Financial Life Advisors Ishares 0 5 Year High Yield CO Transaction History

Financial Life Advisors

$238 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	BUY	$40.29 - $41.87 $209,910 - $218,142	5,210 Added 65.75%	13,134 $537,000
Q3 2022 Oct 28, 2022	BUY	$40.2 - $42.66 $318,544 - $338,037	7,924 New	7,924 $316,000

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

Ticker SHYG
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