Eisner Amper Wealth Management Corporate Benefits, LLC Ishares 0 5 Year High Yield CO Transaction History

Eisner Amper Wealth Management Corporate Benefits, LLC

$274 Million
Q4 2023

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 03, 2022	SELL	$40.2 - $42.66 $214,105 - $227,207	-5,326 Closed	0 $0
Q3 2021 Oct 01, 2021	SELL	$45.45 - $46.0 $124,123 - $125,626	-2,731 Reduced 33.9%	5,326 $243,000
Q1 2019 Apr 01, 2019	BUY	$44.49 - $46.71 $358,455 - $376,342	8,057 New	8,057 $376,000

Others Institutions Holding SHYG

# of Institutions

529

Shares Held

119M

Call Options Held

Put Options Held

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

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