Ever Source Wealth Advisors, LLC Ishares 0 5 Year High Yield CO Transaction History

Ever Source Wealth Advisors, LLC

$1.48 Billion
Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 4,040 shares of SHYG stock, worth $173,679. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,040

Previous 4,055 0.37%

Holding current value

$173,679

Previous $171,000 2.34%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$41.95 - $43.42 $629 - $651	-15 Reduced 0.37%	4,040 $175,000
Q2 2024 Aug 13, 2024	BUY	$41.64 - $42.32 $53,382 - $54,254	1,282 Added 46.23%	4,055 $171,000
Q1 2024 Jun 11, 2024	BUY	$41.98 - $42.63 $116,410 - $118,212	2,773 New	2,773 $117,000
Q1 2023 May 11, 2023	SELL	$40.65 - $42.2 $183,900 - $190,912	-4,524 Reduced 84.26%	845 $35,000
Q4 2022 Feb 09, 2023	BUY	$39.79 - $41.87 $42,654 - $44,884	1,072 Added 24.95%	5,369 $219,000
Q3 2022 Nov 07, 2022	BUY	$39.82 - $42.66 $167,244 - $179,172	4,200 Added 4329.9%	4,297 $171,000
Q2 2022 Aug 01, 2022	BUY	$40.27 - $44.02 $3,906 - $4,269	97 New	97 $4,000

Others Institutions Holding SHYG

# of Institutions

556

Shares Held

125M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR HIGH YIELD CO

Ticker SHYG
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Ever Source Wealth Advisors, LLC Ishares 0 5 Year High Yield CO Transaction History