Acorn Wealth Advisors, LLC Ishares 0 5 Year High Yield CO Transaction History

Acorn Wealth Advisors, LLC

$220 Million
Q3 2024

A detailed history of Acorn Wealth Advisors, LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 8,054 shares of SHYG stock, worth $346,241. This represents 0.16% of its overall portfolio holdings.

Number of Shares

8,054

Previous 7,746 3.98%

Holding current value

$346,241

Previous $326,000 7.06%

% of portfolio

0.16%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$41.95 - $43.42 $12,920 - $13,373	308 Added 3.98%	8,054 $349,000
Q2 2024 Jul 30, 2024	BUY	$41.64 - $42.32 $29,522 - $30,004	709 Added 10.08%	7,746 $326,000
Q1 2024 Apr 26, 2024	BUY	$41.98 - $42.63 $2,434 - $2,472	58 Added 0.83%	7,037 $299,000
Q4 2023 Feb 07, 2024	BUY	$40.19 - $42.48 $28,173 - $29,778	701 Added 11.17%	6,979 $294,000
Q3 2023 Nov 07, 2023	BUY	$40.9 - $41.68 $31,165 - $31,760	762 Added 13.81%	6,278 $257,000
Q2 2023 Aug 02, 2023	BUY	$40.8 - $41.55 $225,052 - $229,189	5,516 New	5,516 $228,000
Q3 2018 Nov 13, 2018	SELL	$46.38 - $47.08 $74,579 - $75,704	-1,608 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	$46.91 - $47.78 $75,431 - $76,830	1,608	1,608 $76,000

Others Institutions Holding SHYG

# of Institutions

556

Shares Held

125M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR HIGH YIELD CO

Ticker SHYG
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Acorn Wealth Advisors, LLC Ishares 0 5 Year High Yield CO Transaction History