Baker Tilly Wealth Management, LLC Ishares 0 5 Year High Yield CO Transaction History

Baker Tilly Wealth Management, LLC

  • $249 Million
  • Q1 2025

A detailed history of Baker Tilly Wealth Management, LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 9,281 shares of SHYG stock, worth $392,771. This represents 0.16% of its overall portfolio holdings.

Number of Shares
9,281
Previous 10,311 9.99%
Holding current value
$392,771
Previous $439,000 10.25%
% of portfolio
0.16%
Previous 0.18%

Shares

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

Apr 09, 2025
SELL
$42.38 - $43.28 $43,651 - $44,578
-1,030 Reduced 9.99%
9,281 $394,000
Q4 2024

Jan 10, 2025
SELL
$42.33 - $43.3 $38,393 - $39,273
-907 Reduced 8.09%
10,311 $439,000
Q3 2024

Oct 24, 2024
SELL
$41.95 - $43.42 $257,908 - $266,946
-6,148 Reduced 35.4%
11,218 $487,000
Q2 2024

Jul 18, 2024
SELL
$41.64 - $42.32 $178,760 - $181,679
-4,293 Reduced 19.82%
17,366 $732,000
Q1 2024

May 09, 2024
SELL
$41.98 - $42.63 $546,873 - $555,341
-13,027 Reduced 37.56%
21,659 $921,000
Q4 2023

Jan 10, 2024
BUY
$40.19 - $42.48 $265,937 - $281,090
6,617 Added 23.57%
34,686 $1.46 Million
Q3 2023

Oct 10, 2023
SELL
$40.9 - $41.68 $285,073 - $290,509
-6,970 Reduced 19.89%
28,069 $1.15 Million
Q2 2023

Jul 20, 2023
BUY
$40.8 - $41.55 $94,166 - $95,897
2,308 Added 7.05%
35,039 $1.45 Million
Q1 2023

Apr 12, 2023
BUY
$40.65 - $42.2 $41,584 - $43,170
1,023 Added 3.23%
32,731 $1.36 Million
Q4 2022

Jan 26, 2023
BUY
$39.79 - $41.87 $230,344 - $242,385
5,789 Added 22.33%
31,708 $0
Q3 2022

Oct 20, 2022
BUY
$39.82 - $42.66 $21,861 - $23,420
549 Added 2.16%
25,919 $1.04 Million
Q2 2022

Jul 28, 2022
SELL
$40.27 - $44.02 $65,479 - $71,576
-1,626 Reduced 6.02%
25,370 $1.03 Million
Q1 2022

Apr 27, 2022
BUY
$43.01 - $45.26 $491,346 - $517,050
11,424 Added 73.36%
26,996 $1.19 Million
Q4 2021

Feb 08, 2022
BUY
$44.73 - $45.64 $106,859 - $109,033
2,389 Added 18.12%
15,572 $705,000
Q3 2021

Nov 02, 2021
BUY
$45.45 - $46.0 $268,882 - $272,136
5,916 Added 81.41%
13,183 $602,000
Q2 2021

Jul 30, 2021
SELL
$45.56 - $46.09 $94,628 - $95,728
-2,077 Reduced 22.23%
7,267 $335,000
Q1 2021

Apr 28, 2021
SELL
$45.28 - $45.81 $227,486 - $230,149
-5,024 Reduced 34.97%
9,344 $428,000
Q4 2020

Feb 03, 2021
BUY
$43.72 - $45.44 $628,168 - $652,881
14,368 New
14,368 $653,000

Others Institutions Holding SHYG

# of Institutions
581
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
Track This Portfolio

Track Baker Tilly Wealth Management, LLC Portfolio

Follow Baker Tilly Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email