%	24,135 $1 Million
Q1 2023 Apr 21, 2023	BUY	$40.65 - $42.2 $14,186 - $14,727	349 Added 1.46%	24,327 $1.01 Million
Q4 2022 Jan 17, 2023	BUY	$40.29 - $41.87 $16,559 - $17,208	411 Added 1.74%	23,978 $0
Q3 2022 Oct 27, 2022	BUY	$40.2 - $42.66 $947,393 - $1.01 Million	23,567 New	23,567 $941,000

Q2 2022 Aug 01, 2022	BUY	$40.27 - $44.02 $863,992 - $944,449	21,455 New	21,455 $870,000
Q1 2021 Apr 13, 2021	SELL	$45.28 - $45.81 $1.71 Million - $1.73 Million	-37,856 Closed	0 $0
Q4 2020 Jan 15, 2021	BUY	$43.72 - $45.44 $1.66 Million - $1.72 Million	37,856 New	37,856 $1.72 Million

Others Institutions Holding SHYG

# of Institutions

529

Shares Held

119M

Call Options Held

0

Put Options Held

0

Royal Bank Of Canada Toronto, A6

11M
Shares

$464 Million
0.11% of portfolio
Personal Capital Advisors Corp

8.07M
Shares

$340 Million
1.6% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

7.49M
Shares

$316 Million
1.19% of portfolio
Bramshill Investments, LLC Naples, FL

6.89M
Shares

$291 Million
34.93% of portfolio
Japan Science & Technology Agency Tokyo, M0

5.07M
Shares

$214 Million
2.68% of portfolio

About ISHARES 0-5 YEAR HIGH YIELD CO

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