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

Capital Advisors Wealth Management, LLC

  • $556 Million
  • Q4 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 6,445 shares of SHYG stock, worth $277,650. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,445
Previous 5,301 21.58%
Holding current value
$277,650
Previous $230,000 19.13%
% of portfolio
0.05%
Previous 0.04%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$42.33 - $43.3 $48,425 - $49,535
1,144 Added 21.58%
6,445 $274,000
Q3 2024

Oct 15, 2024
BUY
$41.95 - $43.42 $5,956 - $6,165
142 Added 2.75%
5,301 $230,000
Q2 2024

Jul 16, 2024
SELL
$41.64 - $42.32 $22,652 - $23,022
-544 Reduced 9.54%
5,159 $217,000
Q1 2024

Apr 12, 2024
SELL
$41.98 - $42.63 $12,552 - $12,746
-299 Reduced 4.98%
5,703 $242,000
Q4 2023

Jan 08, 2024
SELL
$40.19 - $42.48 $36,974 - $39,081
-920 Reduced 13.29%
6,002 $253,000
Q3 2023

Oct 10, 2023
SELL
$40.9 - $41.68 $229,408 - $233,783
-5,609 Reduced 44.76%
6,922 $284,000
Q2 2023

Jul 11, 2023
BUY
$40.8 - $41.55 $40,963 - $41,716
1,004 Added 8.71%
12,531 $519,000
Q1 2023

Apr 14, 2023
SELL
$40.65 - $42.2 $19,390 - $20,129
-477 Reduced 3.97%
11,527 $480,000
Q4 2022

Feb 09, 2023
SELL
$39.79 - $41.87 $40,744 - $42,874
-1,024 Reduced 7.86%
12,004 $490,000
Q3 2022

Nov 14, 2022
SELL
$39.82 - $42.66 $47,863 - $51,277
-1,202 Reduced 8.45%
13,028 $520,000
Q2 2022

Aug 04, 2022
SELL
$40.27 - $44.02 $171,952 - $187,965
-4,270 Reduced 23.08%
14,230 $577,000
Q1 2022

May 09, 2022
SELL
$43.01 - $45.26 $52,257 - $54,990
-1,215 Reduced 6.16%
18,500 $813,000
Q4 2021

Feb 04, 2022
BUY
$44.73 - $45.64 $346,791 - $353,846
7,753 Added 64.81%
19,715 $893,000
Q3 2021

Nov 12, 2021
BUY
$45.45 - $46.0 $149,621 - $151,432
3,292 Added 37.97%
11,962 $547,000
Q2 2021

Aug 13, 2021
BUY
$45.56 - $46.09 $115,995 - $117,345
2,546 Added 41.57%
8,670 $399,000
Q1 2021

Apr 20, 2021
BUY
$45.28 - $45.81 $277,294 - $280,540
6,124 New
6,124 $281,000

Others Institutions Holding SHYG

# of Institutions
587
Shares Held
123M
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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