Baltimore Washington Financial Advisors, Inc. Ishares 0 5 Year High Yield CO Transaction History

Baltimore Washington Financial Advisors, Inc.

$1.8 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 06, 2021	SELL	$45.28 - $45.81 $211,638 - $214,115	-4,674 Closed	0 $0
Q4 2020 Feb 01, 2021	BUY	$43.72 - $45.44 $204,347 - $212,386	4,674 New	4,674 $212,000

Others Institutions Holding SHYG

# of Institutions

556

Shares Held

125M

Call Options Held

Put Options Held

Royal Bank Of Canada Toronto, A6

12.3M
Shares

$525 Million
0.11% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

8.11M
Shares

$346 Million
1.19% of portfolio
Personal Capital Advisors Corp

8.07M
Shares

$344 Million
1.6% of portfolio
Assetmark, Inc

7.73M
Shares

$329 Million
0.96% of portfolio
Bramshill Investments, LLC Naples, FL

6.68M
Shares

$285 Million
32.07% of portfolio

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About ISHARES 0-5 YEAR HIGH YIELD CO

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