Cooper Financial Group Ishares 0 5 Year High Yield CO Transaction History

Cooper Financial Group

$602 Million
Q1 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 13, 2023	BUY	$40.29 - $41.87 $731,787 - $760,484	18,163 New	18,163 $0
Q2 2021 Jul 12, 2021	SELL	$45.56 - $46.09 $398,239 - $402,872	-8,741 Closed	0 $0
Q1 2021 May 17, 2021	SELL	$45.28 - $45.81 $7.5 Million - $7.59 Million	-165,618 Reduced 94.99%	8,741 $400,000
Q4 2020 Feb 16, 2021	BUY	$43.72 - $45.44 $520,180 - $540,645	11,898 Added 7.32%	174,359 $7.92 Million
Q3 2020 Oct 09, 2020	BUY	$42.81 - $44.47 $430,625 - $447,323	10,059 Added 6.6%	162,461 $7.14 Million

Q2 2020 Jul 15, 2020	BUY	$39.39 - $43.83 $724,697 - $806,384	18,398 Added 13.73%	152,402 $6.54 Million
Q1 2020 May 15, 2020	BUY	$37.54 - $46.72 $5.03 Million - $6.26 Million	134,004 New	134,004 $5.48 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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