Hcr Wealth Advisors Ishares 0 5 Year High Yield CO Transaction History

Hcr Wealth Advisors

$658 Million
Q1 2024

A detailed history of Hcr Wealth Advisors transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Hcr Wealth Advisors holds 50,713 shares of SHYG stock, worth $2.13 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

50,713

Previous 50,823 0.22%

Holding current value

$2.13 Million

Previous $2.15 Million 0.56%

% of portfolio

0.33%

Previous 0.34%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$41.98 - $42.63 $4,617 - $4,689	-110 Reduced 0.22%	50,713 $2.16 Million
Q4 2023 Feb 09, 2024	BUY	$40.19 - $42.48 $450,971 - $476,668	11,221 Added 28.33%	50,823 $2.15 Million
Q3 2023 Oct 20, 2023	SELL	$40.9 - $41.68 $69,121 - $70,439	-1,690 Reduced 4.09%	39,602 $1.62 Million
Q2 2023 Aug 09, 2023	BUY	$40.8 - $41.55 $2,652 - $2,700	65 Added 0.16%	41,292 $1.71 Million
Q1 2023 May 12, 2023	SELL	$40.65 - $42.2 $11,056 - $11,478	-272 Reduced 0.66%	41,227 $1.72 Million

Q4 2022 Feb 13, 2023	SELL	$40.29 - $41.87 $48,388 - $50,285	-1,201 Reduced 2.81%	41,499 $1.7 Million
Q3 2022 Nov 07, 2022	SELL	$40.2 - $42.66 $272,757 - $289,448	-6,785 Reduced 13.71%	42,700 $1.71 Million
Q2 2022 Aug 12, 2022	SELL	$40.27 - $44.02 $4.18 Million - $4.57 Million	-103,766 Reduced 67.71%	49,485 $2.01 Million
Q1 2022 May 05, 2022	BUY	$43.01 - $45.26 $4,602 - $4,842	107 Added 0.07%	153,251 $6.74 Million
Q4 2021 Feb 04, 2022	BUY	$44.73 - $45.64 $146,043 - $149,014	3,265 Added 2.18%	153,144 $6.94 Million
Q3 2021 Nov 02, 2021	BUY	$45.45 - $46.0 $1.1 Million - $1.11 Million	24,211 Added 19.27%	149,879 $6.85 Million
Q2 2021 Jul 21, 2021	BUY	$45.56 - $46.09 $4.79 Million - $4.84 Million	105,089 Added 510.66%	125,668 $5.79 Million
Q1 2021 May 13, 2021	BUY	$45.28 - $45.81 $627,988 - $635,338	13,869 Added 206.69%	20,579 $943,000
Q4 2020 Feb 04, 2021	BUY	$43.72 - $45.44 $293,361 - $304,902	6,710 New	6,710 $305,000

Others Institutions Holding SHYG

# of Institutions

528

Shares Held

119M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR HIGH YIELD CO

Ticker SHYG
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Hcr Wealth Advisors Ishares 0 5 Year High Yield CO Transaction History